From the first call to the paid invoice.
The app a field service business runs on: quote the work, send the right technician, and take payment at the door.
Everything a piece of work needs, in order
From the inquiry that asks for it to the invoice that is paid for it.
One Work Order
One piece of work followed from the inquiry to the payment.
Win the Work
Inquiries, quotes and services booked online.
Run the Day
Work orders, tasks, who goes and when.
On Site
The technician’s phone, inspections and callbacks.
Get Paid
Invoices, payment at the door and maintenance plans.
The Office
What you sell, your vans and your figures.
Communication
Conversations with clients and calls to your numbers.
Pricing
Included with Ops or Commerce, or on its own per business.
One piece of work, from the inquiry to the payment
What the office, the technician and the client each do with it, screen by screen.
The inquiry
A client asks on your request form, with the address, what is wrong, how urgent and photos. It lands in Inquiries with its answers, or a service is booked online straight into a free slot.
Rachel Kim New
Request a service
- Where is the work?
- 4410 E Camelback Rd, Phoenix, AZ 85018
- What do you need?
- A repair
- How urgent is it?
- This week
- A day that suits you
- 11/12/2026 · Morning
- Describe the problem or the job
- Upstairs AC is blowing warm air since Sunday. Outdoor unit hums but the fan does not spin. System is about 12 years old.
Inquiry
- Status
- New
- Source
- Website form
- Owner
- Jenna Holt
- Created
- 11/10/2026 07:42
Pipeline
- Stage
- New inquiry
- Value
- $7,290.00
The quote
Quote This Inquiry opens the quote for that client: good, better and best options from your services, each line at what the client would pay, signed with its deposit on one link with Proposals.
| Item | Qty | Total |
|---|---|---|
| 3-ton 16 SEER2 condenser, matched coil | 1 | $6,950.00 |
| Removal and disposal of the old unit | 1 | Included |
| 10-year parts warranty registration | 1 | Included |
After you accept, you’ll be guided to sign this proposal to make it official.
Accepted · The work order
The accepted quote opens the work order at the client’s address, with its property, and its lines become the first task’s work items.
AC replacement, upstairs To Schedule
The Work
Payment
- Deposit paid
- Sold for
- $7,290.00
- Deposit
- $1,460.00
- Balance
- $5,830.00
Property
- Floor area
- 2,140 sq ft
- Year built
- 2011
- Foundation
- Slab
- Occupancy
- Owner-occupied
Quote
What the client approved: its options, signature and deposit.
Open the Quote · Q-2291Scheduled · Who goes
Schedule the task: the day, the arrival window the client is told and who goes, ranked by who is free, their load, skills, the drive and the parts on their van.
AC replacement, upstairs To Schedule
The Work
Payment
- Deposit paid
- Sold for
- $7,290.00
- Deposit
- $1,460.00
- Balance
- $5,830.00
Property
- Floor area
- 2,140 sq ft
- Year built
- 2011
- Foundation
- Slab
- Occupancy
- Owner-occupied
Quote
What the client approved: its options, signature and deposit.
Open the Quote · Q-2291On the way · On site
The client is told the technician is on the way, and about how many minutes away. On site, the technician ticks the work items and the checklist, adds photos and parts, and the client signs, with or without signal.
Done · Invoiced
Invoice the work order at the door: the invoice handed over, its pay code, a card on one of your readers or cash. A return trip takes whatever was left unfinished.
AC replacement, upstairs Invoiced
WO-4417 · Visit 1
Payment
- Paid in full
- Deposit
- $1,460.00
- Paid
- $7,290.00
- Paid by
- Card reader
Job
- Sold for
- $7,290.00
- Visits done
- 1 of 1
- Next visit
- 05/11/2027
Quote
What the client approved: its options, signature and deposit.
Open the Quote · Q-2291Afterward · Back again
A callback opens a warranty work order on the finished one. A client on a maintenance plan has their next task on the calendar already.
Your next visits
- Visit
- Spring tune-up
- When
- 04/09/2027 08:00
- Who is coming
- Jenna Holt
- Status
- Scheduled
Your service plan
- Plan
- Comfort Club
- Included
- Two tune-ups a year, spring and fall
- 15% off repairs
- Next visit
- 04/09/2027
Your certificates
- Certificate
- DA-C-3381 · AC commissioning record
- Outcome
- Satisfactory
- Issued
- 11/10/2026
- Next due by
- 11/10/2027
Invoices
- INV-5512
- $7,290.00 · Paid
- Comfort Club
- $189.00 · Paid
Rachel Kim New
Request a service
- Where is the work?
