Elizabeth Sanicola
My feedback
51 results found
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17 votes
You can create tasks directly from the calendar, which would allow you to see the calendar to a certain extent while creating that task, but it’s not ideal and we definitely want to do this.
Thanks for the suggestion!
Elizabeth Sanicola
supported this idea
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127 votes
You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.
Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.
Elizabeth Sanicola
supported this idea
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172 votes
Good news! We are planning to improve this functionality in an upcoming release. Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen. This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.
We expect this update to release in the next 30 days.
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21 votes
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30 votes
An error occurred while saving the comment Elizabeth Sanicola
supported this idea
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43 votes
Currently each item on the calendar is colored according to the assignee, but we always exploring new ideas and ways to better represent the information on the calendar.
In the meantime, you can use icons in Task Type and Contact/Job/WO workflow settings to help distinguish between different types of items on the calendar.
Thanks!
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9 votesElizabeth Sanicola
shared this idea
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226 votes
An error occurred while saving the comment Elizabeth Sanicola
commented
Not a great solution, but you can do this if you sync your calendar to your google calendar. Just go in and create the items in your google cal. and then allow it to migrate over to Job Nimbus.
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73 votesElizabeth Sanicola
supported this idea
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14 votes
As we continue building out our document builder, this is definitely an option we want to add.
We’ll let you know when we’re able to get this in.
Elizabeth Sanicola
supported this idea
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108 votesElizabeth Sanicola
supported this idea
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It would also be amazing to color code based on Work Order Status. We are really struggling with using the calendar function for WOs because we can only assign them based on the salesperson or crew leader. At this point, it would be cost prohibitive for us to organize it by crew leader or work type. However, having some more color functionality and the ability to split a work order by crew type would be a huge help.