BigChange Release Notes

Release 24.08.01

by BigChange
Website

24.07.02 will be deployed to customers from 25th July 2024 onwards, with the following additions and changes.


πŸš€ New

Contract

  • You can now import contract line items for contracts from jobs with those created periodically to represent the contract total, aggregated per invoice price. (286550 & 286551)

API

  • StockItemSave can be used to update custom fields. (297188)

🐞 Fixed

Job Management

  • Daily recurrences will now update correctly when changing the date for a single job and applying it to the entire series. (284536)

Alerts

  • Resource names can now be included in alerts for jobs with a status of "New." (289997)

  • Alerts on unscheduled jobs will now trigger according to their settings without spamming. (291895)

  • Users can create alerts for job completion statuses that include ampersands. (295805)

Dashboards & Reports

  • The "% of Jobs Not Invoiced" card calculation has been corrected to accurately reflect the metric.(286151)

Financial Documents

  • Users are now restricted from consolidating documents of different types, with improved error messaging to guide the process. (286224)

  • Synchronisation with Xero will continue through the remaining documents even if one document fails to sync. (296993)

  • Notes from quotes will now automatically copy to invoices when created from a quote. (295953)

CRM and Notes

  • Importing Excel files with concurrent dates and times will now proceed without errors. (280370)

  • Editing notes from the CRM - Notes list view now functions correctly after filtering. (293151)

  • An intermittent issue preventing further edits to a note after updating it has been resolved. (252967)

Templates

  • The correct Help Centre link is now available in Word templates. (295638)

Map

  • Round territories will now function correctly in BigChange after being re-saved by a client. (284596)

Resource Management

  • Absence entries are now prevented from having a greater value in the "From" field than in the "To" field. (295271)

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Release 24.07.02

by BigChange
Website

24.07.02 will be deployed to customers from 16th July 2024 onwards, with the following additions and changes.


πŸš€ New

Contract

  • You can now import contract line items for contracts with both manually created ad hoc invoices and those created periodically to represent the contract total, aggregated per invoice price. (286535 & 286538)

πŸ”„ Changed

Timesheet Reports

The standard timesheet report (V2) has undergone some improvements:

  • A new parameter and accompanying columns have been introduced, enabling timesheet data to be filtered based on their current stage (e.g., signed, unsigned, etc.). For approved timesheets, additional information will now display the approver's details. (289310)

  • An additional parameter has been added to hide inactive resources. (254846)

🐞 Fixed

Jobs:

  • 3rd party worksheet answers are now reliably sent to the device when the job is scheduled, ensuring seamless completion of 3rd party worksheets. (288675)

  • The routing engine now operates smoothly even when accommodating a large number of jobs in a small space. (292764)

Resources:

  • Filters for resource absences now accurately account for leap years, ensuring precise data. (269389)

Alerts:

  • Driving alerts now trigger correctly even when a job occurs at a different address than the contact's. (273902)

WebServices:

  • The JobSave call now fully respects the "retainSecondaryPersons=true" parameter, ensuring accurate data handling. (293567)

Administration:

  • User Events Export now returns data accurately in the user interface, providing reliable information. (279831)

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Release 24.07.01

by BigChange
Website

24.07.01 will be deployed to customers from 2nd July 2024 onwards, with the following additions and changes.


πŸ§ͺ Open Beta

Seamless integration meets advanced technology. Access, view and download journey recordings directly from the BigChange Map. Disconnecting cameras and manual downloads are a thing of the past!

Introducing the latest feature to enhance your fleet's safety and efficiency: BigChange Dash Cams. These AI-driven cameras are designed to identify and correct risky driving behaviours, significantly improving overall road safety. Video clips are automatically transferred with a built-in SIM card and included data, ensuring seamless and immediate access. The cloud-based storage guarantees secure and easy retrieval of recordings, providing peace of mind and reliable evidence when needed.

Our dash cams promote enhanced driver accountability and offer versatile camera solutions for all vehicle types. Seamlessly integrated with the BigChange platform, this feature ensures monitoring and advanced safety measures in a unified system.

See it in action below. 

To join the open beta, reach out to your success manager today.

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.

πŸš€ New

Dashboards

  • The sales opportunity dashboard now allows filtering by custom date ranges, providing enhanced flexibility. (288638)

Contract

  • You can now import contract line items for contracts with both manually created ad hoc invoices and those created periodically to represent the contract total, aggregated per invoice price. (286535 & 286538)

API:

  • The FinancialDoc method now includes ContractID and ContractReference in the response, offering more detailed information. (293281)

  • The InvoicesWithItemsByPeriod method now includes ContractID and ContractReference in the response, ensuring comprehensive data. (293281)

πŸ”„ Changed

Mass Scheduler Open Beta

Enhancements have been made to the new mass scheduler, which was released to open beta in 24.04.02

  • It is now possible to schedule multiple routes within a time slot, such as morning or afternoon slots. (282174)

  • Additionally, improvements have been made to better schedule jobs with assistants using the mass scheduler. (284067)

🐞 Fixed

Jobs

  • When job type automation is set up to link the original and follow-on jobs to the same group, both jobs will now always remain in the same group unless manually removed. (270635)

  • When a web user is set up with a date format other than dd/mm/yyyy, any actions completed on dates in that format will now conserve the format, particularly when jobs in a group are linked using job group templates. (274410)

