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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.

  • Υπηρεσίες στο Σπίτι και στο Πεδίο

Χαρακτηριστικό προς χαρακτηριστικό

Calisto Trades δίπλα στο Jobber

  • 16 Και στα δύο
  • 2 Μόνο στο Jobber
Calisto Trades δίπλα στο Jobber, χαρακτηριστικό προς χαρακτηριστικό
18 λειτουργικότητεςCalisto 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.ΝαιΝαι
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.ΝαιΝαι
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.ΝαιΝαι
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.ΝαιΝαι
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.ΌχιΝαι
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.ΝαιΝαι
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.ΝαιΝαι
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.ΝαιΝαι
Recurring visitsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry.ΝαιΝαι
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.ΝαιΝαι
Two-way texting with clientsCalisto: with Threads, every client's conversation with the business in one place, on the business's own lines.ΝαιΝαι
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.ΝαιΝαι
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.ΝαιΝαι
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.ΝαιΝαι
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.ΝαιΝαι
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.ΝαιΝαι
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.ΌχιΝαι
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.ΝαιΝαι

Τι κινείται

Μεταφορά των δεδομένων σας από το Jobber

Τα δεδομένα σας διαβάζονται στον δικό σας περιηγητή και αποστέλλονται στον λογαριασμό Calisto σας. Το Calisto ποτέ δεν βλέπει το login σας για το παλιό σύστημα.

Από ένα αρχείο εξαγωγής

Εξαγάγετε τα δεδομένα σας από το Jobber και ρίξτε το αρχείο μέσα. Διαβάζεται στον browser σας και απεικονίζεται στο Calisto.

  • Πελάτες

    Εισαγόμενα δεδομένα πελατών

  • Ιδιοκτησίες

    Εισαγόμενα δεδομένα ιδιοκτησιών

  • Εργασίες

    Εργασίες, εισαγόμενες ως Εργασίες Εμπορίου στο στάδιο που ονομάζονται οι ονομασίες κατάστασής τους

  • Επισκέψεις

    Εισαγόμενα δεδομένα επισκέψεων

  • Τιμολόγια

    Εισαγόμενα δεδομένα τιμολογίων

  • Μέλη της ομάδας

    Εισαγωγή δεδομένων μελών ομάδας

Ο οδηγός μεταφοράς JobberΜετακίνηση των δεδομένων μου

Τιμολόγηση, δίπλα δίπλα

Τι δημοσιεύει το Jobber, εκτός από το τι χρεώνει το Calisto Trades

Κάθε αριθμός όπως τον δηλώνει ο εκδότης του, μόνο στο νόμισμά σας. Κανένα στοιχείο δεν μετατρέπεται μεταξύ νομισμάτων.

Calisto Trades

Includedwith Ops or Commerce

Calisto catalog price

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.

Περισσότερες πληροφορίες

Όλα όσα κάνει το Calisto εδώ

Οι σελίδες πίσω από αυτή τη σύγκριση: το τομέα, οι εφαρμογές και οι οδηγίες.