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. 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.

    2 votes

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  2. 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.

    4 votes

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    Viewed  ·  2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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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  4. 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.

    1 vote

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  5. 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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  6. 1 vote

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  7. 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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  8. 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.

    4 votes

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  9. 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.

    2 votes

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  10. 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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  11. 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.

    1 vote

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  12. View Subcontractors on Mobile Calendar

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

    7 votes

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  13. 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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  14. 1 vote

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  15. 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.

    5 votes

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  16. Ability to edit or format the information on that appears on the calendar.

    Minimal job information on the calendar would be very helpful. Please see attached example

    1 vote

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  17. 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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  18. 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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  19. Inactive Users on Calendar

    When I deactivate a user, I would like to still be able to see the jobs/tasks they are assigned to on the calendar.

    1 vote

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  20. 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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