- 4410 E Camelback Rd, Phoenix, AZ 85018
- What do you need?
- A repair
- How urgent is it?
- This week
- A day that suits you
- 11/12/2026 · Morning
- Describe the problem or the job
- Upstairs AC is blowing warm air since Sunday. Outdoor unit hums but the fan does not spin. System is about 12 years old.
Inquiry
- Status
- New
- Source
- Website form
- Owner
- Jenna Holt
- Created
- 11/10/2026 07:42
Pipeline
- Stage
- New inquiry
- Value
- $7,290.00
Answer the inquiry and get the quote signed
Every inquiry is a lead, worked on your own pipeline from New request to Booked, with Deals. Inquiries come from your request form on your website and from Google Local Services through your own account.
Roof replacement, 88 Glebeholme Blvd Not Sent
The Request Form
Tell us what needs doing and where. We reply with a time for a visit or a quote.
What do you need?A repairAn installation or replacementA service or maintenance visitAn inspection or certificateHow urgent is it?Emergency: as soon as possibleThis weekI am flexibleMade from New Inquiry Form, ready for your website: the address, what is wrong, how urgent, when suits and photos.
Quotes
Quotes
Every quote, with the options, the signature and the deposit in one link, and where it stands with the client.
| Quote | Inquiry | Status | Value | Sent | Valid Until |
|---|---|---|---|---|---|
| Riego por goteo, jardín frontalFamilia Olvera | Riego automático | Accepted | $18,900 | 01/11 | 01/12 |
| Diseño de jardín, terrazaCarmen Villaseñor | Rediseño de terraza | Awaiting Answer | $46,500 | 07/11 | 07/12 |
| Poda de árboles, 6 fresnosCondominio Los Arcos | Poda anual | Awaiting Answer | $12,800 | 05/11 | 05/12 |
| Pasto en rollo, 180 m²Jorge Mendívil | Pasto nuevo | Changes Asked | $23,400 | 04/11 | 04/12 |
| Mantenimiento mensual, área comúnResidencial El Refugio | Mantenimiento de áreas verdes | Accepted | $9,600 | 29/10 | 28/11 |
| Iluminación de jardín, 14 puntosLucía Ibarra | Luces exteriores | Awaiting Answer | $17,250 | 17/10 | 16/11 |
| Muro verde, recepciónHotel Casa Santiago | Muro vegetal | Not Sent | $31,800 | Draft | 10/12 |
Drafted from the inquiry, or from an assessment and its photos, in good, better and best options or in sections the client approves one by one, signed with the deposit on one link, with Proposals.
Draft the Quote
Draft the Quote
- A fuse board with ceramic fuses and no RCD
- Aluminium cabling at the board
- Scorch marks on one fuse holder
- A shared neutral on the kitchen circuit
| Item | Qty | Unit Price |
|---|---|---|
| Wymiana rozdzielnicy (12 modułów) | 1 | 1450 zł |
| Wyłącznik różnicowoprądowy 30 mA | 2 | 320 zł |
| Pomiary instalacji i protokół | 1 | 450 zł |
| Robocizna, elektryk (godz.) | 6 | 140 zł |
- Aluminium to copper joints at the board
From an assessment and its photos, only from what you sell, with what the photos show and what is not in your catalog set apart.
Booked Online
On your website, a client books a service into a free time at their address, with the technician they choose or anyone available, and pays the deposit. The booking opens its work order.
Service Areas
Zones
| Zone | Code | Parent | Workers | Open Work |
|---|---|---|---|---|
| Piantini y Naco | SD-01 | Distrito Nacional | 3 | 9 |
| Gazcue y Zona Colonial | SD-02 | Distrito Nacional | 2 | 6 |
| Bella Vista y Mirador | SD-03 | Distrito Nacional | 2 | 5 |
| Arroyo Hondo | SD-04 | Distrito Nacional | 2 | 4 |
| Santo Domingo Este | SD-05 | Santo Domingo | 3 | 8 |
| Boca Chica y Juan Dolio | SD-06 | Santo Domingo | 1 | 2 |
Drawn once, they decide where you take work, and your website answers “Do you cover my address?” from them.
Schedule every task and send the right technician
Each work order is one piece of work at one address. Where it stands, from to schedule to invoiced, is read from its tasks and its invoice, never moved by hand.
Work Orders
As a list, a board, a calendar and the repeat work, with Dispatch. Each job shows its client, address, next task and value.
