Calisto Trades

From the first call to the paid invoice.

The app a field service business runs on: quote the work, send the right technician, and take payment at the door.

For the office, the van and the client’s front door.

trades.calistoco.com/trades/work-orders?view=board

Job Board

Every job, from approved to invoiced, each where its visits put it.

New Job
ListBoardCalendarRecurringJobsJob Board
To Schedule 2Scheduled 3In Progress 2Done: To Invoice 2Invoiced 3
To Schedule2
Combi boiler replacementLaura Morgan14 Grove Lane, HeadingleyFromQuote£2,800.00Hot water cylinder replacementRavi Patel3 Kirkstall Road, KirkstallFromQuote£1,450.00
Scheduled3
Annual boiler serviceHelen Brook27 Otley Road, Far HeadingleyNext Visit11/11/2026 09:00£95.00New kitchen circuit and four socketsJames Whitfield8 Roundhay Mount, RoundhayNext Visit11/11/2026 13:30£650.00Kitchen drain blockedSophie Clarke52 Harehills Lane, Chapel AllertonNext Visit12/11/2026 08:00£110.00
In Progress2
Leak under the bathroom floorMark Ellison19 Beech Grove, HorsforthNext Visit10/11/2026 11:00£420.00Consumer unit upgradeGrace Holloway6 Moor Road, Chapel AllertonNext Visit10/11/2026 14:00£900.00
Done: To Invoice2
Two radiators replaced, upstairsOliver Dunn41 Station Road, RothwellVisits Done1 of 1£540.00No hot waterAmira Hussain11 Cardigan Road, BurleyVisits Done1 of 1£140.00
Invoiced3
Radiator bleed and balancePeter Lawson2 Church Lane, MeanwoodVisits Done1 of 1£85.00Annual boiler serviceClaire Fenton33 Spencer Place, ChapeltownVisits Done1 of 1£95.00Electrical safety inspectionNorthgate Lettings5 Hyde Park Terrace, Hyde ParkVisits Done1 of 1£180.00
Hand it over and take payment
Two radiators replaced, upstairsOliver Dunn · 41 Station Road, RothwellDone
Invoice the Job
Invoice HHP-1047£380.00
Less the deposit paid: £160.00
Pay this invoiceThe client scans this to pay on their phone, in the way they pay.
Charge the CardRecord Cash
Desert Air Heating & Cooling · PhoenixAC not cooling, upstairsRachel Kim4410 E Camelback RdNext Visit11/10/2026 10:00$189.00In Progress
Coral Coast Pools · Gold CoastWeekly pool serviceHannah Wilson12 Sunshine Pde, MiamiNext Visit11/11/2026 07:30$85.00Scheduled
Fumigaciones del Caribe · Santo DomingoTratamiento de termitasRestaurante El ConucoC/ Casimiro de Moya 152Next Visit12/11/2026 08:00RD$38,500.00Scheduled
Limpezas Atlântico · LisbonLimpeza pós-obra, T3Rita MendesRua de São Bento 112Visits Done3 of 3640,00 €Done: To Invoice
Jardines del Bajío · QuerétaroRiego por goteo, jardín traseroFamilia OlveraAv. Constituyentes 98Visits Done2 of 2$18,900.00Invoiced
Northshore Roofing · TorontoFull roof replacementDavid Chen88 Glebeholme BlvdNext Visit2026-11-13 07:00$18,450.00Scheduled
Liffey Home Inspections · DublinPre-purchase survey, semi-detachedNiamh and Conor Daly21 Sandford Rd, RanelaghNext Visit11/11/2026 11:00€495.00Scheduled
Elektro Kowalski · KrakówWymiana rozdzielnicyMagdalena Wójcikul. Karmelicka 45Next Visit10.11.2026 13:003400,00 złIn Progress
Cape Sparks Electrical · Cape TownCOC inspection, house saleFatima Isaacs7 Kloof Nek Rd, TamboerskloofVisits Done1 of 1R 1 850,00Done: To Invoice
Hartley Heating & Plumbing · LeedsCombi boiler replacementLaura Morgan14 Grove LaneFromQuote£2,800.00To Schedule
Desert Air Heating & Cooling · PhoenixAC not cooling, upstairsRachel Kim4410 E Camelback RdNext Visit11/10/2026 10:00$189.00In Progress
Coral Coast Pools · Gold CoastWeekly pool serviceHannah Wilson12 Sunshine Pde, MiamiNext Visit11/11/2026 07:30$85.00Scheduled
Fumigaciones del Caribe · Santo DomingoTratamiento de termitasRestaurante El ConucoC/ Casimiro de Moya 152Next Visit12/11/2026 08:00RD$38,500.00Scheduled
Limpezas Atlântico · LisbonLimpeza pós-obra, T3Rita MendesRua de São Bento 112Visits Done3 of 3640,00 €Done: To Invoice
Jardines del Bajío · QuerétaroRiego por goteo, jardín traseroFamilia OlveraAv. Constituyentes 98Visits Done2 of 2$18,900.00Invoiced
Northshore Roofing · TorontoFull roof replacementDavid Chen88 Glebeholme BlvdNext Visit2026-11-13 07:00$18,450.00Scheduled
Liffey Home Inspections · DublinPre-purchase survey, semi-detachedNiamh and Conor Daly21 Sandford Rd, RanelaghNext Visit11/11/2026 11:00€495.00Scheduled
Elektro Kowalski · KrakówWymiana rozdzielnicyMagdalena Wójcikul. Karmelicka 45Next Visit10.11.2026 13:003400,00 złIn Progress
Cape Sparks Electrical · Cape TownCOC inspection, house saleFatima Isaacs7 Kloof Nek Rd, TamboerskloofVisits Done1 of 1R 1 850,00Done: To Invoice
Hartley Heating & Plumbing · LeedsCombi boiler replacementLaura Morgan14 Grove LaneFromQuote£2,800.00To Schedule
Desert Air Heating & Cooling · PhoenixAC not cooling, upstairsRachel Kim4410 E Camelback RdNext Visit11/10/2026 10:00$189.00In Progress
Coral Coast Pools · Gold CoastWeekly pool serviceHannah Wilson12 Sunshine Pde, MiamiNext Visit11/11/2026 07:30$85.00Scheduled
Fumigaciones del Caribe · Santo DomingoTratamiento de termitasRestaurante El ConucoC/ Casimiro de Moya 152Next Visit12/11/2026 08:00RD$38,500.00Scheduled
Limpezas Atlântico · LisbonLimpeza pós-obra, T3Rita MendesRua de São Bento 112Visits Done3 of 3640,00 €Done: To Invoice
Jardines del Bajío · QuerétaroRiego por goteo, jardín traseroFamilia OlveraAv. Constituyentes 98Visits Done2 of 2$18,900.00Invoiced
Northshore Roofing · TorontoFull roof replacementDavid Chen88 Glebeholme BlvdNext Visit2026-11-13 07:00$18,450.00Scheduled
Liffey Home Inspections · DublinPre-purchase survey, semi-detachedNiamh and Conor Daly21 Sandford Rd, RanelaghNext Visit11/11/2026 11:00€495.00Scheduled
Elektro Kowalski · KrakówWymiana rozdzielnicyMagdalena Wójcikul. Karmelicka 45Next Visit10.11.2026 13:003400,00 złIn Progress
Cape Sparks Electrical · Cape TownCOC inspection, house saleFatima Isaacs7 Kloof Nek Rd, TamboerskloofVisits Done1 of 1R 1 850,00Done: To Invoice
Hartley Heating & Plumbing · LeedsCombi boiler replacementLaura Morgan14 Grove LaneFromQuote£2,800.00To Schedule
Desert Air Heating & Cooling · PhoenixAC not cooling, upstairsRachel Kim4410 E Camelback RdNext Visit11/10/2026 10:00$189.00In Progress
Coral Coast Pools · Gold CoastWeekly pool serviceHannah Wilson12 Sunshine Pde, MiamiNext Visit11/11/2026 07:30$85.00Scheduled
