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.
- Servicios en Casa y en Campo
Característica por característica
Calisto Trades junto a ServiceM8
- 14 En ambos
- 4 Solo en ServiceM8
| 18 características | Calisto Trades | ServiceM8 |
|---|---|---|
| Quotes | ||
| Several quote options accepted onlineCalisto: good, better and best tiers on one quote, signed online with the deposit, with Proposals. | Sí | Sí |
| 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. | No | Sí |
| 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. | Sí | Sí |
| 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. | No | Sí |
| 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. | Sí | Sí |
| 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. | Sí | Sí |
| Recurring jobsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry. | Sí | Sí |
| Certificates | ||
| Forms, certificates and reportsCalisto: certificates and inspection reports run on the phone to a standard and are issued from the run, with Assure. | Sí | Sí |
| 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. | Sí | Sí |
| 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. | No | Sí |
| 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. | Sí | Sí |
| 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. | Sí | Sí |
| 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. | Sí | Sí |
| 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. | Sí | Sí |
| 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. | Sí | Sí |
| 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. | 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 |
| Reports | ||
| Job and revenue reportsCalisto: Revenue with Ledger, Projects, Technician Hours, and the Technicians, Crews, Services and Locations reports, each with Export. | Sí | Sí |
Lo que se mueve
Trae tus datos de ServiceM8
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 ServiceM8 y coloque el archivo. Se lee en su navegador y se mapea en Calisto.
Cualquier hoja de cálculo que exportes de ServiceM8 puede mapearse en Calisto, columna por columna.
Precios, lado a lado
Lo que ServiceM8 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 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.
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