JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Calendar & Tasks

  1. Task Templates

    It would be nice to have different task templates that we can use for tasks that are created frequently, but wouldn't necessarily be tied to an automation.

    4 votes

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  2. Task Type that requires the user to select an outcome

    Create an outcome task type that requires the user to choose the outcome prior to completing the task. This could be used in an approval process if a manager needs to approve or deny something, can be tied to automation to send a job in a certain direction depending on the outcome. Very useful!!

    2 votes

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  3. Appointment Results (Configurable List)

    Request:
    Ability to select the result of an appointment. Either the ability to configure our own list or an options list with Kept, Canceled, Rescheduled, Client No Show, Employee No Show, etc.

    Background:
    We track how many appointments are set by our reps, now we would like to be able to track their performance. Ideally we want to gather metrics such as: which reps have a better appointment set to close rate, who has the highest cancelation rate, or which clients cancel repeatedly.

    3 votes

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  4. Work Order Calendar Sync

    We can sync most activities to Google Calendar, but Work Orders to do not push - since the sales rep and sub are assigned, if these could push it would greatly allow both to be more organized.

    2 votes

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  5. Customize Task List

    I would like to be able to filter out High Priority tasks, tasks dated today, etc. in my task list.

    3 votes

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  6. Color code calendar for specific tasks

    Currently we only have the option to color code for team members. Would like the ability to color code specific tasks on the Calendar.

    6 votes

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  7. Ability to hide future tasks/appointments on calendar

    When organizing dispatching leads, at times we do not need sales staff to see how many appointments are in the future. It would be useful to be able to hide the future tasks and appointments.

    3 votes

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  8. View Subcontractors on Mobile Calendar

    The ability to view subcontractors on the mobile calendar like you can on the web calendar!

    5 votes

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  9. Year calendar view

    We want the ability to do a year view on our calendar.

    3 votes

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  10. all day events that dont take up time slot space

    All-Day events that dont take up time slot space in a WEEK view. I will have installations and inspections that have no specific time slot, it would be nice to see them in an all-day area like calendars typically show.

    1 vote

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  11. Include an "at a glance" view for calendar

    Without having to toggle to other views, make an at a glance view where it would be able to show job or task details easier for a faster view of events. This would help not having to click into the event to see the details.

    1 vote

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  12. Centralized Calendar for all users to see

    It would be useful to be able to share a main or central company calendar with all users that they can access form their profiles.

    2 votes

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  13. Improve Monthly Calendar View

    The view of my monthly calendar currently is elongating the days, so much so, that I can only see one week at a time. I need to scroll up or down to see another week. I discovered this is happening because one or two days have a bunch of tasks, so on the monthly version it makes all the days super long,

    It would be nicer to have something like "+12 more" so i could then click on a specific day rather than needing to have every day be super long.

    2 votes

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  14. automatically set a quote task when contact is scheduled for quote and moved to estimate status

    automatically set a quote task for date specific for sales rep when a start date is set for a contact

    2 votes

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  15. Ability to keep tasks visible after marking complete

    It would great to be able to keep certain tasks visible to specific assignees even when its marked complete by one of the users instead of it disappearing.

    1 vote

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  16. Prevent Completed Tasks from Being Deleted from Calendar

    It would be great if JobNimbus had a setting to prevent completed tasks from being deleted from the calendar

    2 votes

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  17. Notification of task completion/deletion

    The option to receive a notification when a task you have created for someone else has a status change. Particularly if it is deleted or completed.

    3 votes

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  18. Calendar Sharing

    When it comes to the calendar in JobNimbus, it would be great to be able to have a sharing option of the JobNimbus Calendar. When you have appointment setters that are limited access, they cannot see any other calendar but their own. There should be a way to share a calendar for this purpose.

    1 vote

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  19. Verification Prompt for Calendar

    It would be great if JobNimbus could add an option for a verification prompt whenever items are moved on the calendar given it is so easy to inadvertently do so on a touch screen while trying to scroll.

    3 votes

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  20. Appointment optimization by Geo-Reference

    I would love to see a system within a CRM that takes set aapointment in a geograohical area and offers an optimized route for our specialists to travel in order to see potential clients via a map function like google maps. The system might be able to look at a certain day, recognize a cluster of clients by zip code, and offer the best route between them to fit a time table. This would cut down on time for our back office who have to manually confirm appointments and design a custom route day-in and day-out.

    2 votes

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Calendar & Tasks

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