24.04.02 will be deployed to customers from 23rd April 2024 onwards, with the following changes.

🧪 Open Beta

Reduce the time and complexity of scheduling jobs en masse. With the new Mass Scheduler, 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.

We have taken the schedule all feature you know and love, and made it even better, by using a new optimisation engine, and new interface to show you the routes on a map before they are committed.

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.

🐞 Fixed

Finance

• Sales Opportunity alert UI has been updated to no longer allow multiple 'what' types to be picked. (271841).

• Fixed the issue causing Contact Group restrictions to not apply to the Financial Documents list. (266178)

• Line items, keywords, and custom field translation will be populated when the user language is French. (271353)

Vehicle Management

• If a web user has vehicle group restrictions, they can only see defects for vehicles within that group. (271649)

• Idling alerts are correctly generated for customers who are using Teltonika tracking devices. (149340)

Job Management, CRM & File Library

• When editing a resource name in admin, jobs will continue to be sent to the resource using re-purposed credentials as expected. (269001)

• Hyperlinks on alerts are clickable in a new version of Microsoft Outlook (269285)

• The file library count displays the correct value. (259507)

Automation & API

• Customers can re-save automations after removing Login parameter and no corruption occur to filters. (271127)

• Any keyword can be used in automation POST when using JSON. (273632)

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

🐞 Fixed

Finance

• Invoices generated directly from quotes now correctly enforce all mandatory custom fields, ensuring compliance and data integrity (193058).

• We've streamlined the synchronisation process with Xero; invoices created on devices will now include the default bank account details for seamless integration (275160).

• The Tax Summary template keywords have been refined to calculate taxes on items with multiple quantities accurately, providing more precise financial insights (276433).

• Enhancements have been made to the visibility of financial documents. Users with permission to view 'application for payment' documents are now correctly restricted from accessing other financial document types (261035).

Reporting

• The Job Profitability report has been improved to include data from child contacts when filtered by Parent contact, offering a more comprehensive view of job financials (271071).

• Work in Progress (WIP) reports now accurately display jobs when filtering based on a specific contact or parent contact, including child contacts, ensuring precise tracking and management (271896).

• The Timesheet Report V2 has been updated to prevent duplication of durations when multiple absences occur on the same day, enhancing the accuracy of your records (266515).

• We've refined the Standard Timesheet Report (V1) to remove unnecessary signature and comment boxes, resulting in a cleaner presentation (274414).

Automation, Custom Fields & Data

• Date formulas within automation are now correctly parsed, enhancing the reliability of automated workflows (259176).

• An issue that prevented the use of '&' characters when filtering lists by Custom Field values has been addressed, improving the flexibility of data management (269564).

• Corrected an issue where contact references were missing in job exports for Import/Export blueprints, ensuring comprehensive data export (252868).

Job Scheduling & Map

• Fixed an error causing the "Resource is absent" message to be inaccurately displayed, enhancing system reliability (260201).

• Map icons are now correctly grouped on the initial page load, improving the visual representation of geolocated data (260798).

Messaging

• Messaging improvements have been made; replying to a message will no longer incorrectly prepend "Re:" to the subject line, maintaining clarity in communication threads (259878).

• When performing a 'Send All' operation in the schedule list view with 'Job Site' filtering applied, emails will now only be sent to the relevant contacts, ensuring targeted communication (268507).

24.03.02 will be deployed to customers from 26th March 2024 onwards, with the following changes.

🐞 Fixed

• When creating blueprints, columns which have large text content (for example worksheet questions or custom fields) are now displayed without the need to scroll. (179900)

• Vehicle defect updated via device are correctly updating number of new defects reported for previous checks. (243034)

• An error is no longer thrown then scheduling a job with constraints when a resource is not fixed to a vehicle. (264094)

• Job category is no longer cleared when tabbing through fields on the job page. (265792)

• Synchronisation of Contact to Xero no longer removes the secondary person details from Xero (266548)

• Postcode continues to be displayed on the schedule if the job is edited. (267140)

• Customers with special characters in their name (such as &) are able to sign up to Bluesnap without issue (26909)

• Timesheet data displayed against a resource is displayed in sequence. (273876)

24.03.01 will be deployed to customers from 13th March 2024 onwards, with the following changes.

🐞 Fixed

Dashboards

• Daily vehicle information is now accurately loaded and calculated, ensuring reliable data presentation (181510).

CRM

• Updates to a contact person now maintain job workflow integrity, especially for jobs requiring worksheet completion before device dispatch (264062).

Finance:

• Searching by contact name in Contract Invoicing Periods now accurately retains line item descriptions, enhancing clarity (267291).

