SWITCH FROM SERVICEM8
ServiceM8 to Calisto Trades
Inquiries, quotes, work orders, the technician's day on the phone, invoices and memberships in one app, with Proposals, Dispatch and Ledger built in.
- الخدمات المنزلية والميدانية
ميزة تلو ميزة
Calisto Trades بجانب ServiceM8
- 14 في كلا الحالتين
- 4 فقط في ServiceM8
| ١٨ ميزة | Calisto Trades | ServiceM8 |
|---|---|---|
| Quotes | ||
| Several quote options accepted onlineCalisto: good, better and best tiers on one quote, signed online with the deposit, with Proposals. | نعم | نعم |
| AI drafts the quote description and materialsCalisto: a quote is written by the business. Knowledge answers questions from the business's past jobs, but it does not draft the quote. | لا | نعم |
| Field Work | ||
| Client signature on siteCalisto: the client signs on the technician's phone at Complete, and Sign on This Phone signs the booking agreement there and then, with Sign. | نعم | نعم |
| Live staff map and GPS historyCalisto: Trades does not show where each technician is on a live map or keep a GPS trail of their day. | لا | نعم |
| Checklists and task lists on each jobCalisto: each service carries its checklist, sent to the task frozen and ticked on the phone, and the quote's lines are the task's work items. | نعم | نعم |
| Scheduling | ||
| Urgent jobs sent to the right personCalisto: Choose Who Goes ranks people by availability, load, skills, drive, a live credential the work needs and the parts on the van, with Dispatch. | نعم | نعم |
| Recurring jobsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry. | نعم | نعم |
| Certificates | ||
| Forms, certificates and reportsCalisto: certificates and inspection reports run on the phone to a standard and are issued from the run, with Assure. | نعم | نعم |
| Equipment | ||
| Client-owned equipment saved on siteCalisto: a client's boiler, pump or panel with make, model, serial and warranty, shown on the phone before the technician knocks; the team is told before a warranty ends. | نعم | نعم |
| Clients scan a code on their equipment to report an issueCalisto: the client's equipment is on their record and on the technician's phone; there is no code on the equipment for the client to scan. | لا | نعم |
| Online Booking | ||
| Online booking with a depositCalisto: services are booked online into a real slot, the deposit is taken at booking, and the booking opens its work order. | نعم | نعم |
| Client Communication | ||
| On the way textsCalisto: the client hears on my way by text or email, and gets a reminder 24 hours before each task, set in Automations. | نعم | نعم |
| Two-way SMS kept with the jobCalisto: with Threads, every client's conversation with the business, and each task's Activity tab holds its conversation. | نعم | نعم |
| Mobile | ||
| Job information available offlineCalisto: Home, My Day, the calendar and every task's page open with no signal, and what the technician does there is held and sent once the line is back. | نعم | نعم |
| Job Costing | ||
| Profit on each job, costed back after the workCalisto: a work order's Costs tab and the Projects report show hours, parts, costs, billed, profit and margin, with Velocity. | نعم | نعم |
| Client Portal | ||
| Client portal for invoices and statementsCalisto: with Navigator, the client sees invoices, quotes to sign, work orders, certificates and the next tasks with who is coming. | نعم | نعم |
| Payments | ||
| Tap to pay on the phoneCalisto: Trades has no tap to pay. On site a card is taken on one of the business's card readers, by the invoice's pay QR or a payment link, or the client pays cash. | لا | نعم |
| Reports | ||
| Job and revenue reportsCalisto: Revenue with Ledger, Projects, Technician Hours, and the Technicians, Crews, Services and Locations reports, each with Export. | نعم | نعم |
ما يتحرك
جلب بياناتك من ServiceM8
تُقرأ بياناتك في متصفحك الخاص وتُرسل إلى حسابك في Calisto. لا يرى Calisto أبداً كلمة المرور الخاصة بك للنظام القديم.
من ملف تصدير
قم بتصدير بياناتك من ServiceM8 وأفلت الملف داخله. يتم قراءته في متصفحك وتعيينه على Calisto.
أي جدول بيانات تصديره من ServiceM8 يمكن مطابقته على Calisto، عمودًا بعمود.
الأسعار جنبًا إلى جنب
ما ينشره ServiceM8 إلى جانب ما يفرضه Calisto Trades
كل رقم كما ينشره الناشر، بعملتك فقط. لا يتم تحويل بين العملات.
Calisto Trades
Calisto catalog price
Moving from ServiceM8
Questions about switching
How do we bring our ServiceM8 data over?
Export your clients and jobs from ServiceM8 to CSV or Excel and drop the files into the switch tool. Clients come in as clients and jobs as work orders. Calisto has no direct ServiceM8 connector.
Do we need iPhones or iPads?
No. Trades runs in the browser and installs as an app on any phone, tablet or desk computer, iPhone and Android alike.
Can our clients still book online?
Yes. Each service is bookable online into a real slot inside your service areas, with a deposit taken at booking if you ask for one, and the booking opens its work order.
المزيد من المعلومات
كل ما تفعله Calisto هنا
الصفحات خلف هذه المقارنة: القطاع، التطبيقات، والدليل.
- Calisto TradesCalisto لـ الخدمات المنزلية والميدانية
يربط Calisto Pro التقديرات، وتتبع الفنيين في الوقت الفعلي، ومخزون القطع، والفوترة الفورية للموقع في منصة واحدة متدفقة، مما يحافظ على عملياتك متقدمة على الجدول الزمني.
Open - الخدمات المنزلية والميدانيةتشغيل اليوم
لوحة توزيع تعرف مكان كل شاحنة، وجدول سحب وإفلات، ونص "في الطريق"، وحاجز جغرافي يبدأ العد التنازلي.
Open - الخدمات المنزلية والميدانيةإثبات العمل
إكمال في سبع خطوات مع صور مختومة بواسطة GPS، ومخزون الشاحنات الذي ينقص من السجل، والامتثال الكيميائي الذي يكتب تقريره الخاص.
Open - الأسعارتسعير لـ الخدمات المنزلية والميدانيةOpen
- التطبيقCalisto Trades
سباكون، كهربائيون، تدفئة، تنظيف، مكافحة آفات، مسابح، وتجميل: الطلبات كقادة، عروض موقعة مع ودائع، أعمال وزيارات في الجدول، هاتف الفني، شهادات، فواتير، وخطط خدمة.
Open