25.07.01 will be deployed to customers from 1st July 2025 onwards, with the following additions and changes.

🚀 New

Product Portal

• A new Product Portal is now live in the Success Centre, allowing customers to actively participate in product development, from sharing ideas, viewing the product roadmap, and providing feedback to shape the future of the BigChange system. (313671)

Export Blueprint

• The Contact Export Blueprint has been updated to include the contact creation date, enhancing visibility and record accuracy. (313671)

🐞 Fixed

Jobs

• The Group Job Reference link now correctly appears when a Purchase Order is created at the Group Job level. (324339)

CRM

• The system now correctly applies the Child Contact Price List across all scenarios, including when predefined items are used via the rating table. (337337)

25.06.02 will be deployed to customers from 17th June 2025 onwards, with the following additions and changes.

🚀 New

Dashboards

• The Job Finance Dashboard is now available to all customers, enhancing financial oversight and decision-making capabilities across the board. (338776)

🐞 Fixed

Dashboards

• The data configured in BigChange for each resource is now accurately presented in the "work hours" widget on the Resource Utilisation Dashboard, ensuring consistency and reliability for users. (337320)

Reporting

• All holidays are now displayed correctly on the Timesheet Report V2 Report, ensuring comprehensive visibility of leave data for users. (337929)

•  The Timesheet Report V2 report now aligns with other reports by displaying the earliest date first, improving user navigation and data interpretation. (327862)

CRM

• This issue of Contact price list items not updating when copied from Contact A to Contact B if the item already existed on Contact B, has been resolved, ensuring that price list items are updated correctly during the copying process, maintaining data integrity. (316543)

Jobs

• A minor user interface fix for the Job 'Worksheets' tab, now allows for a new version of a contact-specific file to be uploaded without errors, improving the user experience. (338062)

• The error related to setting the "From" email address in Auto Document Sending emails has been corrected, enhancing the reliability of email verification. (334674)

• The "Show Notes" functionality on Job Cards now operates as intended, allowing users to view notes as expected. (337757)

25.06.01 will be deployed to customers from 3rd June 2025 onwards, with the following additions and changes.

🔄 Changed

• New 'Top Performers' chart added to the Sales Opps Dashboard – See top and bottom performing Owners, Contacts, and Parent Contacts in one place. Easily sort by value or count, and click to drill into the detail. Simplified insights, faster decisions – We've replaced four charts with a single, smarter view to help you spot what’s working and where to focus your attention. Global filters apply automatically. (337861)

• New 'Top Performers' chart added to the Finance Dashboard – View invoice performance by Web Users, Contacts, or Parent Contacts in one place. Sort by sent or created values, and click through for deeper analysis. Clearer invoice insights – We've replaced two charts with a single, interactive view to help you quickly spot what's going well and where action's needed. Global filters apply automatically. (337921)

🐞 Fixed

Reporting

• The Odometer Report now runs smoothly with filters applied, eliminating previous errors for a more reliable reporting experience. (335547)

• Filters on the Timesheet V2 Report now function correctly, ensuring accurate and relevant data is returned. (337927, 338261)

Financial

• Access controls have been improved—users without permission to view sales opportunities can no longer access them via jobs, maintaining data privacy and compliance. (335975)

• The ‘Acceptance Capture & Receipt’ feature now behaves consistently, whether accessed via email link or PDF, improving the user experience. (336450)

• Users can now manage Purchase Order attachment visibility even when Xero Integration is configured to sync POs automatically, giving more control over shared documents. (337532)

• Attachments are now preserved when saving invoices—fixing an issue where files with matching invoice references, including job cards, were mistakenly deleted. (338479)

• Purchase Orders are now reset to "not requiring approval" if the purchase limit is adjusted below the approver’s threshold, ensuring smoother approvals. (338015)

• When using the ‘Create a single invoice using all lines from each job (detailed)’ option for consolidated invoices, the original line item types are now correctly retained. (336432)

Jobs

• Worksheet answers are now displayed correctly on the JobCard, ensuring accurate job documentation. (314067)

• Removing a network connection from a job no longer causes admin errors when accessing attachments, improving stability. (337112)

25.05.02 will be deployed to customers from 20th May 2025 onwards, with the following additions and changes.

🔄 Changed

• Job Performance Dashboard: Now displays the status comment when a job is completed with issues, making it easier to identify faults and analyse the causes of failed jobs. (321522)

• Financial Dashboard Enhancements:

  • Purchase Invoice (PI) data has been added to improve financial visibility.

    • Please note:

      1. PIs are currently linked to purchase orders (POs), not directly to jobs. Work to link them to jobs is planned for October.

