Calisto Pro

Local pro assessments

by Calisto
Local pro assessments
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About this extension

Local Pros on-site assessment-to-quote workflow.

What this sets up

  • Assessments3 blocks

Details

Orderflow appHome & Field ServicesDay to dayProjects

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Invoicing handoff

Completed jobs invoiced and handed to billing.

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On-site time

Geofenced arrival/departure time captured per technician per job.

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Services recurring jobs

Recurring service schedules generating the next work order.

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O
On-site assessments

Findings and measurements captured during the assessment visit.

Included
Included with your plan
on your plan