Calendar & Tasks
174 results found
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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.
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 -
Add Task to Job from Job Board
We would like the ability to add a task to a specific job from the Job Board without having to go to a different screen. The goal is to document action items quickly as we are reviewing the board. Jumping from and then back to the job board is inefficient and we lose our place. The other idea would be to allow adding of a specific note type to a job on the Job Board and then our office manager can find those notes types later and add the necessary tasks.
5 votes -
Schedule Work Orders Directly from Calendar
Would love to be able to Schedule Work Orders Directly from Calendar
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 -
Private Calendar Settings
There needs to be an option to mark certain events as private. Personal events, sensitive conversations (HR), etc. Right now, everyone can see EVERYTHING.
5 votes -
Calendars specific to Sales Only, Service Only, Production Only.
The ability for people to turn off what they don't want to see has value, but for those who need to see everything, it would be easier if Sales, Service and Production had their own dedicated calendars,
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 -
Task activity show on the related contact/job activity
It would be really cool if there was a way that notes activity could reflect together on the related contact activity. So I could have the notes in the task & in the contact, then be able to search by related to each task.
5 votes -
Ability to edit or format the information on that appears on the calendar.
Minimal job information on the calendar would be very helpful. Please see attached example
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 -
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 -
Copying Estimate Sections to estimate tabs.
It would be ideal to have the option to Copy estimate section details & line items to a new tab instead of having to recreate a bunch of line items on each tab (good, better, best tabs).
4 votes -
MONTH AND YEAR
The month needs to be printed on the Calendar when printing.
4 votes -
Task Feedback
It is a bit frustrating for us that we now have to delete a recurring calendar events (or an event that is further down the road months away) and hope people remember those events and not schedule anything during that time since otherwise everyone's task lists get clogged with future meetings and calendar events. Is there a way that you know that we can sync only some events with JN? We currently need them sync'd back and forth between the other platforms.
4 votes -
Custom Field Security Settings
There needs to be an option when creating a custom field to set security or privacy so certain fields can not be viewed by specific users or specific user groups.
4 votes -
supplier
There is an option to add a subcontractor to a task but I can't add a supplier to a task if I'm scheduling a delivery. Please add 'supplier' as an option. Right now I've had to make all my suppliers subcontractors to see them in my 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 -
Automate a Job to change status when all tasks are completed
It would be extremely helpful for a Job to change Status when all tasks are completed. We have many tasks that may not be completed in the same order every time, so it would be extremely helpful for a Job to automatically change Status when every task is completed.
4 votes
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