Release 23.05 is the fifth release of the year.

Users will see these changes added to their system from 11th July onwards.

🚀 New

Group Job Overview

Easily compare planned vs actual time on job, travel, and costs of the group job.

Clearly see what is ready to be invoiced.

Job data, in your hands, at the push of a button.

Do you want to easily compare what you thought would happen on a group job, with what is actually happening? Now you can, with the group job overview.

Multiple widgets show the job progression and financial progression within the job itself, no more running reports!

For more information, check out our help centre.

Other Additions

• Users are now able to edit the date and time for group job completion and financially completed statuses. (213167)

• Shift start and end location options have been updated. There are now 3 clear options to choose from for the end location: (224984)

  • None (i.e. no end location must be travelled to after jobs have been completed).

  • Next shift start location.

  • Current shift start location.

• The display of jobs in the map will be updated to reflect the end location selected (222081)

• New template keywords have been added to the financial description text that is set up against the templates section on job types. (162375)

🔄 Changed

• Users can no longer create a job within a group that has been financially complete, preventing operations from creating a new job in a group that is likely to have already been invoiced. (152105)

• 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

• Archived worksheets no longer appear in the live worksheets list. (210022)

• Selecting the contract icon now correctly displays the contact for users who sync invoices with Sage. (169282)

• The full name of the recurrence pattern is displayed to the user when selecting invoice periods. (207881)

• Substring formula function behaviour to find a space is consistent across automation types. (222511)

• An admin error no longer displays when a worksheet question with conditional branching for 'show question' is duplicated. (201138)

• When send all is used, all contacts with an email address are correctly added to the email field. (222719)

• Jobs created by API use the correct default message for an alert attached to the job type. (220062)

• Landscape images are no longer displayed upside down once added to a job. (217912)

• Non-functioning 'nearest resources' and 'who was there' buttons have been removed from the schedule page. (217318)

• Users who import contract information to update existing contracts will no longer receive a blank invoicing period. In addition, the department code field name will not duplicate. (217291)

• Group jobs created on the back of a financial document linked to a sales opportunity are also created against the sales opportunity. (171384)

• Job imports no longer fail due to changes in the custom field type. (223382)

• Users are able to correctly attach a job card to a job, even if the job reference contains a special character. (189903)

• Jobs created using JobWatch automation no longer remove assistants. (213798)

• The pie chart correctly includes idling on vehicle journey. (220367)

• Resource working hours report correctly renders when negative numbers are displayed. (221021)

• All questions are displayed on custom word templates after a certain period has been reached within the document. (222502)

• The scheduling assistant correctly advises when jobs should 'not be planned at this time'. (217687)

• Unicode value in the order number no longer prevents the export of jobs in XLSX format. (215104)

• Fix to send all function which correctly displays the processing screen, and the summary email correctly states the number of recipients. (221648)

• Correct wording on quote links where the quote has been emailed more than once. (217133)

Release 23.04.2 is a point release, and includes a new dashboard and a handful of fixes.

Users will see these changes added to their system from 30th June onwards.

🚀 New

Job Profitability Dashboard

Instantly monitor key financial metrics, such as costs, revenue, profit and margin % for all individual jobs that are financially complete.

Boost profitability by being able to visualise key financial metrics at a glance with our job profitability dashboard.

Drill down into key metrics such as cost by job type, the amount invoiced by job type, cost by contact, profit by contact, cost by resource and so much more!

🐞 Fixed

• When recurrences are added against stock/equipment items, the correct tooltip is displayed to users. (150010)

• When previewing a custom JobCard preview, all information from the worksheets is correctly displayed. (153736)

• Exporting the job list respects applying the 'financially complete/incomplete' filters. (179949)

• Any job with a deleted resource will no longer cause an error to be displayed upon saving. (185685)

• The order of worksheets is retained as alphanumeric when assigned to job types. (187782)

• An error is no longer shown when attempting to create a territory in a non-English language. (192164)

• Stock items on the map are consistently displayed when users zoom in and out. (192466)

• Users saving a predefined invoicing item within a set that includes a comma, or a pipe symbol in the name, are no longer presented with an error. (201059 & 211310)

• If a quote has a template that is no longer available (due to it being deleted) assigned to it, and the quote is duplicated, the default template set against quotes in administration is used. (202198)

• Deleting job types within an occurrence in job group templates is displayed to the user without needing to refresh the page. (213883)

• Template keywords for contact person populate the person selected in the sales opportunity, for financial documents created against it. (214286)

• Back office staff are able to set hours and minutes for absences that apply to all staff, this mirrors the behaviour for booking an individual resource. (217765)

• The defect type is correctly displayed when viewing vehicle defects. (218674)

• When users change financial lines, they are prompted to save these before marking jobs as complete via the back office. (220168)

• An admin error is no longer displayed when a back-office user attempts to email and manually adds an attachment, from a notecard from a note attached to a resource. (221221)

• A vehicle check correctly sends if a web user removes a worksheet from the vehicle whilst a check is in progress. (210017)

• Quote accepted activity is correctly displayed if the quote is generated at the group job level. (216964)

Release 23.04 is the fourth release of the year.

