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.

Hem & Fälttjänster

Feature by feature

Calisto Trades bredvid ServiceM8

16 I båda
2 Endast i ServiceM8

Calisto Trades bredvid ServiceM8, funktion för funktion
18 funktioner	Calisto Trades	ServiceM8
Quotes
Several quote options accepted onlineCalisto: good, better and best tiers on one quote, signed online with the deposit, with Proposals.Kontrollerat 26 okt. 2026Källa	Ja	Ja
Quote description and materials drafted for youCalisto: Draft the Quote writes the description and the lines from the client's inquiry or site assessment and its photos, choosing only from what the business sells, and nothing is added until the business says so, with Proposals.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Nej	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
Recurring jobsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry.Kontrollerat 26 okt. 2026Källa	Ja	Ja
Certificates
Forms, certificates and reportsCalisto: certificates and inspection reports run on the phone to a standard and are issued from the run, with Assure.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
Clients scan a code on their equipment to report an issueCalisto: Print Sticker puts a QR code on the client's equipment. Scanned, it opens the equipment's page, where whoever is there reports a problem with photos; the report is a request the business turns into a job, or a callback while the equipment is under warranty, with Dispatch and Desk.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Nej	Ja
Reports
Job and revenue reportsCalisto: Revenue with Ledger, Projects, Technician Hours, and the Technicians, Crews, Services and Locations reports, each with Export.Kontrollerat 26 okt. 2026Källa	Ja	Ja

Vad som rör sig

Flyttar dina data från ServiceM8

Dina data läses i din egen webbläsare och skickas till ditt Calisto-konto. Calisto ser aldrig ditt inloggningsnamn för det gamla systemet.

Från en exportfil

Exportera dina data från ServiceM8 och släpp in filen. Den läses in i din webbläsare och kartläggs mot Calisto.

Alla kalkylblad du exporterar från ServiceM8 kan mappas över i Calisto, kolumn för kolumn.

ServiceM8-migrationsguiden Flytta min data

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.

Lär dig mer

Allt Calisto gör här

Sidorna bakom denna jämförelse: sektorn, apparna och guiderna.