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.

홈 및 필드 서비스

기능별 기능

Calisto Trades 옆에 ServiceM8

14 양쪽 모두에서
4 오직 ServiceM8 에서만

ServiceM8 옆에 Calisto Trades 을 기능별로 표시
18 기능	Calisto Trades	ServiceM8
Quotes
Several quote options accepted onlineCalisto: good, better and best tiers on one quote, signed online with the deposit, with Proposals.	예	예
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.	아니요	예
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.	예	예
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.	아니요	예
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.	예	예
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.	예	예
Recurring jobsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry.	예	예
Certificates
Forms, certificates and reportsCalisto: certificates and inspection reports run on the phone to a standard and are issued from the run, with Assure.	예	예
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.	예	예
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.	아니요	예
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.	예	예
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.	예	예
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.	예	예
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.	예	예
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.	예	예
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.	예	예
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.	아니요	예
Reports
Job and revenue reportsCalisto: Revenue with Ledger, Projects, Technician Hours, and the Technicians, Crews, Services and Locations reports, each with Export.	예	예

무엇이 움직이는가

ServiceM8 의 데이터를 가져옵니다

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

내보내기 파일에서

ServiceM8 에서 데이터를 내보내고 파일을 여기에 드롭하세요. 브라우저에서 읽혀 Calisto 에 매핑됩니다.

ServiceM8 에서 내보낸 모든 스프레드시트는 열별로 Calisto 에 매핑할 수 있습니다.

ServiceM8 마이그레이션 가이드 내 데이터 이동

가격 비교, 나란히 보기

ServiceM8 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 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.

자세히 알아보기

Calisto 가 여기에서 수행하는 모든 작업

이 비교 뒤에 있는 페이지: 섹터, 앱 및 가이드.