• The system now intelligently selects email recipients for Purchase Orders derived from Sales Opportunities, optimising communication flow (269421).

• Enhanced search functionality now allows users to effectively search by Description under specific settings, improving item management (270983).

• Line Items on invoices generated from Contracts are now correctly displayed, ensuring billing accuracy (265323).

• Contact synchronisation with Xero is now improved, retaining secondary person details for comprehensive records (266548)

• The Delivery Site on Invoices now automatically matches the Quote Delivery Site upon conversion for seamless information flow (265012).

Jobs

• Monthly recurrence settings now uniformly apply across all jobs within a group, ensuring consistency and predictability (195172).

• Addressed and fixed a memory leak within the Job dialogue, enhancing system stability and performance (267173).

  Messaging

• SMS texts are now consistently delivered to the primary person's mobile phone, ensuring effective communication (257532).

Map

• Introduced spiderfier to "View jobs on map" feature, enabling clearer display of overlapping markers and enhancing map usability (208078).

Administration

• Exported user events lists now accurately match the web view, ensuring consistency in reporting and analysis (259206).

24.02.02 will be deployed to customers from 27th February 2023 onwards, with the following changes.

🚀 New

Transform Emailing with AI: Discover the Ease of 'Draft My Email

We are thrilled to unveil the 'Draft My Email' feature powered by BigChange AI. This cutting-edge tool is designed to transform how you compose emails, offering an AI-powered assistant that crafts messages tailored to your needs.

With 'Draft My Email', you can effortlessly create emails that resonate with your chosen tone and length – choose from options like neutral, formal, informal, persuasive, and more to ensure your message hits the right note every time.

Concerns about ease of use? We've got you covered. 'Draft My Email' is integrated into the BigChange platform, ensuring only authorised users can access it.

Plus, with no training required, you can start drafting compelling emails with just a prompt.

This feature does not automatically send emails; you are still in complete control, allowing you to review, edit, and send your messages only when you are comfortable with the content. 

To start, compose a new email and press the 'Draft my email' button. After you have used it a few times, we would love to hear what you think. You can let us know by clicking the orange feedback button, which will appear automatically once you have used it a few times.

Give it a go today by creating a new email and clicking the 'Draft My Email' button.

We're eager to hear your thoughts on this new feature. After you've explored its capabilities a few times, a designated orange feedback button will appear. We encourage you to use this opportunity to share your insights and experiences with us.

For more information on this amazing new feature, click here to read our blog post on it.

🔄 Changed

API

• It is now possible to add a PO series when calling the GenerateFinancialDocForJob call. (196732)

• It is now possible to call ContactList passing ParentContactID or Reference to receive a list of child contacts. (25349)

• It will now be possible to call ContactNotesByParent to get a list of contact notes by parentnotecontactid, parentnotecontactreference.

Dashboards & Reports

• The group WIP dashboard is now available, which provides a quick view of financial status for ongoing group jobs. (259737)

• The mileage report no longer has merged cells, so that data can be manipulated easily. (265510)

Template Keywords:

• Tax is shown on the template even if the amount or % is 0. (263094)

🐞 Fixed

CRM & Finance

• Enhanced the synchronisation process to ensure secondary person details are retained in Xero, maintaining data integrity and completeness (266548).

• Improved the contact editing feature on financial documents to prevent unintended changes to line item quantities, ensuring accuracy and consistency in financial reporting (265373).

Job Scheduling and Management

• Eliminated false alerts when resources are en route to start a job, enhancing operational efficiency and reducing unnecessary notifications (254713).

• Refined the alerts mechanism related to resource activity times to function accurately, ensuring correct alert generation (229811).

• Corrected the functionality of alerts related to resources' activity time, ensuring they work as intended for better operational awareness (229811).

Reporting, Dashboards, and Business Intelligence

• Optimised timesheet reports to exclusively display data for allowed resource groups, enhancing privacy and compliance (240896).

• Enhanced report filters to automatically translate to French when the system language is set to French, improving user experience for French-speaking users (192538).

Route Optimisation

• Ensured the 'New route start time' in the route optimiser remains consistent across time zones other than GMT, improving reliability and usability of route planning features (207652).

24.02.01 will be deployed to customers from 13th February 2023 onwards, with the following changes.

🚀 New

Are you tired of spending too much time searching for cost-effective vehicle solutions?

Would you like to reduce the cost of a single vehicle by 15%, equating to a saving of £110 per month, just like Ian Hall, Managing Director at Utopia did?

