SWITCH FROM JOBLOGIC

Joblogic 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.

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Funktion for funktion

Calisto Trades ved siden af Joblogic

18 I begge

Calisto Trades ved siden af Joblogic, funktion for funktion
18 funktioner	Calisto Trades	Joblogic
Quotes
Quotes with sections approved one by oneCalisto: a quote can be split into sections the client approves or declines one by one; a declined section is kept and can be offered again in the next version, with Proposals.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Quote approved online with a deposit, then turned into a jobCalisto: the client signs and pays the deposit, with Proposals, and the signed quote opens the work order.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Scheduling
Planner by engineerCalisto: the Calendar is each technician's week, at a desk and on the phone, with Dispatch.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Assign by skills and locationCalisto: Choose Who Goes ranks people by availability, load, skills, drive, a live credential the work needs and the parts on the van, with Dispatch.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Contracts
Service levels with deadline alertsCalisto: with Dispatch, service levels by priority on wall time or business hours, with due soon and overdue notices and escalation rules.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Service contracts with recurring billingCalisto: memberships with recurring dues and the tasks they include, with renewals and failed payments under Dues, with Registry.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Planned Maintenance
Planned maintenance visits made on a scheduleCalisto: a membership's plan tasks go on the calendar as part of joining, each opening its own work order, with Registry; other repeat work is on the Recurring lens of Work Orders.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Certificates
Gas certificates completed on the phone and sent from siteCalisto: a gas safety record or electrical report runs on the phone to its standard, with no signal too, and is issued and sent from the task, with Assure.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Field Work
Required checklists in the engineer appCalisto: each service carries its checklist, sent to the task frozen and ticked on the phone, never edited there.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Customer 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.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Live GPS tracking of engineersCalisto: 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. 2026Kilde	Ja	Ja
Mobile
Works where the signal is poorCalisto: Home, My Day, the calendar and every task's page open with no signal, and on my way, arrive, checklist, photos, parts and complete are held and sent once the line is back.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Parts
Van stock with minimum and reorder levelsCalisto: each van is a stock location its technician holds, with Inventory, and Parts has a Reorder lens for what to restock.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Parts used taken off the van's stockCalisto: parts from the van are recorded on the task from the phone and listed under Parts Used, with Inventory.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Purchase orders to suppliers for restockingCalisto: with Inventory, purchase orders to suppliers, receiving and supplier reconciliation.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Client Portal
Customer portal with live job status, certificates, quotes and invoicesCalisto: with Navigator, the client sees the next tasks with who is coming and the minutes away, work orders, quotes to sign, invoices and certificates.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Equipment
Asset register and site historyCalisto: each client's equipment with make, model, serial and warranty, and what was done at the address before, shown on the technician's phone.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Client Communication
Appointment reminders and en route alerts by text and emailCalisto: a reminder 24 hours before each task and an on my way message by text or email, set in Automations.Kontrolleret 26. okt. 2026Kilde	Ja	Ja

Hvad der bevæger sig

Flyt dine data fra Joblogic

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 Joblogic og drop filen ind. Den læses i din browser og kortlægges på Calisto.

Enhver regneark, du eksporterer fra Joblogic, kan kortlægges på Calisto, kolonne for kolonne.

Migrationsvejledningen til Joblogic Flyt mine data

Moving from Joblogic

Questions about switching

How do we bring our Joblogic data over?

Export your customers, sites and jobs from Joblogic to CSV or Excel and drop the files into the switch tool. Customers come in as clients with their addresses, and jobs as work orders. Calisto has no direct Joblogic connector.

Can we still issue gas safety records?

Yes. A certificate runs on the phone to its standard, works with no signal, and is issued and sent from the task, with Assure. The certificate follows the standard your business sets.

How do our planned maintenance contracts come across?

Each contract becomes a membership with recurring dues and the tasks it includes. Joining puts those tasks on the calendar, each with its own work order, and a done one uses one of the period's included tasks.

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