Fumigaciones del Caribe · Santo DomingoTratamiento de termitasRestaurante El ConucoC/ Casimiro de Moya 152Next Visit12/11/2026 08:00RD$38,500.00Scheduled
Limpezas Atlântico · LisbonLimpeza pós-obra, T3Rita MendesRua de São Bento 112Visits Done3 of 3640,00 €Done: To Invoice
Jardines del Bajío · QuerétaroRiego por goteo, jardín traseroFamilia OlveraAv. Constituyentes 98Visits Done2 of 2$18,900.00Invoiced
Northshore Roofing · TorontoFull roof replacementDavid Chen88 Glebeholme BlvdNext Visit2026-11-13 07:00$18,450.00Scheduled
Liffey Home Inspections · DublinPre-purchase survey, semi-detachedNiamh and Conor Daly21 Sandford Rd, RanelaghNext Visit11/11/2026 11:00€495.00Scheduled
Elektro Kowalski · KrakówWymiana rozdzielnicyMagdalena Wójcikul. Karmelicka 45Next Visit10.11.2026 13:003400,00 złIn Progress
Cape Sparks Electrical · Cape TownCOC inspection, house saleFatima Isaacs7 Kloof Nek Rd, TamboerskloofVisits Done1 of 1R 1 850,00Done: To Invoice
Hartley Heating & Plumbing · LeedsCombi boiler replacementLaura Morgan14 Grove LaneFromQuote£2,800.00To Schedule
Northshore Roofing · TorontoAccept BetterArchitectural shingles, full tear-off · $18,450Accepted
Desert Air Heating & Cooling · PhoenixMarco from Desert Air Heating & Cooling is on the way, about 25 minutes away.11/10/2026 07:46En route
Hartley Heating & Plumbing · LeedsSigned by Oliver DunnTwo radiators replaced, upstairsDone
Jardines del Bajío · QuerétaroRiego por goteo, jardín trasero$18,900Paid in full
Hartley Heating & Plumbing · LeedsCallback: radiator valve weepingHelen BrookScheduled
Liffey Home Inspections · DublinBER and Building Survey21 Sandford Rd, RanelaghSatisfactory
Coral Coast Pools · Gold CoastPool pump · Report SentLeaking at the seal, photo attachedReport a Problem
Cape Sparks Electrical · Cape TownCOC inspection, house saleR 1 850Booked Online
Northshore Roofing · TorontoAccept BetterArchitectural shingles, full tear-off · $18,450Accepted
Desert Air Heating & Cooling · PhoenixMarco from Desert Air Heating & Cooling is on the way, about 25 minutes away.11/10/2026 07:46En route
Hartley Heating & Plumbing · LeedsSigned by Oliver DunnTwo radiators replaced, upstairsDone
Jardines del Bajío · QuerétaroRiego por goteo, jardín trasero$18,900Paid in full
Hartley Heating & Plumbing · LeedsCallback: radiator valve weepingHelen BrookScheduled
Liffey Home Inspections · DublinBER and Building Survey21 Sandford Rd, RanelaghSatisfactory
Coral Coast Pools · Gold CoastPool pump · Report SentLeaking at the seal, photo attachedReport a Problem
Cape Sparks Electrical · Cape TownCOC inspection, house saleR 1 850Booked Online
Northshore Roofing · TorontoAccept BetterArchitectural shingles, full tear-off · $18,450Accepted
Desert Air Heating & Cooling · PhoenixMarco from Desert Air Heating & Cooling is on the way, about 25 minutes away.11/10/2026 07:46En route
Hartley Heating & Plumbing · LeedsSigned by Oliver DunnTwo radiators replaced, upstairsDone
Jardines del Bajío · QuerétaroRiego por goteo, jardín trasero$18,900Paid in full
Hartley Heating & Plumbing · LeedsCallback: radiator valve weepingHelen BrookScheduled
Liffey Home Inspections · DublinBER and Building Survey21 Sandford Rd, RanelaghSatisfactory
Coral Coast Pools · Gold CoastPool pump · Report SentLeaking at the seal, photo attachedReport a Problem
Cape Sparks Electrical · Cape TownCOC inspection, house saleR 1 850Booked Online
Northshore Roofing · TorontoAccept BetterArchitectural shingles, full tear-off · $18,450Accepted
Desert Air Heating & Cooling · PhoenixMarco from Desert Air Heating & Cooling is on the way, about 25 minutes away.11/10/2026 07:46En route
Hartley Heating & Plumbing · LeedsSigned by Oliver DunnTwo radiators replaced, upstairsDone
Jardines del Bajío · QuerétaroRiego por goteo, jardín trasero$18,900Paid in full
Hartley Heating & Plumbing · LeedsCallback: radiator valve weepingHelen BrookScheduled
Liffey Home Inspections · DublinBER and Building Survey21 Sandford Rd, RanelaghSatisfactory
Coral Coast Pools · Gold CoastPool pump · Report SentLeaking at the seal, photo attachedReport a Problem
Cape Sparks Electrical · Cape TownCOC inspection, house saleR 1 850Booked Online
Desert Air Heating & Cooling · PhoenixAC not cooling, upstairsRachel Kim4410 E Camelback RdNext Visit11/10/2026 10:00$189.00In Progress
Coral Coast Pools · Gold CoastWeekly pool serviceHannah Wilson12 Sunshine Pde, MiamiNext Visit11/11/2026 07:30$85.00Scheduled
Fumigaciones del Caribe · Santo DomingoTratamiento de termitasRestaurante El ConucoC/ Casimiro de Moya 152Next Visit12/11/2026 08:00RD$38,500.00Scheduled
Limpezas Atlântico · LisbonLimpeza pós-obra, T3Rita MendesRua de São Bento 112Visits Done3 of 3640,00 €Done: To Invoice
Jardines del Bajío · QuerétaroRiego por goteo, jardín traseroFamilia OlveraAv. Constituyentes 98Visits Done2 of 2$18,900.00Invoiced
Northshore Roofing · TorontoFull roof replacementDavid Chen88 Glebeholme BlvdNext Visit2026-11-13 07:00$18,450.00Scheduled
Liffey Home Inspections · DublinPre-purchase survey, semi-detachedNiamh and Conor Daly21 Sandford Rd, RanelaghNext Visit11/11/2026 11:00€495.00Scheduled
Elektro Kowalski · KrakówWymiana rozdzielnicyMagdalena Wójcikul. Karmelicka 45Next Visit10.11.2026 13:003400,00 złIn Progress
Cape Sparks Electrical · Cape TownCOC inspection, house saleFatima Isaacs7 Kloof Nek Rd, TamboerskloofVisits Done1 of 1R 1 850,00Done: To Invoice
Hartley Heating & Plumbing · LeedsCombi boiler replacementLaura Morgan14 Grove LaneFromQuote£2,800.00To Schedule
Northshore Roofing · TorontoAccept BetterArchitectural shingles, full tear-off · $18,450Accepted
Desert Air Heating & Cooling · PhoenixMarco from Desert Air Heating & Cooling is on the way, about 25 minutes away.11/10/2026 07:46En route
Hartley Heating & Plumbing · LeedsSigned by Oliver DunnTwo radiators replaced, upstairsDone
Jardines del Bajío · QuerétaroRiego por goteo, jardín trasero$18,900Paid in full
Hartley Heating & Plumbing · LeedsCallback: radiator valve weepingHelen BrookScheduled
Liffey Home Inspections · DublinBER and Building Survey21 Sandford Rd, RanelaghSatisfactory
Coral Coast Pools · Gold CoastPool pump · Report SentLeaking at the seal, photo attachedReport a Problem
Cape Sparks Electrical · Cape TownCOC inspection, house saleR 1 850Booked Online
Calisto Trades