Work Orders
Each job, its client, where it is, its next visit and where it stands.
| Job | Next Visit | From | Value | Status |
|---|---|---|---|---|
| Limpeza pós-obra, T3Rita Mendes · Rua de São Bento 112, Lisboa | 10/11/2026 09:00 | Quote | 640,00 € | In Progress |
| Limpeza quinzenal, escritórioAtelier Mouraria · Rua da Mouraria 41, Lisboa | 11/11/2026 07:30 | Service Plan Visit | 2880,00 € | Scheduled |
| Limpeza de fim de arrendamentoPedro Antunes · Av. de Roma 77, Lisboa | 11/11/2026 14:00 | Booked Online | 185,00 € | Scheduled |
| Lavagem de sofás e tapetesSofia Rocha · Rua Ferreira Borges 9, Lisboa | 12/11/2026 10:00 | Booked Online | 120,00 € | Scheduled |
| Limpeza de vidros, lojaLivraria Bertrand Chiado · Rua Garrett 73, Lisboa | 13/11/2026 08:00 | Service Plan Visit | 960,00 € | Scheduled |
| Limpeza profunda, cozinhaTasca do Bairro · Travessa da Queimada 23, Lisboa | 14/11/2026 15:00 | Quote | 290,00 € | Scheduled |
| Limpeza semanal, T2Carla Pires · Rua de Campo de Ourique 150, Lisboa | 15/11/2026 09:30 | Service Plan Visit | 3120,00 € | Scheduled |
| Limpeza pós-obra, lojaÓtica Alfama · Rua dos Remédios 18, Lisboa | 16/11/2026 08:30 | Quote | 480,00 € | Scheduled |
Do the work from the phone, with or without signal
My Day is the technician’s route and every task on it. On site they work each task on the phone, from the checklist to the client’s signature, and with no signal it is all kept and sent once the signal returns.
Before You Knock
The client’s equipment at this address, its warranty, what was done there before, and a sticker on it the client scans to report a fault.
Inspections and Reports
Walked on site, by the client on their own phone from a link, or on a video call where you take the photos, then issued when your release rules say, with Assure and Live.
Certificates and Reports
| Report | Address | Outcome | Status |
|---|---|---|---|
| LHI-R-0612 · Pre-purchase surveyNiamh and Conor Daly | 21 Sandford Rd, Ranelagh | Unsatisfactory | Held for the client. Waiting on: The deposit is paid |
| LHI-R-0611 · Snag list, new buildKevin Doyle | 4 Ashtown Gate, Dublin 15 | Satisfactory | Released |
| LHI-R-0610 · BER and Building SurveyOrla Fitzgerald | 9 Leinster Sq, Rathmines | Satisfactory | Released |
| LHI-R-0609 · Pre-purchase surveyMark and Ruth Hennessy | 57 Clontarf Rd, Clontarf | Unsatisfactory | Released |
| LHI-R-0608 · Damp and mould reportSinead O’Brien | 12 Harold’s Cross Rd | Unsatisfactory | Ready to Issue |
| LHI-R-0607 · Snag list, apartmentDarragh Quinn | 3 Hanover Quay, Grand Canal | Satisfactory | Released |
The report reaches the client
When the conditions below are all metOnly when someone releases itThe report is publishedThe agreement is signedThe deposit is paidThe work is paid in fullSend for Self-Inspection · Inspect by VideoCallbacks and Re-Inspections
Raise a callback on a finished task, or re-inspect with the earlier findings still open, each verified as put right.
Tasks
| What Needs Putting Right | Technician | Day | Status |
|---|---|---|---|
| Drip at the skylight flashing after heavy rainAmanda Park | Owen Tremblay | 11-11 | Scheduled |
| Two shingles lifted on the north slopeRobert Singh | Ethan MacLeod | 11-12 | Scheduled |
| Downspout pulled away at the garageLisa Moreau | Ben Osei | 11-10 | On Site |
| Ridge vent rattling in windTom Gallagher | Sarah Kowalczyk | 11-07 | Done |
| Nail pop over the porchGrace Liu | Owen Tremblay | 11-04 | Done |
Photos From the Camera
Share photos from the phone to Trades and choose which of today’s tasks they go on.
Certificates and the Chemical Log
Numbered certificates signed and issued from the visit, and the chemicals each pest or pool visit used, logged.
