JobNimbus Feedback

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Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Calendar & Tasks

  1. Ability to Create Task with Subtasks in one instance.

    It would be great when adding a New Task you can also add subtasks in the same instance. If in the Add Task Module you were able to add Subtasks like line items if desired; you can minimize the amount of tasks that show up in the Dashboard. This will also allow Automated tasks to include subtasks when triggered.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  2. Appointment confirmed sign or signet when appointments/tasks are confirmed for the following day.

    It would be awesome if we could have and option when an appointment/task is confirmed for the following day. And when the appointment confirman is selected it shows a signet/sign/icon on the task when confirmed.

    or another option is allowing to make an automation to add a note to the task with the related work order.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  3. Populate the Task name in mobile app when a custom task type is selected

    Populate the Task name in mobile app when a custom task type is selected, currently I have to manually enter the Task name each time

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. color coded priority of tasks

    When you view tasks on the Mobile apps, it does not show their priority. Simply color coding the tasks with the priority would do the trick.

    5 votes
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    Viewed  ·  1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  5. Provide the option to colour code tasks

    I run the business myself and when looking at my overall week it would be invaluable to be able to differentiate between tasks via colour. At the moment you only provide the function to colour code team members but like I said I am self employed and carry out all duties myself. Having a clear image of how my time is being spent would ensure I know I have made time for essential tasks... a small icon just isn't enough.

    10 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Tasks Related to Estimate, Invoice and Work Order

    Many task are relevant to different statuses and staging throughout the workflow. It would be so helpful to relate them directly to work order, invoice and estimate and filter out all 'work-order tasks' 'invoice tasks' 'estimate tasks' there could be document, material order and payment tasks as well.

    Relate Task to Job/Contact
    Relate Task to Estimate/Work-Order/Invoice etc.

    2 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  7. View other user's calendars in Mobile app

    allow Managers to view team members calendars

    4 votes
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. contact id number

    I would like the ability to hide Contact ID Numbers, having a Job Number and Contact ID number can get very confusing.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to assign multiple users to a task but the task stays incomplete until all users have marked the task completed.

    Ability to assign multiple users to a task, but the task wouldn't be marked complete until all users have marked it completed.

    3 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. I wish I could click on a time slot on the calendar to add a task there

    Similar to Google Calendar, I could click and drag the amount of time I wanted in that slot. When the task window opens, date and time are populated.

    5 votes
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. sales accessibliliy

    in residential outside construction sales,it's common for salesman to call customers and reschedule when they want to call off an appointment. Is there a way to not have the phone number accessible to salesman until the appointment has been ran?

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Have an option to choose when/if hours are converted to days in Time Logging on a Task

    As not everyone works the same amount of hours in a day, Would it not be good to have the option to select when it converts hours to days? Of not have it convert to days at all?

    2 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  13. a calendar on the app as customizable as the browser version

    I would like to be able to choose different calendars, whether team members or tasks, on the app just like I do on the browser

    4 votes
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Monthly Calendar View at a standard size

    Make the Monthly Calendar show like a printed Calendar but with expand options if there are more tasks then are visible on a specific day.

    2 votes
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. TASK COMPLETION TIME STAMP

    When sales guy click task complete it should date and time stamp or offer date and time selection for when completed. Should home owner call asking project status would make easier to have answers.
    i.e. Task = "Select colors with home owner to start project."
    if just checked complete you don't know if this was completed 2 days ago or 4 weeks ago (4 week should be building)

    4 votes
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    Viewed  ·  1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  16. Grid View of Users and Times

    Wants to be able to see the team members they need to see but the times are across the top and the team members are broken up down the side. This is much more helpful as we are consistently needing to see when people have openings in their schedule to squeeze in more appointments.

    1 vote
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. Change color of completed jobs on calendar

    On the calendar when a work order (job) is complete it turns a different color (ex: gray)

    1 vote
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. keep appointments on calendar when complete

    When you complete an appointment on your calendar it disappears. Please leave it on the calendar for the week. This would help greatly with organization and follow up on prospects.

    3 votes
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add an option to set a primary contact for tasks.

    Would like to have an option to set a primary contact for tasks. Having this would add more control in tasks.

    Ex. There is no way to select which contact to have a task-based automation interact with so the action will happen for all contacts linked to the task.

    1 vote
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  20. More Specific Access Control

    User would like to control access over who can change the information about things that appear on the calendar. User would like to have granular access to assign/restrict calendar specifics such as time, location, date, assignee, etc.

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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