Calendar & Tasks
190 results found
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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.
15 votes -
Task Templates
It would be nice to have different task templates that we can use for tasks that are created frequently, but wouldn't necessarily be tied to an automation.
11 votes -
Customize Task List
I would like to be able to filter out High Priority tasks, tasks dated today, etc. in my task list.
5 votes -
automatically set a quote task when contact is scheduled for quote and moved to estimate status
automatically set a quote task for date specific for sales rep when a start date is set for a contact
4 votes -
Prevent Completed Tasks from Being Deleted from Calendar
It would be great if JobNimbus had a setting to prevent completed tasks from being deleted from the calendar
2 votes -
Ability to hide future tasks/appointments on calendar
When organizing dispatching leads, at times we do not need sales staff to see how many appointments are in the future. It would be useful to be able to hide the future tasks and appointments.
4 votes -
Appointment optimization by Geo-Reference
I would love to see a system within a CRM that takes set aapointment in a geograohical area and offers an optimized route for our specialists to travel in order to see potential clients via a map function like google maps. The system might be able to look at a certain day, recognize a cluster of clients by zip code, and offer the best route between them to fit a time table. This would cut down on time for our back office who have to manually confirm appointments and design a custom route day-in and day-out.
13 votes -
Removing ability to double book appointments/tasks
Would like the ability to block employees from booking appointments or tasks when there is a conflicting event on the schedule.
A toggle either turning it on or off would be the best option. Company wide or teams ability would make the most sense for the execution.2 votes -
Year calendar view
We want the ability to do a year view on our calendar.
4 votes -
Seach bar on my task list
It would be great to be able to search my task list when someone calls me.
4 votes -
2 votes
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Calendar Access
Limit access for a team member to look at other team members calendars. Currently any team member can view others no matter what kind of access they have.
5 votes -
Notification of task completion/deletion
The option to receive a notification when a task you have created for someone else has a status change. Particularly if it is deleted or completed.
7 votes -
Auto-prioritization of tasks nearing/at/past due date
I would be very helpful to if (some or all) tasks could be set to be somehow differentiated automatically at certain times - i.e. due tomorrow, due today, past due.
1 vote -
Verification Prompt for Calendar
It would be great if JobNimbus could add an option for a verification prompt whenever items are moved on the calendar given it is so easy to inadvertently do so on a touch screen while trying to scroll.
3 votes -
Send clients calendar invites
A way to send a calendar invite to a client through JN.
3 votes -
Color code calendar for specific tasks
Currently we only have the option to color code for team members. Would like the ability to color code specific tasks on the Calendar.
12 votes -
Overlapping Appointments
Would like to be able to prevent other users from creating "overlapping" tasks when scheduling appointments for our inspector. Ultimately we would like to be able to generate a link that we can send out to all our sales reps that will show our inspectors schedule so they can ONLY schedule available time slots.
3 votes -
Convert an existing task to a sub task/assign a parent task
Instead of having to delete an existing task and recreate it as a sub task, it would be very helpful to be able to select a parent task in the edit window.
3 votes -
Increase Calendar Task Size Displayed on Calendar
I am wanting to increase the size of the boxes shown in the calendar for each task. So I can see all the necessary info for the task.
2 votes
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