Tasks
| Product | Amount | Where | Technician | Reading |
|---|---|---|---|---|
| Liquid chlorine 12.5%10/11/2026 | 15 L | 12 Sunshine Pde, Miami | LDLiam Doherty | FC 1.2 → 3.0 ppm |
| Hydrochloric acid 32%10/11/2026 | 1.5 L | 12 Sunshine Pde, Miami | LDLiam Doherty | pH 7.9 → 7.4 |
| Sodium bicarbonate10/11/2026 | 2 kg | 9 Hedges Ave, Mermaid Beach | MTMia Tran | TA 70 → 95 ppm |
| Algaecide, copper-free09/11/2026 | 500 mL | 33 Albatross Ave, Mermaid Beach | JFJack Fowler | Green to clear |
| Calcium hypochlorite 65%09/11/2026 | 1 kg | Seascape Resort, Broadbeach | RKRuby Kaur | FC 0.4 → 4.0 ppm |
| Stabiliser (cyanuric acid)08/11/2026 | 1.2 kg | 6 Tallebudgera Dr, Palm Beach | NPNoah Pearce | CYA 20 → 40 ppm |
Invoice at the door and bring the client back
A fixed-price work order is invoiced from its accepted quote. Work billed on time and materials is invoiced on its project, with the quote’s lines, the parts and the extra time, with Velocity.
Invoices
Sent and paid online, by code or on a card reader, with Ledger. What each client owes, and each work order’s deposit and installments.
Invoices
| Invoice | Client | Due | Status | Total |
|---|---|---|---|---|
| NSR-2207 | David Chen | 11-24 | Partially Paid | $18,450.00 |
| NSR-2206 | Amanda Park | 11-17 | Sent | $1,240.00 |
| NSR-2205 | Robert Singh | 11-06 | Overdue | $3,480.00 |
| NSR-2204 | Lisa Moreau | 11-01 | Paid | $9,860.00 |
| NSR-2203 | Tom Gallagher | 10-29 | Paid | $14,300.00 |
| NSR-2202 | Grace Liu | 10-23 | Paid | $760.00 |
Maintenance Plans
Yearly, quarterly or monthly dues and the tasks they include. Joining puts the tasks on the calendar, with Registry.
Memberships
| Level | Monthly | Annual | Initiation | Members | Status |
|---|---|---|---|---|---|
| Jardín BásicoDos visitas al mes, poda y corte | $1,450 | $15,660 | Included | 38 | Active |
| Jardín CompletoVisita semanal, riego y fertilizante | $2,600 | $28,080 | $500 | 24 | Active |
| Áreas ComunesCuadrilla semanal, reporte mensual | $9,600 | $103,680 | $1,500 | 9 | Active |
| Riego PlusRevisión mensual del riego, 10% en reparaciones | $980 | $10,580 | Included | 17 | Active |
| Huerto en CasaVisita quincenal, semillas de temporada | $750 | $8,100 | $300 | 12 | Active |
Costs on the Work Order
An expense filed from a receipt, billed to the client or kept as your cost.
Wymiana rozdzielnicy, ul. Karmelicka 45 Invoiced
| Cost | Amount |
|---|---|
| Rozdzielnica Hager 12 modułówBilled to the clientElektro-Hurt, faktura FV/2611 | 612,00 zł |
| Wyłączniki różnicowoprądowe 30 mA (2)Billed to the clientElektro-Hurt, faktura FV/2611 | 298,00 zł |
| Przewody i zaciskiBilled to the clientVan stock | 146,00 zł |
| Parking, ul. KarmelickaKept as our costParagon, Strefa Płatnego Parkowania | 24,00 zł |
| Wywóz starej rozdzielnicyKept as our costEkoRecykling, paragon 0412 | 60,00 zł |
Statements
A statement for each subcontractor and technician you pay by the job, with what you owe them.
Statements
| Statement | Settles | Status | Balance Due | Updated |
|---|---|---|---|---|
| Vidros Brilhantes, Lda.ST-0418 | 14 limpezas de vidros, outubro | Paid | 2261,00 € | 08/11 |
| Carpetes & Sofás LisboaST-0417 | 9 lavagens de sofás e tapetes | Paid | 1368,00 € | 08/11 |
| Ana RibeiroST-0416 | 22 limpezas semanais, Campo de Ourique | Approved | 1980,00 € | 09/11 |
| Desinfecções TejoST-0415 | 6 desinfeções pós-obra | Awaiting approval | 960,00 € | 09/11 |
| Rui MatosST-0414 | 18 limpezas de escritório, Mouraria | Draft | 1620,00 € | 10/11 |
Set what you sell and see how the work pays
Each service is what you do and what it costs, a flat rate, by the hour or quoted, with the checklist or standard it is done to and the questions a client answers about it.
