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Calisto Trades

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.

  • Home & Field Services

Feature by feature

Calisto Trades beside Jobber

  • 16 In both
  • 2 Only in Jobber
Calisto Trades beside Jobber, feature by feature
18 featuresCalisto TradesJobber
Inquiries
Online request form for new workCalisto: the Trades request form (address, what, urgency, when suits, photos) lands each request in Inquiries, with Deals.Checked Oct 26, 2026SourceYesYes
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.Checked Oct 26, 2026SourceYesYes
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.Checked Oct 26, 2026SourceYesYes
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.Checked Oct 26, 2026SourceYesYes
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.Checked Oct 26, 2026SourceNoYes
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.Checked Oct 26, 2026SourceYesYes
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.Checked Oct 26, 2026SourceYesYes
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.Checked Oct 26, 2026SourceYesYes
Recurring visitsCalisto: Work Orders has a Recurring lens, and a membership's included tasks go on the calendar when the client joins, with Registry.Checked Oct 26, 2026SourceYesYes
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.Checked Oct 26, 2026SourceYesYes
Two-way texting with clientsCalisto: with Threads, every client's conversation with the business in one place, on the business's own lines.Checked Oct 26, 2026SourceYesYes
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.Checked Oct 26, 2026SourceYesYes
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.Checked Oct 26, 2026SourceYesYes
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.Checked Oct 26, 2026SourceYesYes
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.Checked Oct 26, 2026SourceYesYes
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.Checked Oct 26, 2026SourceYesYes
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.Checked Oct 26, 2026SourceNoYes
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.Checked Oct 26, 2026SourceYesYes

What moves

Bringing your data from Jobber

Your data is read in your own browser and sent to your Calisto account. Calisto never sees your login for the old system.

From an export file

Export your data from Jobber and drop the file in. It is read in your browser and mapped onto Calisto.

  • Clients

    Imported clients data

  • Properties

    Imported properties data

  • Jobs

    Jobs, imported as Trades jobs at the stage their status names

  • Visits

    Imported visits data

  • Invoices

    Imported invoices data

  • Team Members

    Imported team members data

The Jobber migration guideMove my data

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.

Learn more

Everything Calisto does here

The pages behind this comparison: the sector, the apps and the guides.