Calendar & Tasks
168 results found
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Ability to break up scheduling for jobs or work orders to exclude weekends
Need to be able to schedule a job for more than one week and exclude the weekend from the job and work orders.
11 votes -
Work orders need to be Appointments on the calendar!!!!! That is the only way to sync with Goggle calendar.
Work orders need to be Appointments on the calendar!!!!! That is the only way to sync with Google calendar.
11 votes -
Provide the option to colour code tasks
I run the business myself and when looking at my overall week it would be invaluable to be able to differentiate between tasks via colour. At the moment you only provide the function to colour code team members but like I said I am self employed and carry out all duties myself. Having a clear image of how my time is being spent would ensure I know I have made time for essential tasks... a small icon just isn't enough.
11 votes -
Filter / Searchable Calendar
It would be beneficial to have a searchable calendar. We manage numerous jobs, each often involving multiple trades. Being able to filter the calendar by job name would allow us to view the entire timeline of a job from start to finish, instead of seeing every single item assigned to the subcontractors or crews, or having to look under Tasks as a list.
10 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.
10 votes -
Option to choose which task types sync with Google Calendar
I would like the option to choose which types of tasks (i.e. Appointment, Phone Call, Meeting, etc.,) sync with Google Calendar and which ones don't.
10 votes -
Scheduling Enhancements
Open up outlook calendar, color coding jobs product and partner, job type, that kind of thing. more options on that end.
OR
Flexible color coding based on task.9 votes -
Spreadsheet-like tool
Currently, if I want to know where I'm at with tasks I have to open each individual job card, which gets to be pretty cumbersome when you have a lot of jobs going on at once. It would be amazing to have a spreadsheet-like tool where all of your job tasks could be viewed in a snapshot. I'm using an excel spreadsheet right now because it's just so much easier to keep track of dumpsters, material orders/pickups, permits, etc.
9 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.
9 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 -
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 -
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 -
Please integrate with Non-Google (Apple and Microsoft)
For many reasons, we cannot use Google. Because of this, we cannot use scheduling from Nimbus which means that our admins are having to copy the data back and forth with Outlook. Fixing this would be a great help.
8 votes -
Improve Calendar View
Even on a large monitor the month view on the calendar is very hard to read. There is a ton of white space, yet the jobs are cut off or displayed in such a way that you can't even tell what it is. When you click on the job and you get a preview screen on the right side the view gets even worse. That's all on a desktop. The app view is basically unusable.
8 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?
8 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.
8 votes -
Tasks on Calendar
It would be great if when tasks are created, either individually or through automation, they could be selected whether to show on the calendar view or not. Many tasks that we like to have are more so a check list and reminders, not appointments or day-specific, so they greatly clog up the calendar view and distract from actual calendar items like appointments. While we can filter them out within JobNimbus, when using Google Calendar or others, this isn't possible.
7 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.
7 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 -
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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