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Calisto Trades

SWITCH FROM JOBBER

Jobber 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.

  • Hjemme- og faglige tjenester

Funktion for funktion

Calisto Trades ved siden af Jobber

  • 16 I begge
  • 2 Kun i Jobber
Calisto Trades ved siden af Jobber, funktion for funktion
18 funktionerCalisto TradesJobber
Inquiries
Online request form for new workCalisto: the Trades request form (address, what, urgency, when suits, photos) lands each request in Inquiries, with Deals.Kontrolleret 26. okt. 2026KildeJaJa
Quotes
Quotes with options the client picksCalisto: good, better and best tiers on one quote, with Proposals. A line taken from Services charges what that client would pay, a member discount included.Kontrolleret 26. okt. 2026KildeJaJa
Quote approved online, then a depositCalisto: the client signs the quote and pays the deposit, with Proposals, and the signed quote opens the work order.Kontrolleret 26. okt. 2026KildeJaJa
Follow-ups on quotes with no answerCalisto: Remind the Client on an unanswered quote, and Proposals' reminder rule sends one after the days the business sets.Kontrolleret 26. okt. 2026KildeJaJa
Consumer financing on the quoteCalisto: Trades offers no lender financing on a quote. A quote can be paid as a deposit and installments, with Proposals.Kontrolleret 26. okt. 2026KildeNejJa
Online Booking
Clients book services onlineCalisto: each service is bookable online into a real slot with a Technician who is free, and the booking opens its work order.Kontrolleret 26. okt. 2026KildeJaJa
Booking limited to the area you serveCalisto: Service Areas are drawn once in Settings, and the website's Service Areas block answers whether an address is covered, with Sites.Kontrolleret 26. okt. 2026KildeJaJa
Scheduling
Calendar of every team member's workCalisto: the Calendar is each technician's week, and Choose Who Goes ranks people by availability, load, skills, drive and the parts on the van, with Dispatch.Kontrolleret 26. okt. 2026KildeJaJa
Recurring visitsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry.Kontrolleret 26. okt. 2026KildeJaJa
Client Communication
Visit reminders and on my way textsCalisto: a reminder 24 hours before each task and an on my way message by text or email, both rules the business changes in Automations.Kontrolleret 26. okt. 2026KildeJaJa
Two-way texting with clientsCalisto: with Threads, every client's conversation with the business in one place, on the business's own lines.Kontrolleret 26. okt. 2026KildeJaJa
Field Work
Job forms and checklists on siteCalisto: each service carries its checklist, sent to the task frozen and ticked on the phone, and a task done to a standard is walked as an inspection run, with Assure.Kontrolleret 26. okt. 2026KildeJaJa
Live GPS location of the teamCalisto: with Dispatch. The Live Map shows each technician where they share their position, and the client is told the minutes away, never the position.Kontrolleret 26. okt. 2026KildeJaJa
Timesheets
Time tracked on each jobCalisto: time on each task, plus the Workforce clock and weekly hours, and each week is signed off in Approvals.Kontrolleret 26. okt. 2026KildeJaJa
Client Portal
Client hub to approve quotes, see visits and payCalisto: with Navigator, the client sees the next tasks with who is coming and the minutes away, signs quotes, pays invoices and reads certificates.Kontrolleret 26. okt. 2026KildeJaJa
Invoicing
Invoices paid online by the clientCalisto: the work order is invoiced from its accepted quote or its time and materials, and the client pays online or by the invoice's pay QR, with Ledger.Kontrolleret 26. okt. 2026KildeJaJa
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.Kontrolleret 26. okt. 2026KildeNejJa
Job Costing
Job costing and profit on each jobCalisto: a work order's Costs tab and the Projects report show hours, parts, costs, billed, profit and margin, with Velocity.Kontrolleret 26. okt. 2026KildeJaJa

Hvad der bevæger sig

Flyt dine data fra Jobber

Dine data læses i din egen browser og sendes til din Calisto-konto. Calisto ser aldrig dit login for det gamle system.

Fra en eksportfil

Eksporter dine data fra Jobber og drop filen ind. Den læses i din browser og kortlægges på Calisto.

  • Klienter

    Importerede klientdata

  • Egenskaber

    Importerede ejendomsdata

  • Job

    Job, importeret som Arbejder-job på det tidspunkt, hvor deres statusnavne

  • Besøg

    Importerede besøgsdata

  • Fakturaer

    Importerede faktura-data

  • Holdmedlemmer

    Importerede data for teammedlemmer

Migrationsvejledningen til JobberFlyt mine data

Moving from Jobber

Questions about switching

How do we bring our Jobber data over?

Export your clients and jobs from Jobber as CSV files and drop them into the switch tool, which reads Jobber's own columns. Clients, properties and jobs come over, each job as a work order at the stage its status names. Canceled jobs are left behind.

Can our technicians keep working with no signal?

Yes. Trades installs as an app on the phone. My Day, the calendar and every task open with no signal, and on my way, arrive, checklist, photos, parts and complete are held on the phone and sent once the line is back. Invoicing at the door and taking a payment need the connection.

How do we take payment on site?

On one of your business's card readers, by the invoice's pay QR, by a payment link, or in cash. Trades has no tap to pay on the phone.

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Alt Calisto gør her

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