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.
- ホームおよびフィールドサービス
機能ごとに
Calisto Trades と Jobber の比較
- 16 どちらも
- 2 Jobber のみ
| 18 機能 | 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. | はい | はい |
| 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. | はい | はい |
| 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. | はい | はい |
| 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. | はい | はい |
| 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. | いいえ | はい |
| 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. | はい | はい |
| 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. | はい | はい |
| 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. | はい | はい |
| Recurring visitsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry. | はい | はい |
| 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. | はい | はい |
| Two-way texting with clientsCalisto: with Threads, every client's conversation with the business in one place, on the business's own lines. | はい | はい |
| 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. | はい | はい |
| 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. | はい | はい |
| 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. | はい | はい |
| 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. | はい | はい |
| 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. | はい | はい |
| 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. | いいえ | はい |
| 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. | はい | はい |
何が動くか
Jobber からデータを移行
データはお客様のブラウザで読み込まれ、Calisto アカウントに送信されます。Calisto は旧システムのログイン情報を決して見ません。
エクスポートファイルから
Jobber からデータをエクスポートしてファイルをドロップしてください。ブラウザで読み込まれ、Calisto にマッピングされます。
クライアント
輸入されたクライアントデータ
プロパティ
取り込まれた物件データ
ジョブ
ジョブは、ステータス名が一致する「Trades jobs」としてインポートされます。
訪問
導入された訪問データ
請求書
取り込まれた請求書データ
チームメンバー
導入されたチームメンバーのデータ
価格、並べて
Jobber が公開するもの、Calisto Trades が請求するものとの比較
各数値は、その発行元が示す通り、あなたの通貨のみで表示されます。通貨間の換算は行われません。
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.
詳細を見る
Calisto がここで行うすべて
この比較の裏にあるのは、セクター、アプリ、ガイドです。
- Calisto TradesCalisto for ホームおよびフィールドサービス
Calisto Pro は、見積もり、リアルタイムの技術者追跡、部品在庫、即時の現場請求書を 1 つの統合プラットフォームに統合し、業務を計画通りに進めます。
Open - ホームおよびフィールドサービス1 日の運営
どのバンがどこにいるかを知っている派遣ボード、ドラッグ＆ドロップカレンダー、出撃中テキスト、そしてタイマーを開始するジオフェンス。
Open - ホームおよびフィールドサービス作業を証明する
GPS 押印写真による 7 ステップ完了、在庫が帳簿から減るバンストック、そして自身で報告書を作成する化学物質コンプライアンス。
Open - プライシングホームおよびフィールドサービス の価格設定Open
- アプリCalisto Trades
管工、電気工事、暖房、清掃、害虫駆除、プール、景観：リクエストはリードとして、預金で署名された見積もり、スケジュール上のタスクと訪問、技術者の電話、証明書、請求書、およびサービスプラン。
Open