Services
| Service | Category | Price model | Price | Duration |
|---|---|---|---|---|
| COC inspection, house sale | Certificates | Flat rate | R 1 850 | 150 min |
| Emergency call-out | Repairs | Flat rate | R 950 | 60 min |
| Fault finding | Repairs | Hourly | R 650 | 60 min |
| Geyser element replaced | Repairs | Flat rate | R 1 250 | 90 min |
| DB board upgrade | Installations | Quoted | R 7 800 | 360 min |
| Solar inverter changeover switch | Solar and backup | Flat rate | R 3 400 | 180 min |
| Socket or switch replaced | Repairs | Flat rate | R 480 | 45 min |
| Outside lights and a patio socket | Installations | Quoted | R 4 200 | 240 min |
| Labour, hourly | Labour | Hourly | R 650 | 60 min |
| Re-inspection | Certificates | Flat rate | R 750 | 60 min |
Rates and Surcharges
Rates & Surcharges
After-hours, weekend and seasonal rates, surcharges, promotions and codes: set once here, applied to every quote, work order and appointment.
| Rate | Kind | When | Change |
|---|---|---|---|
| After-hours call-out | Surcharge | Weekdays 18:00 to 08:00 | +50% |
| Weekend rate | Surcharge | Saturday and Sunday | +35% |
| Bank holiday rate | Surcharge | Bank holidays | +100% |
| Winter emergency | Seasonal rate | 1 Dec to 28 Feb | +15% |
| Large home | Property | Floor area from 200 m² | +20% |
| Older property | Property | Built before 1930 | +10% |
After-hours, weekend and seasonal rates, a call-out fee, a minimum charge and material markup, and prices by the property’s size or age.
Parts and Vans
Parts
Each van, who drives it, and what is in it.
| Van | Items | Value |
|---|---|---|
| Van 1 · Ford TransitMarco Ruiz | 64 | $4,820 |
| Van 2 · Ford TransitJenna Holt | 58 | $4,410 |
| Van 3 · Ram ProMasterDeShawn Price | 71 | $6,130 |
| Van 4 · Ram ProMasterKyle Brennan | 49 | $3,960 |
| Van 5 · Chevy ExpressAna Villalobos | 52 | $4,275 |
Van 1 · Ford Transit · Marco Ruiz
Each van’s stock, the parts used on each work order and what to reorder, with Inventory.
Timesheets and Reports
Reports
| Work order | Revenue | Costs | Hours | Margin % |
|---|---|---|---|---|
| Full roof replacement, 88 Glebeholme Blvd | $18,450 | $11,240 | 96 h | 39% |
| Flat roof, TPO membrane, 12 Pape Ave | $22,800 | $14,920 | 118 h | 35% |
| Re-roof and skylight, 41 Fermanagh Ave | $16,200 | $10,310 | 84 h | 36% |
| Eavestrough and downspouts, 6 Woodfield Rd | $2,340 | $1,180 | 12 h | 50% |
| Storm repair, 230 Withrow Ave | $3,480 | $1,960 | 18 h | 44% |
| Chimney flashing, 17 Bain Ave | $1,240 | $520 | 7 h | 58% |
| Member | Hours | Billable | Status |
|---|---|---|---|
| EMEthan MacLeod | 42 h 30 min | 39 h | Signed off |
| PNPriya Natarajan | 38 h | 31 h 30 min | Signed off |
| OTOwen Tremblay | 44 h 15 min | 41 h | Signed off |
| SKSarah Kowalczyk | 40 h | 36 h 45 min | Waiting |
| BOBen Osei | 36 h 30 min | 33 h | Waiting |
Time on each work order, each week signed off, and reports on revenue, technician hours and what each job made.
Knowledge
Knowledge
En cocinas de restaurante se ha usado espuma de fipronil inyectada en la madera, con la cocina cerrada 4 horas, y se repite la inspección a los 30 días.
1Informe de servicio, Restaurante El ConucoEspuma de fipronil 0,05% inyectada en marcos de puertas y gabinetes. Cocina cerrada 4 horas.2Procedimiento: termitas en zonas de alimentosReinspección a los 30 días, con fotos de cada punto tratado.Experience
- Ramón Peña
- 46 jobs · 212 h
- Luis Almonte
- 31 jobs · 148 h
- Yokasta Reyes
- 18 jobs · 83 h
Ask about your own past jobs, with answers cited to the document, and find who here has done this work.
Every client conversation, on the client’s record
Clients’ conversations on WhatsApp, text, web chat and shared mailboxes arrive in Threads, and calls to your numbers ring in Dial, each its own app at its own price. Every conversation opens on the client’s record.
Threads
WhatsApp, text, web chat and shared mailboxes in one list, each conversation on the client’s record.
Threads
Dial
Calls to your numbers ring in Dial, and each call is logged on the caller’s record.
