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JobNimbus Feedback

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Calendar & Tasks

137 results found

  1. 2 votes

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  2. Linking to Google Maps

    We would like to link to Google Maps for scheduling sales reps/pre-walks/and installs with the map to map out their days.

    3 votes

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  3. Spreadsheet-like tool

    Currently, if I want to know where I'm at with tasks I have to open each individual job card, which gets to be pretty cumbersome when you have a lot of jobs going on at once. It would be amazing to have a spreadsheet-like tool where all of your job tasks could be viewed in a snapshot. I'm using an excel spreadsheet right now because it's just so much easier to keep track of dumpsters, material orders/pickups, permits, etc.

    1 vote

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  4. Multiple start and end dates for jobs

    Currently you can only add one start date and one end date for a job. But some jobs span multiple dates, but not the days in between. It would be great to be able to add multiple start and end dates for a single job.

    1 vote

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  5. Task Drop down and calendar

    Because you have to create specific task types, there starts to become a lot of task types. I think it would be a good idea to be able to choose tasks to hide from the drop down menus but also be able to see all task types in the calendar.

    1 vote

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  6. Custom Filter Profiles for Calendar

    I would like to have filter profiles on the Calendar so I can quickly switch back and forth between which options are selected to view. My manager needs to select say all the crews to see if the crews are scheduled out and when we can scheduled jobs. 

    but then he may also need to select 10 sales reps, and to swap between these is tedious and leaves room for error. going down the list alphabetically by name can lead to forgetting people.

    4 votes

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  7. Simple text only *(edited @time by @user) history log would be helpful.

    Edit History

    Stage 1 (super easy)
    Simple text only *(edited @time by @user) history log would be helpful.

    Stage 2
    Could make Edit history (only shows if true) expandable to show the history of changes.

    Could roll out Edit history across other features as well if relevant - this helps companies maintain transparency which would be appreciated.

    1 vote

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  8. Filter / Searchable Calendar

    It would be beneficial to have a searchable calendar. We manage numerous jobs, each often involving multiple trades. Being able to filter the calendar by job name would allow us to view the entire timeline of a job from start to finish, instead of seeing every single item assigned to the subcontractors or crews, or having to look under Tasks as a list.

    1 vote

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  9. Tasks on Calendar

    It would be great if when tasks are created, either individually or through automation, they could be selected whether to show on the calendar view or not. Many tasks that we like to have are more so a check list and reminders, not appointments or day-specific, so they greatly clog up the calendar view and distract from actual calendar items like appointments. While we can filter them out within JobNimbus, when using Google Calendar or others, this isn't possible.

    1 vote

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  10. athomas@pfeiferroofing.com

    Calendar: Map:

    We need to have the ability to view the map and filter it by Job Type, Job Status, Contract Signed Date, & Salesperson.

    This would allow us to know where we are doing well, where we are not doing well, who is doing well in certain areas, what services are more successful, and where to spend marketing dollars.

    3 votes

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  11. Can the calendar colors on the app so it's not blue on a slightly lighter blue? Very hard to read.

    Can the color on the calendar for the app be something with more contrast. The background color and the font color are really close together and diffiscult to read.

    2 votes

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  12. Color Code Work Order Statuses for Production Scheduling

    We want to start using the Work Order statuses and boards, but are struggling to manage them from the calendar. We would like to have an option to color code them by their type and their status.

    1 vote

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  13. one thing I would Like to see is when you hover over an appointment on the calendar you can see the notes or what the appointment is for

    one thing I would Like to see is when you hover over an appointment on the calendar you can see the notes or what the appointment is for as it is right now I can only see the persons name I would like to see what the appointment is for when you hover over that appointment

    2 votes

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  14. View Calendar on Home

    I would like to be able to view the calendar tasks by week on my home page with my other reports.

    4 votes

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  15. Schedule initial appointments during Job creation

    It would be useful to be able to schedule the initial appointment when someone calls in and we're creating the job. Potentially with the ability to see what the calendar currently looks like for the sales rep.

    5 votes

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  16. Ability to place a Job on hold

    It would be great if we can place a job on "Hold" status within our system. This could keep the Job in the same Status, but maybe gray it out on the Job Board so it's clear the Job is stalled. Move these to the bottom of our Board list.

    7 votes

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  17. Calander

    Can we have a function that would allow us to bulk move scheduled workflow dates, due to things like inclement weather or job progress. Makes it very difficult to schedule ahead of time, when a rain day happens you have to go in edit individually 50-100 jobs, very tedious and makes the calendar function almost useless for job scheduling

    13 votes

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  18. Limit Scheduling Job to Working Hours

    JN allows jobs to be booked afterhours!!!!!

    Please remove the ability to book afterhours from the dropdown box on the job side.

    10 votes

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  19. Contact Start Date - Visible on Calendar

    The contact date now shows up on project tiles on Nimbus Boards which is great. However, we aren't able to use this feature as our way of project scheduling because this field doesn't show up on calendar. Don't want to have to duplicate entry of entering start date on contact's page and create an install task just so I can see it on Boards and Calendar.

    It seems that Contact's start/end date is intuitive that this is the project scheduled date so we don't want to create a task for it, but rather have that contact's start/end date be the…

    2 votes

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  20. Private Calendar Settings

    There needs to be an option to mark certain events as private. Personal events, sensitive conversations (HR), etc. Right now, everyone can see EVERYTHING.

    4 votes

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Calendar & Tasks

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