24.05.02 will be deployed to customers from 21st May 2024 onwards, with the following changes.

🧪 Open Beta

Track purchases, manage accounts payable, and ensure accurate financial records with our new purchase invoicing functionality, now in open beta!

As part of our finance efforts, we are excited to introduce seamless purchase invoice creation within BigChange.

With just a few clicks, you can create a purchase invoice, matching quantities and costs against the original purchase order.

You can also upload a PDF of the supplier invoice, keeping everything organised.

Please note, you cannot sync purchase invoices with Xero without updating. For assistance, contact your customer success representative or support. Purchase invoice synchronisation with Sage is coming soon.

What do we mean by 'open beta'. This means that these features are still in the testing phase, and we’ve made them available to you for early use. While we believe they’re functional and exciting, they might not be completely polished yet.

By using these features, you can help us make them even better! You might encounter some quirks or unexpected behaviour. Your input is incredibly valuable, and we welcome any feedback or suggestions you may have during this phase.

🔄 Changed

Mass Scheduler - Open Beta

Two changes have been made to the mass scheduler, which was released to open beta in 24.04.02

• Passing selected jobs to the mass scheduler is possible, reducing the need to apply multiple filters. (277281)

• You can select multiple resources to allocate the jobs within the scheduling window. (281725)

🐞 Fixed

Messaging

• When a batch email request is sent, and an email from that batch is selected for resending, the requesting user will receive a more relevant and streamlined confirmation email, avoiding unnecessary 'batch' confirmation emails. (273870)

File Library

• Enjoy a smoother experience as historic files within the file library can now be removed seamlessly and without any issues. (263143)

The JobWatch App for Android has been updated to 5.24 and is available now from the Android Store.

Please note, to download and use 5.24, you will need to be running Android 5 or later.

🚀 New

• Retained unscheduled job search filters to find jobs with filters that they use regularly

🔜 Coming Soon

• Job list search & filters

  • Search the job list to find jobs more effectively

  • Filter by job type, flag, new & updated

  • Improved job list sort user interface

🐞 Fixed

• We've fine-tuned the note creation process within the JobWatch App to mirror the default owner settings specified on your site, providing a more cohesive and user-friendly experience. (195198)

• Our commitment to precision shines through with the corrected spelling of "additional information" in French, ensuring our language use is as accurate and user-friendly as possible. (267202)

• By enhancing the branching logic for worksheets to present in alphanumeric order post-conditional branching, we've ensured a more logical and streamlined organisation, improving the ease of navigation and use. (Release 255875)

• The back action post-saving predefined invoice items now functions seamlessly, offering smoother transitions and interactions within the invoicing features, for a more intuitive user experience. (258241)

• URLs within "long text" custom fields are now interactive, facilitating easier access to vital information directly from your custom fields, enhancing your workflow and efficiency. (257155)

• We've addressed the overlap of text when the back button is pressed repeatedly, ensuring a cleaner and more stable display, for an uninterrupted user experience. (252736)

24.05.01 will be deployed to customers from 7th May 2024 onwards, with the following changes.

🔄 Changed

Reporting & Dashboards

• Date filters have been relocated to the top of the job performance and individual WIP dashboards to enhance accessibility and speed when utilising them. (277178 & 280010)

• The financial document report has been enhanced to incorporate job category filters and columns, facilitating enhanced data analysis. (271743)

🐞 Fixed

Finance

• Invoices created by accepting the quote against a sales opportunity are now correctly linked. (281767)

Reports & Dashboards

• Deleted notes are properly excluded from the customer service dashboard's 'count of notes by owner' section. (270608)

• The contract report has been updated so credit notes are no longer treated as double negatives for calculations in the total revenue column. (266152)

• Values in the sales opportunity pipeline report are now correctly updated when custom field filters are applied. (266228)

Alerts

• Alerts no longer trigger incorrectly for jobs completed by a contractor resource when the alert is set to trigger for a specific resource group, as contractors are not included in them. (263391)

Job Management

• Filenames now contain keywords for invoices attached using auto document sending. (270397)

Automation & API

• Users will be prompted to confirm whether they wish to archive a job type used in automations. Archiving the job type will result in the automation being removed. (274657)

• Keywords are properly processed in child automations. (275306)

• Predefined invoicing items added via job automation now inherit the child contact price list to maintain consistency with manually added predefined line items. (280219)

24.04.02 will be deployed to customers from 23rd April 2024 onwards, with the following changes.

🧪 Open Beta

Reduce the time and complexity of scheduling jobs en masse. With the new Mass Scheduler, you can see the new routes that will be created as you schedule up to 1000 jobs with ease. Time consuming scheduling is a thing of the past, as the new mass scheduler takes into account all job constraints. Scheduling that took hours, now takes minutes.

