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.
- Hjemme- og faglige tjenester
Funktion for funktion
Calisto Trades ved siden af Tradify
- 18 I begge
| 18 funktioner | 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.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| 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.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| Quotes | ||
| Quote templates with optional sectionsCalisto: good, better and best tiers on one quote, with Proposals.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| Quotes accepted online and signedCalisto: the client signs the quote online and pays the deposit, with Proposals.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| 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.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| 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.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| 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.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| 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.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| 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.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| 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.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| 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.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| Timesheets | ||
| Live job timer and timesheetsCalisto: time on each task, plus the Workforce clock and weekly hours in Timesheets.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| 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.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| 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.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| Invoicing | ||
| Progress invoices from a quoteCalisto: Invoices has Progress Invoicing, each work order's deposit and installments from its quote, with Ledger.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| 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.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| 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.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
| Team | ||
| Subcontractors invited to their jobsCalisto: a subcontractor joins by invitation, is assigned tasks, and is paid by statement, with Ledger.Kontrolleret 26. okt. 2026Kilde | Ja | Ja |
Hvad der bevæger sig
Flyt dine data fra Tradify
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 Tradify og drop filen ind. Den læses i din browser og kortlægges på Calisto.
Enhver regneark, du eksporterer fra Tradify, kan kortlægges på Calisto, kolonne for kolonne.
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.
Læs mere
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