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Calisto Trades

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.

  • Υπηρεσίες στο Σπίτι και στο Πεδίο

Χαρακτηριστικό προς χαρακτηριστικό

Calisto Trades δίπλα στο ServiceM8

  • 14 Και στα δύο
  • 4 Μόνο στο ServiceM8
Calisto Trades δίπλα στο ServiceM8, χαρακτηριστικό προς χαρακτηριστικό
18 λειτουργικότητεςCalisto TradesServiceM8
Quotes
Several quote options accepted onlineCalisto: good, better and best tiers on one quote, signed online with the deposit, with Proposals.ΝαιΝαι
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.ΌχιΝαι
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.ΝαιΝαι
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.ΌχιΝαι
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.ΝαιΝαι
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.ΝαιΝαι
Recurring jobsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry.ΝαιΝαι
Certificates
Forms, certificates and reportsCalisto: certificates and inspection reports run on the phone to a standard and are issued from the run, with Assure.ΝαιΝαι
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.ΝαιΝαι
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.ΌχιΝαι
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.ΝαιΝαι
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.ΝαιΝαι
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.ΝαιΝαι
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.ΝαιΝαι
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.ΝαιΝαι
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.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
Reports
Job and revenue reportsCalisto: Revenue with Ledger, Projects, Technician Hours, and the Technicians, Crews, Services and Locations reports, each with Export.ΝαιΝαι

Τι κινείται

Μεταφορά των δεδομένων σας από το ServiceM8

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 ServiceM8 και ρίξτε το αρχείο μέσα. Διαβάζεται στον browser σας και απεικονίζεται στο Calisto.

Κάθε πίνακας που εξαγάγετε από το ServiceM8 μπορεί να χαρτογραφηθεί στο Calisto, στήλη προς στήλη.

Ο οδηγός μεταφοράς ServiceM8Μετακίνηση των δεδομένων μου

Τιμολόγηση, δίπλα δίπλα

Τι δημοσιεύει το ServiceM8, 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 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.

Περισσότερες πληροφορίες

Όλα όσα κάνει το Calisto εδώ

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