BigChange Release Notes

Release 25.03.01

by BigChange
Website

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)

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Release 25.02.02

by BigChange
Website

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


🚀 New

  • New template keywords – Total Cost, Margin, and Margin (%) – have been added, enabling automation and alerts to trigger when jobs do not meet the required margin. This helps ensure profitability and proactive decision-making.

  • Waste industry reporting has been enhanced—customers now have access to the Generic Hazardous Waste Report and the National Operator Waste Return, simplifying compliance and regulatory reporting.


🔄 Changed

  • The Job Performance Dashboard now includes all top performers, rather than just the top 10, providing a more comprehensive view of high-performing resources.

  • Dashboards now fully respect platform restrictions, ensuring that jobs displayed on the Job Time Adherence Dashboards accurately reflect restriction settings.


🐞 Fixed

Jobs & Scheduling

  • When changing a job contact’s parent contact via the contact dialogue (launched from the job dialogue), the primary person for the new parent is now correctly updated on the job, ensuring documents are sent to the right recipient. (294895)

  • Recurring linked group jobs can no longer be rescheduled via calendar views, aligning with job edit restrictions. (300492)

  • Job activity is now correctly recorded when using a combination of templates between single and group jobs, ensuring accurate activity tracking. (313579)

  • The scheduling assistant no longer suggests already double-booked times for job planning, preventing conflicts. (314228)

  • Enhanced monitoring for new travel time calculations now ensures travel home time chevrons display correctly on the schedule. (320980)

  • The Selected Jobs button within a contract on the job grid now allows users to perform actions such as rescheduling, cancelling, or reallocating jobs. (330161)

  • "Note to Client" and "Internal Note" fields are now truncated when assigning a quotation to a job, preventing error messages. (312806)

Fleet

  • French users can now edit and manage vehicle details without needing to remove spaces in numeric fields. (315038)

Map

  • Jobs with multiple stops now correctly appear on the map, ensuring accurate job location tracking. (328165)

Contacts

  • Group Job Overview figures now display correctly after a quote is converted, ensuring accurate reporting. (326511)

Finance

  • The online payment link keyword now only generates a valid payment URL for invoices or proforma invoices, preventing incorrect payments on non-payable documents. (329783)

  • Users of Xero can now attach quotes and purchase orders as job attachments without issue. (315055)

  • Special characters in sales opportunities custom fields are now correctly handled, improving data entry flexibility. (317940)

  • When importing contracts, the VAT code is now correctly set if a VAT rate is included. (312541)

  • The predefined invoice item columns in line item templates now dynamically adjust based on the number of custom fields, up to a maximum of two. (312671)

  • Financial templates now validate correctly without errors, ensuring smooth processing. (307050)

  • Predefined invoicing items exempt from Domestic Reverse Charge (DRC) now correctly display the Total Excluding VAT. (297633)

  • Invoice line items now display with the correct font when generated from a template, ensuring document consistency. (298999)

Web Services

  • The GenerateFinancialDocForJob API call now allows users to set the Bank Account as needed, improving financial document flexibility. (314955)

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iOS 6.23

by BigChange
iOS

The JobWatch App for iOS has been updated to 6.23 and is available now from the Apple App Store.

Please note that to download and use 6.23, you will need to be running iOS 15 or later.

🐞 Fixed

User Interface

  • The keyboard now closes as expected when performing a search on the Job List or CRM screens, streamlining navigation. (311612)

  • The photo annotation feature now correctly displays "Save" instead of "Cancel," ensuring clear and intuitive functionality. (314216)

Jobs and Scheduling

  • Users now reliably receive newly scheduled jobs, ensuring no disruptions to workflows. (320013 & 322157)

Stock Management

  • All stock items are now correctly displayed on jobs sent to the iOS app, ensuring comprehensive visibility of stock data. (315319)

Performance

  • JobWatch now operates smoothly on iOS 18.1.1, resolving lag issues and enhancing performance. (323219)

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Release 25.02.01

by BigChange
Website

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


🔄 Changed

Schedule

  • Users can now select multiple job categories when viewing jobs in list view, making it easier to filter and manage jobs. (323026)

Dashboard

  • The Quotes & Invoices Dashboard now displays the web user who created a document, rather than the last person to update it, improving accuracy. (304579)