Dial
On the Way and Reminders
A reminder the day before, and a text when the technician sets off, by text, else by email.
On the Client’s Record
Every message, email and call with a client in one feed on their record, beside their work orders, quotes and invoices.
David Chen
Summary
- Client since
- 2025-09-26
- Work Orders
- 1
- Quote
- Accepted
- Sold for
- $18,450.00
Threads
Every channel, one connection.
Google Local Services and the directories that send you work, as leads.
- Angi
- Google Local Services
- Bark
- Checkatrade
- Cronoshare
- GetNinjas
- Habitissimo
- Handy
Where Trades touches everything else.
None of these 8 connections are in your plan today; each is its own app.
Deals
An inquiry is a Deals lead, worked in Trades on its own pipeline; the same lead and deal are the ones the rest of your business sees.
Proposals
A quote is a Proposals link with its options, the signature and the deposit, and its acceptance opens the work order in Trades.
Dispatch
Each work order and its tasks are Dispatch’s, on the calendar and the map, and the technician works them from Trades on the phone.
Ledger
A work order’s invoice is a Ledger invoice, sent, paid online or taken on a card reader at the door.
Inventory
Each van is a stock location its technician holds, and the parts used on a task come out of it.
Assure
A task done to a standard is walked as an inspection, and its report or certificate is issued and released to the client by your rules.
Registry
A maintenance plan is a Registry tier: its dues recur, and joining puts the tasks it includes on the calendar.
Navigator
Your clients’ portal shows their next tasks with who is coming and the minutes away, their quotes, invoices, certificates and plan.
No setup cost. Pay when you start using.
Plumbers, electricians, cleaners and every field trade.
Included With Your Plans
Your Core app shows everything your Commerce and Ops plans turn on.
Recommended for you
Works well together.
Calisto Deals
Calisto Commerce
The CRM: leads routed and claimed, a pipeline on your own stages, quotes as versions and the contracts they become, people and companies, the day’s follow-ups, the handoff after the sale, commissions and the forecast.
Learn more →Calisto Proposals
Calisto Commerce
Designed proposals priced by a quote from your catalog, sent by email, text, WhatsApp or a link, then chosen, accepted, signed and paid on one link, with follow-up, change orders and analytics.
Learn more →Calisto Dispatch
Calisto Ops
Requests and work orders, tasks assigned by who is free and near, templates and recurring work, the team and its contractors, routes by road, service levels and analytics, and the day worked from a phone with no signal.
Learn more →Calisto Ledger
Calisto Ops
Double-entry books set up your way, every Calisto app’s money posted to them, invoices and who owes, supplier bills read and matched, receipts as expenses, the bank reconciled, money held for others, and the statements your accountant files from.
Learn more →Calisto Inventory
Calisto Ops
Your Core app shows everything your Commerce and Ops plans turn on.
Learn more →Calisto Assure
Calisto Ops
Inspections and checklists on any phone, findings fixed and verified, certificates and reports issued to clients, safety incidents, credentials and maintenance kept in date.
Learn more →Calisto Registry
Calisto Commerce
Your Core app shows everything your Commerce and Ops plans turn on.
Learn more →Calisto Navigator
Calisto Navigator
A portal with its own journey and messages, each client’s own records, unlimited clients signing in without passwords, and its own domain.
Learn more →Core-Only Pricing →
For businesses that prefer not to pay a percentage.
Recommended for
The industries that run Trades, and what each of them runs it for.
Home & Field ServicesServices & parts
Services, parts, and maintenance plans in one catalog
Home & Field Services on Calisto →Property & Home InspectionServices & add-ons
Inspection types, add-ons and annual plans in one catalog
Property & Home Inspection on Calisto →Everything included in Calisto Trades.