Well now you can with the launch of BigChange Fleet!

To get started click on the new ‘BigChange Extra’ menu button and follow the prompts.

For more information on BigChange Fleet, click here to read our blog.

🔄 Changed

CRM & Finance

• Enhanced system reliability with automated health checks for BigChange Pay integration (266005)

Reporting, Dashboards and Business Intelligence

• Enhanced privacy and user experience in timesheet reporting with tailored data visibility (254839)

• Additional charts added to the Group WIP dashboard displaying 'Total Costs vs Invoiced' data (258032), 'Job Value by Group Job Category, Contact and Owner' (258034), 'Percentage of Jobs Unscheduled, In Progress and Completed' (258043)

• Non-UK customers now have the ability to display WIP dashboard figures in their local currency on the profitability dashboard. (252054)

• Help text has been introduced to WIP dashboards, providing clear explanations of the underlying calculations for greater transparency and understanding. (2580487)

Other

• Enhanced job status visibility on the booking site with the addition of 'completed with issues' status, for more accurate job tracking (225226 & 245215)

• Improved booking site performance and maintenance through comprehensive code refactoring (267418)

• Streamlined system performance by removing outdated legacy data syncs (266508)

• Optimised data import operations through comprehensive refactoring of ImportService (265449)

• Streamlined import processes by removing redundant importers, enhancing system efficiency (264417)

• Improved efficiency and security in sending files from SFTP (261039)

• Enhanced file management with updated processes for deleting files from Amazon S3 (261040)

• Additional behind the scenes changes (265001, 264743, 267134)

🐞 Fixed

CRM & Finance

• Accelerated contact search performance for quicker and more efficient searches (255380)

• Enhanced stability in downloading invoices in ZIP format, ensuring error-free operations (248215)

• Enhanced reliability in the InvoiceDownload action, ensuring seamless downloads without interruptions (260590)

• Optimised system performance for contracts with multiple lines under domestic reverse charge conditions (265206)

• Improved integration for seamless transfer of job data to invoices (248214)

• Enhanced invoice creation from jobs with accurate inclusion of nominal, department, or tracking codes (262274)

• Enhanced invoice item management with VatID inclusion for better compliance (264793)

• Template list in Job Finance contains all entries for comprehensive coverage (192776)

• Improved geofence integration for accurate syncing of contact location updates on devices (264406)

Reporting, Dashboards and Business Intelligence

• Enhanced reliability of driver behaviour reports, ensuring error-free resource selection (264885)

• Enhanced WIP Dashboard with fully functional date filters for job count widgets (266817)

• Improved modelling on the WIP Dashboard to ensure data accuracy (266185)

Job Scheduling and Management

• Enhanced event logging for better visibility and tracking of job scheduling changes (255192)

• Improved group job keyword accuracy for jobs with 'new' or 'sent' status (252063)

• Enhanced job creation process with correct suffix application for recurrences (251227)

• Improved data retrieval for selections with identical From and To dates (266803)

• Enhanced accuracy in 'group job actual duration' calculations for better reporting (265512)

Templates

• Restored functionality for adding formula keywords to template subjects, enhancing customisation (140955)

• Improved SMS template formatting to retain line breaks for clearer job confirmations (258720)

Other

• Restored ability for JourneyWatch customers to add resources, enhancing operational flexibility (266549)

• Enhanced API functionality allowing for custom field order adjustments (266885)

• Improved accuracy in Automation service through HTTP Header updates (264025)

24.01.1 is a point release and includes the following fixes and changes. Users will see these changes added to their system from 30th January onwards.

🔄 Changed

• Non-UK customers now have the ability to display dashboard figures in their local currency on the profitability dashboard. (243547 & 251998)

• Help text has been introduced to profitability dashboards, providing clear explanations of the underlying calculations for greater transparency and understanding. (256434 & 258047)

• To streamline the user experience, pagination has been implemented for the display of financial documents on a group job, enhancing ease of use and readability. (263957)

🐞 Fixed

Dashboards:

• The calculation of group job profitability margins has been significantly optimised for better performance and accuracy (263407)

Scheduling:

• Importing jobs now reliably maintains the integrity of flagged, on stop, or expiry date statuses. (262276)

• The system now ensures line items remain unique when creating a group job from a quotation, eliminating duplications. (261037)

• Parent contact references are now consistently maintained when importing jobs against child contacts. (258164)

Finance:

• When creating a stock item from a device with the supplier cost in euros, it seamlessly converts to GBP when added to an invoice. (257887)

24.01 is the first release of the year and includes the following changes and bug fixes.

Users will see these changes added to their system from 16th January onwards.

