Calendar & Tasks
146 results found
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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.
6 votes -
Please add a search field by CITY on the task calendar
It would be so very helpful to be able to search by city on the calendar
6 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.
6 votes -
Add date and time to daily task email
Every morning I get an email with a list of my tasks to do but none of them have a date or time associated with them. They simply say due today or overdue.. It can't be that hard to add a date and time for these tasks that are/were all on my calendar. Without that I have to physically go into my calendar to see when they were due.
6 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.5 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.
5 votes -
Linking to Google Maps
We would like to link to Google Maps for scheduling sales reps/pre-walks/and installs with the map to map out their days.
5 votes -
athomas@pfeiferroofing.com
Calendar: Map:
We need to have the ability to view the map and filter it by Job Type, Job Status, Contract Signed Date, & Salesperson.
This would allow us to know where we are doing well, where we are not doing well, who is doing well in certain areas, what services are more successful, and where to spend marketing dollars.
5 votes -
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 -
Ability to Add Notes to Tasks on Mobile
Currently on mobile app, with tasks, we have a description field. But, we need the ability to see notes on the task and be able to input notes as well like how its possible in the web browser.
5 votes -
Appointment Results (Configurable List)
Request:
Ability to select the result of an appointment. Either the ability to configure our own list or an options list with Kept, Canceled, Rescheduled, Client No Show, Employee No Show, etc.Background:
We track how many appointments are set by our reps, now we would like to be able to track their performance. Ideally we want to gather metrics such as: which reps have a better appointment set to close rate, who has the highest cancelation rate, or which clients cancel repeatedly.5 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 -
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 -
Send clients calendar invites
A way to send a calendar invite to a client through JN.
5 votes -
Make Calendar view adjustable.
How about making calendar view adjustable? You know, so you can see the whole month without scrolling? Right now each week is super huge, one size fits all-sort of deal. Or perhaps being able to scroll through months instead of just to the top/bottom of individual months? That would be pretty cool.
5 votes -
Calendar Permissions
I would like to be able to give my team members permissions to be able to view each other's calendars and tasks without their being able to see each other's jobs and contacts.
5 votes -
Add Custom Task Fields
I want to add a field on a task so the address shows or a field where I can manually input that information.
5 votes -
Have options for how the Calendar is organized
Have an option where we can organize the calendar by Crew. Where we can organize row by row by crew and not organize it by the size of the job. Wayyyy more confusing. The color organization when managing multiple crews with multiple jobs looks very chaotic and very hard to follow. The only thing I can change is which crew is what color? Would expect a little more options in this area to fit peoples preferred organizational layouts.
4 votes -
Schedule Work Orders Directly from Calendar
Would love to be able to Schedule Work Orders Directly from Calendar
4 votes -
View Calendar on Home
I would like to be able to view the calendar tasks by week on my home page with my other reports.
4 votes
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