SWITCH FROM TRADIFY
Tradify 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 Tradify
- 18 In entrambi
| 18 funzionalità | Calisto Trades | Tradify |
|---|---|---|
| Inquiries | ||
| Inquiries from a web form in one listCalisto: the Trades request form lands each request in Inquiries, and Quote This Inquiry opens the quote for its client, with Deals. | Sì | Sì |
| Website | ||
| A website that sends leads into the appCalisto: with Sites, the request form and the Service Areas block sit on the business's own website, and each request lands in Inquiries. | Sì | Sì |
| Quotes | ||
| Quote templates with optional sectionsCalisto: good, better and best tiers on one quote, with Proposals. | Sì | Sì |
| Quotes accepted online and signedCalisto: the client signs the quote online and pays the deposit, with Proposals. | Sì | Sì |
| Automatic follow-up on unanswered quotesCalisto: Proposals' reminder rule follows up an unanswered quote after the days the business sets, and Remind the Client sends one by hand. | Sì | Sì |
| Work Orders | ||
| Accepted quote becomes a jobCalisto: the signed quote opens the work order, and the quote's lines become the work items of its first task. | Sì | Sì |
| Scheduling | ||
| Schedule for the whole teamCalisto: the Calendar is each technician's week, and Choose Who Goes ranks people by availability, load, skills and drive, with Dispatch. | Sì | Sì |
| Recurring jobs on the scheduleCalisto: 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 | ||
| Appointment reminders for customersCalisto: a reminder 24 hours before each task and an on my way message by text or email, set in Automations. | Sì | Sì |
| Field Work | ||
| Live staff locations on a mapCalisto: 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 |
| Photos and notes on jobsCalisto: photos from the phone's own camera and notes on each task, held with no signal; Share to Trades files photos from the camera roll onto today's tasks. | Sì | Sì |
| Timesheets | ||
| Live job timer and timesheetsCalisto: time on each task, plus the Workforce clock and weekly hours in Timesheets. | Sì | Sì |
| Job Costing | ||
| Estimated against actual job costsCalisto: a work order's Costs tab and the Projects report show hours, parts, costs, billed, profit and margin, with Velocity. | Sì | Sì |
| Read a supplier invoice from a photoCalisto: Add an Expense on a work order reads the receipt photo and files it on its task, billed to the client or kept as the business's cost. | Sì | Sì |
| Invoicing | ||
| Progress invoices from a quoteCalisto: Invoices has Progress Invoicing, each work order's deposit and installments from its quote, with Ledger. | Sì | Sì |
| Invoice from the phone, paid onlineCalisto: after Complete the technician invoices the work order on the phone and hands it over with its pay QR, a card reader or a payment link, with Ledger. | Sì | Sì |
| Parts | ||
| Purchase orders to suppliers, matched to their billsCalisto: with Inventory, purchase orders to suppliers, receiving and supplier reconciliation, and Parts has a Reorder lens in Trades. | Sì | Sì |
| Team | ||
| Subcontractors invited to their jobsCalisto: a subcontractor joins by invitation, is assigned tasks, and is paid by statement, with Ledger. | Sì | Sì |
Cosa si muove
Portando i tuoi dati da Tradify
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 Tradify e scarica il file. Viene letto nel tuo browser e mappato su Calisto.
Qualsiasi foglio di calcolo che esporti da Tradify può essere mappato su Calisto, colonna per colonna.
Tariffazione, fianco a fianco
Ciò che Tradify 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 Tradify
Questions about switching
How do we bring our Tradify data over?
Export your customers and jobs from Tradify to CSV or Excel and drop the files into the switch tool. Customers come in as clients and jobs as work orders. Calisto has no direct Tradify connector.
Do our subcontractors need their own account?
Each subcontractor signs in to Calisto with their own account and joins your team by your invitation. You assign them tasks, and you pay them by statement from Invoices.
What happens to our recurring jobs?
Each one is set up again in Work Orders, on its Recurring lens, or as a membership whose included tasks go on the calendar when the client joins.
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Open