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.
- Servizi a domicilio e sul campo
Funzione per funzione
Calisto Trades accanto a Jobber
- 16 In entrambi
- 2 Solo in Jobber
| 18 funzionalità | 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. | Sì | Sì |
| 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. | Sì | Sì |
| 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. | Sì | Sì |
| 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. | Sì | Sì |
| 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 | Sì |
| 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. | Sì | Sì |
| 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. | Sì | Sì |
| 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. | Sì | Sì |
| Recurring visitsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry. | Sì | Sì |
| 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. | Sì | Sì |
| Two-way texting with clientsCalisto: with Threads, every client's conversation with the business in one place, on the business's own lines. | Sì | Sì |
| 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. | Sì | Sì |
| 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. | Sì | Sì |
| 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. | Sì | Sì |
| 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. | Sì | Sì |
| 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. | Sì | Sì |
| 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 | Sì |
| 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. | Sì | Sì |
Cosa si muove
Portando i tuoi dati da Jobber
I tuoi dati vengono letti nel tuo browser e inviati al tuo account Calisto. Calisto non vede mai il tuo accesso per il vecchio sistema.
Da un file di esportazione
Esporta i tuoi dati da Jobber e scarica il file. Viene letto nel tuo browser e mappato su Calisto.
Clienti
Dati dei clienti importati
Proprietà
Dati delle proprietà importate
Lavori
Lavori, importati come Lavori Trades al momento dei loro nomi di stato
Visite
Dati sulle visite importate
Fatture
Dati delle fatture importate
Membri del team
Dati dei membri del team importati
Tariffazione, fianco a fianco
Ciò che Jobber pubblica, oltre a ciò che Calisto Trades addebita
Ogni cifra come dichiarata dal suo editore, solo nella tua valuta. Non viene effettuato alcun cambio tra valute.
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.
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