Users will see these changes added to their system from 6th June onwards.

🚀 New

Simplify VAT and Nominal Code Allocation For Expenses in Seconds

Expenses added to jobs appear as line items. The process of allocating VAT and Nominal codes to them has previously been manual. No more!

Setup and configuration of this new feature couldn’t be easier, and prevents invoices that are synced with financial packages from failing due to missing information.

Once setup is complete, any expense item added to the job will continue to have the line item created automatically, however the nominal code and VAT code will be pre-populated, no longer requiring manual intervention.

🔄 Changed

• To comply with financial best practices, creating a financial document on jobs marked as 'Financially complete' is no longer possible. (217330)

🐞 Fixed

• The correct job start time for job group templates is used, which considers changes for BST. (145643)

• Landscape images are correctly displayed when using jobPhotos keyword. (147080)

• The custom field is removed from view when switching to a 'favourite view' without it. (154107)

• The financial documents table correctly displays all content when a large number of columns are selected. (169608)

• PDF pages generated correctly match the number of contact persons selected. (176401)

• Web users can duplicate job types without an error being thrown if they can administrate the schedule section. (187334)

• Alerts for sales opportunities trigger correctly when criteria have been met. (200579)

• The primary person selected for the job is correctly included in the jobs export. (202410)

• Purchase orders created with a value of £0.00 will retain this value when saved and re-opened. (206813)

• Sales opportunity probabilities text is correctly displayed in French when adding new probability. (208030)

• The search function for vehicle check worksheets functions correctly. (208072)

• Vehicle odometer values are no longer affected by vehicle imports not containing new readings. (213919)

• Worksheet answer times returned are in the users’ timezone, not UTC (213770)

• Blank columns within blueprints are retained in XLSX exports. (214215)

• Column mappings on contracts export are as defined for contract exports. (214305)

• The primary person on blueprints export is the correct primary person, not the oldest contact person. (214353)

• Job automation takes into account Job Duration filters applied. (214912)

• When exporting data using a blueprint that contains a custom field that has been deleted, contents after the deleted custom field are retained. (216558)

• Users without the proper role can no longer email statements of accounts. (206763)

• Recurrence settings are correctly exported on jobs export. (214213)

• Financially complete, and financially incomplete show correctly on the customer activity column within jobs export. (215329)

Release 23.03.2 is a point release, and includes a handful of new additions, changes and fixes.

Users will see these changes added to their system from 18th May onwards.

🚀 New

The following additions have been made to the job group financial report:

• Users can filter by the job group owner field and job group flag, allowing them to analyse WIP and profitability more closely.

🔄 Changed

Thanks to you, our customers, we have had over 3000 fantastic ideas to work through, and we have now closed the ideas portal.

Having studied your submissions, we have developed our product roadmap and developed a strategic direction to help our customers in the most important ways. Job Finance, Analytics, Job Hierarchy and Performance improvements. 

Customers can track progress and provide feedback through our customer success organisation, or attend one of our in-person customer success forums. (216189)

🐞 Fixed

• Comments added to flags are correctly displayed to users for those who have 'speed up of loading of the schedule page by deferring the loading of unscheduled jobs' to no. (133526)

• Error message updated to inform users that a vehicle check severity can not be deleted when it is in use. (139519)

• When creating a job group from a job group template, users are correctly prompted to populate mandatory custom fields for each job. (140740)

• Auto document sending with yes/no questions is displayed in French for French customers. (147051)

• Error no longer raised when a user adds a background image to a word template using the online editor. (156581 & 161610)

• Recurrences are correctly triggered for jobs created via the network when 'jobs for recurrences are created when the first job is scheduled' is selected. (164733)

• A clearer error message is displayed to users to attempt to create a purchase order without adding line items of the required type. (166596)

• When editing stock reorder levels, the make and model field remains in place for levels added to vehicles. (178972)

• Correct (i.e. the earliest) start time is displayed when the job contains a suspended event. (180147)

• The 'Remove All' option works as expected once selected for vehicles in the weekly/monthly schedule view. (183102)

• Map displays tracking data correctly in unusual circumstances. (188471)