  • Expanding on the updates introduced in 25.01.01 and 25.01.02, the Job Performance Dashboard now respects user-specific restrictions, ensuring access aligns with configured permissions. (322047)


🐞 Fixed

Dashboard

  • The Resource Utilisation Dashboard now calculates values accurately, preventing incorrect data from being displayed. (309858)

Alerts

  • Expense alerts now trigger only when programmed to do so or when status changes occur, preventing unnecessary notifications. (312929)

  • MOT alerts now trigger correctly, ensuring timely reminders. (324081)

Finance

  • Opening a Group Job via a financially complete individual job within it no longer prevents financial documents from being created at the group level. (316500)

System-Wide

  • The primary navigation bar no longer flickers for Mac users accessing BigChange via the Safari browser, improving UI stability. (325800)

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Release 25.01.02

by BigChange
Website

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


🔄 Changed

Dashboards

  • Building on the updates introduced in 25.01.01, the Invoices Due, Quotes Overview, and Resource Utilisation dashboards now respect user-specific restrictions, ensuring access aligns with configured permissions. (322050 & 323472)


🐞 Fixed

Dashboard

  • The Resource Allocation by Job Type widget has been optimised to reflect stored data accurately, ensuring reliable insights. (309858)

Schedule

  • Improved cookie handling for Safari users to minimise schedule flickering on macOS devices, enhancing usability. (324967)

Templates

  • The Line Total VAT and VAT keywords now display the correct calculated values, ensuring template accuracy. (325822)

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Release 25.01.01

by BigChange
Website

25.01.01 will be deployed to customers from 14th January 2025 onwards, with the following additions and changes.


🚀 New

Environmental Agency - Quarterly Waste Report

Your Waste. Your Responsibility. Simplified.

Track it. Report it. Comply with it.

Ensure every waste stream is accounted for, every legal requirement is met, and your company remains fully compliant.

Our Quarterly Waste Report is designed to simplify compliance with Environment Agency requirements. It streamlines the reporting process for collected waste, ensuring legal adherence while promoting transparency with your customers.

Want this report added to your site? Contact your Customer Success Representative today!


⭐ Other Features

  • The Waste Transfer Note has been updated to meet the specific requirements for work completed in Scotland, ensuring compliance. (319302)

  • The Standard Timesheet V2 now supports CSV export and allows hiding resources with no timesheet entries, absences, or jobs, simplifying reporting. (315646)


🔄 Changed

Dashboards

  • Administrators can now manage dashboard licences more effectively by controlling which dashboards individual users can view, improving customisation and access control. (319837)

  • The Quotes Dashboard now includes filters for "Date Sent" and "Date Accepted," making it easier to track and manage quotes. (224093)

  • The Customer Service and Invoice Dashboards have been updated to match the functionality of other dashboards, ensuring a consistent user experience. (296214 & 297251)

Route Optimiser

  • The next version of the Route Optimiser (currently in Open Beta) now considers shift patterns when optimising jobs for the following day. For jobs optimised today, the start time defaults to "now + 15 minutes," enhancing scheduling accuracy. (323479)


🐞 Fixed

Automation

  • Job type automation now correctly assigns 'yes/no' values to follow-on jobs, ensuring consistent automation behaviour. (321346)

Finance

  • Contact person details now synchronise accurately between BigChange and Xero, improving data consistency. (317655)

Schedule

  • The end location for jobs is now displayed correctly on the map for resources with gaps in working hours, ensuring accurate location tracking. (320824)

Reporting

  • Web users now only see jobs on the Job Report that they are permitted to access based on their restrictions, enhancing data security and user-specific visibility. (321834)

Map

  • The map has been optimised to handle and display large numbers of territories spanning vast geographical areas, improving performance and usability. (320075)

Site Wide

  • Custom filters are now retained when switching between views and pages, making it easier to manage and review filtered data. (297200)

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Release 24.12.02

by BigChange
Website

24.12.02 will be deployed to customers from 17th December 2024 onwards, with the following additions and changes.


🧪 Open Beta

Introducing the all-new Route Optimiser – built to make your day run smoother and help you save time and money! We've listened to your feedback and made improvements that are simple, powerful, and easy to use.

Here’s what’s new:

  • See It at a Glance: Compare your before and after routes side-by-side on a clear map.

