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JobNimbus Feedback

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Calendar & Tasks

140 results found

  1. Add the option to "Send Google Calendar invite to assigned subcontractor"

    When creating a Work Order, add the option to "Send Google Calendar invite to assigned subcontractor".

    4 votes

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    0 comments  ·  Fields  ·  Admin →
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  2. Calendar list view (vertical or horizontal) of each team member with the respective jobs/tasks

    Option in JN to allow the calendar to list each team member as a line item with their jobs/tasks/etc next to them.

    4 votes

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    0 comments  ·  Calendar  ·  Admin →
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  3. Add Sales Rep Phone number in Email Template

    When creating automated email templates. You can add the contact sales rep at the bottom for a signature. You can not add their phone number though. Please add option for phone number.

    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.

    9 votes

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    Viewed  ·  3 comments  ·  Calendar  ·  Admin →
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  5. Ability to use groups in the 'Assign to' field when creating tasks in Calendar.

    Ability to use groups in the 'Assign to' field when creating tasks in Calendar.

    3 votes

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    0 comments  ·  Calendar  ·  Admin →
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  6. Template Fields for Tasks (plus, Calendar Invites for Subs)

    It would be SO beneficial if I could include templated fields to tasks such as Work Order numbers, Job Numbers, the Job Description, etc. to a task instead of having to manually input this information.

    This is a feature that would be most valuable in conjunction with being able to include Subs in Calendar Invites, so long as I could tailor their access to information. Right now, if a task is related to a Job or Contact, then the calendar invite is going to include the customer’s contact information. This is great for the use of internal employees. However, if…

    1 vote

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    0 comments  ·  Tasks  ·  Admin →
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  7. Duplicate Tasks

    It would be great if we could duplicate a task. Sometimes we start a task on one day, but need to finish it another day. Instead of moving that task, so our calendar isn't up to date, or having to recreate the task all over again, it would be awesome to have an option to duplicate the task.

    3 votes

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  8. A shared calendar accessible by all members

    We like to have all of our installs on the calendar accessible by everyone in our company. The only way to do this now JN is to set an all day event and link each person to it individually.
    The problem with this method is that for people who are viewing multiple calendars at once (our admin staff), it duplicates the event for everyone invited so admin staff are seeing 10 copies of the same event. This both clutters and bogs down the calendar.

    3 votes

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  9. Filter Tasks that are Synced with Google Calendar

    We don't need every type of task synced with our calendar... just appointments. Currently, there is no way to filter the sync so that we can clearly see just the tasks we want to see on our Google Calendar.

    1 vote

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  10. Tasks would feel more like tasks rather than calendar inputs. Syncing task to google calendar tasks

    The jobnimbus calendar could be clearer. Google Calendar is the preferred method because of its more user-friendly formatting. Tasks created in jobnimbus should be presented as tasks within the google calendar, not appointments on the calendar unless a specific time has been assigned for the task.

    1 vote

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  11. Show Contact Phone number on calendar tasks

    I want to be able to show other information on the task in calendar view. Like the phone number as well as the address

    2 votes

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  12. 2 votes

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  13. 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.

    6 votes

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    Viewed  ·  1 comment  ·  Tasks  ·  Admin →
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  14. Notifications for unassigned Tasks

    There should be a way to get notified if a task is created and nobody is assigned to it. for example if I have an automation create a callback task, but nobody has been assigned to the job, the task doesn't have anybody assigned to it, and I have no way of knowing. I need a way to be notified of these tasks

    1 vote

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  15. 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.

    6 votes

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  16. Pre-Set Templates

    We have a set of templates that we need for each job. Things that need to happen every time a customer is signed.

    1 vote

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  17. Ability to add notes to Tasks

    Currently on mobile app, with tasks, we have a description field. But, we need the ability to see notes on the task and be able to input notes as well like how its possible in the web browser.

    2 votes

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  18. Enable links to be put in the description and/or notes of tasks so people can copy and paste zoom links

    Enable links to be put in the description and/or notes of tasks so people can copy and paste zoom links

    2 votes

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  19. 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.

    4 votes

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  20. Disable drag option on calendar

    I would like an option to disable the "drag and drop" feature with the calendar. Sometimes tasks get moved inadvertently this way and it messes everything up.

    1 vote

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