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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.

  • Home & Field Services

Feature by feature

Calisto Trades beside ServiceM8

  • 16 In both
  • 2 Only in ServiceM8
Calisto Trades beside ServiceM8, feature by feature
18 featuresCalisto TradesServiceM8
Quotes
Several quote options accepted onlineCalisto: good, better and best tiers on one quote, signed online with the deposit, with Proposals.Checked 26 Okt 2026SourceYesYes
Quote description and materials drafted for youCalisto: Draft the Quote writes the description and the lines from the client's inquiry or site assessment and its photos, choosing only from what the business sells, and nothing is added until the business says so, with Proposals.Checked 26 Okt 2026SourceYesYes
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.Checked 26 Okt 2026SourceYesYes
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.Checked 26 Okt 2026SourceNoYes
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.Checked 26 Okt 2026SourceYesYes
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.Checked 26 Okt 2026SourceYesYes
Recurring jobsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry.Checked 26 Okt 2026SourceYesYes
Certificates
Forms, certificates and reportsCalisto: certificates and inspection reports run on the phone to a standard and are issued from the run, with Assure.Checked 26 Okt 2026SourceYesYes
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.Checked 26 Okt 2026SourceYesYes
Clients scan a code on their equipment to report an issueCalisto: Print Sticker puts a QR code on the client's equipment. Scanned, it opens the equipment's page, where whoever is there reports a problem with photos; the report is a request the business turns into a job, or a callback while the equipment is under warranty, with Dispatch and Desk.Checked 26 Okt 2026SourceYesYes
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.Checked 26 Okt 2026SourceYesYes
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.Checked 26 Okt 2026SourceYesYes
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.Checked 26 Okt 2026SourceYesYes
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.Checked 26 Okt 2026SourceYesYes
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.Checked 26 Okt 2026SourceYesYes
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.Checked 26 Okt 2026SourceYesYes
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.Checked 26 Okt 2026SourceNoYes
Reports
Job and revenue reportsCalisto: Revenue with Ledger, Projects, Technician Hours, and the Technicians, Crews, Services and Locations reports, each with Export.Checked 26 Okt 2026SourceYesYes

What moves

Bringing your data from ServiceM8

Your data is read in your own browser and sent to your Calisto account. Calisto never sees your login for the old system.

From an export file

Export your data from ServiceM8 and drop the file in. It is read in your browser and mapped onto Calisto.

Any spreadsheet you export from ServiceM8 can be mapped onto Calisto, column by column.

The ServiceM8 migration guideMove my data

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.

Learn more

Everything Calisto does here

The pages behind this comparison: the sector, the apps and the guides.