      2. A single PO may be associated with multiple PIs.

      3. PI and PO values may differ if additional lines are added to the PI. (336038)

  • New columns added:

    • Job Order Number (for individual jobs)

    • Group Job Order Number (for group jobs)

    • Contact Name

🐞 Fixed

Reporting

• The Stock Reorder Level report now accurately reflects user permissions and restrictions, ensuring users only see relevant data. (335973)

Templates

• Child automations now work seamlessly with template keywords, improving automation flexibility. (330369)

CRM

• Contacts with identical names now display correctly in the contact list, making it easier to distinguish between them. (333837)

Jobs

• Users with job category restrictions can now view newly created categories, enhancing job visibility. (330932)

• Invoices are now consistently marked as sent when sent by email with a job card attached. (297959)

• The Route Optimiser now correctly adjusts for daylight saving time when calculating shift start times. (336634)

• Job duration is now accurately displayed in Weekly View, even for jobs that extend past midnight. (333047)

• The Schedule All functionality has been made more stable and reliable. (337449)

• The Route Optimiser now correctly takes into account the “Time between jobs” setting when scheduling multiple jobs. (323938)

Finance

• The Xero Sync Status filter now works as intended when exporting results, improving data management. (334714)

• Importing predefined invoice item sets now correctly performs validation only—no data is imported during validation. (334928)

• Xero contact sync now correctly maps both landline and mobile numbers into BigChange. (335033)

Stock

• Stock movement times are now displayed accurately on the stock movement history page, ensuring reliable audit trails. (301945)

25.05.01 will be deployed to customers from 6th May 2025 onwards, with the following additions and changes.

🚀 New

Dashboards

• A newfinance dashboard offering a detailed overview of the financial performance of jobs and group jobs. Track sales, costs, profit, and margin at every stage of the job lifecycle, regardless of status. Financial data can be analysed by job type, category, resource, contact, and vehicle to support informed decision-making.

Blueprints

• Easily export only the finance-related data you need with the newjob group finance blueprint options. Choose from fields such as Site, Site Reference, Site Address, Parent Site details, Selling Price, Left to Invoice, Job Group Owner, Planned Start/End Dates, Job Completion Date, and Sales Opportunity Reference. Multiple blueprints can be saved for different use cases, streamlining data exports.

🐞 Fixed

Scheduling

• The new Route Optimiser now handles longer waypoint names (over 50 characters) without issue, ensuring smoother job loading and planning. (331405)

Reports

• Running the Speeding Report is now error-free, delivering reliable insights without interruption. (314059)

Automation

• Creating complex logic is now more seamless—nested automation formulas can be named without the window closing unexpectedly. (317947)

• The What3Words integration now functions reliably in automation workflows, enhancing location accuracy. (336706)

Messaging & Document Sending

• SMS messaging within CRM now behaves consistently across the system, improving communication reliability. (329408)

• The BCC field in automated document sending now validates correctly, preventing issues and ensuring messages send successfully when BCC emails are within the 300-character limit. (327880)

Invoicing & Payments

• Template keywords for ‘Amount Paid’ and ‘Balance Due’ now work as expected when using BlueSnap, ensuring payment information displays accurately. (329550)

25.04.02 will be deployed to customers from 23rd April 2025 onwards, with the following additions and changes.

🔄 Changed

Dashboards

• Help text has been added to the Customer Services, Invoices Due, and Sales Opportunity dashboards, providing clear guidance on which metrics are shown and how they are calculated. (311700, 311701, 310413)

Reports

• Standard Job Card for Booking Site: Now includes job details, improving visibility and context. (265190)

🐞 Fixed

Reports

• The Timesheet Report V2 no longer includes an extra day when using date filters. (328724)

• The Job Type field now functions correctly on the Assistant Job report. (334691)

Jobs

• The Scheduling Assistant no longer suggests overlapping start times for jobs. (335480)

Alerts

• Asset Defect Status alerts now trigger on the correct days as specified, rather than on the date the alert was created. (334675)

Custom Fields

• A warning message is now displayed when moving a vehicle to a different group, alerting users that custom field data may be lost. (311093)

25.04.01 will be deployed to customers from 8th April 2025 onwards, with the following additions and changes.

🔄 Changed

Dashboards

• Job Financial Dashboard: Added help text to improve clarity around the data displayed and its calculation. (330219)

• Quotes Dashboard: Now clearly shows which job types, customers, and team members generate the most quotes and value — supporting trend analysis, resource allocation, and better decision-making. (322322)

• Quotes Overview Dashboard: Now includes helper text for each widget, making it easier to understand the data presented.

