JobNimbus Feedback

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Calendar & Tasks

  1. Add Items directly to Calendar, Color Codes Available, Drag to New Dates

    Your should be ale to add projects to the calendar directly. Items on the calendar should sync with contact and work orders as well.

    We have various scopes of work, whether a service job, a new install, out of office, new roof, etc. It would be so helpful if these items/notes could be added directly to the calendar verse having to enter a task or a work order to get it there. Also, the colors should be customizable, so its easy to differentiate between the scopes of work. You should be able to move the items along the calendar, if…

    8 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. Change the appearance of work orders on the jobnimbus calendar

    Currently when work orders are added the the Jobnimbus calendar they only show as WO #XXX It would be more beneficial if the item had its own task icon on the calendar and viewed as the name of the contact/job that the work order is for.

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. NEED A TRUE WEEKLY VIEW ON CALENDAR NOT AN AGENDA OF 5 DAYS AHEAD

    I really do NOT like the fact that the mobile calendar doesn't show me a traditional weekly view. I understand that it shows a 5 day forecast for my day plus 4 days or an "Agenda" for 5 days, but why can't it show a traditional "Weekly" view. As in begins on a Sunday and ends the following Saturday just like any/all other calendar views set to see a week view. I have never seen a calendar that doesn't show a true weekly view. This is very confusing to look at the top of the mobile calendar and see a…

    5 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Link Calendar Tasks to Contact

    I want the Mobile App to be more seemless with the Contacts. I want the task in the mobile app to also link to the Contact. When I add a Work Order to the calendar, there's no way to get from the Work Order on the Calendar to the Contact, when you click on the Work Order, it takes you to a preview of the Work Order, but I want it to also have a link available to go to the Contact to make a more seemless use of the Mobile App calendar.

    5 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. DAILY TASKS

    Every morning I get an email with a list of my tasks to do but none of them have a date or time associated with them. They simply say due today or overdue.. It can't be that hard to add a date and time for these tasks that are/were all on my calendar. Without that I have to physically go into my calendar to see when they were due.

    4 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  6. Restrict who can move tasks on the calendar

    The option to restrict specific access profiles from being able to move tasks on the calendar.

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. Option to choose which task types sync with Google Calendar

    I would like the option to choose which types of tasks (i.e. Appointment, Phone Call, Meeting, etc.,) sync with Google Calendar and which ones don't.

    2 votes
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  8. 2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Calendar warning for overbooking other users

    Please have JobNimbus warn you when a task has already been created for a team member, so you can't overbook

    2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. 2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Larger Calendar Icons

    Having the ability to have variable sizing for Tasks/Events on the Calendar would help greatly with visibility and eliminate a need to
    View these on a case-by-case basis. This could even be accomplished by allowing us to expand the time slot to show more appointments within a set timeframe.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  12. PLEASE Appointment scheduling IS REALLY NEEDED

    We as contractors can look more professional and loose less leads by having a appointment scheduling feature here. We already use JOB NIMBUS but an important service like this is needed. Perhaps partnering with Calendly or other appointment scheduling software could be useful if creating one within job nimbus is not an option. This will Allow us to send appointment reminders by text and email to customers etc.

    9 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Insert template field into the task name

    Allow insert fields into the template name so that the tasks generated will pull the name of the contact that the task is for.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  14. Sort by Team Member on the Calendar

    I would like to be able to sort the Calendar entries by Team Member (by descending/ascending name, drag and drop names, etc.)

    1 vote
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. Calendar Permissions

    I would like to be able to give my team members permissions to be able to view each other's calendars and tasks without their being able to see each other's jobs and contacts.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Hide tasks only used for automationas

    I need the ability to hide certain tasks that only pertain to automations. This would also clean up the number of tasks the rest of my team could select from and be less confusing for them.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  17. Filter Searches

    I would love to be able to filter my searches to include only contacts, only jobs, or only tasks, rather than seeing them all, especially when many are repetitive and jobs and tasks for my company are all linked to the contact. This would be especially helpful with common last names or a person with multiple jobs under their contact.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability To Filter Calendar to A Single Contact/Job

    I would like the capability to filter down the calendar to show only the tasks and dates for a particular job or contact.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. Outlook Calendar Sync

    Would like ability to sync reoccurring jobs with Outlook Calendar. Right not there is only a one way sync, from JobNimbus to Outlook. Would like ability to have sync from Outlook to JobNimbus.

    2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Edit Design of Calendar

    user would like to be able to edit the design of the calendar; add colors to columns, increase the size of the tasks.

    6 votes
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