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.
- Servicios en Casa y en Campo
Característica por característica
Calisto Trades junto a Jobber
- 16 En ambos
- 2 Solo en Jobber
| 18 características | Calisto Trades | Jobber |
|---|---|---|
| Inquiries | ||
| Online request form for new workCalisto: the Trades request form (address, what, urgency, when suits, photos) lands each request in Inquiries, with Deals. | Sí | Sí |
| 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. | Sí | Sí |
| 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. | Sí | Sí |
| 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. | Sí | Sí |
| 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. | No | Sí |
| 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. | Sí | Sí |
| 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. | Sí | Sí |
| 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. | Sí | Sí |
| Recurring visitsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry. | Sí | Sí |
| 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. | Sí | Sí |
| Two-way texting with clientsCalisto: with Threads, every client's conversation with the business in one place, on the business's own lines. | Sí | Sí |
| 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. | Sí | Sí |
| 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. | Sí | Sí |
| 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. | Sí | Sí |
| 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. | Sí | Sí |
| 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. | Sí | Sí |
| 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. | No | Sí |
| 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. | Sí | Sí |
Lo que se mueve
Trae tus datos de Jobber
Tus datos se leen en tu propio navegador y se envían a tu cuenta de Calisto. Calisto nunca ve tu inicio de sesión para el sistema anterior.
Desde un archivo de exportación
Exporte sus datos de Jobber y coloque el archivo. Se lee en su navegador y se mapea en Calisto.
Clientes
Datos de clientes importados
Propiedades
Datos de propiedades importados
Trabajos
Trabajos, importados como trabajos de Trades en la etapa de sus nombres de estado
Visitas
Datos de visitas importados
Facturas
Datos de facturas importados
Miembros del equipo
Importación de datos de miembros del equipo
Precios, lado a lado
Lo que Jobber publica, junto a lo que Calisto Trades cobra
Cada figura tal como lo indica su editor, solo en su moneda. No se realiza conversión entre monedas.
Calisto Trades
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.
Saber más
Todo lo que Calisto hace aquí
Las páginas detrás de esta comparación: el sector, las aplicaciones y las guías.
- Calisto TradesCalisto para Servicios en Casa y en Campo
Calisto Pro conecta estimaciones, seguimiento de técnicos en tiempo real, inventario de piezas y facturación instantánea en sitio en una plataforma integrada, manteniendo tus operaciones por delante del cronograma.
Open - Servicios en Casa y en CampoEjecuta el Día
Un tablero de despacho que sabe dónde está cada furgoneta, un calendario de arrastrar y soltar, un mensaje de "en camino" y una valla geográfica que inicia el cronómetro.
Open - Servicios en Casa y en CampoDemostrar el trabajo
Completado en siete pasos con fotos con sello GPS, stock de furgoneta que se descuenta en el libro mayor y cumplimiento químico que genera su propio informe.
Open - PreciosPrecios para Servicios en Casa y en CampoOpen
- AplicaciónCalisto Trades
Fontaneros, electricistas, calefacción, limpieza, control de plagas, piscinas y jardinería: solicitudes como leads, presupuestos firmados con depósito, trabajos y visitas en el calendario, teléfono del técnico, certificados, facturas y planes de servicio.
Open