JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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Calendar & Tasks

  1. Tasks or appointments auto-populate contact information

    when creating a task or appointment it would be great if the contact information would auto-populate (i.e Name, Address)

    5 votes
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  2. Automatically set an appointment

    I know you can set up the system to automatically set an appointment for custom job fields, but it would be nice if you could chose the date that the appointment was setup for. For example I have a pre-inspection date setup in my jobs. It would be nice if I could select a future date and an appointment for that date would be created automatically based off what date was entered in that field.

    1 vote
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to access Job from a Task that is on the Calendar

    Currently we schedule Appointments (Tasks) on our Calendar, but there doesn't seem to be anyway to access the related Job from clicking on that Task. We have to see the name in the Task, type that name in the search bar, scroll to find the appropriate Job and then go.

    2 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to adjust pop up time of alerts for meetings

    I'm wanting to see if the alert can be set up for a hour or 30 minutes before the task is due without altering the tasks scheduled time this is of most important for the meeting tasks.

    5 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  5. Confirmation Pop-up For Changes Made on Calendar

    User would like a confirmation pop-up window to populate every time a user attempts to move an appointment on the calendar. This would prevent erroneous rescheduling from occurring when users view the calendar on the website from their mobile devices.

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Show Subtasks underneath Tasks in lists

    I think this would really simplify listings and reports. It would also make it easier in the calendar display to show subtasks listed under their parent tasks. For example:
    System construction (Task)
    task1 (subtask)
    task2 (subtask)
    Electrical construction (Task)
    elec task1 (subtask)
    elec task2 (subtask)

    17 votes
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    Viewed  ·  1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  7. Button to bring you back to the current date for when you go forward or back in the calendar

    Have a button that will bring you back to today's date. When clicking to look at the future weeks, it would be nice to click that button and automatically be taken back to the current date.

    2 votes
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    Gathering Feedback  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. The ability to attach photos to an appointment and have it sync with Google Calendar.

    Please add the ability to attach photos to an appointment, and have it copy over to Google Calendar when the GCal sync option is on. We have to use both Google Calendar and JobNimbus for our electrician's scheduled because JobNimbus doesn't allow attachments on their calendar events. I saw JN's comment on a similar requested feature. Maybe you could make those task/appointment attachments go to the photos tab on a job or contact after. Then users can delete it if the want, and it would be available after a task is marked complete. You could also put a hover question…

    1 vote
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. scale photos

    Add the ability to scale a photo on a material or work order. A picture is worth a thousand words, but only if the viewer can see it. Currently, when a photo is added to a document such as a work order, the image is very small. Allow the picture/diagram to be made as large as necessary to better convey information.

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Calendar sidebar stays visible

    We use the calendar tab for production and having to constantly scroll up and down to access jobs from the calendar is a pain this side bar should always remain visible on the screen. Also opening a new tab when clicking on the hyperlink to the "JOB" not the contact would save a few steps seeing how the filter technically references the JOBS and links to the contact seems counter productive.

    1 vote
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    Viewed  ·  1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Customize Company Scripts to Contact Information Guide :)

    I think this is FIELDS and TASK!!!It would be so nice to be able to add a NEW CONTACT the way we answer the phone :) Certain Company questions asked to HO, so we don't have a ton of notes.. Also to show full information on the APP under description.. Due to all the description notes not showing up, we have to enter in the description under Add Note, then tag the Rep to let them know the description info.. which sends out 3 E-mails for 1 lead.. 1st-saying they have been assigned.. 2nd-they have a task (initial Lead) 3rd-…

    3 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  12. Larger Check Box

    Ergonomics, please make checkboxes wherever they appear, larger. It's not fun missing a checkbox a few times. And there is no reason for them to be this tiny. Thank you!

    1 vote
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  13. Better Sorting capabilities and view options for task board

    I would really like to see a collapsable option to shrink my Task board, also I would like to not include recurring tasks until the day of!! It drives me crazy!

    Thanks lol

    1 vote
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    Viewed  ·  0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  14. Calendar Task

    When creating an appointment as a task, it should automatically be noted in the activity tab. That would really help to visualize the history of appointments and changes.

    2 votes
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. Open contact in a new tab from Calendar

    Open contact in a new tab from Calendar. Currently I am constantly hitting the back key to return to the Calendar.

    2 votes
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    Gathering Feedback  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. Priority type seen on the actual calendar

    When assigning a priority to a task, it would be nice to see the priority on the actual calendar and not just the dashboard.

    1 vote
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  18. Was able to add attachments to Tasks

    Would very much like to attach documents to Tasks like Work Orders

    3 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  19. I would be great to have the total scheduled dollar amount listed on that day so I can see if our daily goal has been met for that day.

    I would be great to have the total scheduled dollar amount listed on that day so I can see if our daily goal has been met for that day.

    1 vote
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    Gathering Feedback  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. 7 votes
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    Viewed  ·  0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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