- Home: today’s tasks by the clock with who is going and where, tasks today, new inquiries, quotes awaiting an answer, work orders to schedule and to invoice, unpaid invoices, open callbacks and walk-ins waiting
- Every figure opens its list on exactly those rows; no amount is shown on Home
- My Day: each person’s own tasks at a desk, and the route and each task on a phone
- Getting Started: add your services, draw your service areas, add your inquiry form, send your first quote, book your first work order, offer a membership and add your team, ticked from your own records
- Every inquiry a lead with its answers and photos, read and written over Calisto Deals’ records
- The request form made in one click: address, what is wrong, urgency, when suits and photos
- Google Local Services and the inquiry directories as inquiry sources
- The pipeline: New request, Assessment, Quote sent, Booked and Lost, with stages you set
- An inquiry and its deal opened inside Trades, with Quote This Inquiry as the next step
- An inquiry nobody owns flagged to the team
- Good, better and best options, the signature and the deposit on one link, with Calisto Proposals
- A line priced from Services at what the client would pay: a plan’s member discount, an after-hours rate
- Count cards for awaiting an answer, accepted this month, declined and expiring within 7 days
- Remind the client on an unanswered quote, or a rule that reminds after the days you set
- The agreement each service names carried onto the quote’s signature, kept in Calisto Sign
- Quote From This Assessment on a finished assessment, with installments billed as progress invoices
- Sections: the work in parts the client approves or declines one by one, the declined ones kept and offered again
- Draft the Quote: lines drafted from an inquiry or an assessment and its photos, only from what you sell, kept or discarded
- One work order at one client address, opened by an accepted quote, a service booked online or a member’s plan
- The Work Orders workspace with Calisto Dispatch: List, Board, Calendar and Recurring
- Requests: a fault reported from a client’s equipment, turned into a job, or a callback while it is under warranty
- Jobs and the Job Board: each job’s client, address, next task, value, status and what opened it
- Where it stands, from to schedule to invoiced, read from its tasks and invoice, never moved by hand
- Its page: tasks, invoices, costs, callbacks, reports, payment, property, getting in, client, quote and booking
- One next step: Schedule the task, Open the next task, Invoice the work order, Take payment
- Book another task: a return trip that takes the unfinished work items
- The property at the address, matched or made and placed by Calisto’s own geocoder, with its year built, floor area and foundation
- The booking agreement sent by email or signed on the phone, with Calisto Sign
- The client’s own deadline shown on the work order and on each task
- Every task under a work order, with an arrival window the client is told (two hours to start)
- The quote’s lines as the first task’s work items, ticked on the phone
- The Calendar by technician, and the team board on a phone, with Calisto Dispatch
- Choose who goes: availability, load, skills, the drive, a live certification the work needs and the parts on the van
- Photos, checklists, the chemical log and assessments on every task
- Callbacks: a warranty work order on a finished task with a return task that bills nothing
- Re-inspections: a new work order walked to the same standard with the earlier findings still open
- On my way and a reminder 24 hours before each task, sent by Automations rules you change
- Route, on my way, arrive, photos, parts from the van, checklist, signature and complete, held with no signal and sent once
- Before you knock: the client’s equipment at the address and what was done there before
- Run the Inspection on a task done to a standard, held on the phone with no signal
- Invoice the work order at the door: handed over, its pay code, a card on one of your readers, or cash
- Navigate in Trades’ own window, From Job back to the work order, and pull to refresh on every record
- Share photos to Trades from the camera and choose which of today’s tasks they go on
- Home, My Day, Schedule and Jobs on the bar, and the whole menu under More
- Home, My Day, the calendar and every task’s page open with no signal once Keep My Day on This Device is on
- Pushes for a service booked online (Accept or Decline), a callback raised and an inquiry with no owner
- Search across work orders, tasks, clients, inquiries and invoices
- Gas safety records, electrical reports and your own standards, run on a task or on their own, with Calisto Assure
- The report or certificate issued from the run: ready to issue, held, released, sent or viewed
- Release rules: published, agreement signed, deposit paid, paid in full, or only by hand
- Whether the client may share a report inside Calisto
- A service’s and an add-on’s standards added to the task’s run
- Self-Inspections: a checklist sent by link to the client or their tenant, walked on their own phone with photos
- Inspect by Video: the client shows you the work on a call and you take photos from their video onto the inspection, with Calisto Live
- Invoices with Calisto Ledger: send, pay online, pay code, write off, void, apply a credit, and edit a draft
- What clients owe, by client and age
- To invoice: time-and-materials work and costs waiting, with Calisto Velocity
- Progress invoicing: each work order’s deposit and installments
- Time and materials invoiced on its project: the quote’s lines, parts used and time beyond the quote
- Costs on a work order from a receipt, billed to the client or kept as the business’s cost
- Statements for the subcontractors and technicians you pay by statement
- Amounts and costs shown as “Not shared with you” to people without the money settings
- Every client and their addresses, with Import beside New Client
- The client’s record: notes, quotes, work orders and tasks, addresses, equipment, inquiries, cases, the conversation, payments and memberships