Everything a piece of work needs, in order

From the inquiry that asks for it to the invoice that is paid for it.

One Work Order

One piece of work, from the inquiry to the payment

What the office, the technician and the client each do with it, screen by screen.

The inquiry

A client asks on your request form, with the address, what is wrong, how urgent and photos. It lands in Inquiries with its answers, or a service is booked online straight into a free slot.

trades.calistoco.com/trades/inquiries/rachel-kim
Inquiries

Rachel Kim New

(602) 555-0148 · rachel.kim@fastmail.com

CallTextQuote This Inquiry
Request a service
Where is the work?
4410 E Camelback Rd, Phoenix, AZ 85018
What do you need?
A repair
How urgent is it?
This week
A day that suits you
11/12/2026 · Morning
Describe the problem or the job
Upstairs AC is blowing warm air since Sunday. Outdoor unit hums but the fan does not spin. System is about 12 years old.
Photos (optional)
Inquiry
Status
New
Source
Website form
Owner
Jenna Holt
Created
11/10/2026 07:42
Pipeline
Stage
New inquiry
Value
$7,290.00

The quote

Quote This Inquiry opens the quote for that client: good, better and best options from your services, each line at what the client would pay, signed with its deposit on one link with Proposals.

proposals.calistoco.com/q/desert-air/Q-2291
Desert Air Heating & CoolingQuote Q-2291 · Prepared for Rachel Kim
Choose an Option
Good$475Repairs the unit you haveBetter$6,950New outdoor unit and coilBest$12,420Heats and cools, quietest
ItemQtyTotal
3-ton 16 SEER2 condenser, matched coil1$6,950.00
Removal and disposal of the old unit1Included
10-year parts warranty registration1Included
Outdoor unit and coil$6,950ApproveDecline
Smart thermostat, installed and set up$340ApproveDecline
Duct sealing, upstairs returns$680ApproveDecline

After you accept, you’ll be guided to sign this proposal to make it official.

Total of What You Approve$7,290.00Deposit due:$1,460.00Due on acceptanceAccept Better

Accepted · The work order

The accepted quote opens the work order at the client’s address, with its property, and its lines become the first task’s work items.

trades.calistoco.com/trades/jobs/wo-4417
Work Orders

AC replacement, upstairs To Schedule

Rachel Kim · 4410 E Camelback Rd, Phoenix, AZ 85018

Book Another VisitSchedule the Visit
VisitsInvoicesCostsCallbacksReports
The Work
Recover refrigerant and remove the old condenser
Set the new pad and condenser
Replace the evaporator coil and line set
Pressure test, evacuate and charge
Commission and record readings
Payment
Deposit paid
Sold for
$7,290.00
Deposit
$1,460.00
Balance
$5,830.00
Property
Floor area
2,140 sq ft
Year built
2011
Foundation
Slab
Occupancy
Owner-occupied
Quote

What the client approved: its options, signature and deposit.

Open the Quote · Q-2291

Scheduled · Who goes

Schedule the task: the day, the arrival window the client is told and who goes, ranked by who is free, their load, skills, the drive and the parts on their van.

trades.calistoco.com/trades/jobs/wo-4417
Work Orders

AC replacement, upstairs To Schedule

Rachel Kim · 4410 E Camelback Rd, Phoenix, AZ 85018

Book Another VisitSchedule the Visit
VisitsInvoicesCostsCallbacksReports
The Work
Recover refrigerant and remove the old condenser
Set the new pad and condenser
Replace the evaporator coil and line set
Pressure test, evacuate and charge
Commission and record readings
Payment
Deposit paid
Sold for
$7,290.00
Deposit
$1,460.00
Balance
$5,830.00
Property
Floor area
2,140 sq ft
Year built
2011
Foundation
Slab
Occupancy
Owner-occupied
Quote

What the client approved: its options, signature and deposit.

Open the Quote · Q-2291
Schedule This Visit
CancelSchedule

On the way · On site

The client is told the technician is on the way, and about how many minutes away. On site, the technician ticks the work items and the checklist, adds photos and parts, and the client signs, with or without signal.

AC replacement, upstairs
4410 E Camelback Rd, Phoenix, AZ 85018
PauseComplete
The Work
Recover refrigerant and remove the old condenserSet the new pad and condenserReplace the evaporator coil and line setPressure test, evacuate and charge
Checklist
Power isolated and locked outLine set pressure test at 450 psi held 30 minVacuum below 500 microns
Photos
BeforeThe work
Desert Air Heating & Cooling
Desert Air Heating & Cooling07:46Marco from Desert Air Heating & Cooling is on the way, about 25 minutes away.
Desert Air Heating & CoolingYesterdayDesert Air Heating & Cooling: a reminder that we are coming to you on 11/10/2026 08:00.

Done · Invoiced

Invoice the work order at the door: the invoice handed over, its pay code, a card on one of your readers or cash. A return trip takes whatever was left unfinished.

trades.calistoco.com/trades/jobs/wo-4417
Work Orders

AC replacement, upstairs Invoiced

Rachel Kim · 4410 E Camelback Rd, Phoenix, AZ 85018

Book Another VisitOpen the Client
VisitsInvoicesCostsCallbacksReports
WO-4417 · Visit 1
arrived 08:12Marco Ruiz · DeShawn Price
Checklist 6 of 6Vacuum below 500 microns
Signed by Rachel KimMinutes on site: 340
BeforeThe workAfter
Payment
Paid in full
Deposit
$1,460.00
Paid
$7,290.00
Paid by
Card reader
Job
Sold for
$7,290.00
Visits done
1 of 1
Next visit
05/11/2027
Quote

What the client approved: its options, signature and deposit.

