Calisto Pro
Switch
Calisto Trades

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.

  • 홈 및 필드 서비스

기능별 기능

Calisto Trades 옆에 Jobber

  • 16 양쪽 모두에서
  • 2 오직 Jobber 에서만
Jobber 옆에 Calisto Trades 을 기능별로 표시
18 기능Calisto TradesJobber
Inquiries
Online request form for new workCalisto: the Trades request form (address, what, urgency, when suits, photos) lands each request in Inquiries, with Deals.예예
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.예예
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.예예
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.예예
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.아니요예
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.예예
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.예예
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.예예
Recurring visitsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry.예예
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.예예
Two-way texting with clientsCalisto: with Threads, every client's conversation with the business in one place, on the business's own lines.예예
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.예예
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.예예
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.예예
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.예예
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.예예
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.아니요예
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.예예

무엇이 움직이는가

Jobber 의 데이터를 가져옵니다

귀하의 데이터는 귀하의 브라우저에서 읽혀 Calisto 계정으로 전송됩니다. Calisto 는 이전 시스템의 로그인 정보를 절대 확인하지 않습니다.

내보내기 파일에서

Jobber 에서 데이터를 내보내고 파일을 여기에 드롭하세요. 브라우저에서 읽혀 Calisto 에 매핑됩니다.

  • 고객

    가져온 고객 데이터

  • 부동산

    수입된 부동산 데이터

  • 작업

    작업, Trades 작업으로 가져오기 단계에서 상태 이름

  • 방문

    수입된 방문 데이터

  • 송장

    수입 송장 데이터

  • 팀 구성원

    가져온 팀원 데이터

Jobber 마이그레이션 가이드내 데이터 이동

가격 비교, 나란히 보기

Jobber 가 발행하는 것과 Calisto Trades 가 부과하는 것 외의 것들

발행인이 밝히는 각 금액을 오직 귀하의 통화로만 표시합니다. 통화 간 변환은 이루어지지 않습니다.

Calisto Trades

Includedwith Ops or Commerce

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.

자세히 알아보기

Calisto 가 여기에서 수행하는 모든 작업

이 비교 뒤에 있는 페이지: 섹터, 앱 및 가이드.