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!

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. 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 →
  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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 →
  7. 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 →
  8. 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 →
  9. 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 →
  10. 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 →
  11. 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 →
  12. 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.

    2 votes

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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. A comment when completing a task

    When one clicks on a task to mark it complete, it would be very useful if you would get a popup window with a Comments section, a Cancel button and an Accept button. It would be nice to collect final notes when closing the task and also provide the opportunity to cancel if you clicked the Completion checkbox by accident.

    3 votes

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    1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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  16. 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 →
  17. 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 →
  18. 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 →
  19. 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 →
  20. 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 →
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