SWITCH FROM TEAMLEADER ORBIT
Teamleader Orbit to Calisto Velocity
Plan capacity from real shifts and time off, run projects with milestones the client approves in their portal, budget in cost lines with committed and spent, review each item before it bills, and see each person's hours, cost and margin in every currency you work in.
기능별 기능
Calisto Velocity 옆에 Teamleader Orbit
- 24 양쪽 모두에서
- 2 오직 Teamleader Orbit 에서만
| 26 기능 | Calisto Velocity | Teamleader Orbit |
|---|---|---|
| Planning | ||
| Capacity PlanningCalisto: the capacity board sets each person's available hours per week (their shifts or working hours, less approved time off and holidays) against the work planned for them and their actual time, and flags a week planned past what they can work.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Capacity Linked to SkillsCalisto: best-fit suggestions rank who takes a task by availability, current load, skills and drive time to the job (with Dispatch).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Leave in Capacity PlanningCalisto: time off is requested and approved in Workforce, and approved time off and the business's holidays come off each person's available hours on the capacity board (with Workforce).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Projects | ||
| Gantt Charts Linked to PlanningCalisto: Timeline is a Gantt of the project's tasks and milestones, with links, a today line and Day, Week or Month; bars are dragged to move or resize them and a handle draws a link.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Quote to ProjectCalisto: a won deal starts its project in one step; the deal's tasks become the project's first tasks, and a fixed price's agreed lines can join as tasks (with Deals).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Budgets | ||
| Budget Control With Margin ImpactCalisto: time, expenses, bills and parts land on the project as they are recorded, so its budget against actual, Margin and Profit read the work as it stands, in the project's own currency.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Time | ||
| Timer Time TrackingCalisto: a timer starts in one tap from Home or the Start Timer shortcut, time is logged after the fact in Time or typed straight into a cell of the person's own week, and each entry is billable or not by the task's default.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Incomplete Timesheet RemindersCalisto: Week Not Submitted reminds each person on the week's last day, in the business's zone and week start, and Timer Still Running when a timer runs past the day's end; both are Automations rules the business switches on or off.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Sales | ||
| Quotations With Client ApprovalCalisto: every quote is a version on a deal; a proposal is sent, viewed, countered, declined or signed, and an accepted quote makes the contract the project delivers (with Deals and Proposals).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Sales PipelineCalisto: the client, the pipeline and the deal are Deals' records, and a won deal starts the project that delivers it (with Deals).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Billing | ||
| Invoices From ProjectsCalisto: To Invoice, in Billing, lists the work not yet invoiced (chargeable hours at the rate in force each day, fixed tasks once, chargeable costs and parts at cost) and turns the items picked into an invoice (with Ledger).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Advance PaymentsCalisto: a project takes deposits the client pays ahead, and a deposit paid ahead is applied to the next invoice when it is sent.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Recurring InvoicesCalisto: an invoice is repeated weekly, fortnightly, monthly, quarterly or annually from Ledger's Recurring list, each occurrence a real invoice (with Ledger).2026년 10월 30일 확인됨출처 | 예 | 예 |
| RetainersCalisto: a retainer is an allowance of hours, or of an amount in its own currency, per week or month, for a client, one project or one contract, drawn down by the time logged, with a warning share, rollover and cap, warn or bill once it is used up.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Invoiced and Still to BillCalisto: To Invoice, in Billing, shows what is ready to bill on each client project, and the payment schedule shows each payment still to fall due and the day or milestone it waits on.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Automatic Payment RemindersCalisto: payment reminders are a cadence of email or text steps that starts when an invoice falls overdue and ends when it is paid, voided or written off (with Ledger).2026년 10월 30일 확인됨출처 | 예 | 예 |
| E-InvoicingCalisto: invoices are issued as electronic invoices (Peppol, KSeF, SDI and other national formats) through the provider the business connects for its country (with Ledger).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Clients | ||
| Client PortalCalisto: clients follow their project in their portal: the updates the business shares, milestones to approve or send back, tasks shared with them on a board and a calendar, documents asked of them and their invoices (with Navigator).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Spend | ||
| Purchase Orders With ApprovalCalisto: a purchase is asked as a draft purchase order on its own approval (with Ledger), and each cost line shows what signed agreements have committed and the bills spent on it.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Freelancer and Subcontractor CostsCalisto: a subcontract is a pay agreement on the project with a fixed fee, a cost line, its scope and the documents required before going on site; approved variations are committed against the line, and retention is held and released on the subcontractor's statements.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Reporting | ||
| Project Margin ReportingCalisto: Reports shows Profitability (what was billed against what the work cost, by client, person or task) and Project Margin (every priced project's margin, with totals per currency, never converted).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Financial ReportsCalisto: the income statement, balance sheet and cash flow come from the books every invoice, bill and expense posts to (with Ledger).2026년 10월 30일 확인됨출처 | 예 | 예 |
| Platform | ||
| Multiple Entities in One AccountCalisto: one sign-in holds every business a person runs, each its own account with its own projects and books, picked in the switcher.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Single Sign-OnCalisto: a business signs its people in through its own identity provider, by OIDC or SAML.2026년 10월 30일 확인됨출처 | 예 | 예 |
| Gaps | ||
| What-If Capacity ScenariosWhat-if scenarios test how a new project would affect capacity before the business commits to it.2026년 10월 30일 확인됨출처 | 아니요 | 예 |
| Sales Forecasts Linked to CapacitySales forecasts from the pipeline are set against the team's capacity.2026년 10월 30일 확인됨출처 | 아니요 | 예 |
무엇이 움직이는가
Teamleader Orbit 의 데이터를 가져옵니다
귀하의 데이터는 귀하의 브라우저에서 읽혀 Calisto 계정으로 전송됩니다. Calisto 는 이전 시스템의 로그인 정보를 절대 확인하지 않습니다.
내보내기 파일에서
Teamleader Orbit 에서 데이터를 내보내고 파일을 여기에 드롭하세요. 브라우저에서 읽혀 Calisto 에 매핑됩니다.
Teamleader Orbit 에서 내보낸 모든 스프레드시트는 열별로 Calisto 에 매핑할 수 있습니다.
Moving from Teamleader Orbit
Questions about switching
How do my clients and contacts come over from Teamleader Orbit?
Export them as a spreadsheet and bring them in on pro.calistoco.com/switch, where each column is mapped onto Calisto. Each client is then the same record in Velocity, Deals and Ledger.
What about my retainers and recurring invoices?
Each retainer is set again as an allowance of hours or an amount per week or month, with a warning share and rollover. A recurring invoice is set once in Ledger and raises each occurrence as a real invoice.
Can my clients still follow their projects?
Yes. Clients follow their project in their Navigator portal: the updates you share, the milestones they approve, the tasks you share with them, the documents you ask of them and their invoices.
자세히 알아보기
Calisto 가 여기에서 수행하는 모든 작업
이 비교 뒤에 있는 페이지: 섹터, 앱 및 가이드.