23.10 is our final major release of the year, and includes the following changes.

Users will see these changes added to their system from 11th December onwards.

🚀 New

WIP Dashboard

Instantly access a comprehensive financial overview of ongoing jobs with just a single click. This feature allows for effortless tracking of margins, costs, and potential revenue, streamlining your financial management process.

Our suite of impressive dashboards is now further enhanced with the introduction of an innovative Work In Progress (WIP) dashboard.

Featuring an array of widgets, this dashboard provides detailed insights into total sales, costs, invoicing status, and job totals. Its graphical representations not only showcase trend data but also spotlight your highest-performing job types, contracts, and resources.

The WIP dashboard revolutionises your workflow by allowing real-time trend analysis before job completion, enabling you to capitalise on what works best.

Tax Template Summary

Effortlessly generate comprehensive tax summaries on invoices and quotes. This feature automates the calculation, sparing your customers the task of tallying amounts manually - a seamless and convenient experience for all!

Introducing the 'Tax Table Summary'—now accessible in both online and Word template editors. This tool enables the addition of a detailed breakdown of taxes paid or due at various rates, providing a clear and concise fiscal overview.

Ideal for facilitating a quicker reclaim process for your customers, streamlining their financial operations.

Other Additions

• Streamline your invoicing process with our new feature that limits the addition of predefined invoice items to those with customer-specific pricing, guaranteeing precision in item selection for jobs or financial documents. This functionality is easily manageable via the new account setting “Users can only add predefined items from a contact’s price list”. With this setting turned on, users can also search by Predefined Invoice Item group as well as name and reference when adding lines to financial entities.
  

  Contact PDI price lists can be imported on masse utilising the pre-existing price list import, making this simple to setup for use with your customers.
  

  Additionally, the full range of Predefined Invoice Items (PDIs) remains fully accessible on the JobWatch App, to avoid any unnecessary challenges for the resource whilst on site.(252491 & 252493)

🔄 Changed

• The Job Performance dashboard now features a new toggle for analysing performance by parent contact. This is ideal for efficiently reviewing large contracts encompassing multiple sites.(251135)

• Delve deeper into invoice details directly from the group profitability dashboard. This new capability offers enhanced clarity on the calculations behind your actual profits and margins, allow for greater financial understanding. (254895)

• Gain quick access to delivery site contact details from any financial document with the new 'eye' icon. You can now view relevant contact information immediately, streamlining your document management. (161882)

• Enhance your pricing visibility with predefined invoice item group names now displayed on the contact's price list page. This feature provides a clearer and more organised view of pricing structures.. (252492)

• The resource utilisation dashboard has been upgraded to include assistant job start and end times. This update offers a more comprehensive view of resource allocation and time management, aiding in efficient scheduling. (254668)

🐞 Fixed

Dashboards:

• Enhanced resource utilisation calculation to focus on shift-time hours, ensuring more accurate reflections of work patterns. (255522)

• New explanatory helper text introduced to clarify the appearance of additional lines in the resource utilisation report. (250703)

• Improved clarity in job performance charts with corrected text. (254910)

Finance:

• Enhanced save reminders now in place to protect your data before exiting financial documents. (255177)

Scheduling:

• Job start dates are now reliably maintained for contacts on stop, ensuring consistent scheduling. (229149)

• Standardised date formatting introduced to enhance formula accuracy in worksheets. (160802)

• Optimised flow chart visibility and download functionality on smaller devices for enhanced worksheet creation. (160736)

Automation:

• Enhanced reliability in automation triggering with job rescheduling. (172629)

Tracking:

• Refined geofencing calculations for more precise stop location tracking within contact areas. (147907)

The JobWatch App for iOS has been updated to 6.18 and is available now from the Apple App Store.

In the next 7 days, devices will receive this update automatically. If you want to get the latest version of JobWatch sooner, please visit the App Store and update manually.

Please note that to download and use 6.18, you must be running iOS 14 or later.

🚀 New

• Effortless PDI Management: We've introduced the ability to filter Predefined Invoice Items (PDIs) by groups, making it easier than ever to manage your invoices efficiently.

