SWITCH FROM TRADIFY
Tradify 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 Tradify
- 18 في كلا الحالتين
| ١٨ ميزة | Calisto Trades | Tradify |
|---|---|---|
| Inquiries | ||
| Inquiries from a web form in one listCalisto: the Trades request form lands each request in Inquiries, and Quote This Inquiry opens the quote for its client, with Deals. | نعم | نعم |
| Website | ||
| A website that sends leads into the appCalisto: with Sites, the request form and the Service Areas block sit on the business's own website, and each request lands in Inquiries. | نعم | نعم |
| Quotes | ||
| Quote templates with optional sectionsCalisto: good, better and best tiers on one quote, with Proposals. | نعم | نعم |
| Quotes accepted online and signedCalisto: the client signs the quote online and pays the deposit, with Proposals. | نعم | نعم |
| Automatic follow-up on unanswered quotesCalisto: Proposals' reminder rule follows up an unanswered quote after the days the business sets, and Remind the Client sends one by hand. | نعم | نعم |
| Work Orders | ||
| Accepted quote becomes a jobCalisto: the signed quote opens the work order, and the quote's lines become the work items of its first task. | نعم | نعم |
| Scheduling | ||
| Schedule for the whole teamCalisto: the Calendar is each technician's week, and Choose Who Goes ranks people by availability, load, skills and drive, with Dispatch. | نعم | نعم |
| Recurring jobs on the scheduleCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry. | نعم | نعم |
| Client Communication | ||
| Appointment reminders for customersCalisto: a reminder 24 hours before each task and an on my way message by text or email, set in Automations. | نعم | نعم |
| Field Work | ||
| Live staff locations on a mapCalisto: with Dispatch. The Live Map shows each technician where they share their position, and the client is told the minutes away, never the position. | نعم | نعم |
| Photos and notes on jobsCalisto: photos from the phone's own camera and notes on each task, held with no signal; Share to Trades files photos from the camera roll onto today's tasks. | نعم | نعم |
| Timesheets | ||
| Live job timer and timesheetsCalisto: time on each task, plus the Workforce clock and weekly hours in Timesheets. | نعم | نعم |
| Job Costing | ||
| Estimated against actual job costsCalisto: a work order's Costs tab and the Projects report show hours, parts, costs, billed, profit and margin, with Velocity. | نعم | نعم |
| Read a supplier invoice from a photoCalisto: Add an Expense on a work order reads the receipt photo and files it on its task, billed to the client or kept as the business's cost. | نعم | نعم |
| Invoicing | ||
| Progress invoices from a quoteCalisto: Invoices has Progress Invoicing, each work order's deposit and installments from its quote, with Ledger. | نعم | نعم |
| Invoice from the phone, paid onlineCalisto: after Complete the technician invoices the work order on the phone and hands it over with its pay QR, a card reader or a payment link, with Ledger. | نعم | نعم |
| Parts | ||
| Purchase orders to suppliers, matched to their billsCalisto: with Inventory, purchase orders to suppliers, receiving and supplier reconciliation, and Parts has a Reorder lens in Trades. | نعم | نعم |
| Team | ||
| Subcontractors invited to their jobsCalisto: a subcontractor joins by invitation, is assigned tasks, and is paid by statement, with Ledger. | نعم | نعم |
ما يتحرك
جلب بياناتك من Tradify
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 Tradify وأفلت الملف داخله. يتم قراءته في متصفحك وتعيينه على Calisto.
أي جدول بيانات تصديره من Tradify يمكن مطابقته على Calisto، عمودًا بعمود.
الأسعار جنبًا إلى جنب
ما ينشره Tradify 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 Tradify
Questions about switching
How do we bring our Tradify data over?
Export your customers and jobs from Tradify to CSV or Excel and drop the files into the switch tool. Customers come in as clients and jobs as work orders. Calisto has no direct Tradify connector.
Do our subcontractors need their own account?
Each subcontractor signs in to Calisto with their own account and joins your team by your invitation. You assign them tasks, and you pay them by statement from Invoices.
What happens to our recurring jobs?
Each one is set up again in Work Orders, on its Recurring lens, or as a membership whose included tasks go on the calendar when the client joins.
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