JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Calendar & Tasks

  1. Sync Calls as tasks when made through JobNimbus

    I would like calls to be synced as tasks in the Calendar when they are made through the JobNimbus Mobile App. That way, I can look at the calendar and easily see what my team is doing when they are making calls.

    2 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  2. Giving Team Members Tasks without Assigning them the Contact

    It would be very useful to be able to assign a team member a task under a contact or job without assigning them the contact or job as well.

    8 votes
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    Viewed  ·  2 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  3. iCAL Sync

    I would like tasks to show the related contact/job in iCAL sync.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  4. I would like to see tasks newest to oldest

    I do not need to see what I have accomplished I need to see new tasks as they come in, sorting tasks newest to oldest would be a great help.

    8 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow Me to Change the Date After Selecting All-Day for Tasks

    On the mobile app, if you mark a task as all-day and then change the date, it changes the task's time from all day to 12:00 AM to 12:30 AM. I'd like this bug fixed so I can change the date after setting the all-day button.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  6. 2 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  7. Outcome Tasks Type

    Create a task type that is outcome based. A task that requires an outcome (i.e approve or deny) this can be linked to automation so that depending on the outcome of the task a certain action can be triggered.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  8. 3 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to Create Task with Subtasks in one instance.

    It would be great when adding a New Task you can also add subtasks in the same instance. If in the Add Task Module you were able to add Subtasks like line items if desired; you can minimize the amount of tasks that show up in the Dashboard. This will also allow Automated tasks to include subtasks when triggered.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  10. Appointment confirmed sign or signet when appointments/tasks are confirmed for the following day.

    It would be awesome if we could have and option when an appointment/task is confirmed for the following day. And when the appointment confirman is selected it shows a signet/sign/icon on the task when confirmed.

    or another option is allowing to make an automation to add a note to the task with the related work order.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  11. color coded priority of tasks

    When you view tasks on the Mobile apps, it does not show their priority. Simply color coding the tasks with the priority would do the trick.

    5 votes
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    Viewed  ·  1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  12. Tasks Related to Estimate, Invoice and Work Order

    Many task are relevant to different statuses and staging throughout the workflow. It would be so helpful to relate them directly to work order, invoice and estimate and filter out all 'work-order tasks' 'invoice tasks' 'estimate tasks' there could be document, material order and payment tasks as well.

    Relate Task to Job/Contact
    Relate Task to Estimate/Work-Order/Invoice etc.

    2 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  13. Have an option to choose when/if hours are converted to days in Time Logging on a Task

    As not everyone works the same amount of hours in a day, Would it not be good to have the option to select when it converts hours to days? Of not have it convert to days at all?

    2 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add an option to set a primary contact for tasks.

    Would like to have an option to set a primary contact for tasks. Having this would add more control in tasks.

    Ex. There is no way to select which contact to have a task-based automation interact with so the action will happen for all contacts linked to the task.

    1 vote
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  15. Tasks or appointments auto-populate contact information

    when creating a task or appointment it would be great if the contact information would auto-populate (i.e Name, Address)

    5 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  16. TASK COMPLETION TIME STAMP

    When sales guy click task complete it should date and time stamp or offer date and time selection for when completed. Should home owner call asking project status would make easier to have answers.
    i.e. Task = "Select colors with home owner to start project."
    if just checked complete you don't know if this was completed 2 days ago or 4 weeks ago (4 week should be building)

    3 votes
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    Viewed  ·  1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  17. Automatically set an appointment

    I know you can set up the system to automatically set an appointment for custom job fields, but it would be nice if you could chose the date that the appointment was setup for. For example I have a pre-inspection date setup in my jobs. It would be nice if I could select a future date and an appointment for that date would be created automatically based off what date was entered in that field.

    1 vote
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to adjust pop up time of alerts for meetings

    I'm wanting to see if the alert can be set up for a hour or 30 minutes before the task is due without altering the tasks scheduled time this is of most important for the meeting tasks.

    5 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  19. Show Subtasks underneath Tasks in lists

    I think this would really simplify listings and reports. It would also make it easier in the calendar display to show subtasks listed under their parent tasks. For example:
    System construction (Task)
    task1 (subtask)
    task2 (subtask)
    Electrical construction (Task)
    elec task1 (subtask)
    elec task2 (subtask)

    16 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  20. Larger Check Box

    Ergonomics, please make checkboxes wherever they appear, larger. It's not fun missing a checkbox a few times. And there is no reason for them to be this tiny. Thank you!

    1 vote
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
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