  • Group jobs created from a quotation will now appear in the jobs tab, just like manually added group jobs. (284608)

  • The Group Job Overview cost-to-date value line items will now correctly include all costs on completed job line items and group lines, taking into account line item quantities and deducting all sent purchase order values. (287936)

  • View File Question files will now be delivered to every resource of a customer. (243423)

  • For all non-English languages, the Job Start date remains correct and does not default to the current day upon saving a job. (273699)

  • Automations that trigger a second automation to complete a job will now correctly create follow-on jobs if the job type has automation for creating follow-on jobs. (261449)

  • When using resource start working location with a split shift, the correct location is now picked up from the administration settings. (262306)

Finance

  • Invoices generated on the device will now have the default bank account populated, ensuring seamless synchronisation with Xero. (282183)

  • Deleting a line from an invoice that originated from a quote will no longer remove a line from the original quote. (282935)

Tracking

  • The maximum distance for routing calculations has been increased to 1000km. (289884)

Reporting & Dashboards

  • Margin value on the invoice will now match the value displayed on the Financial Document report. (289223)

  • The Sales Opportunity by Owner chart now accurately shows the correct number of records by owner, resolving previous discrepancies. (274605)

Alerts

  • It is now possible to create an alert for a resource without a JobWatch licence if the resource is being tracked. (277944)

Administration

  • It is now possible to correctly restore a deleted web user. If the role no longer exists, users will be advised that restoration is not possible. (264770)

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Android 5.25

by BigChange
Android

No new functionality has been added to this release, however we have increased the minimum supported version of the Android operating system.

Please note, to download and use 5.25, you will need to be running Android 9 or later.

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Release 24.06.02

by BigChange
Website

24.06.02 will be deployed to customers from 18th June 2024 onwards, with the following changes.


πŸ”„ Changed

Quoting

  • Users are able to customise a 'save quote' button on quote acceptance, allowing users to save a quote on the customer portal prior to accepting it. (273842 & 273843)

🐞 Fixed

Jobs

  • Contract references remain conveniently visible on the job details page after being selected. (280864)

  • Jobs imported with a contact person that has a landline number will now correctly display this information on the job and exports. (281680)

  • Route optimiser accurately includes the distance of the return journey where applicable. (260027)

Finance

  • Invoices created from a quote without a default template set up now proceed smoothly without errors. (281793)

  • Internal notes are seamlessly copied from a quote to the associated invoice. (284696)

Alerting

  • Unplugged tracker alerts now correctly trigger for OBD trackers of all models. (283779)

  • The 'Stays without job' alert now accurately displays the correct time. (285083)

Reporting

  • Timesheet V2 reliably displays data for resources logging more than one timesheet activity for any given day. (285041)

WebServices

  • The AddJobAssistants call now maintains the correct start time without adjustment. (288995)

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Release 24.06.01

by BigChange
Website

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


πŸš€ New

Bringing the benefits of stable fuel pricing to businesses of all sizes.

You can transform you fleet's fuel management with stable, predictable pricing, no monthly fees, and simple billing options, ensuring cost stability and operational efficiency across your entire operation.

Harness BigChange Fuel's power and flexibility for fleet management. In partnership with Right Fuel Card, BigChange Fuel ensures stable pricing, no monthly fees, and enhanced operational efficiency. It is a must-have for cost-conscious companies.

If you’re not signed up, CLICK HERE and register today at no cost!

If you’re an existing RightFuel Card customer. CLICK HERE as you may be able to transfer into the scheme.

πŸ”„ Changed

Purchase Invoicing - Open Beta

Enhancements have been made to purchase invoicing, which was released in open beta in 24.05.02.

  • Users with the appropriate permissions can now delete a line from the purchase invoice if it has not been invoiced. (284994)

  • New permissions have been introduced to provide greater control over who can edit (266447) and approve (277170) purchase invoices.

Reporting & Dashboards

  • The financial document report now includes detailed information about the payment type. (282382)

  • The job time adherence dashboard has been enhanced to support the selection of multiple parameters, such as job types, reducing the need to run the same report multiple times. (279792)

🐞 Fixed

Jobs

  • Cancelled jobs will now be displayed when specifically filtered for in group job. (279134)

Finance

  • When creating a consolidated invoice from the jobs list under financial documents, VAT is now correctly added to the gross amount. (281693)

  • The calculation and rounding for overlapping rates have been adjusted for more accurate job costing. (256435)

Automation

  • Ancestor keywords now function correctly in automation. (286605)

  • Users can use jobsign and jobdetails in automations without encountering errors. (273632)

Booking Site

  • Customers can now configure a large number of job types to be visible on the booking site without any reduction in performance for the end user. (276297)

Reports & Dashboards

  • Comments are now displayed correctly on the vehicle check with worksheets report. (280195)

  • The financial report is now correctly sized to fit onto a single page when exported as a PDF. (284890)

Administration

  • Users can no longer remove assistants that are not within the group for which they have visibility. (269368)

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Release 24.05.02

by BigChange
Website

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


πŸ§ͺ 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.

πŸ”„ 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)

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Android 5.24

by BigChange
Android

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.


πŸš€ New

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

πŸ”œ 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)

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Release 24.05.01

by BigChange
Website

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


πŸ”„ 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)

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