24.09.01 will be deployed to customers from 13th September 2024 onwards, with the following additions and changes.

🚀 New

Schedule All

The enhanced scheduling feature, initially introduced as a public beta in 24.04.02, is now fully launched.

Reduce the time and complexity of scheduling jobs en masse. With the new Schedule All, 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.

The updated Schedule All feature builds on the original functionality, incorporating a new optimisation engine and an intuitive interface that visually displays the routes on a map prior to committing them.

Here’s a demonstration of the new feature in action:

Reports & Dashboards

• The group WIP dashboard has been enhanced to support data drill-down capabilities. Additional charts have been introduced, including Total Sales vs. Invoiced & Uninvoiced, Group Job Costs vs. PO Costs, and Margin Trends. (301961)

• The standard timesheet (v2) has been updated to display job details for assistants who have logged activity, ensuring comprehensive timesheet reporting. (289578)

🔄 Changed

Purchase Invoicing - Open Beta

• Department codes can now be added to purchase invoices, providing more detailed categorisation and reporting capabilities. (292220)

Login Screen

We are planning updates to the login screen, which will look similar to the image below.

Please note that you will still be able to log in using your existing username and password and will be rolled out in phases, ensuring a seamless transition.

🐞 Fixed

Jobs & Worksheets:

• The recurrence warning banner now correctly displays the date in the format set in user settings, ensuring consistency with user preferences. (295427)

• Worksheet branching question arrow messages now accurately reflect the conditional branching setup, providing clear guidance. (303122)

Finance:

• When creating a purchase invoice and selecting a due date from the main menu, users can now select a date against the purchase invoice without encountering a blank page, ensuring a smoother workflow. (304872)

• Nominal and Department codes are now consistently carried forward when creating a financial document from job lines, maintaining accurate financial records. (301824)

• Only a single financial document is generated when creating a financial document from job lines, even when the beta toggle is enabled, streamlining the process. (301826)

CRM:

• Users can now correctly load contacts that have been returned by a postcode search, improving contact management efficiency. (295940)

Dashboards & Reports:

• The WIP report now loads data accurately for web users with contact group restrictions, ensuring comprehensive reporting. (299142)

• Daily vehicle summary reports for Calamp tracking devices now display the correct maximum speed values, enhancing the accuracy of tracking data. (259314)

24.08.03 will be deployed to customers from 27th August 2024 onwards, with the following additions and changes.

🚀 New

Contracts

• When exporting contracts, you are able to set the contract type to be exported. (295931)

🐞 Fixed

Templates & Blueprints

• The "Send all" functionality now accurately accounts for BST by converting the user's local timezone to UTC, ensuring consistent timing across all regions. (283581)

• The "Send all" functionality now correctly respects the contract filter, ensuring that only relevant contracts are included. (299532)

• The wording for blueprints for 'Job - Financial Document (Lines)' and 'Job Finance (Lines)' is now accurate on French sites, improving clarity for French-speaking users. (298359)

• The option to create statement of account templates in PDF has been removed, streamlining the interface as this functionality has not been developed. (299562)

Jobs

• The "Send all" functionality now accurately accounts for BST by converting the user's local timezone to UTC, ensuring consistent timing across all regions. (283581)

• The "Send all" functionality now correctly respects the contract filter, ensuring that only relevant contracts are included. (299532)

• The wording for blueprints for '*Job - Financial Document (Lines)*' and '*Job Finance (Lines)*' is now accurate on French sites, improving clarity for French-speaking users. (298359)

• The option to create statement of account templates in PDF has been removed, streamlining the interface as this functionality has not been developed. (299562)

Alerting

• The alert for "has an existing flag alert" now triggers correctly, providing reliable notifications. (297782)

• The alert for "Any job of type [X] is scheduled to start in [X] hours" now triggers as expected, ensuring timely alerts. (295902)

Finance

• The number of results returned on the financial jobs page for child contacts has been increased, ensuring all valid search results are correctly returned. (286418)

• The Certificate of Completion for quote acceptance now displays activities in the correct order, ensuring the proper sequence is shown. (302143)

Dashboards & Reports

• The WIP Report now loads data correctly for web users with contact group restrictions, providing accurate and accessible reports. (299142)

• The 'Note de paiement' field now correctly displays the note/ticket field on a payment on the invoice instead of the contact name, improving clarity. (299156)

• The Financial Document report now displays the correct margin figure, ensuring accurate financial reporting. (289223)

24.08.02 will be deployed to customers from 13th August 2024 onwards, with the following additions and changes.

🚀 New

Dash Cams

• It is now possible to filter dash cam events on the map. (289736)

Contracts

• You can now import contract line items with values from jobs. (286549 & 286552)

• It is now possible to import contract keywords by using the format [KEYWORD]. (292794)

🔄 Changed

Purchase Invoices - Open Beta

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

• Three new tabs have been added to a new list view, allowing easy filtering of PI's at key stages. (249585)

Jobs

• Group job flag comments are shown in group job list on hover as they do with single job flag comments. (297254)

🐞 Fixed

Job Management

• Custom field input now provides a dropdown with multiselect for all job type custom fields when adding as a keyword for group job details, enhancing flexibility and ease of use. (293181)

• Global holidays are now respected by scheduling, ensuring accurate and reliable scheduling. (298963)

Finance

• A new Contract Contact Keyword has been added, which is now pulled through onto Job Financial lines when generating line items from jobs/Contacts, improving data consistency. (251638)

• Special characters can now be used in the Contract consolidated line item description, allowing for more detailed and accurate descriptions. (292771)

• Auto Doc sending and sync to Xero now work seamlessly in all configuration scenarios, enhancing integration reliability. (297248)

• Xero export now uses the date format from user profile settings, ensuring consistency with user preferences. (299333)

• The "Selected jobs" link on the Jobs tab of the edit contract popup now works correctly, improving navigation and usability. (297077)

Booking Site

• Saving jobs on the booking site no longer removes the order number, ensuring that all relevant information is retained. (297489)

Dashboards

• Group WIP dashboard drill down and drill up charts now accurately reflect data that matches with financial data saved on BigChange, providing reliable and consistent reporting. (300266)

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

🚀 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)

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

🚀 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)

🔄 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)

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

🧪 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.

🚀 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)

🔄 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)

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

🔄 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)

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

🚀 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.

🔄 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)

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)