7 results found
I would love to see a system within a CRM that takes set aapointment in a geograohical area and offers an optimized route for our specialists to travel in order to see potential clients via a map function like google maps. The system might be able to look at a certain day, recognize a cluster of clients by zip code, and offer the best route between them to fit a time table. This would cut down on time for our back office who have to manually confirm appointments and design a custom route day-in and day-out.10 votes
When organizing dispatching leads, at times we do not need sales staff to see how many appointments are in the future. It would be useful to be able to hide the future tasks and appointments.4 votes
We have a lot of tasks in our task type dropdown, many of which are not applicable to certain roles at my company. It would be nice if there was a way to filter tasks so that someone couldn't accidentally create a task that they shouldn't, and at the same time, make it easier to find the task that they are looking for.6 votes
Make deleting bulk tasks simpler. Right now, you have to create a task report and filter out the ones you want to delete by using the title filter. However, spelling, punctuation, and letter size have to be exact. There has to be a simpler way.
It would be great to be able to delete the task off my google calendar and have that sync up and have it delete it off my JN calendar.3 votes
we schedule many reps and the color difference is good but I wish each color could be to a certain side instead of being intermixed. Makes difficult to see who's available quickly compared to our previous calendar.33 votes
Would you be able to send a screenshot of your previous calendar or examples of what you’re referring to to brad@JobNimbus.com?
Similar to an idea listed, but would also love the ability to change the colors of sub-contractors on the calendar. I added a few of our crews as subs and they are very similar colors which are difficult to differentiate at a glance!
We also have some long-standing colors associated with each crew so would really like to be able to carry that coding through to the calendar.120 votes
We should be able to set reminders/alerts on scheduled items to notify the assignee(s) before the due date.
Example: Remind me 15 minutes before scheduled appointment.48 votes
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