  • Know Your Savings: Get instant feedback on the time, distance, and costs you’ve saved.

If you’ve used the Mass Scheduler or Schedule All, the layout will feel familiar and easy to pick up.

Stop wasting time on inefficient routes. Give the new Route Optimiser a go today and see how much you can save!

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.


🔄 Changed

Finance

  • You can now add permissions to control who can see the job finance list. This makes it easy to limit access to the right people and keep sensitive information secure. (319623)

Dashboards

  • The Sales Opportunity Dashboard is now available in French, making it easier for French-speaking users to stay on top of their opportunities. (315352)


🐞 Fixed

Site Wide

  • Custom fields with special characters can now be searched without causing errors, improving the reliability of searches. (319785)

Schedule

  • Custom fields with special characters can now be searched without causing errors, improving the reliability of searches. (319785)

Finance

  • Product category auto-referencing now functions correctly when creating stock via a purchase order (PO). Consumable stock workflows remain unchanged, while non-consumable stock with auto-referencing now allows users to enter a quantity, automatically generating references for the items. (304666)

Tracking

  • Street names for certain locations in Northern Ireland now display correctly, ensuring more accurate tracking data. (312246)

  • When a resource’s starting contact address is updated, the resource’s start location now reflects the change automatically. (297749)

Stock

  • Updates to custom field order in Stock Admin now correctly reflect on Job Stock, maintaining alignment between configurations. (274768)

  • Planned stock added to recurring jobs is now applied accurately across all jobs in the series, ensuring consistency. (295425)

  • Nominal and department codes are now correctly updated during stock imports, streamlining the import process. (299809)

  • Long make or model names no longer push other columns out of view on the Stock and Equipment page, improving layout and usability. (307669)

Reports

  • The "Worksheet Answer at Risk" alert can now be correctly filtered by contact in the Alert Report, enhancing report accuracy. (310420)

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Release 24.12.01

by BigChange
Website

24.12.01 will be deployed to customers from 3rd December 2024 onwards, with the following additions and changes.


🔄 Changed

Dashcams

  • It is now possible to view dashcam events/clips for vehicles that do not have a tracker installed. For additional information on our camera offering, click here. (311654)

Jobs

  • The job dialogue window has been extended when opened from within a group job, to allow additional space for viewing content. (318906)

  • Schedule All can now be used in Australia, New Zealand and Cyprus. (313559)


🐞 Fixed

Finance

  • Updating the "Financially Complete" status now correctly adjusts the "Financially Complete Due Date" in the job group finances to reflect the new date. (291848)

  • When importing contracts, any recurrence schedules set up are no longer overridden, preserving the original configuration. (307272)

Administration

  • Users with restrictions can now update another user's group, provided the new group does not grant increased permissions. (274669)

Automation

  • The JobSave automation now correctly assigns newly created jobs to a new group when the ApplyToRecurringJobs parameter is set. (310357)

  • Child automations will no longer trigger incorrectly when the parent automation is a JobWatch automation with a filter trigger. (316436)

  • Date operation formulas now correctly process the time portion of a date, ensuring accurate results. (317526)

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Release 24.11.02

by BigChange
Website

24.11.02 will be deployed to customers from 19th November 2024 onwards, with the following additions and changes.


🔄 Changed

Schedule

  • The quotes overview dashboard has been optimised to provide a consistent UI with other dashboards (297256)


🐞 Fixed

Jobs

  • Custom field mapping for yes/no questions now works correctly within job type automations. (305432)

  • Worksheet answers flagged as at risk will no longer trigger emails to resources outside the specific resource group set when a web user initiates the alert. (309847)

Finance

  • Job line items now remain visible when the quantity is blank and other line items are removed, ensuring no data is inadvertently hidden. (306825)

  • Invoices are now generated correctly from financial line items, with accurate currency conversion and values applied. (267554)

  • The financial documents filter has been optimised for improved responsiveness when using status and state filters. (315574)

Tracking

  • An issue causing incorrect maximum speed figures to appear in the daily vehicle summary report has been resolved. (259314)

Roles & Restrictions

  • Users with permission to manage favourite views can now do so without requiring full site administrative access. (297156)

Reporting

  • The flag status report has been optimised to ensure consistent and accurate output. (275216)

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