Open the Quote · Q-2291

Afterward · Back again

A callback opens a warranty work order on the finished one. A client on a maintenance plan has their next task on the calendar already.

navigator.calistoco.com/desert-air/rachel-kim
Desert Air Heating & CoolingRachel Kim · 4410 E Camelback Rd, Phoenix, AZ 85018
Your next visits
Visit
Spring tune-up
When
04/09/2027 08:00
Who is coming
Jenna Holt
Status
Scheduled
Your service plan
Plan
Comfort Club
Included
Two tune-ups a year, spring and fall
15% off repairs
Next visit
04/09/2027
Your certificates
Certificate
DA-C-3381 · AC commissioning record
Outcome
Satisfactory
Issued
11/10/2026
Next due by
11/10/2027
Invoices
INV-5512
$7,290.00 · Paid
Comfort Club
$189.00 · Paid
trades.calistoco.com/trades/inquiries/rachel-kim
Inquiries

Rachel Kim New

(602) 555-0148 · rachel.kim@fastmail.com

CallTextQuote This Inquiry
Request a service
Where is the work?
4410 E Camelback Rd, Phoenix, AZ 85018
What do you need?
A repair
How urgent is it?
This week
A day that suits you
11/12/2026 · Morning
Describe the problem or the job
Upstairs AC is blowing warm air since Sunday. Outdoor unit hums but the fan does not spin. System is about 12 years old.
Photos (optional)
Inquiry
Status
New
Source
Website form
Owner
Jenna Holt
Created
11/10/2026 07:42
Pipeline
Stage
New inquiry
Value
$7,290.00
Win the Work

Answer the inquiry and get the quote signed

Every inquiry is a lead, worked on your own pipeline from New request to Booked, with Deals. Inquiries come from your request form on your website and from Google Local Services through your own account.

proposals.calistoco.com/proposals/Q-1186
Quotes

Roof replacement, 88 Glebeholme Blvd Not Sent

Q-1186 · David Chen

Draft the QuoteSend
Pricing options
Good$14,2003-tab shingles over a new underlaymentIce and water shield at the eavesRidge vent, 32 ftBetter$18,450Architectural shingles, full tear-offSynthetic underlayment and ice and water shieldRidge vent and new drip edgeBest$26,800Standing seam metal, full tear-offHigh-temperature underlaymentSnow guards and new flashing throughout
SectionsSplit the work into sections the client approves or declines one by one.Add Section
Roof, tear-off and installIncluded$18,450
Eavestrough and downspoutsOptional$2,340
Skylight replaced, kitchenOptional$1,680
Attic insulation top-up to R-60Optional$2,150

The Request Form

coralcoastpools.com.au/request
Request a service

Tell us what needs doing and where. We reply with a time for a visit or a quote.

What do you need?A repairAn installation or replacementA service or maintenance visitAn inspection or certificateHow urgent is it?Emergency: as soon as possibleThis weekI am flexible
Photos (optional)
Send

Made from New Inquiry Form, ready for your website: the address, what is wrong, how urgent, when suits and photos.

Quotes

trades.calistoco.com/trades/quotes

Quotes

Every quote, with the options, the signature and the deposit in one link, and where it stands with the client.

New Quote
Awaiting Answer6
Accepted This Month11
Declined2
Expiring Within 7 Days3
QuoteInquiryStatusValueSentValid Until
Riego por goteo, jardín frontalFamilia OlveraRiego automáticoAccepted$18,90001/1101/12
Diseño de jardín, terrazaCarmen VillaseñorRediseño de terrazaAwaiting Answer$46,50007/1107/12
Poda de árboles, 6 fresnosCondominio Los ArcosPoda anualAwaiting Answer$12,80005/1105/12
Pasto en rollo, 180 m²Jorge MendívilPasto nuevoChanges Asked$23,40004/1104/12
Mantenimiento mensual, área comúnResidencial El RefugioMantenimiento de áreas verdesAccepted$9,60029/1028/11
Iluminación de jardín, 14 puntosLucía IbarraLuces exterioresAwaiting Answer$17,25017/1016/11
Muro verde, recepciónHotel Casa SantiagoMuro vegetalNot Sent$31,800Draft10/12

Drafted from the inquiry, or from an assessment and its photos, in good, better and best options or in sections the client approves one by one, signed with the deposit on one link, with Proposals.

Draft the Quote

proposals.calistoco.com/proposals/new?concept=trades

Draft the Quote

Magdalena Wójcik · Oględziny instalacji, ul. Karmelicka 45

From the Client
InquiryAssessment
What the Photos Show
  • A fuse board with ceramic fuses and no RCD
  • Aluminium cabling at the board
  • Scorch marks on one fuse holder
  • A shared neutral on the kitchen circuit
ItemQtyUnit Price
Wymiana rozdzielnicy (12 modułów)11450 zł
Wyłącznik różnicowoprądowy 30 mA2320 zł
Pomiary instalacji i protokół1450 zł
Robocizna, elektryk (godz.)6140 zł
Not in Your Catalog
  • Aluminium to copper joints at the board
DiscardAdd to the Quote

From an assessment and its photos, only from what you sell, with what the photos show and what is not in your catalog set apart.

Booked Online

capesparks.co.za/book
COC inspection, house sale150 min · R 1 850,00
08:0010:3013:0015:30
Where should we come?
Total: R 1 850,00Deposit due now: R 500,00Book

On your website, a client books a service into a free time at their address, with the technician they choose or anyone available, and pays the deposit. The booking opens its work order.

Service Areas

trades.calistoco.com/trades/settings/areas

Zones

New Zone
ZoneCodeParentWorkersOpen Work
Piantini y NacoSD-01Distrito Nacional39
Gazcue y Zona ColonialSD-02Distrito Nacional26
Bella Vista y MiradorSD-03Distrito Nacional25
Arroyo HondoSD-04Distrito Nacional24
Santo Domingo EsteSD-05Santo Domingo38
Boca Chica y Juan DolioSD-06Santo Domingo12
Do you cover my address?
C/ Rafael Augusto Sánchez 34Santo DomingoCheck
Yes, we cover that address. (Piantini y Naco)

Drawn once, they decide where you take work, and your website answers “Do you cover my address?” from them.

Run the Day

Schedule every task and send the right technician

Each work order is one piece of work at one address. Where it stands, from to schedule to invoiced, is read from its tasks and its invoice, never moved by hand.

Work Orders

As a list, a board, a calendar and the repeat work, with Dispatch. Each job shows its client, address, next task and value.

trades.calistoco.com/trades/work-orders?view=jobs

Work Orders

Each job, its client, where it is, its next visit and where it stands.