• Enhanced Transparency: Now, when reviewing job results, the PDI summary will display VAT information. This enhancement offers better transparency for your financial records.

• Error Prevention: To reduce the risk of errors, VAT is now set to read-only for expenses, ensuring accurate financial data.

• Visual Clarity: Enjoy improved visual navigation with photo thumbnails on vehicle check worksheets, making it simpler to track vehicle inspections.

🔄 Changed

• Default Due Date Display: When you choose a note type, the default due date will be visible. This addition ensures you have all the necessary information at your fingertips, making note management more efficient. (204955)

• Preview By Default: Due to the popularity of this feature, we have enabled it by default, allowing thumbnails of photo and image annotations to be viewed inline. (245819)

🐞 Fixed

• Job activities are correctly sent to the back office from the device. (239494)

• Hyperlink correctly functions with links containing spaces. (230221)

• Reworded error message displayed to the user when attempting to use more stock on the job than planned available on the device. (246628)

23.09.1 is a point release and includes the following additions and changes.

Users will see these changes added to their system from 28th November onwards.

🚀 New

One-Click Sync for All Financial Documents

Say goodbye to tedious individual syncing!

Introducing a game-changing feature that lets you sync all your financial documents in one go.

Located within the financial documents list, you'll now spot a new icon next to the mass actions icons: "Sync All". This powerful tool uses the filtered list of documents and marks all ready to sync with Sage and Xero.

For our customers who generate invoices regularly due to contracts or recurring patterns, the end of the month no longer means the time-consuming task of sending each invoice to financial integrations. This mass action is set to save significant time for your financial teams.

A popup message will appear upon selecting the option, confirming the number of documents you're about to sync. Don't worry about errors or unapproved documents; they won't be synced until manually fixed or approved, ensuring a smooth integration process.

🔄 Changed

• Users can drill into profitability dashboard data for enhanced visibility (250175).

• Resources that assist with jobs are included in the resource utilisation dashboard. (224034).

🐞 Fixed

Dashboards:

• Dates in dashboards no longer include the 'Z' indicator, which appeared following an update of an external library. (250823)

• Spelling has been updated in data tables contained in the sales opportunity dashboards. (251030)

Finance:

• Invoices created via the device use default payment terms. (253549)

Scheduling:

• Jobs are no longer sent to devices without mandatory answers being completed on both the booking site and back office. (255510)

Alerts:

• Alerts for jobs due to start in 'x' hours no longer trigger when the job has been completed. (239982)

Templates:

• The signature keyword in Word templates correctly responds to the height and width parameters set. (165728)

23.09 includes the following changes and fixes.

Users will see these changes added to their system from 16th November onwards.

🚀 New

More Job Group Keywords

Add even more details to your job group template with new keywords!

Additional keywords have been added to the 'group job details' keyword selector for job details, order number, planned job duration, actual job duration, job contact name and job contact full address. 

🔄 Changed

• To accommodate future functionality, the maximum width of 'popups' such as contact, contract and jobs have been increased. (248512).

🐞 Fixed

Scheduling:

• The JobSave webservices call now supports adding time constraints without requiring a date, enhancing flexibility in line with the user interface. (251858)

• The 'Group Job Planned' keyword now works error-free, even for individual jobs. (250563)

Contract and Financials:

• Contracts now automatically apply the default invoicing template for consistent billing. (251650)

• For financial documents not classified as invoices or credit notes, non-applicable departmental codes are now automatically removed for clarity. (237334)

• Quotes sent via automatic document sending correctly apply the contacts default payment terms. (220914)

• Conditional formula keywords have been updated to correctly read invTotalExclTax as a numeric value. (237628)

Sales Opportunities:

• Sales opportunity template keywords pull through on templates/alerts and automations when triggered from a note that is linked. (246079)

• The system prevents duplicate job group templates for quotes, and any contact-specific templates will be prominently displayed. (226610)

Resources:

