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JobNimbus Feedback

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Calendar & Tasks

134 results found

  1. 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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    0 comments  ·  Tasks  ·  Admin →
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  2. Automate a Job to change status when all tasks are completed

    It would be extremely helpful for a Job to change Status when all tasks are completed. We have many tasks that may not be completed in the same order every time, so it would be extremely helpful for a Job to automatically change Status when every task is completed.

    3 votes

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    0 comments  ·  Tasks  ·  Admin →
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  3. Contact phone number & email address visible on Job page

    I'd love to see a Contact's phone number & email address visible on the client's Job page where we can currently see the site address. Currently you must click back to the Contact for this information.

    3 votes

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  4. Display Work Order Notes on Calendar

    wants to add notes to a work order and for them to display on calendar

    2 votes

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    1 comment  ·  Calendar  ·  Admin →
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  5. Separate calendar entries from tasks

    Want to the ability to schedule meetings, job events and recurring appointments separate from tasks. When creating a meeting in Google calendar and using the syn function, it will automatically setup hundreds of task unless you make the task type Meeting as the default. It is then difficult to create automation for tasks because users overlook changing the task type. It would be beneficial to treat the calendar like a calendar and allow for recurring meetings, conflict notification, calendar sharing etc.

    3 votes

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    0 comments  ·  Calendar  ·  Admin →
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  6. Change default length of time on tasks

    change the default length of time on some of our task types (like Appointment, for example) from 30 min to 1 hour

    8 votes

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    6 comments  ·  Tasks  ·  Admin →
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  7. Allow Limited User Access to see tasks that aren't assigned to them

    Currently "Limited User Access" profiles can't see Tasks related to the contact unless assigned even if they are designated as Sales Reps on the contact. It would be useful for the Sales Reps (who have Limited User Access Profiles) to see all tasks associated to the contact.

    2 votes

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    1 comment  ·  Tasks  ·  Admin →
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  8. Color Code Map View

    Currently, when you click on "map view" it just displays a bunch of red markers on the map. It would be very helpful to change these markers to the color that the user is assigned to in the calendar.

    5 votes

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    0 comments  ·  Calendar  ·  Admin →
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  9. Ability to cancel tasks

    Ability to select 'Cancel' on tasks instead of the other current options: delete, postpone or complete.

    3 votes

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  10. Ability to customize/change the priority types of tasks.

    Ability to customize/change the priority types of tasks.

    3 votes

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  11. 2 votes

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  12. Template Fields within Task Names

    I would like to insert a template field for a task name so that I can see the job number automatically, without having to manually update it. i.e creating a task type with the default name "{{JobNumber}} - Task" and it automatically fills in that job number.

    2 votes

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  13. There should be a way to upload an existing eagleview to allow you to create a smart estimate

    There is no way to upload or re order an eagleview to Job Nimbus in order to create a smart estimate. If an eagleview was previously ordered through eagleview and not Job Nimbus, there is no way to use it for a smart estimate and has to be done manually. Job Nimbus should allow the upload of the CSV file in order to pull the values for the smart estimate.

    2 votes

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  14. Calendars specific to Sales Only, Service Only, Production Only.

    The ability for people to turn off what they don't want to see has value, but for those who need to see everything, it would be easier if Sales, Service and Production had their own dedicated calendars,

    2 votes

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    0 comments  ·  Calendar  ·  Admin →
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  15. Customize Task Daily Digest

    The Daily Digest of tasks seems to be sent early in the morning each day, but has no relationship to my schedule or business hours. I would like to be able to customize the delivery time, and maybe even specify what task types I would like included in my Daily Digest

    4 votes

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  16. Template Fields for Tasks (plus, Calendar Invites for Subs)

    It would be SO beneficial if I could include templated fields to tasks such as Work Order numbers, Job Numbers, the Job Description, etc. to a task instead of having to manually input this information.

    This is a feature that would be most valuable in conjunction with being able to include Subs in Calendar Invites, so long as I could tailor their access to information. Right now, if a task is related to a Job or Contact, then the calendar invite is going to include the customer’s contact information. This is great for the use of internal employees. However, if…

    4 votes

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    1 comment  ·  Tasks  ·  Admin →
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  17. Duplicate Tasks

    It would be great if we could duplicate a task. Sometimes we start a task on one day, but need to finish it another day. Instead of moving that task, so our calendar isn't up to date, or having to recreate the task all over again, it would be awesome to have an option to duplicate the task.

    10 votes

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    1 comment  ·  Tasks  ·  Admin →
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  18. Task should be visible in Activity

    I wish tasks would show up in the activity so when asking a rep what is going on, I don't have to look multiple places.

    3 votes

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  19. A shared calendar accessible by all members

    We like to have all of our installs on the calendar accessible by everyone in our company. The only way to do this now JN is to set an all day event and link each person to it individually.
    The problem with this method is that for people who are viewing multiple calendars at once (our admin staff), it duplicates the event for everyone invited so admin staff are seeing 10 copies of the same event. This both clutters and bogs down the calendar.

    11 votes

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    0 comments  ·  Calendar  ·  Admin →
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  20. Add Sales Rep Phone number in Email Template

    When creating automated email templates. You can add the contact sales rep at the bottom for a signature. You can not add their phone number though. Please add option for phone number.

    7 votes

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