• When a job is financially complete, the outline no longer briefly turns red on the daily schedule. (194224)

• When using Xero, and placing a contact on stop, the account reference is longer cleared, causing a new account reference to be generated. (210302)

• Applying a contact group filter in the group job financial report, now returns only correct data. (195478)

• Datatables warning is no longer shown when applying certain filters on the booking site jobs view. (198299)

• Attachments are correctly being added to jobs post-completion with automatic document sending enabled. (199930)

• Web user default job category correctly applies to newly created jobs. (200301)

• An error is no longer returned when adding a predefined invoice where the name contains a comma. (201059)

• Date formulas correctly function in automation when using [[Result.Constraints[0].RestrictionDate]](202056)

• The correct terminology is used when the language is set to English (US) for mobile phone and postcode. (203933)

• JSON post with spaces and spanning multiple lines no longer causes a 400 bad request error. (205639)

• Users can tag web users in worksheet defect notes. (209875)

• Users can select a flag and 'no flag' in the group jobs list view. (210441)

• Predefined invoice items with a pipe symbol no longer cause issues when loading. (211310)

• Formatting of formula correctly functions when a date is formatted to dd/mm/yyyy. (212608)

• Adding a contract reference column to job blueprint exports, correctly outputs data. (216017)

• 3rd party worksheets no longer cause multiple job sent status. (217356)

• Child DRC is correctly used in place of parents. (215545)

Release 23.03 is the third release of the year.

Users will see these changes added to their system from 17th April onwards.

🚀 New

Group Job List Export

The group job list view that you love, has just got better. You can now export the data you see to CSV or XLSX. Perfect for sharing with colleagues, or customers in seconds.

The group jobs list has received incremental updates, with 23.02 seeing the introduction of job group titles. In 23.03, users are now able to export the data into either a CSV or XLSX file. All the columns you would expect to see are available, including status, start and end dates, reference and order number.

Blueprints can also be used, allowing you to format exports just as your client wants them without repeatedly pressing the same buttons.

🔄 Changed

• The group job financial report has been updated to include: (195147, 191164)

  • An additional column for the job group parent, making it easier for customers to see who jobs have been completed for.

  • Ability to filter for child job group contacts, giving you the ability to find specific information.

  • An additional column for the job group owner, with the ability to filter by specific job group owners. Perfect for identifying jobs which are managed by specific people.

• By selecting 'detail' under the data to display, users are now able to see line, nominal and department code information for each line item. Perfect for analysis in 3rd party applications. (196985)

🐞 Fixed

• Issue resolved where users were unable to forward emails with attachments. (190257)

• Users now have the option to return non-auto-matched data columns to 'please select' during the data import process. (206390)

• French translation for importing contact groups has been updated. (207245)

• The scheduling assistant now displays correct slots when a job constraint of 'job must start after' is set. (202230)

• Job-status filter within contacts now displays the correct information. (200600)

• Contact rate now imports successfully for users of non-standard language packs. (183394)

• User event exports now include cancelled jobs information. (207209)

🔜 Coming Soon

After the release 23.03 has been completed, we will begin to roll out the use of our new authentication service. Users will notice a login screen which looks slightly different; however, your existing username and password will continue to work.

Release 23.02.2 is a point release, and includes a handful of new additions, changes and fixes.

Users will see these changes added to their system from 3rd April onwards.

🚀 New

Oil & Gas Standard Certificates Available

We now have the following industry standard certificates available for use.

• Oil-fired services and commissioning

• Domestic oil storage tank spillage and fire risk assessment

• Oil condensing boiler installation assessment

🔄 Changed

• Users are prevented from deleting a contact group that is used by Xero integration which in some circumstances, causes the Xero settings page not to load. (162733)

• Users are prompted to save the financial document before navigating away from the document, preventing accidental data loss. (190362)

• Users are now prevented from saving a resource which has overlapping working hours, this is due to the impact it has on a wide variety of BigChange functionality. (195050)

• When importing jobs into group jobs via a file import, the group job status will now update. (203994)

🐞 Fixed

• Idling calculations have been updated to prevent excessive idling being displayed on the gantt chart in specific cases. (181873)

• When using the jobsave WebService call, custom fields of the yes/no type are correctly mapped. (197866).

• The correct date is shown on the dashboard after users navigate through different views. (200290)

Release 23.02.1 is a point release, and includes various fixes.

Users will see these changes added to their system from 20th March onwards.

