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JobNimbus Feedback

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Calendar & Tasks

170 results found

  1. Display Work Order Notes on Calendar

    wants to add notes to a work order and for them to display on calendar

    2 votes

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    1 comment  ·  Calendar  ·  Admin →
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  2. Separate calendar entries from tasks

    Want to the ability to schedule meetings, job events and recurring appointments separate from tasks. When creating a meeting in Google calendar and using the syn function, it will automatically setup hundreds of task unless you make the task type Meeting as the default. It is then difficult to create automation for tasks because users overlook changing the task type. It would be beneficial to treat the calendar like a calendar and allow for recurring meetings, conflict notification, calendar sharing etc.

    7 votes

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    0 comments  ·  Calendar  ·  Admin →
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  3. 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.

    4 votes

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  4. 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

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    1 comment  ·  Tasks  ·  Admin →
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  5. 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

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  6. 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,

    4 votes

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    0 comments  ·  Calendar  ·  Admin →
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  7. Ability to cancel tasks

    Ability to select 'Cancel' on tasks instead of the other current options: delete, postpone or complete.

    3 votes

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    0 comments  ·  Tasks  ·  Admin →
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  8. Ability to customize/change the priority types of tasks.

    Ability to customize/change the priority types of tasks.

    3 votes

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  9. 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

    5 votes

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  10. 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.

    11 votes

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    0 comments  ·  Calendar  ·  Admin →
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  11. 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…

    7 votes

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    1 comment  ·  Tasks  ·  Admin →
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  12. 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

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    0 comments  ·  Tasks  ·  Admin →
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  13. 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.

    7 votes

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    0 comments  ·  Calendar  ·  Admin →
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  14. 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

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  15. 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

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  16. Change task times

    Add ability to create custom time intervals on the desktop calendar. The app allows for a 15 minute task but the desktop requires at least 30 minutes.

    2 votes

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  17. 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

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    0 comments  ·  Calendar  ·  Admin →
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  18. 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

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    2 comments  ·  Tasks  ·  Admin →
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  19. 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

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    6 comments  ·  Tasks  ·  Admin →
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  20. Notifications for unassigned Tasks

    There should be a way to get notified if a task is created and nobody is assigned to it. for example if I have an automation create a callback task, but nobody has been assigned to the job, the task doesn't have anybody assigned to it, and I have no way of knowing. I need a way to be notified of these tasks

    4 votes

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