Calendar & Tasks
168 results found
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I have some questions regarding some steps. For example how can I do to obtain a photo report that I can send out to insurance c
Hi Justin,
I have some questions regarding some steps. For example how can I do to obtain a photo report that I can send out to insurance companies based from the pictures taken and uploaded into the job?
Can address be auto populated once I start typing in the first part of the address?
Lastly, how can I select the type of job for example: siding, roofing, gutters, windows, painting, etc.?1 vote -
Simple text only *(edited @time by @user) history log would be helpful.
Edit History
Stage 1 (super easy)
Simple text only *(edited @time by @user) history log would be helpful.Stage 2
Could make Edit history (only shows if true) expandable to show the history of changes.Could roll out Edit history across other features as well if relevant - this helps companies maintain transparency which would be appreciated.
2 votes -
one thing I would Like to see is when you hover over an appointment on the calendar you can see the notes or what the appointment is for
one thing I would Like to see is when you hover over an appointment on the calendar you can see the notes or what the appointment is for as it is right now I can only see the persons name I would like to see what the appointment is for when you hover over that appointment
4 votes -
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.
5 votes -
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.
3 votes -
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.
7 votes -
Color Code Work Order Statuses for Production Scheduling
We want to start using the Work Order statuses and boards, but are struggling to manage them from the calendar. We would like to have an option to color code them by their type and their status.
1 vote -
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.
4 votes -
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.
7 votes -
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
14 votes -
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.
11 votes -
Contact Start Date - Visible on Calendar
The contact date now shows up on project tiles on Nimbus Boards which is great. However, we aren't able to use this feature as our way of project scheduling because this field doesn't show up on calendar. Don't want to have to duplicate entry of entering start date on contact's page and create an install task just so I can see it on Boards and Calendar.
It seems that Contact's start/end date is intuitive that this is the project scheduled date so we don't want to create a task for it, but rather have that contact's start/end date be the…
2 votes -
Private Calendar Settings
There needs to be an option to mark certain events as private. Personal events, sensitive conversations (HR), etc. Right now, everyone can see EVERYTHING.
4 votes -
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.
6 votes -
WO display name on calendar
Be able to change what the work order displays on the WO on the calendar
2 votes -
Organize Tasks
I would like to be able to rearrange the order of the task list that shows up under a contact/job.
3 votes -
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…
7 votes -
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.
4 votes -
Ability to search amount of visits - Calendar
Ability to type a contact into calendar and see all the times the tech would have been there
5 votes -
Set tasks to be done by Job position instead of assigned to or a specific person.
As it currently stands a task can only be automated to assign to 'assigned to' or a specific person. It would be extremely helpful(and your competitors do this) if you could automate tasks to 'Salesperson' or 'Estimator' or 'Office Admin' and that way we don't have to constantly change the assigned to field during the workflow to get tasks assigned properly. A specific person is not good because depending on how the job came in or location that specific person may or may not be the right person to have the task assigned to.
2 votes
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