New Job
To Schedule5
Scheduled14
In Progress3
Done: To Invoice4
Search jobs, clients or addresses…
JobNext VisitFromValueStatus
Limpeza pós-obra, T3Rita Mendes · Rua de São Bento 112, Lisboa10/11/2026 09:00Quote640,00 €In Progress
Limpeza quinzenal, escritórioAtelier Mouraria · Rua da Mouraria 41, Lisboa11/11/2026 07:30Service Plan Visit2880,00 €Scheduled
Limpeza de fim de arrendamentoPedro Antunes · Av. de Roma 77, Lisboa11/11/2026 14:00Booked Online185,00 €Scheduled
Lavagem de sofás e tapetesSofia Rocha · Rua Ferreira Borges 9, Lisboa12/11/2026 10:00Booked Online120,00 €Scheduled
Limpeza de vidros, lojaLivraria Bertrand Chiado · Rua Garrett 73, Lisboa13/11/2026 08:00Service Plan Visit960,00 €Scheduled
Limpeza profunda, cozinhaTasca do Bairro · Travessa da Queimada 23, Lisboa14/11/2026 15:00Quote290,00 €Scheduled
Limpeza semanal, T2Carla Pires · Rua de Campo de Ourique 150, Lisboa15/11/2026 09:30Service Plan Visit3120,00 €Scheduled
Limpeza pós-obra, lojaÓtica Alfama · Rua dos Remédios 18, Lisboa16/11/2026 08:30Quote480,00 €Scheduled
On Site

Do the work from the phone, with or without signal

My Day is the technician’s route and every task on it. On site they work each task on the phone, from the checklist to the client’s signature, and with no signal it is all kept and sent once the signal returns.

My Day
Route 5 stops · 1 h 05 min drive
Time Tracked Today · 3 h 12 minUp Next
08:00COC inspection, house sale7 Kloof Nek Rd, TamboerskloofDone10:30Geyser element replaced22 Upper Orange St, OranjezichtOn Site12:30DB board, earth leakage tripping5 Rhodes Ave, MowbrayScheduled14:00Solar inverter changeover switch18 Herschel Rd, ClaremontScheduled15:30Outside lights and a patio socket41 Main Rd, MuizenbergScheduled

Before You Knock

The client’s equipment at this address, its warranty, what was done there before, and a sticker on it the client scans to report a fault.

Annual boiler service
Laura Morgan · 14 Grove Lane, HeadingleyEquipment here
Vaillant ecoTEC plus 832Combi boiler · VT21-8834-0612Warranty Ends 27/12/2027Fernox TF1 OmegaMagnetic filter · FX-TF1-55021Warranty Ends 30/03/2027Danfoss RAS-C2Radiator valves (8) · DF-RASC2-0921Warranty Ends 11/09/2026
Done here before
Annual boiler service08/05/2026 · Callum ReidCombi boiler installed24/09/2025 · Dan Hartley
Vaillant ecoTEC plus 832Looked after by Hartley Heating & PlumbingLast serviced 08/05/2026Under warranty until 27/12/2027Report a ProblemPhotos (optional, up to 4)

Inspections and Reports

Walked on site, by the client on their own phone from a link, or on a video call where you take the photos, then issued when your release rules say, with Assure and Live.

trades.calistoco.com/trades/tasks?view=certificates

Certificates and Reports

Inspect by VideoIssue Report
ReportAddressOutcomeStatus
LHI-R-0612 · Pre-purchase surveyNiamh and Conor Daly21 Sandford Rd, RanelaghUnsatisfactoryHeld for the client. Waiting on: The deposit is paid
LHI-R-0611 · Snag list, new buildKevin Doyle4 Ashtown Gate, Dublin 15SatisfactoryReleased
LHI-R-0610 · BER and Building SurveyOrla Fitzgerald9 Leinster Sq, RathminesSatisfactoryReleased
LHI-R-0609 · Pre-purchase surveyMark and Ruth Hennessy57 Clontarf Rd, ClontarfUnsatisfactoryReleased
LHI-R-0608 · Damp and mould reportSinead O’Brien12 Harold’s Cross RdUnsatisfactoryReady to Issue
LHI-R-0607 · Snag list, apartmentDarragh Quinn3 Hanover Quay, Grand CanalSatisfactoryReleased
The report reaches the client
When the conditions below are all metOnly when someone releases itThe report is publishedThe agreement is signedThe deposit is paidThe work is paid in fullSend for Self-Inspection · Inspect by Video

Callbacks and Re-Inspections

Raise a callback on a finished task, or re-inspect with the earlier findings still open, each verified as put right.

trades.calistoco.com/trades/tasks?view=callbacks

Tasks

New Task
TasksCallbacksPhotosChemical LogAssessmentsCertificates
What Needs Putting RightTechnicianDayStatus
Drip at the skylight flashing after heavy rainAmanda ParkOwen Tremblay11-11Scheduled
Two shingles lifted on the north slopeRobert SinghEthan MacLeod11-12Scheduled
Downspout pulled away at the garageLisa MoreauBen Osei11-10On Site
Ridge vent rattling in windTom GallagherSarah Kowalczyk11-07Done
Nail pop over the porchGrace LiuOwen Tremblay11-04Done
Raise a Callback
Put Work RightRe-InspectCharge for the re-inspection
CancelRaise a Callback

Photos From the Camera

Share photos from the phone to Trades and choose which of today’s tasks they go on.

Add 4 photos to…
Search visits by name or placeYour visits today
08:00Tratamiento de termitas, cocinaRestaurante El Conuco, C/ Casimiro de Moya 15210:30Control de roedores, almacénSupermercado La Cadena, Av. Núñez de Cáceres13:00Fumigación general, apartamentoTorre Piantini, apto. 9B15:00Inspección de cucarachasColegio San Judas, Av. Bolívar 50716:30Cebaderos perimetrales, mensualHotel Gran Bahía, Malecón

Certificates and the Chemical Log

Numbered certificates signed and issued from the visit, and the chemicals each pest or pool visit used, logged.

trades.calistoco.com/trades/tasks?view=chemicals

Tasks

Issue CertificateNew Task
TasksCallbacksPhotosChemical LogAssessmentsCertificates
ProductAmountWhereTechnicianReading
Liquid chlorine 12.5%10/11/202615 L12 Sunshine Pde, MiamiLDLiam DohertyFC 1.2 → 3.0 ppm
Hydrochloric acid 32%10/11/20261.5 L12 Sunshine Pde, MiamiLDLiam DohertypH 7.9 → 7.4
Sodium bicarbonate10/11/20262 kg9 Hedges Ave, Mermaid BeachMTMia TranTA 70 → 95 ppm
Algaecide, copper-free09/11/2026500 mL33 Albatross Ave, Mermaid BeachJFJack FowlerGreen to clear
Calcium hypochlorite 65%09/11/20261 kgSeascape Resort, BroadbeachRKRuby KaurFC 0.4 → 4.0 ppm
Stabiliser (cyanuric acid)08/11/20261.2 kg6 Tallebudgera Dr, Palm BeachNPNoah PearceCYA 20 → 40 ppm
Annual boiler service
Laura Morgan · 14 Grove Lane, HeadingleyEquipment here
Vaillant ecoTEC plus 832Combi boiler · VT21-8834-0612Warranty Ends 27/12/2027Fernox TF1 OmegaMagnetic filter · FX-TF1-55021Warranty Ends 30/03/2027Danfoss RAS-C2Radiator valves (8) · DF-RASC2-0921Warranty Ends 11/09/2026
Done here before
Annual boiler service08/05/2026 · Callum ReidCombi boiler installed24/09/2025 · Dan Hartley
Vaillant ecoTEC plus 832Looked after by Hartley Heating & PlumbingLast serviced 08/05/2026Under warranty until 27/12/2027Report a ProblemPhotos (optional, up to 4)
The Office

Set what you sell and see how the work pays

Each service is what you do and what it costs, a flat rate, by the hour or quoted, with the checklist or standard it is done to and the questions a client answers about it.