• Deleted resources will no longer show absences, keeping records up-to-date and accurate. (248700)

Stock & Equipment:

• Stock and equipment lists can now be accurately organised by date for easier tracking. (51232)

• Stock-related alerts now accurately include all relevant keywords for better clarity. (228866)

Communication and Alerts:

• SMS sender settings now require alphanumeric characters for enhanced security, with warnings for incorrect entries. (159385)

• You'll receive a notification if a template in use by an automated document sending is deleted, preventing unintentional disruptions. (227246)

• Vehicle alerts now correctly display associated contact details for efficient communication. (233916)

23.08.1 is a point release and includes the following fixes.

Users will see these changes added to their system from 7th November onwards.

🐞 Fixed

Quotation and Job Management:

• If you move a quote that's linked to a job in a group to a different job, the new job will also be in the same group. The quote, along with any notes and files attached to it, will be transferred to this new job smoothly. (147273)

• You can now import settings for jobs linked in groups even if they have similar names (like GR32/1, GR32/11, and GR32/101) without causing any errors that would have previously been reported via email. (243932)

• When a group job is finished financially in BigChange, this status will now automatically apply to all the individual jobs within that group. (250954)

Template and Document Formatting:

• We've fixed an issue where documents were incorrectly formatted when using the "contactName||Contact name" feature in Word templates. (148135)

Invoicing and Billing:

• We've corrected a problem that caused errors when calculating invoice dates for recurring periods that didn't have a specified end date. (182818)

• The maximum length for payment terms and the time a quote is valid for is now 150 days, and we've put checks in place to avoid errors related to this. (194361)

• When importing a list of pre-set invoice items, if there are any repeated items, only the first one will be recognised. The system will ignore the rest and notify you via email about any entries it didn't process. (246119)

• We've made the error messages for billing periods clearer. This means that when the first billing period is set up correctly, any following periods are checked and processed properly too. (250361)

• When the setting that allows payment terms to be inherited is active but the specific terms aren't set, the system will now default to the standard quote validity period. (247596)

Alerts and Notifications:

• Alerts for when resources are about to expire are now working. They were failing because of some incorrect information in our production data that was disrupting the whole process. (238755)

• The system for generating alerts for sales opportunities has been fixed; it was previously not working due to errors in how it was set up and some bad data on our servers. (247095)

Dashboards:

• The profit margins shown on the job profit-tracking dashboard now accurately reflect the costs and selling prices listed in the job details. (246457)

• We've removed any instances where revenue that couldn't be billed was showing up in the reports where it shouldn't be. (247907)

• Cancelled invoices have been removed from the dashboard areas where job profitability is tracked. (247909)

User Interface and Usability:

• We've resolved a small wording error that occurred when trying to select all jobs at once in the job overview area. (245439)

Web Service and Integrations:

• Now, when jobs are updated through the Web Service, the system will use your personal settings to understand dates properly. (247112)

System Performance:

• The performance of our scheduling assistant has been improved, so it should be much quicker now. This comes after reports of slowness on some client sites. (249682)

23.08 is a major release and includes the following additions and changes.

Users will see these changes added to their system from 23rd October onwards.

🚀 New

BigChange Pay Goes Live!

Experience Quicker Payments with BigChange Pay on Mobile

In the ever-changing business landscape, there is one constant whatever your industry: the need for a healthy cash flow. At BigChange, we're dedicated to providing solutions that not only make operations smoother but also ensure financial success. Get ready for our latest offering: BigChange Pay on Mobile.

That’s right, the ability to take payment whilst on site is finally here, with BigChange Pay, powered by BlueSnap.

Businesses without a BlueSnap account can create one within a matter of moments, guided through the onboarding process within BigChange. Once set up (or for those businesses who already have an account) payment options can be configured on a job type, by job type basis.

Line items for the invoice are displayed on the engineers tablet. Card details are entered on the customers device, with the payment link shared using the same technology as 'NoTouch Signatures'.

It couldn’t be more simple!

BigChange Pay - Taking Payment On Device

BigChange Pay Setup

For more information - click here to view our help site article.

