Calendar & Tasks
178 results found
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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.
3 votes -
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.
5 votes -
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.
8 votes -
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
9 votes -
Remove "Days" From Time Tracking on Tasks
I would like to be able to track time spent on tasks in hours and minutes and drop the 'days'. Currently, 8 hours converts to one day, and I would like to keep it in hours instead.
1 vote -
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.
1 vote -
Filter Tasks by Date
I would like the ability to filter tasks from most recent to oldest.
1 vote -
Create Task Types "On The Fly"
Currently, if I am setting up automated tasks and I discover I need a new task type I have to back out of the Automations page, go to the task Type page, create the task type, find the new task type (it appears in a random spot), manually drag that task type to where I want it on the list (I may have to do this multiple times because I can't scroll down while dragging the task type), then refresh the page before going back to the Automations page to resume what I was doing. This is INCREDIBLY tedious and…
1 vote -
Ability to Add Documents to Tasks for Calendar
I saw where this was turned down due to a lack of community interest in the past. To whomever makes those decision, I politely ask that you consider that most people in construction companies do not spend most of their time submitting feedback to this forum. There are most likely a limited number of users who participate here, and those participating users hear and issue complaints/suggestions for the companies as a whole.
Now....
It would be great if we could add Job Documents to tasks in such a way that they could sync to Google Calendar. We do not have…
6 votes -
Contact Name on Work Orders on Calendar and Map
When viewing work orders on the map in the calendar, the contact name doesn't appear. Can we add that information?
1 vote -
Organize Tasks
I would like to be able to rearrange the order of the task list that shows up under a contact/job.
2 votes -
Automate a Job to change status when all tasks are completed
It would be extremely helpful for a Job to change Status when all tasks are completed. We have many tasks that may not be completed in the same order every time, so it would be extremely helpful for a Job to automatically change Status when every task is completed.
3 votes -
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…
1 vote -
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.
2 votes -
Change default length of time on tasks
change the default length of time on some of our task types (like Appointment, for example) from 30 min to 1 hour
7 votes -
Disable Task Reminders for Some Task Types
I would like to be able to get task reminder emails for some task types and not others.
1 vote -
Allow Limited User Access to see tasks that aren't assigned to them
Currently "Limited User Access" profiles can't see Tasks related to the contact unless assigned even if they are designated as Sales Reps on the contact. It would be useful for the Sales Reps (who have Limited User Access Profiles) to see all tasks associated to the contact.
2 votes -
Contact phone number & email address visible on Job page
I'd love to see a Contact's phone number & email address visible on the client's Job page where we can currently see the site address. Currently you must click back to the Contact for this information.
2 votes -
Ability to search amount of visits - Calendar
Ability to type a contact into calendar and see all the times the tech would have been there
3 votes -
Display Appointments for Sales People in Columns on the Calendar
It would be much easier to look at the calendar with multiple sales people's appointments on it if their appointment times for the day were all in one column. They seem to be randomly placed which makes it tougher to tell what the gaps are and is too easy to miss one
1 vote
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