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JobNimbus Feedback

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Calendar & Tasks

134 results found

  1. Tasks would feel more like tasks rather than calendar inputs. Syncing task to google calendar tasks

    The jobnimbus calendar could be clearer. Google Calendar is the preferred method because of its more user-friendly formatting. Tasks created in jobnimbus should be presented as tasks within the google calendar, not appointments on the calendar unless a specific time has been assigned for the task.

    3 votes

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    2 comments  ·  Tasks  ·  Admin →
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  2. Need more task icons to choose from when customizing tasks

    I wanted to add a phone icon to the Phone Call task and discovered there isn't one. It seems like it wouldn't be too difficult to add more choices of icons.

    2 votes

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    0 comments  ·  Tasks  ·  Admin →
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  3. Show Contact Phone number on calendar tasks

    I want to be able to show other information on the task in calendar view. Like the phone number as well as the address

    7 votes

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    0 comments  ·  Calendar  ·  Admin →
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  4. Add the option to "Send Google Calendar invite to assigned subcontractor"

    When creating a Work Order, add the option to "Send Google Calendar invite to assigned subcontractor".

    4 votes

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    0 comments  ·  Fields  ·  Admin →
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  5. Filter Tasks that are Synced with Google Calendar

    We don't need every type of task synced with our calendar... just appointments. Currently, there is no way to filter the sync so that we can clearly see just the tasks we want to see on our Google Calendar.

    3 votes

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    0 comments  ·  Calendar  ·  Admin →
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  6. Calendar list view (vertical or horizontal) of each team member with the respective jobs/tasks

    Option in JN to allow the calendar to list each team member as a line item with their jobs/tasks/etc next to them.

    6 votes

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    0 comments  ·  Calendar  ·  Admin →
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  7. Work Order Calendar Sync

    We can sync most activities to Google Calendar, but Work Orders to do not push - since the sales rep and sub are assigned, if these could push it would greatly allow both to be more organized.

    15 votes

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    Viewed  ·  5 comments  ·  Calendar  ·  Admin →
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  8. Change task times

    Add ability to create custom time intervals on the desktop calendar. The app allows for a 15 minute task but the desktop requires at least 30 minutes.

    2 votes

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    0 comments  ·  Tasks  ·  Admin →
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  9. Pre-Set Templates

    We have a set of templates that we need for each job. Things that need to happen every time a customer is signed.

    3 votes

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    1 comment  ·  Tasks  ·  Admin →
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  10. Admin google calendar sync

    Allow admin access users to sync all JN tasks to each other's Google Calendar without syncing individually and then allowing access to each other's calendar through google

    14 votes

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    5 comments  ·  Calendar  ·  Admin →
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  11. Notifications for unassigned Tasks

    There should be a way to get notified if a task is created and nobody is assigned to it. for example if I have an automation create a callback task, but nobody has been assigned to the job, the task doesn't have anybody assigned to it, and I have no way of knowing. I need a way to be notified of these tasks

    3 votes

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    0 comments  ·  Tasks  ·  Admin →
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  12. Task activity show on the related contact/job activity

    It would be really cool if there was a way that notes activity could reflect together on the related contact activity. So I could have the notes in the task & in the contact, then be able to search by related to each task.

    4 votes

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    0 comments  ·  Tasks  ·  Admin →
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  13. Appointment optimization by Geo-Reference

    I would love to see a system within a CRM that takes set aapointment in a geograohical area and offers an optimized route for our specialists to travel in order to see potential clients via a map function like google maps. The system might be able to look at a certain day, recognize a cluster of clients by zip code, and offer the best route between them to fit a time table. This would cut down on time for our back office who have to manually confirm appointments and design a custom route day-in and day-out.

    13 votes

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  14. Task Templates

    It would be nice to have different task templates that we can use for tasks that are created frequently, but wouldn't necessarily be tied to an automation.

    12 votes

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    Viewed  ·  1 comment  ·  Tasks  ·  Admin →
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  15. Ability to add notes to Tasks

    Currently on mobile app, with tasks, we have a description field. But, we need the ability to see notes on the task and be able to input notes as well like how its possible in the web browser.

    4 votes

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  16. Disable drag option on calendar

    I would like an option to disable the "drag and drop" feature with the calendar. Sometimes tasks get moved inadvertently this way and it messes everything up.

    3 votes

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  17. Centralized Calendar for all users to see

    It would be useful to be able to share a main or central company calendar with all users that they can access form their profiles.

    8 votes

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  18. 2 votes

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  19. Task Type that requires the user to select an outcome

    Create an outcome task type that requires the user to choose the outcome prior to completing the task. This could be used in an approval process if a manager needs to approve or deny something, can be tied to automation to send a job in a certain direction depending on the outcome. Very useful!!

    4 votes

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  20. Ability to edit or format the information on that appears on the calendar.

    Minimal job information on the calendar would be very helpful. Please see attached example

    3 votes

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