Calendar & Tasks
168 results found
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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
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 -
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 -
Cleaner Calendar Blocks
If a task has multiple people assigned to it, it should only show up as one block on the calendar and then list the people that are assigned to it. Instead of having 10 tiny blocks that flood the calendar for one meeting that everyone is in so we can't see what is going on because there are so many blocks for the same task.
4 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.
4 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 -
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 -
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.
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 -
Template Fields within Task Names
I would like to insert a template field for a task name so that I can see the job number automatically, without having to manually update it. i.e creating a task type with the default name "{{JobNumber}} - Task" and it automatically fills in that job number.
4 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,
4 votes -
Customize Task Daily Digest
The Daily Digest of tasks seems to be sent early in the morning each day, but has no relationship to my schedule or business hours. I would like to be able to customize the delivery time, and maybe even specify what task types I would like included in my Daily Digest
4 votes -
Notifications for unassigned Tasks
There should be a way to get notified if a task is created and nobody is assigned to it. for example if I have an automation create a callback task, but nobody has been assigned to the job, the task doesn't have anybody assigned to it, and I have no way of knowing. I need a way to be notified of these tasks
4 votes
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