• Resource Utilisation Dashboard: Updated to align visually and functionally with other dashboards, providing a more consistent user experience. (297260)

Reports

• Financial Document Report: Now includes the Series column for purchase orders, where applicable. (319299)

🐞 Fixed

Reports

• Scheduled reports now function correctly regardless of the timezone settings of the user who created the schedule. (324337)

• Reports scheduled at 23:00 are no longer received twice. (326051)

• Financial Document Report:

  • Filtering by resource now correctly displays only invoices for jobs assigned to that resource. (333923)

  • Filtering by job type now returns the correct jobs. (334119)

Jobs

• When a job status is updated by an unlinked web user, the correct owner and ID are retained for accurate reporting. (327906)

Worksheets

• Contact-specific files are now displayed correctly when multiple versions are available. (321605)

Custom Fields

• Custom field data is now correctly shown when adding stock items to a job. (321510)

• System list values now appear correctly on the contact overview, instead of displaying as raw JSON. (312713)

Templates

• Conditional formulas within templates now correctly interpret numbers with three or more decimal places. (326383)

WebServices

• ReportDriverPerformance has been updated to ensure calculation logic matches the data shown in the corresponding report. (328839)

25.03.02 will be deployed to customers from 25th March 2025 onwards, with the following additions and changes.

🔄 Changed

Administration

• To maximise the benefits of the BigChange system, linking a web user to a resource is strongly recommended. The UI has been updated to clearly indicate how many users are not linked and highlight those requiring attention. (319353)

Reports

• Timesheet V2: A new parameter has been introduced to allow job data to be hidden, simplifying payroll processing. (317643)

• Landlord Gas Safety Record: Customers can now generate this job card with an optional Danger Notice. (291167, 293169, 293170)

Please be aware that users with a V12 Danger Notice and Gas Safety Records for domestic job cards should contact support. This will ensure that the correct set of worksheets is added to your site to populate the data correctly.

🐞 Fixed

Jobs

• Photos attached to a job with visibility set to 'Job Card' now display correctly when using the 'Job Card without Notes' format. (332652)

• PDFs downloaded using the 'Send All' functionality now open correctly instead of displaying a blank page. (319290)

Contacts

• After completing a contact merge, users are now correctly returned to the Entity Data Fix page, allowing them to start a new merge if needed. They can successfully select a 'To' and 'From' contact and complete a second merge without errors. (314106)

25.03.01 will be deployed to customers from 11th March 2025 onwards, with the following additions and changes.

🔄 Changed

• Planned duration has been added to the job performance dashboard for a comprehensive view of high-performing resources (328149).

🐞 Fixed

Finance

• Xero users can now successfully sync purchase orders after improvements to how validation errors are stored. (315848)

• A Contact Name column has been added to blueprint export options for ad-hoc contracts and contracts based on job values. (316414)

• The Booking Site option is no longer displayed when creating a financial document at the group job level, as this functionality is not supported. (317204)

• Contracts configured to generate line items representing the total value per invoice now correctly account for quantity in calculations. (317532)

• Invoices generated from a contract with '--Default Template--' set in the invoice settings no longer require a manual re-save to generate a PDF. (311415)

• An issue causing sporadic admin errors when opening financial documents has been resolved by capitalising certain parameters and removing case sensitivity. (313565)

• Xero exports (with expanded lines) are now correctly ordered by invoice creation date. (314054)

• Deleted predefined invoice items no longer cause issues when generating PDFs. (317778)

• Line item descriptions on invoices generated from contracts now correctly use the contract contact when this behaviour is enabled. (327385)

Fleet

• Users can now convert old-style vehicle checklists to the newer worksheet format without encountering errors. (331823)

Resource Management

• Users with 'View Own Timesheet Activities' permission can now see their own timesheet activities. If they also have 'Edit Timesheet Activities', they can edit only their own activities. To view and edit all timesheet activities, both 'Edit Timesheet Activities' and 'View All Timesheet Activities' must be selected. (323611)

CRM

• CRM searches now correctly return results for contacts that include the & character. (326319)

Booking Site

• When a booking is made for a job type where 'Force user to enter order number' is enabled, the order number (reference) field is now mandatory. (312204)

Alerts

• The 'Scheduled' status alert now functions correctly on the job originator’s site for jobs sent via the network. (330359)

• Alerts are now accurately recorded in the "Alerts Raised" list on the date they were sent, with the correct date displayed in the Date column. (317659)

Reports

• The Timesheet v2 report now consistently displays data whether filtered for a single resource or all resources. (330112)

• The Timesheet v2 report no longer includes blank pages at the beginning when filtered by a specific resource group. (327839)