Please note, this has been enabled for all customers who do not have an existing financial integration configured. For customers who utilise JudoPay and wish to transition over to BigChange Pay to use this new functionality, please speak to your Customer Success representative or RoadCrew

Bulk Invoicing Enhancements With Batch Invoicing

In 23.06 we allowed users the ability to create consolidated invoices, saving tens (or even hundreds) of hours off their invoicing runs.

Further time savings can now be enjoyed with the release of 'batch invoicing'.

Within a matter of clicks, you can now create individual invoices for selected jobs. No more repeating the same steps time and again.

Unlocking Full Purchase Order Edit Capabilities Post-Sage Sync

Last month we added full purchase order edit functionality with Xero, this month, it's Sage's turn!

We're thrilled to introduce a feature that many of our Sage users have been waiting for. Now, if you've synced your Purchase Orders (POs) with Sage, you're no longer restricted in your editing. Here's what's new:

• Full Line Item Editing: Change descriptions, codes, quantities, and tax codes with ease.

• Add or Remove Line Items: As long as one line item remains, you're free to adjust as needed.

• Locked Fields for Integrity: While you have more editing freedom, essential fields like the PO reference number, supplier, and contact remain locked to ensure data consistency.

If you're a Sage user with with the integration tool already configured, please reach out to us by either phone (+44113457100) or email ([email protected]) so we can get you up and running.

If you haven't yet got our Sage integration, and would like to, please speak to your Customer Success representative.

What about Xero users? We added PO Xero functionality in our previous release. CLICK HERE to view the release notes.

Other Additions

• Line item descriptions can be added to templates when selecting the line items template keyword. (238667)

• Group job references are displayed when viewing the job list from within a contact. (216613)

• Users who have a BI Licence, and their language setting set to French, will have the dashboards displayed in their native language. (23644)

• Fields that are available within in the job export have been merged with Financial exports to give a joined up Job-Financial Export (242433)

🔄 Changed

• Enhanced user interface for adding revenue and cost figures to group job overview. (229276)

• To ensure data accuracy and comply with best practices, cost and revenue budgets in the group job overview can only be edited by those who have the ability to create and edit quotes. (240425)

• To optimise performance, 5 minutes must elapse between financial document 'sync all' commands. (242430)

• To prevent an issue with the worksheet flow diagram, all questions must contain at least one alphanumeric character. (242155)

🐞 Fixed

• Resources with existing non-alphanumeric business key, tacho card, fuel card and private keys can be saved. (221372)

• Recurring jobs can be edited in weekly and monthly views by dragging and dropping and applying to a single job or to all jobs in a recurrence group. (225854)

• Jobs are now only sent to device when all mandatory worksheets and questions are answered. (231755)

• When duplicating worksheet questions that have branching, this could cause a system error. To elevate this only the question will be duplicated. (233515)

• Payment overdue alert and quote expiry alert correctly triggers. (243083 & 244073)

• Icons are correctly displayed in generated sub-templates. (244843)

• Only active resources are available for selection in job group template configuration. (245214)

• Permissions message is correctly displayed when creating quotations from sales opportunities for restricted web users. (245744)

• Dates can be correctly set for group job when profile language is set to English US, and the date is > 12 days. (246501)

• Conditional branching icon is correctly displayed. (248539)

• Bulk invoicing will function as expected. (249634)

• The logic for determining whether the job is related to an invoice has been rectified for financial exports. (249729)

23.07.1 is a point release and includes the following changes and fixes.

Users will see these changes added to their system from 11th October onwards.

