Calendar & Tasks
190 results found
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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.
3 votes -
Custom Filter Profiles for Calendar
I would like to have filter profiles on the Calendar so I can quickly switch back and forth between which options are selected to view. My manager needs to select say all the crews to see if the crews are scheduled out and when we can scheduled jobs.
but then he may also need to select 10 sales reps, and to swap between these is tedious and leaves room for error. going down the list alphabetically by name can lead to forgetting people.
3 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.
3 votes -
Can the calendar colors on the app so it's not blue on a slightly lighter blue? Very hard to read.
Can the color on the calendar for the app be something with more contrast. The background color and the font color are really close together and diffiscult to read.
2 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
2 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 -
Filter Tasks by Date
I would like the ability to filter tasks from most recent to oldest.
3 votes -
It would be nice to have sub-calendars. Or split calendars. Or two calendars. Thank you,
It would be nice to have sub-calendars. Or split calendars. Or two calendars. Thank you,
1 vote -
Right now you can move jobs around by simply clicking on them. That is horrible. Jobs get moved around accidentally all the time.
Remove the ability to move jobs by simply clicking on them and moving them. That creates chaos when working with multiple users and you don't know if someone moved it accidentally or intentionally. It is WAY too easy to move.
1 vote -
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.
4 votes -
make notes for work order to see in the calendar
be able to make a note on the work order from the calendar view. I would use this for scheduling who is going where
1 vote -
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.
6 votes -
Pin Notes to Top
We want to be able to pin notes to the top of JobNimbus JOB cards.
1 vote -
Embedded Docu-Sign
We would like docu-sign or some kind of signature program for the signature line & initial lines.
1 vote -
Work Order Changes
Is there a way to change how the work orders appear on the calendar? We want the job number & job name to show instead of the work order number.
1 vote -
Contact Start Date - Visible on Calendar
The contact date now shows up on project tiles on Nimbus Boards which is great. However, we aren't able to use this feature as our way of project scheduling because this field doesn't show up on calendar. Don't want to have to duplicate entry of entering start date on contact's page and create an install task just so I can see it on Boards and Calendar.
It seems that Contact's start/end date is intuitive that this is the project scheduled date so we don't want to create a task for it, but rather have that contact's start/end date be the…
2 votes -
Add setting for certain access profiles to be able to delete tasks
My team is not supposed to be able to delete any records, but I would like them to be able to delete tasks. I request a setting in the access profile menu for allowing certain employees to be able to fully delete tasks.
1 vote -
Calander
Can we have a function that would allow us to bulk move scheduled workflow dates, due to things like inclement weather or job progress. Makes it very difficult to schedule ahead of time, when a rain day happens you have to go in edit individually 50-100 jobs, very tedious and makes the calendar function almost useless for job scheduling
12 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 -
Create Task Types "On The Fly"
Currently, if I am setting up automated tasks and I discover I need a new task type I have to back out of the Automations page, go to the task Type page, create the task type, find the new task type (it appears in a random spot), manually drag that task type to where I want it on the list (I may have to do this multiple times because I can't scroll down while dragging the task type), then refresh the page before going back to the Automations page to resume what I was doing. This is INCREDIBLY tedious and…
1 vote
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