🐞 Fixed

• Users are now able to save a resource with a # in the business key field without encountering an error. (130661)

• Jobcards with the "jobPhotos" keyword can now render landscape images correctly. (147080)

• The entity data fix has been enhanced to allow the successful transfer of items with a large number of attachments. (160628)

• SMS keywords now correctly display content when using the "Send All" function. (148771)

• The display of keywords on items that have undergone an entity data fix has been fixed to show the correct content. (177289)

• The financial template keywords are now correctly populated when triggered by flagging a financial document. (195672)

• Templates previewed in landscape mode now display correctly in landscape orientation. (193019)

• Conditional branching for list based questions which contain . work as they did prior to 23.01. (205350)

• Users are advised when alert text exceeds 900 characters rather than throwing an admin error. (190260)

• Alerts sent to the device or as SMS no longer display as HTML code. (179762)

Release 23.02 is the second release of the year, and contains some big additions to the BigChange system.

Users will see these changes added to their system from 6th March onwards.

🚀 New

Success Centre

Our purpose is to transform lives by accelerating growth and sustainability in our community. We take pride in seeing our customers thrive by using the BigChange platform. We have put everything needed to make our customers successful in one place. Our new 'Success Centre'.

We are proud to announce the launch of our new 'Success Centre', designed to help our customers get the most out of the BigChange platform.

Our new 'Success Centre' is your one-stop source of information and tips to help you to be #unstoppable with BigChange. We have packed all the must-have resources and services into one space, meaning users can easily access helpful resources, such as our help centre, to answer any queries, sign up for upcoming events and check out our release notes.

Our 'User Questions' module lets customers quickly give us thoughts on specific topics. It's an excellent platform for giving us feedback that helps us ensure our services are the best they can be.

Our success centre also includes audience-targeting capabilities, allowing us to tailor our messages to specific types of users, so you only see relevant content to your role/business.

Our help site article can be found HERE

Share Your Success

Do you want to showcase your successes with ease? Are you tired of asking a graphics professional to come up with something you can share? Are you ready to share these successes on social media? Well, now you can with "Share Your Success"

We know that our customers are proud of the service they provide, and they deserve a way of sharing this easily with the world.

Creating the perfect image to share has never been easier. Simply select your jobs from the view menu, set the desired date range, press the 'Save Map As Image' button watch as your map is transformed a high-resolution picture fit for sharing on social media.

Everything you see on screen, is what you get.

No need to waste time downloading extra software, everything you need is done within the BigChange site.

And the best part? Your image will proudly display the 'Powered By BigChange' logo, a testament to the technology that makes your service shine. So, share your success with the world and remember to tag us on social media - we can't wait to share your success with our audience!

Other Additions:

• When creating a group job, you can now give it a title! Perfect for quickly telling apart different projects for the same customer. (196923) See how on the help site.

• Want to make sure you get a new PO from your customer for each group job? Users are now prompted with a warning on entering an order number if it has already been used by that job contact. See how on the help site.

• In the jobs list view, multiple jobs and group jobs can be selected and marked as financially complete. So you don't have to do them individually! NB: This option is greyed out if the jobs cannot be marked as financially complete.(180577)  See how on the help site.

• Syncing your financial documents with your financial package should only be performed by those with the correct training/knowledge. To follow best practice a new user role action has been added to restrict those who can complete this task. (191871)  See how on the help site.

• Continuing our work with 3rd party invoices, users can now invoice a 3rd party from a group job (192517)

• New keywords have been added in both the online and word template editors to support group job status. Perfect for adding to job confirmation emails, alerts or popups. (180440)

• New keywords have been added in both the online and word template editors to support group job dates. Perfect for adding to job confirmation emails. (171342)

• When using the web service action JobCardDownload, two additional optional parameters can be provided. addtoJob will automatically add the jobcard to the job after downloading it. jobcardname sets the name of the file - the default is "Job Card {jobid}.pdf (198149)

🔄 Changed

• For users who wish to have a different address on a financial document (that was introduced in 23.01), we have added the ability to default to either the job contact, child or ancestor contact (192515)

• For performance reasons, users will no longer be able to export more than 1000 vehicle defects in a single export (192504)

• To comply with financial best practices, invoices can no longer be deleted once they have been sent.(165699)

• To improve user experience, we have amended the layout of the group jobs page to remove 'repeated' tabs, and make room for additional features (169992)

• To improve performance, to view the job count for jobs in the list view, users will have to click 'show total'. The page count will also be removed. (182876)

• The financial document report has been updated to include columns for document creator, supplier name & reference. (139178)

🐞 Fixed

• Templates are saved correctly after uploading an image using the online editor. (137135)

• Make and model appear correctly on notes that are created against stock items. The footer has been updated to full width to display all content. (142026)

• Date and time of scheduled activity no longer update to the current date/time/user when a custom field is updated. (152803)