trades.calistoco.com/trades/services

Services

New Service
ServicesCategoriesPricingAdd-ons & FeesRates & Surcharges
ServiceCategoryPrice modelPriceDuration
COC inspection, house saleCertificatesFlat rateR 1 850150 min
Emergency call-outRepairsFlat rateR 95060 min
Fault findingRepairsHourlyR 65060 min
Geyser element replacedRepairsFlat rateR 1 25090 min
DB board upgradeInstallationsQuotedR 7 800360 min
Solar inverter changeover switchSolar and backupFlat rateR 3 400180 min
Socket or switch replacedRepairsFlat rateR 48045 min
Outside lights and a patio socketInstallationsQuotedR 4 200240 min
Labour, hourlyLabourHourlyR 65060 min
Re-inspectionCertificatesFlat rateR 75060 min

Rates and Surcharges

trades.calistoco.com/trades/services?view=rates

Rates & Surcharges

After-hours, weekend and seasonal rates, surcharges, promotions and codes: set once here, applied to every quote, work order and appointment.

New Rate
Call-out fee£65
Minimum charge£85
Material markup %25%
RateKindWhenChange
After-hours call-outSurchargeWeekdays 18:00 to 08:00+50%
Weekend rateSurchargeSaturday and Sunday+35%
Bank holiday rateSurchargeBank holidays+100%
Winter emergencySeasonal rate1 Dec to 28 Feb+15%
Large homePropertyFloor area from 200 m²+20%
Older propertyPropertyBuilt before 1930+10%

After-hours, weekend and seasonal rates, a call-out fee, a minimum charge and material markup, and prices by the property’s size or age.

Parts and Vans

trades.calistoco.com/trades/parts

Parts

Each van, who drives it, and what is in it.

Reorder
Van StockParts UsedReorder
VanItemsValue
Van 1 · Ford TransitMarco Ruiz64$4,820
Van 2 · Ford TransitJenna Holt58$4,410
Van 3 · Ram ProMasterDeShawn Price71$6,130
Van 4 · Ram ProMasterKyle Brennan49$3,960
Van 5 · Chevy ExpressAna Villalobos52$4,275
Van 1 · Ford Transit · Marco Ruiz
Dual run capacitor 45/5 µFCAP-4556 / 4
Contactor, 2-pole 40 ACON-2403 / 3
R-410A refrigerant, 25 lbREF-4101 / 2
Condenser fan motor 1/4 HPFAN-0252 / 1
Float switch, condensateFLT-1005 / 2
Reorder: R-410A refrigerant, 25 lb

Each van’s stock, the parts used on each work order and what to reorder, with Inventory.

Timesheets and Reports

trades.calistoco.com/trades/reports?view=profitability

Reports

Export
RevenueProjectsTechnician HoursCost vs OutputProfitability
Work orderRevenueCostsHoursMargin %
Full roof replacement, 88 Glebeholme Blvd$18,450$11,24096 h39%
Flat roof, TPO membrane, 12 Pape Ave$22,800$14,920118 h35%
Re-roof and skylight, 41 Fermanagh Ave$16,200$10,31084 h36%
Eavestrough and downspouts, 6 Woodfield Rd$2,340$1,18012 h50%
Storm repair, 230 Withrow Ave$3,480$1,96018 h44%
Chimney flashing, 17 Bain Ave$1,240$5207 h58%
Weekly Hours
MemberHoursBillableStatus
EMEthan MacLeod42 h 30 min39 hSigned off
PNPriya Natarajan38 h31 h 30 minSigned off
OTOwen Tremblay44 h 15 min41 hSigned off
SKSarah Kowalczyk40 h36 h 45 minWaiting
BOBen Osei36 h 30 min33 hWaiting

Time on each work order, each week signed off, and reports on revenue, technician hours and what each job made.

Knowledge

trades.calistoco.com/trades/knowledge

Knowledge

AskSearchExperience
¿Qué producto usamos para termitas de madera seca en cocinas de restaurante?

En cocinas de restaurante se ha usado espuma de fipronil inyectada en la madera, con la cocina cerrada 4 horas, y se repite la inspección a los 30 días.

1Informe de servicio, Restaurante El ConucoEspuma de fipronil 0,05% inyectada en marcos de puertas y gabinetes. Cocina cerrada 4 horas.2Procedimiento: termitas en zonas de alimentosReinspección a los 30 días, con fotos de cada punto tratado.
Experience
Ramón Peña
46 jobs · 212 h
Luis Almonte
31 jobs · 148 h
Yokasta Reyes
18 jobs · 83 h

Ask about your own past jobs, with answers cited to the document, and find who here has done this work.

Communication

Every client conversation, on the client’s record

Clients’ conversations on WhatsApp, text, web chat and shared mailboxes arrive in Threads, and calls to your numbers ring in Dial, each its own app at its own price. Every conversation opens on the client’s record.

Threads

WhatsApp, text, web chat and shared mailboxes in one list, each conversation on the client’s record.

trades.calistoco.com/trades/threads

Threads

New Message
Hannah WilsonPerfect, see Liam tomorrow09:14
Seascape ResortInvoice for October attached08:52
Raj MehtaIs the seal kit in stock?08:31
Emma ClarkeCan you test salt water too?Yesterday
Paul HendricksThanks, pool looks greatYesterday
HWHannah WilsonWhatsAppOpen the Client
Hi, the pump is leaking at the seal again and the water has gone cloudy.08:58Sorry to hear that, Hannah. Liam can come tomorrow at 7:30 with a new seal kit and a shock dose. Does that suit?09:06Perfect, see Liam tomorrow09:14
Reply on WhatsApp…

Dial

Calls to your numbers ring in Dial, and each call is logged on the caller’s record.

desk.calistoco.com/desk/dial

Dial

Make a Call
Desert Air main lineRKRachel Kim(602) 555-0148DeclineAnswer
Rachel KimRinging0:08
Brian OrtegaIn queue0:41
Sun Valley HOAIn queue1:12
Kevin MarshMissed call08:41
Arcadia DentalVoicemail08:17

On the Way and Reminders

A reminder the day before, and a text when the technician sets off, by text, else by email.

