Tradify 에서 Calisto Trades 으로 전환

기능별 기능

Calisto Trades 옆에 Tradify

18 양쪽 모두에서

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

무엇이 움직이는가

Tradify 의 데이터를 가져옵니다

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

내보내기 파일에서

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

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

Tradify 마이그레이션 가이드 내 데이터 이동

가격 비교, 나란히 보기

Tradify 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 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.

자세히 알아보기

Calisto 가 여기에서 수행하는 모든 작업

이 비교 뒤에 있는 페이지: 섹터, 앱 및 가이드.