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.

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機能ごとに

Calisto Trades と Tradify の比較

18 どちらも

Tradify の横に Calisto Trades、機能ごとに。
18 機能	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.	はい	はい
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.	はい	はい
Quotes
Quote templates with optional sectionsCalisto: good, better and best tiers on one quote, with Proposals.	はい	はい
Quotes accepted online and signedCalisto: the client signs the quote online and pays the deposit, with Proposals.	はい	はい
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.	はい	はい
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.	はい	はい
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.	はい	はい
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.	はい	はい
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.	はい	はい
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.	はい	はい
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.	はい	はい
Timesheets
Live job timer and timesheetsCalisto: time on each task, plus the Workforce clock and weekly hours in Timesheets.	はい	はい
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.	はい	はい
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.	はい	はい
Invoicing
Progress invoices from a quoteCalisto: Invoices has Progress Invoicing, each work order's deposit and installments from its quote, with Ledger.	はい	はい
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.	はい	はい
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.	はい	はい
Team
Subcontractors invited to their jobsCalisto: a subcontractor joins by invitation, is assigned tasks, and is paid by statement, with Ledger.	はい	はい

何が動くか

Tradify 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

Tradify 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。

Tradify 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。

Tradify 移行ガイドデータを移動する

価格、並べて

Tradify 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

Includedwith Ops or Commerce

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.

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。