Cape Sparks Electrical
Cape Sparks ElectricalYesterdayCape Sparks Electrical: a reminder that we are coming to you on 2026/11/11 10:30.
Cape Sparks Electrical10:08Thabo from Cape Sparks Electrical is on the way, about 20 minutes away.
Thanks, the gate code is 4471.10:09

On the Client’s Record

Every message, email and call with a client in one feed on their record, beside their work orders, quotes and invoices.

trades.calistoco.com/trades/clients/david-chen/communications/inbox
Clients

David Chen

(416) 555-0193 · david.chen@rogers.com

CallMessageNew Quote
OverviewSalesOperationsCommunicationsFinance
InboxEmailMessagesCalls & Voicemail
WhatsAppCan the crew start at 7? We leave for work at 8.2026-11-10
Call, 4 minAsked about the eavestrough option2026-11-09
EmailRe: Q-1186, roof replacement options2026-11-08
TextPhotos of the attic, as asked2026-11-06
Call, 9 minWalked through Good, Better and Best2026-11-04
WhatsAppSent the attic photos and the leak over the back bedroom2026-11-02
Call, 3 minBooked the roof assessment2026-11-01
Summary
Client since
2025-09-26
Work Orders
1
Quote
Accepted
Sold for
$18,450.00
88 Glebeholme Blvd, Toronto
trades.calistoco.com/trades/threads

Threads

New Message
Hannah WilsonPerfect, see Liam tomorrow09:14
Seascape ResortInvoice for October attached08:52
Raj MehtaIs the seal kit in stock?08:31
Emma ClarkeCan you test salt water too?Yesterday
Paul HendricksThanks, pool looks greatYesterday
HWHannah WilsonWhatsAppOpen the Client
Hi, the pump is leaking at the seal again and the water has gone cloudy.08:58Sorry to hear that, Hannah. Liam can come tomorrow at 7:30 with a new seal kit and a shock dose. Does that suit?09:06Perfect, see Liam tomorrow09:14
Reply on WhatsApp…
Channels

Every channel, one connection.

Google Local Services and the directories that send you work, as leads.

  • Angi
  • Google Local Services
  • Bark
  • Checkatrade
  • Cronoshare
  • GetNinjas
  • Habitissimo
  • Handy
Pricing

No setup cost. Pay when you start using.

Plumbers, electricians, cleaners and every field trade.

Included With Your Plans

Your Core app shows everything your Commerce and Ops plans turn on.

0Additional Cost

Calisto Ops

Run the floor, schedule the team, and stay compliant.

1%of revenue

Recommended for you

Works well together.

Calisto Deals

Calisto Commerce

The CRM: leads routed and claimed, a pipeline on your own stages, quotes as versions and the contracts they become, people and companies, the day’s follow-ups, the handoff after the sale, commissions and the forecast.

Learn more →
€55/user/mo
Calisto Proposals

Calisto Commerce

Designed proposals priced by a quote from your catalog, sent by email, text, WhatsApp or a link, then chosen, accepted, signed and paid on one link, with follow-up, change orders and analytics.

Learn more →
€0.85per proposal
Calisto Dispatch

Calisto Ops

Requests and work orders, tasks assigned by who is free and near, templates and recurring work, the team and its contractors, routes by road, service levels and analytics, and the day worked from a phone with no signal.

Learn more →
€65/user/mo
Calisto Ledger

Calisto Ops

Double-entry books set up your way, every Calisto app’s money posted to them, invoices and who owes, supplier bills read and matched, receipts as expenses, the bank reconciled, money held for others, and the statements your accountant files from.

Learn more →
€40/user/mo
Calisto Inventory

Calisto Ops

Your Core app shows everything your Commerce and Ops plans turn on.

Learn more →
1%of revenue
Calisto Assure

Calisto Ops

Inspections and checklists on any phone, findings fixed and verified, certificates and reports issued to clients, safety incidents, credentials and maintenance kept in date.

Learn more →
€20/user/mo
Calisto Registry

Calisto Commerce

Your Core app shows everything your Commerce and Ops plans turn on.

Learn more →
2%of revenue
Calisto Navigator

Calisto Navigator

A portal with its own journey and messages, each client’s own records, unlimited clients signing in without passwords, and its own domain.

Learn more →
€30/portal/mo
Core-Only Pricing →
Starter · up to 500 work orders a month
€99/mo
Growth · up to 2,500 work orders a month
€179/mo
Unlimited work orders a month
€299/mo

For businesses that prefer not to pay a percentage.

Recommended for

The industries that run Trades, and what each of them runs it for.

Home & Field ServicesServices & parts

Services, parts, and maintenance plans in one catalog

Home & Field Services on Calisto →

Property & Home InspectionServices & add-ons

Inspection types, add-ons and annual plans in one catalog

Property & Home Inspection on Calisto →

How Trades compares

Spec Sheet

Everything included in Calisto Trades.

