SWITCH FROM JOBBER
Jobber 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.
- Serviços Residenciais e de Campo
Funcionalidade por funcionalidade
Calisto Trades ao lado de Jobber
- 16 Em ambos
- 2 Apenas no Jobber
| 18 recursos | Calisto Trades | Jobber |
|---|---|---|
| Inquiries | ||
| Online request form for new workCalisto: the Trades request form (address, what, urgency, when suits, photos) lands each request in Inquiries, with Deals. | Sim | Sim |
| Quotes | ||
| Quotes with options the client picksCalisto: good, better and best tiers on one quote, with Proposals. A line taken from Services charges what that client would pay, a member discount included. | Sim | Sim |
| Quote approved online, then a depositCalisto: the client signs the quote and pays the deposit, with Proposals, and the signed quote opens the work order. | Sim | Sim |
| Follow-ups on quotes with no answerCalisto: Remind the Client on an unanswered quote, and Proposals' reminder rule sends one after the days the business sets. | Sim | Sim |
| Consumer financing on the quoteCalisto: Trades offers no lender financing on a quote. A quote can be paid as a deposit and installments, with Proposals. | Não | Sim |
| Online Booking | ||
| Clients book services onlineCalisto: each service is bookable online into a real slot with a Technician who is free, and the booking opens its work order. | Sim | Sim |
| Booking limited to the area you serveCalisto: Service Areas are drawn once in Settings, and the website's Service Areas block answers whether an address is covered, with Sites. | Sim | Sim |
| Scheduling | ||
| Calendar of every team member's workCalisto: the Calendar is each technician's week, and Choose Who Goes ranks people by availability, load, skills, drive and the parts on the van, with Dispatch. | Sim | Sim |
| Recurring visitsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry. | Sim | Sim |
| Client Communication | ||
| Visit reminders and on my way textsCalisto: a reminder 24 hours before each task and an on my way message by text or email, both rules the business changes in Automations. | Sim | Sim |
| Two-way texting with clientsCalisto: with Threads, every client's conversation with the business in one place, on the business's own lines. | Sim | Sim |
| Field Work | ||
| Job forms and checklists on siteCalisto: each service carries its checklist, sent to the task frozen and ticked on the phone, and a task done to a standard is walked as an inspection run, with Assure. | Sim | Sim |
| Live GPS location of the teamCalisto: with Dispatch. The Live Map shows each technician where they share their position, and the client is told the minutes away, never the position. | Sim | Sim |
| Timesheets | ||
| Time tracked on each jobCalisto: time on each task, plus the Workforce clock and weekly hours, and each week is signed off in Approvals. | Sim | Sim |
| Client Portal | ||
| Client hub to approve quotes, see visits and payCalisto: with Navigator, the client sees the next tasks with who is coming and the minutes away, signs quotes, pays invoices and reads certificates. | Sim | Sim |
| Invoicing | ||
| Invoices paid online by the clientCalisto: the work order is invoiced from its accepted quote or its time and materials, and the client pays online or by the invoice's pay QR, with Ledger. | Sim | Sim |
| 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. | Não | Sim |
| Job Costing | ||
| Job costing and profit on each jobCalisto: a work order's Costs tab and the Projects report show hours, parts, costs, billed, profit and margin, with Velocity. | Sim | Sim |
O que se move
Migrando seus dados de Jobber
Seus dados são lidos no seu próprio navegador e enviados para sua conta Calisto. O Calisto nunca vê sua senha do sistema antigo.
A partir de um arquivo de exportação
Exporte seus dados de Jobber e solte o arquivo. Ele é lido no seu navegador e mapeado para o Calisto.
Clientes
Dados de clientes importados
Imóveis
Dados de propriedades importadas
Trabalhos
Projetos, importados como trabalhos de Trades no momento em que seus nomes de status
Visitas
Dados de visitas importados
Faturas
Dados de faturas importadas
Membros da Equipe
Dados de membros da equipe importados
Preços lado a lado
O que Jobber publica, além do que Calisto Trades cobra
Cada figura conforme declarado pelo seu editor, apenas na sua moeda. Nada é convertido entre moedas.
Calisto Trades
Calisto catalog price
Moving from Jobber
Questions about switching
How do we bring our Jobber data over?
Export your clients and jobs from Jobber as CSV files and drop them into the switch tool, which reads Jobber's own columns. Clients, properties and jobs come over, each job as a work order at the stage its status names. Canceled jobs are left behind.
Can our technicians keep working with no signal?
Yes. Trades installs as an app on the phone. My Day, the calendar and every task open with no signal, and on my way, arrive, checklist, photos, parts and complete are held on the phone and sent once the line is back. Invoicing at the door and taking a payment need the connection.
How do we take payment on site?
On one of your business's card readers, by the invoice's pay QR, by a payment link, or in cash. Trades has no tap to pay on the phone.
Saiba mais
Tudo o que o Calisto faz aqui
As páginas atrás desta comparação: o setor, os aplicativos e os guias.
- Calisto TradesCalisto para Serviços Residenciais e de Campo
Calisto Pro conecta estimativas, rastreamento em tempo real de técnicos, inventário de peças e faturamento instantâneo no local em uma plataforma simplificada, mantendo suas operações à frente do cronograma.
Open - Serviços Residenciais e de CampoGerenciar o Dia
Um quadro de despacho que sabe onde está cada van, um calendário com arrastar e soltar, uma mensagem de "a caminho" e uma cerca geográfica que inicia a contagem.
Open - Serviços Residenciais e de CampoComprovar o Trabalho
Conclusão em sete etapas com fotos carimbadas por GPS, estoque da van que se reduz ao livro-razão e conformidade com produtos químicos que gera seu próprio relatório.
Open - PreçosPreços para Serviços Residenciais e de CampoOpen
- AplicativoCalisto Trades
Encanadores, eletricistas, aquecimento, limpeza, controle de pragas, piscinas e paisagismo: solicitações como leads, orçamentos assinados com depósito, trabalhos e visitas no cronograma, telefone do técnico, certificados, faturas e planos de serviço.
Open