🔄 Changed

• Filters for currency are available on quotes, sales opportunities and invoice dashboards. (243933)

🐞 Fixed

• An error is no longer returned when importing updated cost and selling prices of predefined invoice items. (246026)

• Line items correctly pull through to the job when the rating table is triggered by a 'greater than decimal' branching on a whole number worksheet question. (188016)

• Rating table line item descriptions are correctly displayed without stripping spaces. (210913)

• Font sizes are honoured in the word template expression formula containing < or >. (225861)

• Template correctly named when created from automatic document sending. (230345)

• The quote acceptance link correctly expires after the quote is cancelled. (231611)

• Automation correctly runs when a picture question is used as a trigger filter. (231929)

• The loading screen no longer 'hangs' when matching contacts for network jobs. (243640)

• Job types in automation can be changed without error. (243853)

• Job imports for contacts that contain text contact group custom fields with mandatory and default values are correctly imported. (243936)

• Job profitability correctly displayed on job profitability dashboards (246457)

23.07 is a major release that includes a large number of additions, particularly around finance functionality in addition to some changes and bug fixes.

Users will see these changes added to their system from 27th onwards.

🚀 New

Streamlined Job Finance Exports with New BluePrint Functionality

Your data, your way! Introducing customisable blueprint exports to streamline your financial workflows.

Within the Job Finance List, we've supercharged the export functionality. Now, not only can you filter and export job finance details seamlessly, but you can also customise the format by integrating our extremely popular blueprint feature. This means you get to decide exactly what data you want and how it's presented.

Perfect for re-importing easily into a 3rd party system!

Here's what's new:

• BluePrint Creation: System admins can now craft a BluePrint, a custom template for exporting data. This includes a rich selection of Job and Finance Data fields, ensuring you capture every essential detail.

• Enhanced Export Options: The finance team can now export both jobs and their associated lines directly from the Job Finance List. Whether you're focusing on sales lines, cost lines, or both, the blueprint you've created will generate the data just the way you want it.

• Renaming for Clarity: To make things even clearer, we've renamed existing exports to 'Job - Financial Document' and 'Job - Finance Document (Lines)'.

Say goodbye to rigid exports and hello to flexibility and precision. Tailor your data exports to perfection with our integrated blueprint functionality.

Unlocking Full Purchase Order Edit Capabilities Post-Xero Sync

Sync with Xero? Now, reshape your POs with newfound editing freedom!

We're thrilled to introduce a feature that many of our Xero users have been waiting for. Now, if you've synced your Purchase Orders (POs) with Xero, you're no longer restricted in your editing. Here's what's new:

• Full Line Item Editing: Change descriptions, codes, quantities, and tax codes with ease.

• Add or Remove Line Items: As long as one line item remains, you're free to adjust as needed.

• Locked Fields for Integrity: While you have more editing freedom, essential fields like the PO reference number, supplier, and contact remain locked to ensure data consistency.

Who is this for?

If you're a Xero user with PO syncing already set up, you're good to go! Dive in and enjoy these enhanced capabilities. If you use Xero but haven't set up PO syncing, drop us an email at [email protected], and we'll help you configure it.

What about Sage users?

Stay tuned! We're actively working on bringing similar functionalities to our Sage integration.

Other Additions

• Template creators can now add payment-related keywords when crafting receipt templates, enhancing the ability to send payment receipt emails or documents to customers. This includes a new "Payments" keyword that functions similarly to the "Line items" keyword, offering a detailed list of payments. (200693)

• The auto document sending functionality has been updated to include an 'On the way Status' option in the "send when job is" dropdown. (227483)

• Administrators can now add specific worksheet answers to their group job card in the Word add-in template builder for all jobs in the group. This enhancement allows for the inclusion of basic information captured by engineers for all visits as part of the group job in one job card. The feature also supports searchable worksheet questions and adheres to set filters, ensuring only relevant worksheet answers are displayed. (230059 & 239510)

• Financial Clerks have a new option to attach the Job Finance or Job Finance Lines export directly to Financial Documents, streamlining the process of sending invoices with their corresponding backing sheets. (237402)

• Web Service Integrators can now call the ContactListByEmailAddress API to extract details of Contacts by Email Address. When specific flags are set to true, the API response will include custom fields and Flags associated with the Contact Persons, providing a richer data set. (237658)

🔄 Changed

• Automations now display a status column clearly detailing when it is paused. (238595)

🐞 Fixed

• Jobs that are completed, and completed with issues appear in group job overview total. (239399)

