Calendar & Tasks
148 results found
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Display Work Order Notes on Calendar
wants to add notes to a work order and for them to display on calendar
2 votes -
Color Code Map View
Currently, when you click on "map view" it just displays a bunch of red markers on the map. It would be very helpful to change these markers to the color that the user is assigned to in the calendar.
6 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
8 votes -
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.
15 votes -
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 -
Ability to cancel tasks
Ability to select 'Cancel' on tasks instead of the other current options: delete, postpone or complete.
3 votes -
Ability to customize/change the priority types of tasks.
Ability to customize/change the priority types of tasks.
3 votes -
2 votes
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Template Fields within Task Names
I would like to insert a template field for a task name so that I can see the job number automatically, without having to manually update it. i.e creating a task type with the default name "{{JobNumber}} - Task" and it automatically fills in that job number.
2 votes -
There should be a way to upload an existing eagleview to allow you to create a smart estimate
There is no way to upload or re order an eagleview to Job Nimbus in order to create a smart estimate. If an eagleview was previously ordered through eagleview and not Job Nimbus, there is no way to use it for a smart estimate and has to be done manually. Job Nimbus should allow the upload of the CSV file in order to pull the values for the smart estimate.
2 votes -
Calendars specific to Sales Only, Service Only, Production Only.
The ability for people to turn off what they don't want to see has value, but for those who need to see everything, it would be easier if Sales, Service and Production had their own dedicated calendars,
2 votes -
Customize Task Daily Digest
The Daily Digest of tasks seems to be sent early in the morning each day, but has no relationship to my schedule or business hours. I would like to be able to customize the delivery time, and maybe even specify what task types I would like included in my Daily Digest
4 votes -
Task should be visible in Activity
I wish tasks would show up in the activity so when asking a rep what is going on, I don't have to look multiple places.
3 votes -
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.11 votes -
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.
7 votes -
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.
3 votes -
Need more task icons to choose from when customizing tasks
I wanted to add a phone icon to the Phone Call task and discovered there isn't one. It seems like it wouldn't be too difficult to add more choices of icons.
2 votes -
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
7 votes -
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.
3 votes -
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.
17 votes
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