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.
- Heim- und Feldservice
Funktion für Funktion
Calisto Trades neben ServiceM8
- 14 In beiden
- 4 Nur in ServiceM8
| 18 Funktionen | Calisto Trades | ServiceM8 |
|---|---|---|
| Quotes | ||
| Several quote options accepted onlineCalisto: good, better and best tiers on one quote, signed online with the deposit, with Proposals. | Ja | Ja |
| AI drafts the quote description and materialsCalisto: a quote is written by the business. Knowledge answers questions from the business's past jobs, but it does not draft the quote. | Nein | 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. | 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. | Nein | 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. | 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. | 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. | 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. | 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. | Ja | Ja |
| Clients scan a code on their equipment to report an issueCalisto: the client's equipment is on their record and on the technician's phone; there is no code on the equipment for the client to scan. | Nein | 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. | 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. | 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. | 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. | 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. | 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. | 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. | Nein | Ja |
| Reports | ||
| Job and revenue reportsCalisto: Revenue with Ledger, Projects, Technician Hours, and the Technicians, Crews, Services and Locations reports, each with Export. | Ja | Ja |
Was bewegt sich
Importieren Sie Ihre Daten von ServiceM8
Ihre Daten werden in Ihrem eigenen Browser ausgelesen und an Ihr Calisto-Konto gesendet. Calisto sieht niemals Ihre Login-Daten für das alte System.
Aus einer Exportdatei
Exportieren Sie Ihre Daten von ServiceM8 und laden Sie die Datei hoch. Sie wird in Ihrem Browser gelesen und auf Calisto abgebildet.
Jedes Excel-Blatt, das Sie von ServiceM8 exportieren, kann Spalte für Spalte auf Calisto abgebildet werden.
Preisgestaltung, nebeneinander
Was ServiceM8 veröffentlicht, neben dem, was Calisto Trades berechnet
Jede Zahl so, wie der Herausgeber sie angibt, ausschließlich in Ihrer Währung. Zwischen Währungen findet keine Umrechnung statt.
Calisto Trades
Calisto catalog price
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.
Mehr erfahren
Alles, was Calisto hier tut
Die Seiten hinter diesem Vergleich: der Sektor, die Apps und die Guides.
- Calisto TradesCalisto für Heim- und Feldservice
Calisto Pro verbindet Schätzungen, Echtzeit-Techniker-Tracking, Teilebestände und sofortige Rechnungsstellung vor Ort zu einer durchströmten Plattform und hält Ihre Operationen pünktlich.
Open - Heim- und FeldserviceTag durchführen
Ein Dispatch-Board, das weiß, wo sich jeder Lieferwagen befindet, ein Drag-and-Drop-Kalender, eine „auf dem Weg"-Nachricht und ein Geofence, der die Uhr startet.
Open - Heim- und FeldserviceBeweisen Sie die Arbeit
Siebenstufige Abschlussabwicklung mit GPS-gestempelten Fotos, Van-Bestand, der sich der Buchhaltung entzieht, und chemischer Compliance, die ihren eigenen Bericht erstellt.
Open - PreisgestaltungPreise für Heim- und FeldserviceOpen
- AppCalisto Trades
Sanitäer, Elektriker, Heizung, Reinigung, Schädlingsbekämpfung, Pools und Landschaftsgestaltung: Anfragen als Leads, Angebote mit Unterschrift und Anzahlung, Jobs und Besuche im Zeitplan, das Telefon des Technikers, Zertifikate, Rechnungen und Servicepläne.
Open