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JobNimbus Feedback

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Calendar & Tasks

187 results found

  1. 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

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    1 comment  ·  Admin →
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  2. 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.

    2 votes

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    0 comments  ·  Calendar  ·  Admin →
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  3. 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.

    1 vote

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  4. 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.

    3 votes

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  5. 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

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  6. 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

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  7. 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.

    1 vote

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  8. Pin Notes to Top

    We want to be able to pin notes to the top of JobNimbus JOB cards.

    1 vote

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  9. Embedded Docu-Sign

    We would like docu-sign or some kind of signature program for the signature line & initial lines.

    1 vote

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  10. 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

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  11. 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.

    5 votes

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  12. 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

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    0 comments  ·  Tasks  ·  Admin →
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  13. 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

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  14. Filter Tasks by Date

    I would like the ability to filter tasks from most recent to oldest.

    2 votes

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    0 comments  ·  Tasks  ·  Admin →
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  15. 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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    1 comment  ·  Tasks  ·  Admin →
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  16. 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.

    8 votes

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    0 comments  ·  Calendar  ·  Admin →
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  17. Remove "Days" From Time Tracking on Tasks

    I would like to be able to track time spent on tasks in hours and minutes and drop the 'days'. Currently, 8 hours converts to one day, and I would like to keep it in hours instead.

    1 vote

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  18. Ability to Add Documents to Tasks for Calendar

    I saw where this was turned down due to a lack of community interest in the past. To whomever makes those decision, I politely ask that you consider that most people in construction companies do not spend most of their time submitting feedback to this forum. There are most likely a limited number of users who participate here, and those participating users hear and issue complaints/suggestions for the companies as a whole.

    Now....

    It would be great if we could add Job Documents to tasks in such a way that they could sync to Google Calendar. We do not have…

    6 votes

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  19. Contact Name on Work Orders on Calendar and Map

    When viewing work orders on the map in the calendar, the contact name doesn't appear. Can we add that information?

    1 vote

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  20. Organize Tasks

    I would like to be able to rearrange the order of the task list that shows up under a contact/job.

    2 votes

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