Calendar & Tasks
148 results found
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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 -
Centralized Calendar for all users to see
It would be useful to be able to share a main or central company calendar with all users that they can access form their profiles.
8 votes -
Filter "Tasks" in "Task type" dropdown
We have a lot of tasks in our task type dropdown, many of which are not applicable to certain roles at my company. It would be nice if there was a way to filter tasks so that someone couldn't accidentally create a task that they shouldn't, and at the same time, make it easier to find the task that they are looking for.
8 votes -
Choose what Tasks sync as to Google Calendar
The ability to be able to integrate the tasks from JobNimbus into the Google Calendar as things other than events. (ie. Appointments!)
8 votes -
Show the job address instead of the parent contact's when previewing a job on the calendar
Currently, when you click on a scheduled job from the calendar, it shows the parent contact's address in the preview sidebar instead of the job's address.
Please make it so that either it shows the job address instead, both addresses, or have the option to pick which address is displayed.
8 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.
7 votes -
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 -
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 -
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 -
task reminder
Push notifications for tasks to remind us when they are due. We should get a notification on our phone like we do with Apple Reminders. Set tasks, reminder date/time, then be able to check complete, or remind again in 1 hour, 1 day, etc.
Thank you!7 votes -
Board view of tasks
right now, it is very cumbersome to keep an overview of your tasks. It would help a lot if we could have a board view of our tasks, just like we do we jobs.
Right now we are using Trello, as it allows us to turn email messages into tasks and keep track of them in board view. If this functionality was available within JobNimbus, we could assign those tasks to projects and customers and team members.7 votes -
Scheduled jobs on Google Calendar
Scheduled jobs should show on Google Calendar.
7 votes -
Auto-populate Task with Related Contacts information
When creating a job task, autopopulate related contacts
7 votes -
Floating Header in Calendar
If it's possible could you lock the top bar where it shows the days of the week so that as we scroll down we can still see the days?
7 votes -
Link Calendar Tasks to Contact
I want the Mobile App to be more seemless with the Contacts. I want the task in the mobile app to also link to the Contact. When I add a Work Order to the calendar, there's no way to get from the Work Order on the Calendar to the Contact, when you click on the Work Order, it takes you to a preview of the Work Order, but I want it to also have a link available to go to the Contact to make a more seemless use of the Mobile App calendar.
7 votes -
Multiple start and end dates for jobs
Currently you can only add one start date and one end date for a job. But some jobs span multiple dates, but not the days in between. It would be great to be able to add multiple start and end dates for a single job.
6 votes -
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.
6 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 -
Calendar list view (vertical or horizontal) of each team member with the respective jobs/tasks
Option in JN to allow the calendar to list each team member as a line item with their jobs/tasks/etc next to them.
6 votes -
Work Orders Sync on other Calendars
Can you work on having Work Orders sync to integrated calendars. We can only see work orders on JN calendars, why not be able to visualize them on Outlook or Google calendars similar to tasks?
6 votes
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