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.

Hjemme- og faglige tjenester

Funktion for funktion

Calisto Trades ved siden af ServiceM8

16 I begge
2 Kun i ServiceM8

Calisto Trades ved siden af ServiceM8, funktion for funktion
18 funktioner	Calisto Trades	ServiceM8
Quotes
Several quote options accepted onlineCalisto: good, better and best tiers on one quote, signed online with the deposit, with Proposals.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Quote description and materials drafted for youCalisto: Draft the Quote writes the description and the lines from the client's inquiry or site assessment and its photos, choosing only from what the business sells, and nothing is added until the business says so, with Proposals.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
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.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
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.Kontrolleret 26. okt. 2026Kilde	Nej	Ja
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.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
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.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Recurring jobsCalisto: 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. 2026Kilde	Ja	Ja
Certificates
Forms, certificates and reportsCalisto: certificates and inspection reports run on the phone to a standard and are issued from the run, with Assure.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
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.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
Clients scan a code on their equipment to report an issueCalisto: Print Sticker puts a QR code on the client's equipment. Scanned, it opens the equipment's page, where whoever is there reports a problem with photos; the report is a request the business turns into a job, or a callback while the equipment is under warranty, with Dispatch and Desk.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
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.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
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.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
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.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
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.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
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.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
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.Kontrolleret 26. okt. 2026Kilde	Ja	Ja
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. 2026Kilde	Nej	Ja
Reports
Job and revenue reportsCalisto: Revenue with Ledger, Projects, Technician Hours, and the Technicians, Crews, Services and Locations reports, each with Export.Kontrolleret 26. okt. 2026Kilde	Ja	Ja

Hvad der bevæger sig

Flyt dine data fra ServiceM8

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 ServiceM8 og drop filen ind. Den læses i din browser og kortlægges på Calisto.

Enhver regneark, du eksporterer fra ServiceM8, kan kortlægges på Calisto, kolonne for kolonne.

Migrationsvejledningen til ServiceM8 Flyt mine data

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.

Læs mere

Alt Calisto gør her

Siderne bag denne sammenligning: sektoren, appsene og guiderne.