JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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. Recurring Tasks/Events In Calendar

    Trying to schedule a weekly business meeting that happens at the same time every Friday and I do not have the option to have this as a recurring or repeating event.

    96 votes
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    29 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

    If you have Google Calendar integration set up, you can create recurring events on the Google side and they will sync over into JobNimbus.

    In the meantime, we’ll continue scheming how to implement it natively. Stay tuned!

  2. Send Customers Reminders for Appointments (Email, Text)

    We send all customers an email the day before their bid appointment to remind them that we need them at their house at a specific time. We also include a picture of the sales rep. The time is in JobNimbus as a task, their contact info is in the system. The sales rep is known, so it seems this could be automated.

    94 votes
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    22 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Gantt Chart / Scheduling Dependencies

    Allow scheduling though gantt charts and/or dependencies.

    Calendar needs to have dependencies. We have 41 team members and doing 1,000's of jobs per year. When we get them all on the schedule then have a delay for any reason we have to manually move each and every job. Its getting near impossible to continue doing this that way. They need to be able to have dependencies so when one job moves a day then all the jobs scheduled after that move a day. Reference to "smartsheets".

    Ex. I assign the foreman jobs as they come in. That foreman looses 2…

    32 votes
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    Viewed  ·  8 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Reminder or Alert feature in Calendar

    We should be able to set reminders/alerts on scheduled items to notify the assignee(s) before the due date.

    Example: Remind me 15 minutes before scheduled appointment.

    32 votes
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    Viewed  ·  15 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. better calendar separation between employees

    we schedule many reps and the color difference is good but I wish each color could be to a certain side instead of being intermixed. Makes difficult to see who's available quickly compared to our previous calendar.

    28 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  6. Weather Conditions on Calendar and Events

    I wish JN's calendar showed the weather forecast for the city that the jobs are scheduled in.

    27 votes
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    Viewed  ·  3 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. Change calendar color for subcontractors

    Similar to an idea listed, but would also love the ability to change the colors of sub-contractors on the calendar. I added a few of our crews as subs and they are very similar colors which are difficult to differentiate at a glance!

    We also have some long-standing colors associated with each crew so would really like to be able to carry that coding through to the calendar.

    27 votes
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    Viewed  ·  3 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Google Calendar Sync for Contacts, Work Orders, Jobs, etc.

    I personally link all accounts to google calendar so we can access everyone's​ daily calendar. I've noticed that when selecting an install date on a work order, it only puts it on the JobNimbus calendar and does not link to the google calendar.

    I have to create a new task and input the same info in order for it to sync with google. This is redundant

    The suggestion is to integrate existing install date tab connect to third-party calendars. If not possible at least add another install date tab that will generate a task so it will link properly.

    Also…

    17 votes
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    Viewed  ·  3 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Monthly Calendar View - present week at top

    It drives me crazy that I have to scroll down to get to the current week in my calendar rather than having the present week at the top of the page. I like to look at the calendar in the monthly view but I want this week to be the top week rather than the first week of the month.

    14 votes
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    Viewed  ·  2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. Color code different item/object types on calendar

    to be able to make certain schedule items one color (example blue) and all repair schedule items another color (example red). It will make it easier to look at the calendar.

    14 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

    Currently each item on the calendar is colored according to the assignee, but we always exploring new ideas and ways to better represent the information on the calendar.

    In the meantime, you can use icons in Task Type and Contact/Job/WO workflow settings to help distinguish between different types of items on the calendar.

    Thanks!

  11. Show Subtasks underneath Tasks in lists

    I think this would really simplify listings and reports. It would also make it easier in the calendar display to show subtasks listed under their parent tasks. For example:
    System construction (Task)
    task1 (subtask)
    task2 (subtask)
    Electrical construction (Task)
    elec task1 (subtask)
    elec task2 (subtask)

    13 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  12. Auto Create Tasks of Certain Task Types with Sub Tasks

    Long and short;
    Not only allow Jobnimbus to create different task types, but also the ability for the task types automatically created to have information pre-populated and automatically have sub tasks in the task.

    For example;
    Task is Send in XXX Document
    Sub Task; Fax document to xxx-xxxx
    Sub Task; Email Document to xxx@xxx.com

    It would also be nice if the task could not be closed until all sub tasks are completed.

    10 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  13. Make Calendar Inspector for Details Always Visible On Right Side

    The changes you made to the calander, you are not able to open the account directly from the red box, you have to click on it, then go to the right of the page to open the account.

    It would be better if you could just view the account from the red box. Only another click but still.

    10 votes
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    Viewed  ·  2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Confirmation and Notification for appointments being moved on calendar

    If an appointment on the calendar gets moved, either accidentally or on purpose, there is no notification for it. So especially if it is accidental nobody knows that it was moved/changed. This happens A LOT.

    9 votes
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    Viewed  ·  1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. Search and sort Tasks

    Instead of paging through my tasks, it would be so nice to have a little search bar just for my task list so I could sort through different types of tasks. For example, all the upcoming permits I still need to order - I could search either by task type or by searching: Permit.

    I did try using the general search bar at the top of JobNimbus, but it pulled up ALL permit tasks (both complete and incomplete) - a total of almost 400 tasks. I tried adding "Incomplete" to the search but it pulled up 0 results.

    9 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →

    We agree that viewing tasks could be more helpful, so we’ll look into that.

    In the meantime, you could create a Task Report and use filters and sorting there to find tasks easier than on the built-in list. Give that a try!

    If you need help setting that up, please contact support@jobnimbus.com or call 855-964-6287.

  16. Calendar Preview When Creating Tasks

    Be able to see calendar when setting up tasks to make sure an open time can be selected

    9 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →

    You can create tasks directly from the calendar, which would allow you to see the calendar to a certain extent while creating that task, but it’s not ideal and we definitely want to do this.

    Thanks for the suggestion!

  17. 7 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. the ability to see multiple calendars on the app

    Our previous CRM you could easily switch between calendars. This was helpful as an owner to check my sales persons calendar to see where they were going to be that day.

    7 votes
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. Break calendar to time slots and manage it by that and not only by hours

    You basically need to have a feature of breaking the "Day" to time slots. than, the first time slot (Need to be able to customize) example: 9 AM - 12 PM, second time slot 10 PM - 3 PM, 3 PM TO 6 PM, etc.

    Than you can set rules based on time slots of the day. It is good for confirmation and to keep track on work orders, crews, etc.

    7 votes
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    2 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Color by Status on Calendar

    It would be useful to assign different colors to items on the calendar according to their STATUS.

    For example, I would like to scan my calendar and see by color which appointments were for tentative LEADS and which were confirmed.

    7 votes
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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