JobNimbus Feedback

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Calendar & Tasks

  1. PLEASE Appointment scheduling IS REALLY NEEDED

    We as contractors can look more professional and loose less leads by having a appointment scheduling feature here. We already use JOB NIMBUS but an important service like this is needed. Perhaps partnering with Calendly or other appointment scheduling software could be useful if creating one within job nimbus is not an option. This will Allow us to send appointment reminders by text and email to customers etc.

    4 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Edit Design of Calendar

    user would like to be able to edit the design of the calendar; add colors to columns, increase the size of the tasks.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Task Reminders

    I would like to see reminders get sent out to each salesman 30 minutes before each appointment (task) similar to Google Calendar. That way if appointments are moved around and the salesman isn't notified, they get an alert before the appointment anyway.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. 2 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  5. I would like to see tasks newest to oldest

    I do not need to see what I have accomplished I need to see new tasks as they come in, sorting tasks newest to oldest would be a great help.

    7 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  6. Mark Team Members as Unavailable

    We need the ability to mark team members as unavailable while they're out to prevent tasks from being assigned to them during that time.

    2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. Confirmation and Notification for appointments being moved on calendar

    If an appointment on the calendar gets moved, either accidentally or on purpose, there is no notification for it. So especially if it is accidental nobody knows that it was moved/changed. This happens A LOT.

    16 votes
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    Viewed  ·  2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Enable/Disable Multiple Users Notification Settings

    Would like the ability to enable/disable multiple team members notification settings from the settings page so as to avoid missed alerts/communication with team members because they failed to update their settings individually

    2 votes
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  9. Ability to bulk edit start dates of work orders

    I would like to create a work order report and bulk edit all or some of the work order start dates at once.

    The edit screen should allow me to "Move selected start dates ahead 1 day" or "Move ahead 2 days" and so on. this should also take into account weekends.

    This would then "Shift" my scheduled work orders on the calendar easily when we have for instance a rain day that we couldn't work. I think if you could bring this ability into the calendar we would be able to adjust the schedule very easily and bulk edit…

    2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. 3 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to Put Task Time in an Appointment Reminder

    When I automated a reminder for Site Visit appointments, I was able to choose all the fields I needed from the Insert Template Field under Task except for the Start time. The Start time is critical for an automated task reminder.

    2 votes
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  12. Ability to Create Task with Subtasks in one instance.

    It would be great when adding a New Task you can also add subtasks in the same instance. If in the Add Task Module you were able to add Subtasks like line items if desired; you can minimize the amount of tasks that show up in the Dashboard. This will also allow Automated tasks to include subtasks when triggered.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  13. Giving Team Members Tasks without Assigning them the Contact

    It would be very useful to be able to assign a team member a task under a contact or job without assigning them the contact or job as well.

    5 votes
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    Viewed  ·  1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  14. Appointment confirmed sign or signet when appointments/tasks are confirmed for the following day.

    It would be awesome if we could have and option when an appointment/task is confirmed for the following day. And when the appointment confirman is selected it shows a signet/sign/icon on the task when confirmed.

    or another option is allowing to make an automation to add a note to the task with the related work order.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  15. Populate the Task name in mobile app when a custom task type is selected

    Populate the Task name in mobile app when a custom task type is selected, currently I have to manually enter the Task name each time

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. color coded priority of tasks

    When you view tasks on the Mobile apps, it does not show their priority. Simply color coding the tasks with the priority would do the trick.

    5 votes
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    Viewed  ·  1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  17. Provide the option to colour code tasks

    I run the business myself and when looking at my overall week it would be invaluable to be able to differentiate between tasks via colour. At the moment you only provide the function to colour code team members but like I said I am self employed and carry out all duties myself. Having a clear image of how my time is being spent would ensure I know I have made time for essential tasks... a small icon just isn't enough.

    10 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Tasks Related to Estimate, Invoice and Work Order

    Many task are relevant to different statuses and staging throughout the workflow. It would be so helpful to relate them directly to work order, invoice and estimate and filter out all 'work-order tasks' 'invoice tasks' 'estimate tasks' there could be document, material order and payment tasks as well.

    Relate Task to Job/Contact
    Relate Task to Estimate/Work-Order/Invoice etc.

    2 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  19. Work orders need to be Appointments on the calendar!!!!! That is the only way to sync with Goggle calendar.

    Work orders need to be Appointments on the calendar!!!!! That is the only way to sync with Google calendar.

    3 votes
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    Viewed  ·  1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. View other user's calendars in Mobile app

    allow Managers to view team members calendars

    4 votes
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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