SWITCH FROM TEAMLEADER ORBIT
Teamleader Orbit to Calisto Velocity
Plan capacity from real shifts and time off, run projects with milestones the client approves in their portal, budget in cost lines with committed and spent, review each item before it bills, and see each person's hours, cost and margin in every currency you work in.
ميزة تلو ميزة
Calisto Velocity بجانب Teamleader Orbit
- 24 في كلا الحالتين
- 2 فقط في Teamleader Orbit
| ٢٦ ميزة | Calisto Velocity | Teamleader Orbit |
|---|---|---|
| Planning | ||
| Capacity PlanningCalisto: the capacity board sets each person's available hours per week (their shifts or working hours, less approved time off and holidays) against the work planned for them and their actual time, and flags a week planned past what they can work.تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Capacity Linked to SkillsCalisto: best-fit suggestions rank who takes a task by availability, current load, skills and drive time to the job (with Dispatch).تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Leave in Capacity PlanningCalisto: time off is requested and approved in Workforce, and approved time off and the business's holidays come off each person's available hours on the capacity board (with Workforce).تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Projects | ||
| Gantt Charts Linked to PlanningCalisto: Timeline is a Gantt of the project's tasks and milestones, with links, a today line and Day, Week or Month; bars are dragged to move or resize them and a handle draws a link.تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Quote to ProjectCalisto: a won deal starts its project in one step; the deal's tasks become the project's first tasks, and a fixed price's agreed lines can join as tasks (with Deals).تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Budgets | ||
| Budget Control With Margin ImpactCalisto: time, expenses, bills and parts land on the project as they are recorded, so its budget against actual, Margin and Profit read the work as it stands, in the project's own currency.تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Time | ||
| Timer Time TrackingCalisto: a timer starts in one tap from Home or the Start Timer shortcut, time is logged after the fact in Time or typed straight into a cell of the person's own week, and each entry is billable or not by the task's default.تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Incomplete Timesheet RemindersCalisto: Week Not Submitted reminds each person on the week's last day, in the business's zone and week start, and Timer Still Running when a timer runs past the day's end; both are Automations rules the business switches on or off.تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Sales | ||
| Quotations With Client ApprovalCalisto: every quote is a version on a deal; a proposal is sent, viewed, countered, declined or signed, and an accepted quote makes the contract the project delivers (with Deals and Proposals).تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Sales PipelineCalisto: the client, the pipeline and the deal are Deals' records, and a won deal starts the project that delivers it (with Deals).تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Billing | ||
| Invoices From ProjectsCalisto: To Invoice, in Billing, lists the work not yet invoiced (chargeable hours at the rate in force each day, fixed tasks once, chargeable costs and parts at cost) and turns the items picked into an invoice (with Ledger).تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Advance PaymentsCalisto: a project takes deposits the client pays ahead, and a deposit paid ahead is applied to the next invoice when it is sent.تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Recurring InvoicesCalisto: an invoice is repeated weekly, fortnightly, monthly, quarterly or annually from Ledger's Recurring list, each occurrence a real invoice (with Ledger).تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| RetainersCalisto: a retainer is an allowance of hours, or of an amount in its own currency, per week or month, for a client, one project or one contract, drawn down by the time logged, with a warning share, rollover and cap, warn or bill once it is used up.تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Invoiced and Still to BillCalisto: To Invoice, in Billing, shows what is ready to bill on each client project, and the payment schedule shows each payment still to fall due and the day or milestone it waits on.تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Automatic Payment RemindersCalisto: payment reminders are a cadence of email or text steps that starts when an invoice falls overdue and ends when it is paid, voided or written off (with Ledger).تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| E-InvoicingCalisto: invoices are issued as electronic invoices (Peppol, KSeF, SDI and other national formats) through the provider the business connects for its country (with Ledger).تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Clients | ||
| Client PortalCalisto: clients follow their project in their portal: the updates the business shares, milestones to approve or send back, tasks shared with them on a board and a calendar, documents asked of them and their invoices (with Navigator).تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Spend | ||
| Purchase Orders With ApprovalCalisto: a purchase is asked as a draft purchase order on its own approval (with Ledger), and each cost line shows what signed agreements have committed and the bills spent on it.تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Freelancer and Subcontractor CostsCalisto: a subcontract is a pay agreement on the project with a fixed fee, a cost line, its scope and the documents required before going on site; approved variations are committed against the line, and retention is held and released on the subcontractor's statements.تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Reporting | ||
| Project Margin ReportingCalisto: Reports shows Profitability (what was billed against what the work cost, by client, person or task) and Project Margin (every priced project's margin, with totals per currency, never converted).تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Financial ReportsCalisto: the income statement, balance sheet and cash flow come from the books every invoice, bill and expense posts to (with Ledger).تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Platform | ||
| Multiple Entities in One AccountCalisto: one sign-in holds every business a person runs, each its own account with its own projects and books, picked in the switcher.تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Single Sign-OnCalisto: a business signs its people in through its own identity provider, by OIDC or SAML.تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Gaps | ||
| What-If Capacity ScenariosWhat-if scenarios test how a new project would affect capacity before the business commits to it.تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | لا | نعم |
| Sales Forecasts Linked to CapacitySales forecasts from the pipeline are set against the team's capacity.تم التحقق ٣٠ أكتوبر ٢٠٢٦المصدر | لا | نعم |
ما يتحرك
جلب بياناتك من Teamleader Orbit
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 Teamleader Orbit وأفلت الملف داخله. يتم قراءته في متصفحك وتعيينه على Calisto.
أي جدول بيانات تصديره من Teamleader Orbit يمكن مطابقته على Calisto، عمودًا بعمود.
Moving from Teamleader Orbit
Questions about switching
How do my clients and contacts come over from Teamleader Orbit?
Export them as a spreadsheet and bring them in on pro.calistoco.com/switch, where each column is mapped onto Calisto. Each client is then the same record in Velocity, Deals and Ledger.
What about my retainers and recurring invoices?
Each retainer is set again as an allowance of hours or an amount per week or month, with a warning share and rollover. A recurring invoice is set once in Ledger and raises each occurrence as a real invoice.
Can my clients still follow their projects?
Yes. Clients follow their project in their Navigator portal: the updates you share, the milestones they approve, the tasks you share with them, the documents you ask of them and their invoices.
المزيد من المعلومات
كل ما تفعله Calisto هنا
الصفحات خلف هذه المقارنة: القطاع، التطبيقات، والدليل.