SWITCH FROM JOBLOGIC
Joblogic 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 Joblogic
- 17 In entrambi
- 1 Solo in Joblogic
| 18 funzionalità | Calisto Trades | Joblogic |
|---|---|---|
| Quotes | ||
| Quotes with sections approved one by oneCalisto: a quote offers good, better and best options, and the client accepts one of them; its sections are not approved one by one. | No | Sì |
| Quote approved online with a deposit, then turned into a jobCalisto: the client signs and pays the deposit, with Proposals, and the signed quote opens the work order. | Sì | Sì |
| Scheduling | ||
| Planner by engineerCalisto: the Calendar is each technician's week, at a desk and on the phone, with Dispatch. | Sì | Sì |
| Assign by skills and locationCalisto: Choose Who Goes ranks people by availability, load, skills, drive, a live credential the work needs and the parts on the van, with Dispatch. | Sì | Sì |
| Contracts | ||
| Service levels with deadline alertsCalisto: with Dispatch, service levels by priority on wall time or business hours, with due soon and overdue notices and escalation rules. | Sì | Sì |
| Service contracts with recurring billingCalisto: memberships with recurring dues and the tasks they include, with renewals and failed payments under Dues, with Registry. | Sì | Sì |
| Planned Maintenance | ||
| Planned maintenance visits made on a scheduleCalisto: a membership's plan tasks go on the calendar as part of joining, each opening its own work order, with Registry; other repeat work is on the Recurring lens of Work Orders. | Sì | Sì |
| Certificates | ||
| Gas certificates completed on the phone and sent from siteCalisto: a gas safety record or electrical report runs on the phone to its standard, with no signal too, and is issued and sent from the task, with Assure. | Sì | Sì |
| Field Work | ||
| Required checklists in the engineer appCalisto: each service carries its checklist, sent to the task frozen and ticked on the phone, never edited there. | Sì | Sì |
| Customer 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. | Sì | Sì |
| Live GPS tracking of engineersCalisto: 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 |
| Mobile | ||
| Works where the signal is poorCalisto: Home, My Day, the calendar and every task's page open with no signal, and on my way, arrive, checklist, photos, parts and complete are held and sent once the line is back. | Sì | Sì |
| Parts | ||
| Van stock with minimum and reorder levelsCalisto: each van is a stock location its technician holds, with Inventory, and Parts has a Reorder lens for what to restock. | Sì | Sì |
| Parts used taken off the van's stockCalisto: parts from the van are recorded on the task from the phone and listed under Parts Used, with Inventory. | Sì | Sì |
| Purchase orders to suppliers for restockingCalisto: with Inventory, purchase orders to suppliers, receiving and supplier reconciliation. | Sì | Sì |
| Client Portal | ||
| Customer portal with live job status, certificates, quotes and invoicesCalisto: with Navigator, the client sees the next tasks with who is coming and the minutes away, work orders, quotes to sign, invoices and certificates. | Sì | Sì |
| Equipment | ||
| Asset register and site historyCalisto: each client's equipment with make, model, serial and warranty, and what was done at the address before, shown on the technician's phone. | Sì | Sì |
| Client Communication | ||
| Appointment reminders and en route alerts by text and emailCalisto: a reminder 24 hours before each task and an on my way message by text or email, set in Automations. | Sì | Sì |
Cosa si muove
Portando i tuoi dati da Joblogic
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 Joblogic e scarica il file. Viene letto nel tuo browser e mappato su Calisto.
Qualsiasi foglio di calcolo che esporti da Joblogic può essere mappato su Calisto, colonna per colonna.
Tariffazione, fianco a fianco
Ciò che Joblogic 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 Joblogic
Questions about switching
How do we bring our Joblogic data over?
Export your customers, sites and jobs from Joblogic to CSV or Excel and drop the files into the switch tool. Customers come in as clients with their addresses, and jobs as work orders. Calisto has no direct Joblogic connector.
Can we still issue gas safety records?
Yes. A certificate runs on the phone to its standard, works with no signal, and is issued and sent from the task, with Assure. The certificate follows the standard your business sets.
How do our planned maintenance contracts come across?
Each contract becomes a membership with recurring dues and the tasks it includes. Joining puts those tasks on the calendar, each with its own work order, and a done one uses one of the period's included tasks.
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Open