Calendar & Tasks
175 results found
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Allow Limited User Access to see tasks that aren't assigned to them
Currently "Limited User Access" profiles can't see Tasks related to the contact unless assigned even if they are designated as Sales Reps on the contact. It would be useful for the Sales Reps (who have Limited User Access Profiles) to see all tasks associated to the contact.
2 votes -
There should be a way to upload an existing eagleview to allow you to create a smart estimate
There is no way to upload or re order an eagleview to Job Nimbus in order to create a smart estimate. If an eagleview was previously ordered through eagleview and not Job Nimbus, there is no way to use it for a smart estimate and has to be done manually. Job Nimbus should allow the upload of the CSV file in order to pull the values for the smart estimate.
2 votes -
Need more task icons to choose from when customizing tasks
I wanted to add a phone icon to the Phone Call task and discovered there isn't one. It seems like it wouldn't be too difficult to add more choices of icons.
2 votes -
Change task times
Add ability to create custom time intervals on the desktop calendar. The app allows for a 15 minute task but the desktop requires at least 30 minutes.
2 votes -
2 votes
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Include an "at a glance" view for calendar
Without having to toggle to other views, make an at a glance view where it would be able to show job or task details easier for a faster view of events. This would help not having to click into the event to see the details.
2 votes -
On the Home Page, have the ability to batch complete tasks and batch undo complete tasks.
On the Home Page, have the ability to batch complete tasks and batch undo complete tasks.
Because, occasionally this system decides to mark all my tasks as completed making me click on each individual checkbox to uncheck the completed task. Very frustrating. Perhaps the IT department should fully test the product, again and again.
2 votes -
Calendar Select/Deselect
When you select Tasks, Jobs, Contacts, Work Orders, and Material Orders on the side bar it automatically selects all of the items that you set up in your settings.
The problem is that you have to un-select all of the ones that you are not interested in seeing in your calendars which in most cases is a lot in the small window. If you could just select Tasks, Jobs, Contacts, Work Orders, and Material Orders and select only the ones that you set up in settings and it didn't automatically select all would be real useful. With still having the…2 votes -
automations should have the ability to delete tasks on related jobs
If a task is marked as complete, one of the actions should be to delete other related tasks on the same job. this would allow for multiple choice options at different stages of the process, which could change the direction of the job flow without leaving multiple unfinished tasks, or when a job status is updated to "lost" it could delete all other tasks related to the job so they dont appear on lists calendars or reports
1 vote -
Task Workflows/Statuses
Similar to job and work order workflows, it would be nice to have something similar for different task types instead of just 'Incomplete' or 'Complete'. For example, if you have an 'Appointment' task type, having the ability to mark the Appointment task as 'Confirmed', 'Reschedule', 'Cancelled', 'No show', etc. would be a very quick and easy way for other team members to track the progress of that task instead of waiting for the assignee to provide an update or make it complete (which isn't always the right outcome).
Even if they're not custom/type specific, having progress statuses for tasks such…
1 vote -
default to only seeing my own tasks on the mobile app calendar on Android
Our admin and sales team members's access profile grants them Full Access (so they can see all team member's tasks).
When I view the calendar on the Android mobile app, I see a whole bunch of tasks that aren't assigned to me, but rather are assigned to other team members (image 1). If I view my calendar options, I only see my own calendar selected (image 2). It does not make sense that I'm therefore seeing other folk's tasks.
After some trial and error, I found that if in my calendar options I add the calendar of my other team…1 vote -
Task Time Tracking Missing on New Jobs Experience
The ability to log time used to be accessible from the job page, but since the new update, it isn't. Requesting that this feature be reintroduced
1 vote -
Photo gallery option needed
The option to see photos in a gallery format would be extremely beneficial for the in-house managers.
1 vote -
Ical has no security
The Ical is public which means if someone has the link it can be viewed without logging in. It would be optimal to have the security option to make it private to secure the account.
1 vote -
I have some questions regarding some steps. For example how can I do to obtain a photo report that I can send out to insurance c
Hi Justin,
I have some questions regarding some steps. For example how can I do to obtain a photo report that I can send out to insurance companies based from the pictures taken and uploaded into the job?
Can address be auto populated once I start typing in the first part of the address?
Lastly, how can I select the type of job for example: siding, roofing, gutters, windows, painting, etc.?1 vote
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