Portal, Marketing & Growth
Branded customer portal with magic-link access, embeddable booking widget, email and postcard campaigns, service plans with MRR tracking, and automated review requests.
Customer Portal
5 featuresBranded Self-Service Portal
Your logo, your colors, your domain. Customers see a professional portal that looks like a custom-built app.
Passwordless Magic Links
No passwords to remember. Customers click a magic link in email or SMS and they're in. Zero friction access.
View & Manage Appointments
Upcoming and past appointments visible with self-service rescheduling. Fewer inbound calls to your office.
Approve Estimates & Pay Invoices
One-click estimate approval and online invoice payment. Customers handle it from their phone without calling you.
In-Portal Messaging
Customers message your team directly from the portal. Questions, updates, and requests flow into your unified inbox.
Online Booking & Lead Capture
5 featuresEmbeddable Booking Widget
Add a booking form to your website. Customers select service, describe the issue, pick a time, and pay a deposit.
Smart Availability Calendar
Widget respects tech schedules, buffer time, lead time, and max bookings per day. Only shows truly available slots.
Service Area Enforcement
Zip code-based service area restrictions. Customers outside your area get a clear message instead of a wasted booking.
Deposit Collection
Require a deposit at booking to reduce no-shows. Configurable amount or percentage of estimated cost.
Lead Capture Forms
Contact and quote request forms create leads in your CRM automatically. No manual data entry from web inquiries.
Marketing & Campaigns
5 featuresEmail Campaign Builder
Drag-and-drop email builder with field-service templates: seasonal offers, maintenance reminders, and referral asks.
Postcard Direct Mail
Design postcards, target neighborhoods by zip code, and mail them — all from Calisto. Estimated cost calculator before you commit.
Audience Segmentation
Segment by service type, last booking date, location, customer value, or custom tags. Right message to the right customer.
Social Media Posting
Schedule and publish posts to your social channels. Before/after job photos make great organic content.
Website Builder
Professional website with booking integration, service pages, pricing display, service area map, and review showcase.
Service Plans & Recurring Revenue
5 featuresService Plan Management
Create maintenance plans with monthly, quarterly, or annual billing. Customers subscribe for ongoing service.
MRR Dashboard
Track Monthly Recurring Revenue on a dedicated dashboard. See growth, churn, and forecast future revenue.
Auto-Renewal & Auto-Schedule
Card on file auto-charges at renewal. Recurring jobs auto-created on the calendar. Zero manual touchpoints.
Automated Review Requests
After every completed job, request a review via SMS or email. Smart suppression skips unhappy customers. Multi-platform links.
Customer Self-Service Plans
Customers view, pause, resume, or upgrade plans from their portal. Reduces support calls and increases satisfaction.
Your Portal, Your Brand
Customers see a polished, professional portal — not a generic SaaS screen. Magic-link access means zero password friction.
Book 24/7 Without Answering the Phone
Website booking widget and AI chat widget work around the clock. Customers book, pay deposits, and get confirmations — automatically.
Build Predictable Revenue
Service plans convert one-time customers into recurring subscribers. MRR tracking shows your growth. Auto-renewal eliminates manual billing.