SWITCH FROM TRADIFY

Tradify 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 Tradify

18 I båda

Calisto Trades bredvid Tradify, funktion för funktion
18 funktioner	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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
Quotes
Quote templates with optional sectionsCalisto: good, better and best tiers on one quote, with Proposals.Kontrollerat 26 okt. 2026Källa	Ja	Ja
Quotes accepted online and signedCalisto: the client signs the quote online and pays the deposit, with Proposals.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
Timesheets
Live job timer and timesheetsCalisto: time on each task, plus the Workforce clock and weekly hours in Timesheets.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
Invoicing
Progress invoices from a quoteCalisto: Invoices has Progress Invoicing, each work order's deposit and installments from its quote, with Ledger.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
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.Kontrollerat 26 okt. 2026Källa	Ja	Ja
Team
Subcontractors invited to their jobsCalisto: a subcontractor joins by invitation, is assigned tasks, and is paid by statement, with Ledger.Kontrollerat 26 okt. 2026Källa	Ja	Ja

Vad som rör sig

Flyttar dina data från Tradify

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 Tradify och släpp in filen. Den läses in i din webbläsare och kartläggs mot Calisto.

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

Tradify-migrationsguiden Flytta min data

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.

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