Calendar & Tasks
145 results found
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Scheduling Enhancements
Open up outlook calendar, color coding jobs product and partner, job type, that kind of thing. more options on that end.
OR
Flexible color coding based on task.5 votes -
8 votes
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Have options for how the Calendar is organized
Have an option where we can organize the calendar by Crew. Where we can organize row by row by crew and not organize it by the size of the job. Wayyyy more confusing. The color organization when managing multiple crews with multiple jobs looks very chaotic and very hard to follow. The only thing I can change is which crew is what color? Would expect a little more options in this area to fit peoples preferred organizational layouts.
4 votes -
the ability to search the calendar by Customer Job name or Name of Task
the ability to search with a Spyglass in the calendar by Customer Job name or Name of Task. So when a call comes in we can search the calendar and see when the job was scheduled.
3 votes -
Multiple start and end dates for jobs
Currently you can only add one start date and one end date for a job. But some jobs span multiple dates, but not the days in between. It would be great to be able to add multiple start and end dates for a single job.
5 votes -
Schedule Work Orders Directly from Calendar
Would love to be able to Schedule Work Orders Directly from Calendar
4 votes -
Custom Field Security Settings
There needs to be an option when creating a custom field to set security or privacy so certain fields can not be viewed by specific users or specific user groups.
3 votes -
Spreadsheet-like tool
Currently, if I want to know where I'm at with tasks I have to open each individual job card, which gets to be pretty cumbersome when you have a lot of jobs going on at once. It would be amazing to have a spreadsheet-like tool where all of your job tasks could be viewed in a snapshot. I'm using an excel spreadsheet right now because it's just so much easier to keep track of dumpsters, material orders/pickups, permits, etc.
4 votes -
Task Drop down and calendar
Because you have to create specific task types, there starts to become a lot of task types. I think it would be a good idea to be able to choose tasks to hide from the drop down menus but also be able to see all task types in the calendar.
3 votes -
Time Tracking for individual jobs - Clock in and out of Jobs
I know that time tracking is offered via tasks. It would be helpful to have a feature that allows employees working on a specific job to clock in and out of jobs to monitor their actual time spent versus predicting and then reconciling how long it took. Tts too many step with the Time Tracking as it currently is.
2 votes -
View financials on Calendar. Display options on calendar similar to boards
I would like to view my financials on the calendar. I have a certain sales goal I try to schedule for each day and it would be helpful to see it on the calendar. Right now I have a job scheduled board where the job cards display the latest financials (estimate and invoice) but it’s difficult to switch back and forth when I’m trying to schedule jobs.
2 votes -
Custom Filter Profiles for Calendar
I would like to have filter profiles on the Calendar so I can quickly switch back and forth between which options are selected to view. My manager needs to select say all the crews to see if the crews are scheduled out and when we can scheduled jobs.
but then he may also need to select 10 sales reps, and to swap between these is tedious and leaves room for error. going down the list alphabetically by name can lead to forgetting people.
8 votes -
autopopulate
Currently when starting an email, it won't auto-populate subcontractors emails unless I'm on my phone app. Please provide for this to pop up so we don't have to toggle back and forth.
2 votes -
supplier
There is an option to add a subcontractor to a task but I can't add a supplier to a task if I'm scheduling a delivery. Please add 'supplier' as an option. Right now I've had to make all my suppliers subcontractors to see them in my calendar.
2 votes -
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 -
Filter / Searchable Calendar
It would be beneficial to have a searchable calendar. We manage numerous jobs, each often involving multiple trades. Being able to filter the calendar by job name would allow us to view the entire timeline of a job from start to finish, instead of seeing every single item assigned to the subcontractors or crews, or having to look under Tasks as a list.
3 votes -
Tasks on Calendar
It would be great if when tasks are created, either individually or through automation, they could be selected whether to show on the calendar view or not. Many tasks that we like to have are more so a check list and reminders, not appointments or day-specific, so they greatly clog up the calendar view and distract from actual calendar items like appointments. While we can filter them out within JobNimbus, when using Google Calendar or others, this isn't possible.
3 votes -
Linking to Google Maps
We would like to link to Google Maps for scheduling sales reps/pre-walks/and installs with the map to map out their days.
5 votes -
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 -
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
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