SWITCH FROM SERVICEM8
ServiceM8 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 ServiceM8 の比較
- 14 どちらも
- 4 ServiceM8 のみ
| 18 機能 | Calisto Trades | ServiceM8 |
|---|---|---|
| Quotes | ||
| Several quote options accepted onlineCalisto: good, better and best tiers on one quote, signed online with the deposit, with Proposals. | はい | はい |
| AI drafts the quote description and materialsCalisto: a quote is written by the business. Knowledge answers questions from the business's past jobs, but it does not draft the quote. | いいえ | はい |
| Field Work | ||
| Client 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. | はい | はい |
| Live staff map and GPS historyCalisto: Trades does not show where each technician is on a live map or keep a GPS trail of their day. | いいえ | はい |
| Checklists and task lists on each jobCalisto: each service carries its checklist, sent to the task frozen and ticked on the phone, and the quote's lines are the task's work items. | はい | はい |
| Scheduling | ||
| Urgent jobs sent to the right personCalisto: Choose Who Goes ranks people by availability, load, skills, drive, a live credential the work needs and the parts on the van, with Dispatch. | はい | はい |
| Recurring jobsCalisto: 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 |
| Certificates | ||
| Forms, certificates and reportsCalisto: certificates and inspection reports run on the phone to a standard and are issued from the run, with Assure. | はい | はい |
| Equipment | ||
| Client-owned equipment saved on siteCalisto: a client's boiler, pump or panel with make, model, serial and warranty, shown on the phone before the technician knocks; the team is told before a warranty ends. | はい | はい |
| Clients scan a code on their equipment to report an issueCalisto: the client's equipment is on their record and on the technician's phone; there is no code on the equipment for the client to scan. | いいえ | はい |
| Online Booking | ||
| Online booking with a depositCalisto: services are booked online into a real slot, the deposit is taken at booking, and the booking opens its work order. | はい | はい |
| Client Communication | ||
| On the way textsCalisto: the client hears on my way by text or email, and gets a reminder 24 hours before each task, set in Automations. | はい | はい |
| Two-way SMS kept with the jobCalisto: with Threads, every client's conversation with the business, and each task's Activity tab holds its conversation. | はい | はい |
| Mobile | ||
| Job information available offlineCalisto: Home, My Day, the calendar and every task's page open with no signal, and what the technician does there is held and sent once the line is back. | はい | はい |
| Job Costing | ||
| Profit on each job, costed back after the workCalisto: a work order's Costs tab and the Projects report show hours, parts, costs, billed, profit and margin, with Velocity. | はい | はい |
| Client Portal | ||
| Client portal for invoices and statementsCalisto: with Navigator, the client sees invoices, quotes to sign, work orders, certificates and the next tasks with who is coming. | 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 |
| Reports | ||
| Job and revenue reportsCalisto: Revenue with Ledger, Projects, Technician Hours, and the Technicians, Crews, Services and Locations reports, each with Export. | はい | はい |
何が動くか
ServiceM8 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
ServiceM8 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。
ServiceM8 からエクスポートする任意のスプレッドシートを、列ごとに Calisto にマッピングできます。
価格、並べて
ServiceM8 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 ServiceM8
Questions about switching
How do we bring our ServiceM8 data over?
Export your clients and jobs from ServiceM8 to CSV or Excel and drop the files into the switch tool. Clients come in as clients and jobs as work orders. Calisto has no direct ServiceM8 connector.
Do we need iPhones or iPads?
No. Trades runs in the browser and installs as an app on any phone, tablet or desk computer, iPhone and Android alike.
Can our clients still book online?
Yes. Each service is bookable online into a real slot inside your service areas, with a deposit taken at booking if you ask for one, and the booking opens its work order.
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