- Equipment: make, model, serial and warranty, with the team told before a warranty ends
- Equipment stickers: a QR code that opens the equipment’s page, where whoever is there reports a problem with photos
- Cases from Calisto Desk, opened in Trades on the client’s record
- Threads: every client conversation on your lines and shared mailboxes, with Calisto Threads
- The client portal: next tasks with who is coming and the minutes away, Self-Inspections to walk, work orders, quotes to sign section by section, invoices, certificates, the membership and messages, with Calisto Navigator
- Plans with their dues and the tasks they include, such as two boiler services a year, with Calisto Registry
- Joining puts the plan’s tasks on the calendar; freezing, lapsing or canceling stops them
- Each plan task its own work order, paid for by the dues, using one of the period’s included tasks
- Dues: when each is next taken, renewals and failed payments
- Members, their plan and where each stands
- Each service an Appointment at the client’s address, bookable online into a real slot
- Categories you set, and the technicians a client can book for each service
- Flat-rate, hourly and quoted services, a call-out fee, a minimum charge and material markup
- Add-ons and fees, each able to name the standard its work is done to
- Rates and surcharges: after-hours, weekend, emergency and seasonal, promotions and codes
- Prices by the property: a floor-area band, built before a year, the foundation
- The questions a client answers about a service, and whether to ask about the property
- The checklist or standard each task follows, and the agreement each booking signs
- Van stock: each van a stock location its technician holds, with Calisto Inventory
- Parts used on each work order: which one, how many, from which van, at what cost
- Reorder: parts at or below what you keep, with one draft order per supplier
- Time on each work order, the clock and weekly hours, each week signed off in Approvals
- Knowledge: ask about your past jobs with answers cited to the passage, search the passages, and find who has done this work
- Reports: Revenue, Projects, Technician Hours, Cost vs Output and Profitability
- Work reports by technician, crew, service, location and record, each with Export
- The walk-in line at the trade counter: clients served in turn for a part, a quote or a question
- The line on a TV at the counter, paired from Front Desk, with Calisto Display
- How a waiting client is reached, set in Settings
- People, Schedule, Shift Requests, Roles, Certifications, Pay, Time Off, Invitations and Owners, with Calisto Workforce
- Technicians: the people a client can book online, by their Technician role
- Screen sets from Helper, Field technician, Parts and van restock, Estimator, Dispatcher and booking, Crew lead and Service manager
- For inspection firms: Inspector, Office scheduler, Report desk and Firm manager
- Channels: Google Local Services, Handy and the inquiry directories
- Connections, Distribution on each service, Status, Errors, Logs and Incoming
- Grow Your Business: what the Pro Shop recommends for a business like yours, at your size
- Client messages and rules in Automations
- One Settings page: General, Locations and money, Threads, Taking Work, Reports and Data Custody
- Taking Work: service areas, tasks, quotes and deposits, the pipeline, walk-ins and approvals
- Approvals: who approves booking requests, money waiting on a decision and pre-bill write-downs
- Data Custody, for the owner: where your data lives, its database, storage, the models that read it, keys, activity and export
- Clients, properties and jobs brought in from your current software, each job at its stage
Questions about Calisto Trades
Home and field services businesses: plumbing, heating and electrical, cleaning, pest control, pools, landscaping, handymen, roofers, locksmiths and remodelers, and home and property inspection firms. A one-van business and a team of thirty run the same app.
An inquiry from your request form or Google Local Services lands in Inquiries with its answers and photos. Quote This Inquiry sends good, better and best options with Proposals; when the client signs and pays the deposit, the work order opens at their address and its first task is ready to schedule. A service booked online opens its work order the same way.
Yes. On my way, arrive, the checklist, photos, parts used, notes and completing the task are held on the phone and sent once the signal is back, in the order they happened. With Keep My Day on This Device switched on, Home, My Day, the calendar and every task’s page open with no signal. Invoicing at the door and taking a card need the connection.
Yes. When the technician sets off, the client gets a text or an email from your business, with the minutes until they arrive when the technician shares their position, never the position itself. A reminder goes 24 hours before each task. Both are rules you can see and change in Automations.
Yes, with Assure. A task done to a standard is walked as an inspection on the phone, and its report or certificate is issued from the run. Your release rules decide when the client receives it: once published, signed, paid, or only by hand. The report states the standard it follows; your inspector judges and signs.
Yes, with Registry. A plan has its dues, how often it bills and the tasks it includes, such as one boiler service a year. Joining puts its tasks on the calendar, and freezing or canceling stops them.
Your own request form, on your website and your link, Google Local Services, and directories such as GetNinjas, Habitissimo and Cronoshare.
Yes. Clients, their properties and their jobs come across, and each job lands at the stage it had. A canceled job is left behind.
Trades is included with a Calisto Ops or Commerce plan, and on its own it is priced per business. The pricing section on this page shows those plans, read from the live catalog. The apps Trades opens into, such as Threads, Dial and Sign, are priced in their own apps.