• Automation and alerts that trigger based on job type results that contain special character trigger correctly. (162420)

• Reports are correctly displayed to users who have their language set to Canadian. (165265)

• Email subject and body now correctly display for users who have their language set to French. (169822)

• Original defect comment posting time is preserved when updating an existing vehicle defect. (170145)

• Users can merge more than nine contacts using the entity data fix. (176146 & 183302)

• Users are warned that removing or cancelling the last job in a group may/will delete the group. (182995)

• Reactions can be added to newly added comments on notes without needing to refresh the page. (183516)

• Contacts placed 'on-stop' by a web user that has been deleted no longer show as blank. Instead, it advised it has been placed on stop by a deleted web user. (187479)

• Invoicing periods show the correct date/time when in BST on export. (188005)

• Job details are now shown correctly on the booking site once a job has been completed. (190740)

• Contact references no longer have character restrictions. This mimics the behaviour of integrated accountancy packages. (194635)

• Default job custom field values are saved correctly on jobs with recurrences supporting the correct triggering of automation. (195734)

• When a user has restrictions on only being able to view specific note types and can create new note types, the newly created note type will be visible to that user by default. (196160)

• Using the action GenerateFinancialDocForJob for a job in a group correctly creates in the financial document against the job, not the group. (197768)

• Creating a job using the action JobSave correctly sets the job duration to the job default. (199240)

• Custom fields are correctly populated when using the Quote Acceptance feature. (200208)

Release 23.01 is the first release of the year, and contains two headline features.

Want to save time and reduce administrative effort while financially completing your company's jobs?

Struggle to remember multiple passwords for all your online accounts?

Simplified Financial Completion and Auth0 can help you out.

Users will start to see these features added to their system from 23rd January onwards.

💰 Simplified Financial Completion

Want to save time and reduce administrative effort while financially completing your company's jobs? Our latest release includes an enhancement can help you do just that.

We are pleased to announce that release 23.01 includes a time-saving addition to the highly praised ‘marking a job financially complete’ functionality released last year.

This enhancement allows you to financially complete all child jobs instantaneously when marking the group as financially complete, saving you valuable time and reducing administrative effort.

As a financial controller, you know how important it is to keep track of the financial status of your company's jobs. With this addition, you can mark all the jobs in a group as financially complete with just a few clicks, rather than having to complete them individually. This can save you valuable time and allow you to focus on other important tasks.

Our help site article can be found HERE

🔒 The Benefits Auth0 Are Coming To BigChange

Do you struggle to remember multiple passwords for all of your online accounts? Do you use the same password repeatedly? Does your IT team repeatedly remind you to change your password with an increasingly complex set of minimum requirements? If the answer to any of those is yes, the addition of Auth0 to BigChange can help you.

The security of your data is our number one priority; however, with more of our customers using an increasing number of software platforms, it was time that we made things easier - having one password for all.

Despite the contradiction in what you may previously have been told, using a single password for all your accounts is actually secure, provided it is done properly. Enter SSO.

Single-Sign-On (SSO) allows you to access multiple systems using a single password, with many of our customers already employing this technology to access their HR, project management and expense systems. IT teams love its simplicity as it makes user management far more straightforward.

One of the leading providers of SSO authentication services is Auth0, the authorisation service which our users are now using to login to BigChange.

It puts user management in your control.

At present, the only change users will notice is the format of the login screen, however, in subsequent releases, this technology will make it possible for users to sign in using their existing Google/Microsoft/Okta/A.Another account - dependent on your organisation's setup.

Our help site article can be found HERE

🐞 Bug Fixes

• Significant performance enhancements when searching jobs containing suffixes in their references. eg. JOB/ABC-001

• Template default financial line item descriptions no longer remove spaces.

• Fixed an issue where switching job types containing the same custom field name were displayed as JSON.

• Prompts to save financial documents when navigating away from the contact tab.

• Resolved a problem with duplicating jobs with the same reference into job groups.

• Improved email formatting for marketing unsubscribe link in Outlook Web App and Yahoo mail.

• Image correctly displayed for Knowledge Base articles.

• Jobs with references longer than 40 characters are now correctly generated with recurrences.

• Improvements around marketing emails sent via persons tab in CRM.

• Improved handling of contact-specific files after deleting a file library group/worksheet.

• Users are correctly prompted to populate workflows before note completion.

• Improved loading performance when using predefined invoice items.

• Clearer display of sales opportunity events in the user event log.

• Fixed online payment link when template is sent via auto-doc sending.

• Group job status now displays on opening of new group job window.

• Resolved user interface issue with flag column in group job list view.

• Photos with spaces in the file name now display correctly in JobCards.