SWITCH FROM JOBLOGIC

Joblogic 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 Joblogic

17 양쪽 모두에서
1 오직 Joblogic 에서만

Joblogic 옆에 Calisto Trades 을 기능별로 표시
18 기능	Calisto Trades	Joblogic
Quotes
Quotes with sections approved one by oneCalisto: a quote offers good, better and best options, and the client accepts one of them; its sections are not approved one by one.	아니요	예
Quote approved online with a deposit, then turned into a jobCalisto: the client signs and pays the deposit, with Proposals, and the signed quote opens the work order.	예	예
Scheduling
Planner by engineerCalisto: the Calendar is each technician's week, at a desk and on the phone, with Dispatch.	예	예
Assign by skills and locationCalisto: Choose Who Goes ranks people by availability, load, skills, drive, a live credential the work needs and the parts on the van, with Dispatch.	예	예
Contracts
Service levels with deadline alertsCalisto: with Dispatch, service levels by priority on wall time or business hours, with due soon and overdue notices and escalation rules.	예	예
Service contracts with recurring billingCalisto: memberships with recurring dues and the tasks they include, with renewals and failed payments under Dues, with Registry.	예	예
Planned Maintenance
Planned maintenance visits made on a scheduleCalisto: a membership's plan tasks go on the calendar as part of joining, each opening its own work order, with Registry; other repeat work is on the Recurring lens of Work Orders.	예	예
Certificates
Gas certificates completed on the phone and sent from siteCalisto: a gas safety record or electrical report runs on the phone to its standard, with no signal too, and is issued and sent from the task, with Assure.	예	예
Field Work
Required checklists in the engineer appCalisto: each service carries its checklist, sent to the task frozen and ticked on the phone, never edited there.	예	예
Customer 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.	예	예
Live GPS tracking of engineersCalisto: with Dispatch. The Live Map shows each technician where they share their position, and the client is told the minutes away, never the position.	예	예
Mobile
Works where the signal is poorCalisto: Home, My Day, the calendar and every task's page open with no signal, and on my way, arrive, checklist, photos, parts and complete are held and sent once the line is back.	예	예
Parts
Van stock with minimum and reorder levelsCalisto: each van is a stock location its technician holds, with Inventory, and Parts has a Reorder lens for what to restock.	예	예
Parts used taken off the van's stockCalisto: parts from the van are recorded on the task from the phone and listed under Parts Used, with Inventory.	예	예
Purchase orders to suppliers for restockingCalisto: with Inventory, purchase orders to suppliers, receiving and supplier reconciliation.	예	예
Client Portal
Customer portal with live job status, certificates, quotes and invoicesCalisto: with Navigator, the client sees the next tasks with who is coming and the minutes away, work orders, quotes to sign, invoices and certificates.	예	예
Equipment
Asset register and site historyCalisto: each client's equipment with make, model, serial and warranty, and what was done at the address before, shown on the technician's phone.	예	예
Client Communication
Appointment reminders and en route alerts by text and emailCalisto: a reminder 24 hours before each task and an on my way message by text or email, set in Automations.	예	예

무엇이 움직이는가

Joblogic 의 데이터를 가져옵니다

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

내보내기 파일에서

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

Joblogic 에서 내보낸 모든 스프레드시트는 열별로 Calisto 에 매핑할 수 있습니다.

Joblogic 마이그레이션 가이드 내 데이터 이동

가격 비교, 나란히 보기

Joblogic 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 Joblogic

Questions about switching

How do we bring our Joblogic data over?

Export your customers, sites and jobs from Joblogic to CSV or Excel and drop the files into the switch tool. Customers come in as clients with their addresses, and jobs as work orders. Calisto has no direct Joblogic connector.

Can we still issue gas safety records?

Yes. A certificate runs on the phone to its standard, works with no signal, and is issued and sent from the task, with Assure. The certificate follows the standard your business sets.

How do our planned maintenance contracts come across?

Each contract becomes a membership with recurring dues and the tasks it includes. Joining puts those tasks on the calendar, each with its own work order, and a done one uses one of the period's included tasks.

자세히 알아보기

Calisto 가 여기에서 수행하는 모든 작업

이 비교 뒤에 있는 페이지: 섹터, 앱 및 가이드.