Calendar & Tasks
80 results found
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moving projects
Options to move all items in scheduled calendar back for weather. For example, there is a Rain Day, and we have 100 jobs in the calendar, the current set up is we would have to move all jobs by hand back a day individually. If there was an option to select multiple jobs or all jobs after a certain date and move back in groups that would be very helpful.
7 votes -
Multiple start and end dates for jobs
Currently you can only add one start date and one end date for a job. But some jobs span multiple dates, but not the days in between. It would be great to be able to add multiple start and end dates for a single job.
12 votes -
Work Orders NEED to Sync with Calendars
This is an ongoing request for 4 years now, why hasn't JN not fixed this?? Major flaw of JN. Work Orders have the option to schedule a date to start the work, so it's like setting an appointment. Why is this not synced to calendars?
Doesn't make sense.2 votes -
Have options for how the Calendar is organized
Have an option where we can organize the calendar by Crew. Where we can organize row by row by crew and not organize it by the size of the job. Wayyyy more confusing. The color organization when managing multiple crews with multiple jobs looks very chaotic and very hard to follow. The only thing I can change is which crew is what color? Would expect a little more options in this area to fit peoples preferred organizational layouts.
9 votes -
the ability to search the calendar by Customer Job name or Name of Task
the ability to search with a Spyglass in the calendar by Customer Job name or Name of Task. So when a call comes in we can search the calendar and see when the job was scheduled.
6 votes -
Incorporate Booking/Scheduling app in Calendar like Barbershops do
There is no way to sync Sales Reps availability for when scheduling appointments. How does everyone else do this task?
The solution is something called a booking app. Think of your Barber shop, they have 4 stylists, and each stylist has time slots. If we are running 3 appointments/day, 10am, 2pm, 6pm, we need a way to book these slots based upon Sales rep availability. I could Buy a subscription to Booksy, or similar app, but we pay Nimbus as our CRM, why not incorporate this feature?
This function would allow events staff to quickly identify available time slots and…0 votes -
Incorporate Booking/Scheduling app in Calendar like Barbershops do
There is no way to sync Sales Reps availability for when scheduling appointments. How does everyone else do this task?
The solution is something called a booking app. Think of your Barber shop, they have 4 stylists, and each stylist has time slots. If we are running 3 appointments/day, 10am, 2pm, 6pm, we need a way to book these slots based upon Sales rep availability. I could Buy a subscription to Booksy, or similar app, but we pay Nimbus as our CRM, why not incorporate this feature?
This function would allow events staff to quickly identify available time slots and…1 vote -
Items in my Cale
Items in your personal calendar, outside of JN should not auto create themselves as tasks in JN. Any item I list in my Calander like "Doctors Appt" should not pop up as a task I than need to complete.
2 votes -
MONTH AND YEAR
The month needs to be printed on the Calendar when printing.
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 -
Schedule Work Orders Directly from Calendar
Would love to be able to Schedule Work Orders Directly from Calendar
5 votes -
Tasks on Calendar
It would be great if when tasks are created, either individually or through automation, they could be selected whether to show on the calendar view or not. Many tasks that we like to have are more so a check list and reminders, not appointments or day-specific, so they greatly clog up the calendar view and distract from actual calendar items like appointments. While we can filter them out within JobNimbus, when using Google Calendar or others, this isn't possible.
5 votes -
Filter / Searchable Calendar
It would be beneficial to have a searchable calendar. We manage numerous jobs, each often involving multiple trades. Being able to filter the calendar by job name would allow us to view the entire timeline of a job from start to finish, instead of seeing every single item assigned to the subcontractors or crews, or having to look under Tasks as a list.
4 votes -
View financials on Calendar. Display options on calendar similar to boards
I would like to view my financials on the calendar. I have a certain sales goal I try to schedule for each day and it would be helpful to see it on the calendar. Right now I have a job scheduled board where the job cards display the latest financials (estimate and invoice) but it’s difficult to switch back and forth when I’m trying to schedule jobs.
2 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 -
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
3 votes -
Color Code Work Order Statuses for Production Scheduling
We want to start using the Work Order statuses and boards, but are struggling to manage them from the calendar. We would like to have an option to color code them by their type and their status.
1 vote -
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 -
Limit Scheduling Job to Working Hours
JN allows jobs to be booked afterhours!!!!!
Please remove the ability to book afterhours from the dropdown box on the job side.
10 votes -
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
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