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.
- Home & Field Services
Feature by feature
Calisto Trades beside ServiceM8
- 16 In both
- 2 Only in ServiceM8
| 18 features | Calisto Trades | ServiceM8 |
|---|---|---|
| Quotes | ||
| Several quote options accepted onlineCalisto: good, better and best tiers on one quote, signed online with the deposit, with Proposals.Checked Oct 26, 2026Source | Yes | Yes |
| AI drafts the quote description and materialsCalisto: 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.Checked Oct 26, 2026Source | Yes | Yes |
| 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.Checked Oct 26, 2026Source | Yes | Yes |
| 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.Checked Oct 26, 2026Source | No | Yes |
| 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.Checked Oct 26, 2026Source | Yes | Yes |
| 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.Checked Oct 26, 2026Source | Yes | Yes |
| Recurring jobsCalisto: 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, 2026Source | Yes | Yes |
| Certificates | ||
| Forms, certificates and reportsCalisto: certificates and inspection reports run on the phone to a standard and are issued from the run, with Assure.Checked Oct 26, 2026Source | Yes | Yes |
| 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.Checked Oct 26, 2026Source | Yes | Yes |
| 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.Checked Oct 26, 2026Source | Yes | Yes |
| 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.Checked Oct 26, 2026Source | Yes | Yes |
| 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.Checked Oct 26, 2026Source | Yes | Yes |
| 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.Checked Oct 26, 2026Source | Yes | Yes |
| 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.Checked Oct 26, 2026Source | Yes | Yes |
| 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.Checked Oct 26, 2026Source | Yes | Yes |
| 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.Checked Oct 26, 2026Source | Yes | Yes |
| 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, 2026Source | No | Yes |
| Reports | ||
| Job and revenue reportsCalisto: Revenue with Ledger, Projects, Technician Hours, and the Technicians, Crews, Services and Locations reports, each with Export.Checked Oct 26, 2026Source | Yes | Yes |
What moves
Bringing your data from ServiceM8
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 ServiceM8 and drop the file in. It is read in your browser and mapped onto Calisto.
Any spreadsheet you export from ServiceM8 can be mapped onto Calisto, column by column.
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.
Learn more
Everything Calisto does here
The pages behind this comparison: the sector, the apps and the guides.
- Professional ServicesCalisto for Home & Field Services
Calisto Pro connects estimations, real-time technician tracking, parts inventory, and instant site invoicing into one streamlined platform, keeping your operations ahead of schedule.
Open - Home & Field ServicesRun the Day
A dispatch board that knows where every van is, a drag-and-drop calendar, an on-my-way text, and a geofence that starts the clock.
Open - Home & Field ServicesProve the Work
Seven-step completion with GPS-stamped photos, van stock that depletes to the ledger, and chemical compliance that writes its own report.
Open - PricingPricing for Home & Field ServicesOpen
- AppCalisto Trades
Plumbers, electricians, heating, cleaning, pest control, pools and landscaping: requests as leads, quotes signed with a deposit, jobs and visits on the schedule, the technician’s phone, certificates, invoices and service plans.
Open