• Web users with job category restrictions are only able to see jobs within the group for which they have access to. (237382)

• Schedule list 'select all count' is now correct. (229120)

• Resource constraints no longer ignored by schedule all function. (240323)

• Users are no longer able to duplicate a financial document into a financially complete group job. (238107)

• Web users with restrictions on viewing certain vehicles are only shown defects for the vehicles they have access to. (239326)

• Vehicle defects 'date created' is no longer updated when defects are updated. (170145)

• Web users without editing rights on notes are no longer able to add progress or dialogue comments. (204337)

• Blueprints with similar names no longer appear when searching in administration. (244022)

• Worksheets are correctly displayed on both online editor and word template job cards. (240756)

• Group Job Status keyword is correctly displayed on templates. (224220)

• Online editor loads correctly where keywords are copied into templates. (223205)

• Double clicking save will only create a single stock movement. (231328)

• Updated message is presented to the user when trying to view a stock item or add a stock item against a PO which has been deleted via administration. (208660 & 135052)

• Stock items on PO's for a DRC enabled contact are correctly added to the stock planned tab. (194828)

• Booking site columns are correctly displayed based on selections made. (204388)

• Workflow default answer is correctly displayed on booking site. (194906)

• Job types with default category of 'Uncategorised' no longer shows as blank on refresh. (233579)

• Job group templates correctly import. (22373)

• Data correctly cleared when changing worksheet question type. (145555)

• Alerts correctly triggered when a job is reassigned to a different resource. (224558)

• Automations correctly filter [[jobstatusid]] (239110)

• Automations formula correctly recognise job category names with spaces. (233046)

• Automations which contain back slashes no longer cause bad requests to a 3rd party endpoint. (225081)

• Data is no longer lost when performing a contact update via import using an ID as the reference. (230249)

• ContactNoteSave web service action is no longer case sensitive. (243655)

• User events log displays name for deleted web users. (242683)

• Users whose name includes an apostrophe are able to access dashboards. (233062)

23.06.1 is a point release and includes the following bug fixes.

Users will see these changes added to their system from 19th September onwards.

🐞 Fixed

• Only supported photo file types are displayed when uploading a vehicle defect image via the back office. (139194)

• Spaces in phone numbers are automatically removed for seamless saving to the phone book. (165367)

• Alerts correctly trigger when an expense has been signed. (174379)

• An appropriate error message is shown when a user tries to import multiple predefined invoice items with the same reference. (190799)

• Auto document actions correctly display when financial integrations are used. (208572)

• Linked job group start and travel times correctly adjusted when job contacts amended. (220426)

• Activities for jobs marked as financially complete are recorded for individual jobs, even when initiated from the group job level. (220702)

• Alerts using the 'User Name' keyword now correctly display the name of the triggering user, instead of the alert creator's name. (222371)

• Jobs with multiple auto document sending instances are correctly triggered. (224224)

• Jobs scheduled through automation now correctly format dates. (224678)

• Users are able to open the vehicle corresponding to user events entries. (229372)

• Line items recalibrate correctly when a job, linked to a web user without financial permissions, is completed with 'parameter 153' enabled. (229665)

• Predefined invoice item set name is correctly displayed in administration. (230587)

• Sales opportunity alerts are correctly triggered. (230978)

• Resource timesheet tab correctly displays distance units as either miles or kilometres dependant on user settings. (231243)

• Importing jobs no longer resets contact and geofences. (232921)

• Predefined invoice items correctly sort by 'Available on booking site'. (232953)

• Job types that are archived are correctly no longer used in job group templates. (233058)

• Contact specific files are correctly sent to devices. (233540)

• Invoices created from a quotation now use the designated default template. (233927)

• Enhanced error message appears when saving job alert text exceeding 900 characters. (234296)

• ContactSave API method correctly applies Contact on Stop for sub contacts. (237369)

• Resource correctly displayed in booking site when column is selected. (237849)

• When generating an invoice from a quote, the payment terms from the contact or parent are now properly applied. (239619)