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)
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)
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)
The JobWatch App for iOS has been updated to 6.17 and is available now from the Apple App Store.
In the next 7 days, devices will receive this update automatically. If you would like to get the latest version of JobWatch sooner, please visit the App Store and update manually.
Please note, to download and use 6.17, you will need to be running iOS 14 or later.
🔄 Changed
A more intuitive user interface is available for adding predefined invoice items to a job. (216226)
Users are able to sort the predefined invoice items in the redesigned list by description, reference or price. (223390)
🐞 Fixed
When viewing stock at a contact, the custom field button is consistently displayed. (229180)
Attaching a video to the job attachments no longer causes delay in processing other items. (221701)
Release 23.06 is the sixth major release of the year.
Users will see these changes added to their system from 30th August onwards.
🚀 New
Seamless Bulk Invoicing
Bulk invoicing is here!
Create invoices against multiple jobs in a matter of clicks and reduce your end of month invoice run dramatically!
Within the financial documents area of BigChange, a new jobs list shows the jobs for which invoices can be created for. Filters can be applied for contacts, specific date ranges, and job types or statuses.
Specific jobs, or all on the page can be selected, and one of three types of consolidation can be chosen.
No more creating invoices, then merging. Save time, and work more efficiently by creating consolidated invoices in a matter of moments.
Change Route Start/End Locations In Route Optimiser
Do you want to use the route optimiser but need the capability to manually adjust the start and end location to take into account those who travel away from home, or who have ad-hoc starting locations each day?
Well now you can.
Manually adjust the start and end locations with ease!
Access the route optimiser just as you would previously, only now you’ll see icons that allow you to make the changes needed.
You can choose from a contact saved in your CRM, an address using Google, or a What3Words location.
It's now even easier to use the route optimiser and be part of the customer base who have already saved thousands of pounds a year in reduced costs.
If you’re not using the route optimiser and want to learn more, click here.
Other Additions
Create your own job finance export blueprints - perfect for importing financial data into financial packages where automatic integration is not yet available. (178073)
Create custom group job JobCards with ease by applying the new Group job - job details keyword. Select the columns you want, plus filter down the results. Perfect (for example) creating group JobCards where you only want the first and last job showing. (229975)
🔄 Changed
A role action has been added to allow resources to edit custom fields. This behaviour was previously linked to the restriction 'Create and edit contacts' and has been separated to allow greater control. Please note that it will still require the setting 'field editable by resources' to be enabled in order to edit custom fields. (209395)
🐞 Fixed
Alerts for 'Any Resource in a group, stays without job on the way or started' triggers correctly. (142445)
Icon's used in formulas within a word template are sized correctly. (149112)
All jobs correctly load on the schedule without requiring the page to be refreshed manually. (201539)
Automations correctly trigger when the order number is taken from a job and used to add stock from the back of a job import. (211296)
Timezones are correctly taken into account when displaying recurrence warning banners. (215448)
When creating a purchase order, the date of the Purchase Order is retained if set. (221277)
Jobs with an invoice marked as sent correctly display in the job list view. (221835)
Users without the permission 'editing of financially complete flag' can continue to save office notes without permissions error. (225863)
Users can enter a default custom field answer that contains a / without an error being thrown. (227315)
Stock items are correctly displayed in the list view when set to 10 items. (228957)
Users are able to save Purchase Orders that includes job type rates without an error being displayed. (229639)
Sales Opportunity keywords are correctly displayed on JobCards. (230667)
Update Job Automation no longer removes secondary contact persons which are added to the job. (231458)
WebUsers with the role of 'Manager' are no longer presented with a 'rights error' when marking the job financially complete. (232472)
An error is no longer returned when viewing the Timesheet Reconciliation Report. (236869)