We have taken the schedule all feature you know and love, and made it even better, by using a new optimisation engine, and new interface to show you the routes on a map before they are committed.

The clip below shows it in action.

What do we mean by 'open beta'. This simply means that these features are still in a testing phase and we’ve made them available to you for early use. While we believe they’re functional and exciting, they might not be completely polished yet.

By using these features, you can help us make them even better! You might encounter some quirks or unexpected behaviour. Your input is incredibly valuable and we welcome any feedback or suggestions you have during this phase.

🐞 Fixed

Finance

• Sales Opportunity alert UI has been updated to no longer allow multiple 'what' types to be picked. (271841).

• Fixed the issue causing Contact Group restrictions to not apply to the Financial Documents list. (266178)

• Line items, keywords, and custom field translation will be populated when the user language is French. (271353)

Vehicle Management

• If a web user has vehicle group restrictions, they can only see defects for vehicles within that group. (271649)

• Idling alerts are correctly generated for customers who are using Teltonika tracking devices. (149340)

Job Management, CRM & File Library

• When editing a resource name in admin, jobs will continue to be sent to the resource using re-purposed credentials as expected. (269001)

• Hyperlinks on alerts are clickable in a new version of Microsoft Outlook (269285)

• The file library count displays the correct value. (259507)

Automation & API

• Customers can re-save automations after removing Login parameter and no corruption occur to filters. (271127)

• Any keyword can be used in automation POST when using JSON. (273632)

24.04.01 will be deployed to customers from 4th April 2024 onwards, with the following changes.

🐞 Fixed

Finance

• Invoices generated directly from quotes now correctly enforce all mandatory custom fields, ensuring compliance and data integrity (193058).

• We've streamlined the synchronisation process with Xero; invoices created on devices will now include the default bank account details for seamless integration (275160).

• The Tax Summary template keywords have been refined to calculate taxes on items with multiple quantities accurately, providing more precise financial insights (276433).

• Enhancements have been made to the visibility of financial documents. Users with permission to view 'application for payment' documents are now correctly restricted from accessing other financial document types (261035).

Reporting

• The Job Profitability report has been improved to include data from child contacts when filtered by Parent contact, offering a more comprehensive view of job financials (271071).

• Work in Progress (WIP) reports now accurately display jobs when filtering based on a specific contact or parent contact, including child contacts, ensuring precise tracking and management (271896).

• The Timesheet Report V2 has been updated to prevent duplication of durations when multiple absences occur on the same day, enhancing the accuracy of your records (266515).

• We've refined the Standard Timesheet Report (V1) to remove unnecessary signature and comment boxes, resulting in a cleaner presentation (274414).

Automation, Custom Fields & Data

• Date formulas within automation are now correctly parsed, enhancing the reliability of automated workflows (259176).

• An issue that prevented the use of '&' characters when filtering lists by Custom Field values has been addressed, improving the flexibility of data management (269564).

• Corrected an issue where contact references were missing in job exports for Import/Export blueprints, ensuring comprehensive data export (252868).

Job Scheduling & Map

• Fixed an error causing the "Resource is absent" message to be inaccurately displayed, enhancing system reliability (260201).

• Map icons are now correctly grouped on the initial page load, improving the visual representation of geolocated data (260798).

Messaging

• Messaging improvements have been made; replying to a message will no longer incorrectly prepend "Re:" to the subject line, maintaining clarity in communication threads (259878).

• When performing a 'Send All' operation in the schedule list view with 'Job Site' filtering applied, emails will now only be sent to the relevant contacts, ensuring targeted communication (268507).

The JobWatch App for iOS has been updated to 6.19 and is available now from the Apple App Store.

Please note, to download and use 6.19, you will need to be running iOS 14 or later.

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

🚀 New

• Retained unscheduled job search filters to find jobs with filters that they use regularly

🐞 Fixed

• We've fine-tuned the note creation process within the JobWatch App to mirror the default owner settings specified on your site, providing a more cohesive and user-friendly experience. (204966)

🔜 Coming Soon

• Job list search & filters

  • Search the job list to find jobs more effectively

  • Filter by job type, flag, new & updated

  • Improved job list sort user interface

24.03.02 will be deployed to customers from 26th March 2024 onwards, with the following changes.

🐞 Fixed

• When creating blueprints, columns which have large text content (for example worksheet questions or custom fields) are now displayed without the need to scroll. (179900)

• Vehicle defect updated via device are correctly updating number of new defects reported for previous checks. (243034)

• An error is no longer thrown then scheduling a job with constraints when a resource is not fixed to a vehicle. (264094)

• Job category is no longer cleared when tabbing through fields on the job page. (265792)

• Synchronisation of Contact to Xero no longer removes the secondary person details from Xero (266548)

• Postcode continues to be displayed on the schedule if the job is edited. (267140)

• Customers with special characters in their name (such as &) are able to sign up to Bluesnap without issue (26909)

• Timesheet data displayed against a resource is displayed in sequence. (273876)

24.03.01 will be deployed to customers from 13th March 2024 onwards, with the following changes.

