Calendar & Tasks
178 results found
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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 -
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 -
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.
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 -
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.
7 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.
7 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.
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 -
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
7 votes -
Options for Printing Calendars
User would like to be able to select a calendar date range and export it to a PDF or print.
Currently when downloading the PDF, it only shows the calendar. Nowhere does it indicate the month or year.
7 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.
7 votes -
one thing I would Like to see is when you hover over an appointment on the calendar you can see the notes or what the appointment is for
one thing I would Like to see is when you hover over an appointment on the calendar you can see the notes or what the appointment is for as it is right now I can only see the persons name I would like to see what the appointment is for when you hover over that appointment
6 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.
6 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.
6 votes
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