Home and My Day
  • Home: today’s tasks by the clock with who is going and where, tasks today, new inquiries, quotes awaiting an answer, work orders to schedule and to invoice, unpaid invoices, open callbacks and walk-ins waiting
  • Every figure opens its list on exactly those rows; no amount is shown on Home
  • My Day: each person’s own tasks at a desk, and the route and each task on a phone
  • Getting Started: add your services, draw your service areas, add your inquiry form, send your first quote, book your first work order, offer a membership and add your team, ticked from your own records
Inquiries
  • Every inquiry a lead with its answers and photos, read and written over Calisto Deals’ records
  • The request form made in one click: address, what is wrong, urgency, when suits and photos
  • Google Local Services and the inquiry directories as inquiry sources
  • The pipeline: New request, Assessment, Quote sent, Booked and Lost, with stages you set
  • An inquiry and its deal opened inside Trades, with Quote This Inquiry as the next step
  • An inquiry nobody owns flagged to the team
Quotes
  • Good, better and best options, the signature and the deposit on one link, with Calisto Proposals
  • A line priced from Services at what the client would pay: a plan’s member discount, an after-hours rate
  • Count cards for awaiting an answer, accepted this month, declined and expiring within 7 days
  • Remind the client on an unanswered quote, or a rule that reminds after the days you set
  • The agreement each service names carried onto the quote’s signature, kept in Calisto Sign
  • Quote From This Assessment on a finished assessment, with installments billed as progress invoices
  • Sections: the work in parts the client approves or declines one by one, the declined ones kept and offered again
  • Draft the Quote: lines drafted from an inquiry or an assessment and its photos, only from what you sell, kept or discarded
Work Orders
  • One work order at one client address, opened by an accepted quote, a service booked online or a member’s plan
  • The Work Orders workspace with Calisto Dispatch: List, Board, Calendar and Recurring
  • Requests: a fault reported from a client’s equipment, turned into a job, or a callback while it is under warranty
  • Jobs and the Job Board: each job’s client, address, next task, value, status and what opened it
  • Where it stands, from to schedule to invoiced, read from its tasks and invoice, never moved by hand
  • Its page: tasks, invoices, costs, callbacks, reports, payment, property, getting in, client, quote and booking
  • One next step: Schedule the task, Open the next task, Invoice the work order, Take payment
  • Book another task: a return trip that takes the unfinished work items
  • The property at the address, matched or made and placed by Calisto’s own geocoder, with its year built, floor area and foundation
  • The booking agreement sent by email or signed on the phone, with Calisto Sign
  • The client’s own deadline shown on the work order and on each task
Tasks and the Calendar
  • Every task under a work order, with an arrival window the client is told (two hours to start)
  • The quote’s lines as the first task’s work items, ticked on the phone
  • The Calendar by technician, and the team board on a phone, with Calisto Dispatch
  • Choose who goes: availability, load, skills, the drive, a live certification the work needs and the parts on the van
  • Photos, checklists, the chemical log and assessments on every task
  • Callbacks: a warranty work order on a finished task with a return task that bills nothing
  • Re-inspections: a new work order walked to the same standard with the earlier findings still open
  • On my way and a reminder 24 hours before each task, sent by Automations rules you change
On the Phone
  • Route, on my way, arrive, photos, parts from the van, checklist, signature and complete, held with no signal and sent once
  • Before you knock: the client’s equipment at the address and what was done there before
  • Run the Inspection on a task done to a standard, held on the phone with no signal
  • Invoice the work order at the door: handed over, its pay code, a card on one of your readers, or cash
  • Navigate in Trades’ own window, From Job back to the work order, and pull to refresh on every record
  • Share photos to Trades from the camera and choose which of today’s tasks they go on
  • Home, My Day, Schedule and Jobs on the bar, and the whole menu under More
  • Home, My Day, the calendar and every task’s page open with no signal once Keep My Day on This Device is on
  • Pushes for a service booked online (Accept or Decline), a callback raised and an inquiry with no owner
  • Search across work orders, tasks, clients, inquiries and invoices
Inspections, Reports and Certificates
  • Gas safety records, electrical reports and your own standards, run on a task or on their own, with Calisto Assure
  • The report or certificate issued from the run: ready to issue, held, released, sent or viewed
  • Release rules: published, agreement signed, deposit paid, paid in full, or only by hand
  • Whether the client may share a report inside Calisto
  • A service’s and an add-on’s standards added to the task’s run
  • Self-Inspections: a checklist sent by link to the client or their tenant, walked on their own phone with photos
  • Inspect by Video: the client shows you the work on a call and you take photos from their video onto the inspection, with Calisto Live
Invoices and Payments
  • Invoices with Calisto Ledger: send, pay online, pay code, write off, void, apply a credit, and edit a draft
  • What clients owe, by client and age
  • To invoice: time-and-materials work and costs waiting, with Calisto Velocity
  • Progress invoicing: each work order’s deposit and installments
  • Time and materials invoiced on its project: the quote’s lines, parts used and time beyond the quote
  • Costs on a work order from a receipt, billed to the client or kept as the business’s cost
  • Statements for the subcontractors and technicians you pay by statement
  • Amounts and costs shown as “Not shared with you” to people without the money settings
Clients
  • Every client and their addresses, with Import beside New Client
  • The client’s record: notes, quotes, work orders and tasks, addresses, equipment, inquiries, cases, the conversation, payments and memberships
  • Equipment: make, model, serial and warranty, with the team told before a warranty ends
  • Equipment stickers: a QR code that opens the equipment’s page, where whoever is there reports a problem with photos
  • Cases from Calisto Desk, opened in Trades on the client’s record
  • Threads: every client conversation on your lines and shared mailboxes, with Calisto Threads
  • The client portal: next tasks with who is coming and the minutes away, Self-Inspections to walk, work orders, quotes to sign section by section, invoices, certificates, the membership and messages, with Calisto Navigator
Memberships
  • Plans with their dues and the tasks they include, such as two boiler services a year, with Calisto Registry
  • Joining puts the plan’s tasks on the calendar; freezing, lapsing or canceling stops them
  • Each plan task its own work order, paid for by the dues, using one of the period’s included tasks
  • Dues: when each is next taken, renewals and failed payments
  • Members, their plan and where each stands
Services and Pricing
  • Each service an Appointment at the client’s address, bookable online into a real slot
  • Categories you set, and the technicians a client can book for each service
  • Flat-rate, hourly and quoted services, a call-out fee, a minimum charge and material markup
  • Add-ons and fees, each able to name the standard its work is done to
  • Rates and surcharges: after-hours, weekend, emergency and seasonal, promotions and codes
  • Prices by the property: a floor-area band, built before a year, the foundation
  • The questions a client answers about a service, and whether to ask about the property
  • The checklist or standard each task follows, and the agreement each booking signs
Parts and Vans
  • Van stock: each van a stock location its technician holds, with Calisto Inventory
  • Parts used on each work order: which one, how many, from which van, at what cost
  • Reorder: parts at or below what you keep, with one draft order per supplier
Time, Knowledge and Reports
  • Time on each work order, the clock and weekly hours, each week signed off in Approvals
  • Knowledge: ask about your past jobs with answers cited to the passage, search the passages, and find who has done this work
  • Reports: Revenue, Projects, Technician Hours, Cost vs Output and Profitability
  • Work reports by technician, crew, service, location and record, each with Export
Front Desk
  • The walk-in line at the trade counter: clients served in turn for a part, a quote or a question
  • The line on a TV at the counter, paired from Front Desk, with Calisto Display
  • How a waiting client is reached, set in Settings
Team
  • People, Schedule, Shift Requests, Roles, Certifications, Pay, Time Off, Invitations and Owners, with Calisto Workforce
  • Technicians: the people a client can book online, by their Technician role
  • Screen sets from Helper, Field technician, Parts and van restock, Estimator, Dispatcher and booking, Crew lead and Service manager
  • For inspection firms: Inspector, Office scheduler, Report desk and Firm manager
Channels and Growth
  • Channels: Google Local Services, Handy and the inquiry directories
  • Connections, Distribution on each service, Status, Errors, Logs and Incoming
  • Grow Your Business: what the Pro Shop recommends for a business like yours, at your size
  • Client messages and rules in Automations
Settings
  • One Settings page: General, Locations and money, Threads, Taking Work, Reports and Data Custody
  • Taking Work: service areas, tasks, quotes and deposits, the pipeline, walk-ins and approvals
  • Approvals: who approves booking requests, money waiting on a decision and pre-bill write-downs
  • Data Custody, for the owner: where your data lives, its database, storage, the models that read it, keys, activity and export
  • Clients, properties and jobs brought in from your current software, each job at its stage
Honest answers

Questions about Calisto Trades

Home and field services businesses: plumbing, heating and electrical, cleaning, pest control, pools, landscaping, handymen, roofers, locksmiths and remodelers, and home and property inspection firms. A one-van business and a team of thirty run the same app.

An inquiry from your request form or Google Local Services lands in Inquiries with its answers and photos. Quote This Inquiry sends good, better and best options with Proposals; when the client signs and pays the deposit, the work order opens at their address and its first task is ready to schedule. A service booked online opens its work order the same way.

Yes. On my way, arrive, the checklist, photos, parts used, notes and completing the task are held on the phone and sent once the signal is back, in the order they happened. With Keep My Day on This Device switched on, Home, My Day, the calendar and every task’s page open with no signal. Invoicing at the door and taking a card need the connection.

Yes. When the technician sets off, the client gets a text or an email from your business, with the minutes until they arrive when the technician shares their position, never the position itself. A reminder goes 24 hours before each task. Both are rules you can see and change in Automations.

Yes, with Assure. A task done to a standard is walked as an inspection on the phone, and its report or certificate is issued from the run. Your release rules decide when the client receives it: once published, signed, paid, or only by hand. The report states the standard it follows; your inspector judges and signs.

Yes, with Registry. A plan has its dues, how often it bills and the tasks it includes, such as one boiler service a year. Joining puts its tasks on the calendar, and freezing or canceling stops them.

Your own request form, on your website and your link, Google Local Services, and directories such as GetNinjas, Habitissimo and Cronoshare.

Yes. Clients, their properties and their jobs come across, and each job lands at the stage it had. A canceled job is left behind.

Trades is included with a Calisto Ops or Commerce plan, and on its own it is priced per business. The pricing section on this page shows those plans, read from the live catalog. The apps Trades opens into, such as Threads, Dial and Sign, are priced in their own apps.