Calendar & Tasks
16 results found
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View Subcontractors on Mobile Calendar
The ability to view subcontractors on the mobile calendar like you can on the web calendar!
7 votes -
Freeze information box on calendar.
Have the information box freeze at the top of your screen so you don't have to scroll up to see the information box once you have selected the task from the calendar. Having that box remain on your screen would make it more efficient.
13 votes -
Grouping Team Members Tasks Instead of Sorting Cronologically
As an admin scheduling can be challenging to see which team members are still open when looking at a dozen team members schedules all at once while live on a call with a customer. It would seem easier to visualize open team members if the calendar had the ability to group by team member instead of sorting by cronological order. Only seeing open slots for team members would not be beneficial since driving time plays a factor.
Sally 10am
Sally 12pm
Sally 2pm
John 10am
John 12pm
John 2pm3 votesYou can do this by creating Task Reports that are filtered to each team member. Since tasks can have multiple assignees, grouping by assignee or sorting by assignee is less feasible, but creating an individual task report for each helps to keep those separate and accessible at all times in Reports or on your Dashboard.
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Send Customers Reminders for Appointments (Email, Text)
We send all customers an email the day before their bid appointment to remind them that we need them at their house at a specific time. We also include a picture of the sales rep. The time is in JobNimbus as a task, their contact info is in the system. The sales rep is known, so it seems this could be automated.
111 votes -
Make Calendar Inspector for Details Always Visible On Right Side
The changes you made to the calander, you are not able to open the account directly from the red box, you have to click on it, then go to the right of the page to open the account.
It would be better if you could just view the account from the red box. Only another click but still.
10 votesThis is now done.
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Printable Calendar
It would be great to be able to print the calendar in the day or month format.
1 voteThanks for your submission! There’s actually a PDF/Print button already in the top left of the calendar right under the Add Task button (between the Refresh and Map buttons).
Clicking on that will allow you to print the current view of the calendar, just in case you need it.
Enjoy!
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The Calendar View that We Need!
The calendar update on 8/2/18 has made it impossible for us to see our 18 salespeople at a weekly glance for the entire day. It is now cut off and we have to press "..." which takes us to a daily view. We've been with JobNimbus for 4+ years and this could be our deal breaker. You've made it nearly impossible for us to schedule our people properly.
1 voteWe’re sorry about that! This bug was introduced in a previous update, but it was just that: a bug. We have since fixed the issue and everything should be working just like before.
Please let our support team know if you run into any other issues like this and we’ll be sure to get on it right away!
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go straight to the job from the calendar
I love that I can see all relevant info and notes by clicking on scheduled jobs from the calendar. However, the only link that's currently available is to the contact, not the job. It would be so helpful to be able to go to the job (and not the contact) directly from the calendar.
2 votesYou can go straight to a job from the calendar:
1. Click on the job on the calendar
2. In the Inspector on the right side, use the ••• menu icon to choose “View”That should get you to the job, though we will certainly improve navigation processes in future updates so stay tuned.
If you have further questions, please contact support@jobnimbus.com or call 855-964-6287.
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Calendar flags
A way to put a flag or marker or highlight a contact on the calendar. Some way to indicate what kind of a job it is.
1 voteYou can already do this :)
You can set an icon per Contact or Job Type in the Contact Workflows tab or Job Workflows tab of your settings. Edit each workflow and use the “Choose image…” link to set the icon.
Once the icon is set, you will see that on boards, the calendar, the mobile app, and more.
Enjoy!
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Number (dates) on calendar
you need to add calendar days (dates) to the calendar
1 voteThe calendar dates should be on each day for both the web app and the mobile app. Could you send a screenshot of where you’re trying to see the dates and they aren’t appearing?
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Calendar drag time slot like google calendar
Schedule by dragging the time. That automatically fills in time when opening the details form.
1 voteYou can already do this! Just drag any item on your calendar from day to day, or from one slotted time to another and it will reschedule that for you.
Enjoy!
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Cant see actual work order in the pop up
When i am in the calendar and click on the work order. I want to see the actual work order not the geolocation or the contact info or notes. Why can't the work order be the main visible focus without having to clicking again. It is hard to reschedule work orders when the work load is what you are basing on when and where to move a work order as the pop up takes you out of the calendar focus and blocks the calendar. When working on a calendar the work order info is most important..notes and contact info are…
1 voteIf you click on the Work Order in the calendar, it opens up the inspector on the right side. Just under the “Recent Notes” section you should see the PDF of the Work Order embedded on the inspector and clicking on that PDF pulls up a preview of that WO PDF without taking you away from the calendar.
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shared calendar with gmail
I need job nimbus to sync with gmai
1 voteWe already have Google Calendar sync! Check out our video here to get set up: https://learning.jobnimbus.com/display/JNL/Google+Calendar+Sync
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view a status in the calendar
Be able to select a specific status of a job in the calendar. THis would be really hand when scheduling. Can see what is ready to be scheduled and then move the job by the date.
1 voteIt’s hard to add more text to an area that has very little real estate to begin with and with many things competing for attention.
You can click on a Contact/Job in the Calendar and you’ll see the status in the right-hand Inspector, so hopefully that helps for now!
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The contact's phone number under their address, always.
When you click on an appointment using the calender, all of the contact information comes up EXCEPT the most important part, their phone number. please put that under their address. thank you
2 votesContact phone numbers should be showing for all items on the calendar that have a Related Contact with at least one phone number.
Let us know if you have any other issues with this!
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View Sub-Contractor(s) on Calendar
I would like to be able to add a sub-contractor to a job and be able to see them as a different color on the calendar in JobNimbus. This would help in tracking what sub-contractors are doing what on which day.
27 votesWe have a whole new way to manage your subcontractors, including seeing them on the calendar.
You can learn more and get started by going to our blog: http://www.jobnimbus.com/blog/2015/10/28/v1-28-do-more-with-your-subcontractors/
Enjoy!
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