🐞 Fixed

Dashboards

• Daily vehicle information is now accurately loaded and calculated, ensuring reliable data presentation (181510).

CRM

• Updates to a contact person now maintain job workflow integrity, especially for jobs requiring worksheet completion before device dispatch (264062).

Finance:

• Searching by contact name in Contract Invoicing Periods now accurately retains line item descriptions, enhancing clarity (267291).

• The system now intelligently selects email recipients for Purchase Orders derived from Sales Opportunities, optimising communication flow (269421).

• Enhanced search functionality now allows users to effectively search by Description under specific settings, improving item management (270983).

• Line Items on invoices generated from Contracts are now correctly displayed, ensuring billing accuracy (265323).

• Contact synchronisation with Xero is now improved, retaining secondary person details for comprehensive records (266548)

• The Delivery Site on Invoices now automatically matches the Quote Delivery Site upon conversion for seamless information flow (265012).

Jobs

• Monthly recurrence settings now uniformly apply across all jobs within a group, ensuring consistency and predictability (195172).

• Addressed and fixed a memory leak within the Job dialogue, enhancing system stability and performance (267173).

  Messaging

• SMS texts are now consistently delivered to the primary person's mobile phone, ensuring effective communication (257532).

Map

• Introduced spiderfier to "View jobs on map" feature, enabling clearer display of overlapping markers and enhancing map usability (208078).

Administration

• Exported user events lists now accurately match the web view, ensuring consistency in reporting and analysis (259206).

24.02.02 will be deployed to customers from 27th February 2023 onwards, with the following changes.

🚀 New

Transform Emailing with AI: Discover the Ease of 'Draft My Email

We are thrilled to unveil the 'Draft My Email' feature powered by BigChange AI. This cutting-edge tool is designed to transform how you compose emails, offering an AI-powered assistant that crafts messages tailored to your needs.

With 'Draft My Email', you can effortlessly create emails that resonate with your chosen tone and length – choose from options like neutral, formal, informal, persuasive, and more to ensure your message hits the right note every time.

Concerns about ease of use? We've got you covered. 'Draft My Email' is integrated into the BigChange platform, ensuring only authorised users can access it.

Plus, with no training required, you can start drafting compelling emails with just a prompt.

This feature does not automatically send emails; you are still in complete control, allowing you to review, edit, and send your messages only when you are comfortable with the content. 

To start, compose a new email and press the 'Draft my email' button. After you have used it a few times, we would love to hear what you think. You can let us know by clicking the orange feedback button, which will appear automatically once you have used it a few times.

Give it a go today by creating a new email and clicking the 'Draft My Email' button.

We're eager to hear your thoughts on this new feature. After you've explored its capabilities a few times, a designated orange feedback button will appear. We encourage you to use this opportunity to share your insights and experiences with us.

For more information on this amazing new feature, click here to read our blog post on it.

🔄 Changed

API

• It is now possible to add a PO series when calling the GenerateFinancialDocForJob call. (196732)

• It is now possible to call ContactList passing ParentContactID or Reference to receive a list of child contacts. (25349)

• It will now be possible to call ContactNotesByParent to get a list of contact notes by parentnotecontactid, parentnotecontactreference.

Dashboards & Reports

• The group WIP dashboard is now available, which provides a quick view of financial status for ongoing group jobs. (259737)

• The mileage report no longer has merged cells, so that data can be manipulated easily. (265510)

Template Keywords:

• Tax is shown on the template even if the amount or % is 0. (263094)

🐞 Fixed

CRM & Finance

• Enhanced the synchronisation process to ensure secondary person details are retained in Xero, maintaining data integrity and completeness (266548).

• Improved the contact editing feature on financial documents to prevent unintended changes to line item quantities, ensuring accuracy and consistency in financial reporting (265373).

Job Scheduling and Management

• Eliminated false alerts when resources are en route to start a job, enhancing operational efficiency and reducing unnecessary notifications (254713).

• Refined the alerts mechanism related to resource activity times to function accurately, ensuring correct alert generation (229811).

• Corrected the functionality of alerts related to resources' activity time, ensuring they work as intended for better operational awareness (229811).

Reporting, Dashboards, and Business Intelligence

• Optimised timesheet reports to exclusively display data for allowed resource groups, enhancing privacy and compliance (240896).

• Enhanced report filters to automatically translate to French when the system language is set to French, improving user experience for French-speaking users (192538).

Route Optimisation

• Ensured the 'New route start time' in the route optimiser remains consistent across time zones other than GMT, improving reliability and usability of route planning features (207652).