JobNimbus Feedback

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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. Add Items directly to Calendar, Color Codes Available, Drag to New Dates

    Your should be ale to add projects to the calendar directly. Items on the calendar should sync with contact and work orders as well.

    We have various scopes of work, whether a service job, a new install, out of office, new roof, etc. It would be so helpful if these items/notes could be added directly to the calendar verse having to enter a task or a work order to get it there. Also, the colors should be customizable, so its easy to differentiate between the scopes of work. You should be able to move the items along the calendar, if…

    19 votes

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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. Please add a search field by CITY on the task calendar

    It would be so very helpful to be able to search by city on the calendar

    3 votes

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Calendar Select/Deselect

    When you select Tasks, Jobs, Contacts, Work Orders, and Material Orders on the side bar it automatically selects all of the items that you set up in your settings.
    The problem is that you have to un-select all of the ones that you are not interested in seeing in your calendars which in most cases is a lot in the small window. If you could just select Tasks, Jobs, Contacts, Work Orders, and Material Orders and select only the ones that you set up in settings and it didn't automatically select all would be real useful. With still having the…

    1 vote

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Freeze information box on calendar.

    Have the information box freeze at the top of your screen so you don't have to scroll up to see the information box once you have selected the task from the calendar. Having that box remain on your screen would make it more efficient.

    1 vote

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. Have the ability to edit and delete tasks as a batch

    Would like to option to select several completed tasks and delete them from the list as a batch rather than deleting each task individually.

    1 vote

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  6. Continue working on a 2way sync with Outlook

    We really need to have a 2 way sync with the Outlook calendars

    1 vote

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. Instead of Colors, have the assignee/sales rep's Initials.

    We have several employees between 2 locations and opening 2 more this year. Having the Sales Reps Initials instead of colors on the Calendar would be easier. We are running out of colors and so many look the same.

    2 votes

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add Other Address to Tasks

    We would like to be able to add additional addresses to a task; such as an additional task field to manually input a task if the address is not associated with a specific contact.

    3 votes

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  9. Automated Tasks to land only on Weekdays

    When creating a time-based automation where a task is created X days after the initial trigger, there needs to be a way to ensure that the task will not land on a weekend. Example: if a task is created 3 days after a status change, and the status change happens on a Thursday, there should be a way to ensure the task will land on the following Monday instead of Sunday.

    1 vote

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  10. "Assign to" drop down menu

    When assigning a task you have to manually start typing in the person's name that you want to assign. Other places in JN you can select a team member's name from a drop down list (ie salesman, assigning work orders, etc). Seems like a simple improvement considering the code is already written for other drop down lists within the software.

    1 vote

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  11. Show name of who is assigned to what task on calendar

    Currently the coloring option is not good enough when you have quite a few sub contractors and users. IT woud be beneficial if the name of tha task on the calendar also included the assigned to name at a glance without having to open the task to see who its for or trying to track down in the menus who is assigned to which color in the account.

    3 votes

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Locking Calander

    Is there a way to lock the calander and only give selected people access? We seem to be having trouble when the guys on tablets and/or phones in the field look at the calander, it is very easy for them to unconsciously slide jobs around.

    2 votes

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. 2 votes

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Change the appearance of work orders on the jobnimbus calendar

    Currently when work orders are added the the Jobnimbus calendar they only show as WO #XXX It would be more beneficial if the item had its own task icon on the calendar and viewed as the name of the contact/job that the work order is for.

    9 votes

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. Option to choose which task types sync with Google Calendar

    I would like the option to choose which types of tasks (i.e. Appointment, Phone Call, Meeting, etc.,) sync with Google Calendar and which ones don't.

    8 votes

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  16. Multiple Calendars

    We would like to have the ability to break out calendars out by task/event type. This would alleviate a lot of the visibility issues. IE: 1 calendar for tasks 1 for appointments 1 for scheduled jobs 1 for work orders etc

    2 votes

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. Improve calendar view

    Even on a large monitor the month view on the calendar is very hard to read. There is a ton of white space, yet the jobs are cut off or displayed in such a way that you can't even tell what it is. When you click on the job and you get a preview screen on the right side the view gets even worse. That's all on a desktop. The app view is basically unusable.

    2 votes

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. Material order view toggle on or off

    We need the ability to see material orders on the calendar regardless of who the ASSIGN TO is for the job. I own the company and as it sits I have to be "assigned" to every job or I have to check every person in my company to view their calendars so I can see all of the material orders which makes the Job Nimbus calendar completely unreadable.

    A simple toggle on/off button for material orders would solve this versus having it tied to a certain person.

    1 vote

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to break up scheduling for jobs or work orders to exclude weekends

    Need to be able to schedule a job for more than one week and exclude the weekend from the job and work orders.

    9 votes

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Options for Printing Calendars

    User would like to be able to select a calendar date range and export it to a PDF or print.

    Currently when downloading the PDF, it only shows the calendar. Nowhere does it indicate the month or year.

    2 votes

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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