Using Tasks and the JobNimbus Calendar to Maximize Your Time

Tasks help you keep track of your time while on the job.

JobNimbus uses tasks to help you manage your time. Create tasks for your client appointments. You can also block out times for other tasks, such as when you are creating estimates, so your team knows when you will get things done.

For this course, if you are using contacts, navigate to your contact’s file. If you are using jobs, pull up the jobs file and follow along. Either way, we will refer to the contact or job as the client.

Adding a task

Navigate to your client's file, select the Tasks tab and click on Add Task.

Job #1026 123 Main St JobNimbus 2023-11-15 at 11.30.07 AM

Fill out your task details.

Give your task a name
Choose a start and end time

Job #1044 Tyler Singer - Roof Repair JobNimbus 2023-11-15 at 11.36.37 AM

Save your task.

Keeping up with your process

Manage tasks with your calendar

Select Calendar from the navigation menu.

Job #1044 Tyler Singer - Roof Repair JobNimbus 2023-11-15 at 11.39.04 AM

Tasks will appear in the calendar.

Use the options at the top to toggle between viewing the day, week, month, or task list. Also toggle to the next day, week, or month.

Next, get to know how the mobile app can save you time while out in the field