🔄 Changed

• To optimise security, customers who use automations to trigger BigChange WebService calls will no longer able to pass credentials in the URL. Instead these should be included in the header. Please note a script has been executed to transfer these over for existing automations, however customers should confirm these continue to work as expected and re-save if required. (257880)

• Filters in the jobs financial list have been rearranged to group financial completion and invoice stages together. (259318)

• Users are now able to select a resource group when creating an alert relating to a job, not just individual resources. (256514)

🐞 Fixed

Jobs:

• Our system now seamlessly retains mandatory worksheet answers throughout the job lifecycle, ensuring consistency and accuracy for automated job creation processes. (239030)

• Streamlined job blueprint exports now efficiently display one row per job, including multiple assistants, in a user-friendly CSV format. (240566)

• Improved display accuracy for 'view worksheet' branching method in job stock, ensuring a flawless viewing experience on client site. (165833)

Finance:

• Enhanced invoice accuracy now ensures stock items, even those with a discounted fixed price of £0, are accurately reflected in invoices. (258570)

• Stability improvements ensure financial documents created and attached to a job with names matching job references remain intact even when quotes are edited. (258124)

• Improved financial completion tracking now accurately cascades status updates to all jobs within a group. (257991)

• Enhanced clarity in job exports with the correct display of 'Invoice Cancelled' status, replacing the cryptic 'job_statusClient39'. (251267)

• Improved error messaging now offers enhanced clarity, guiding users effectively during contract import issues. (229400)

CRM:

• Default note workflows are correctly displayed when a note is created via the mobile application. (256403)

• Enhanced Email Capability: Support for Sending .eml Attachments in Quoted-Printable Format.(251286)

Resource Management:

• New feature added to export expired resource skills, offering greater control and record-keeping. (254758)

Templates:

• Streamlined template customisation now shows only relevant contract custom fields, enhancing clarity and efficiency. (255527)

• Enhanced template consistency with uniform font sizes for expression formulas and angle brackets, matching Word templates. (225861)

• Improved code truncation has been implemented reducing the likelihood of users hitting the 3000 character limit permitted in formulas when creating templates in Word. (151040)

• Improved template functionality, "Worksheet table" keyword now maintains unified structure with keywords added under it. (236964)

• Enhanced precision in "Worksheet Table" keyword as we have eliminated the unnecessary spaces in the absence of "notes" field. (179175)

Dashboards:

• Improved resource utilisation dashboard now accurately reflects current resources, excluding deleted ones. (258295)

Alerts:

• Enhanced browser experience with alerts, eliminating window darkening upon refresh for clearer visibility. (256062)

• JourneyWatch alerts are now accurately assigned to resources with active licenses, ensuring proper alert management. (256558)

• Improved alert logic with the 'expiry alert' for quotes no longer triggering for rejected quotes. (257534)

Tracking:

• Resolved issue enhancing reliability of fuel tank value readings at journey start for CalAmp tracker users. (140248)

23.10 is our final major release of the year, and includes the following changes.

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

🚀 New

WIP Dashboard

Instantly access a comprehensive financial overview of ongoing jobs with just a single click. This feature allows for effortless tracking of margins, costs, and potential revenue, streamlining your financial management process.

Our suite of impressive dashboards is now further enhanced with the introduction of an innovative Work In Progress (WIP) dashboard.

Featuring an array of widgets, this dashboard provides detailed insights into total sales, costs, invoicing status, and job totals. Its graphical representations not only showcase trend data but also spotlight your highest-performing job types, contracts, and resources.

The WIP dashboard revolutionises your workflow by allowing real-time trend analysis before job completion, enabling you to capitalise on what works best.

Tax Template Summary

Effortlessly generate comprehensive tax summaries on invoices and quotes. This feature automates the calculation, sparing your customers the task of tallying amounts manually - a seamless and convenient experience for all!

Introducing the 'Tax Table Summary'—now accessible in both online and Word template editors. This tool enables the addition of a detailed breakdown of taxes paid or due at various rates, providing a clear and concise fiscal overview.

Ideal for facilitating a quicker reclaim process for your customers, streamlining their financial operations.

Other Additions

• Streamline your invoicing process with our new feature that limits the addition of predefined invoice items to those with customer-specific pricing, guaranteeing precision in item selection for jobs or financial documents. This functionality is easily manageable via the new account setting “Users can only add predefined items from a contact’s price list”. With this setting turned on, users can also search by Predefined Invoice Item group as well as name and reference when adding lines to financial entities.
  

  Contact PDI price lists can be imported on masse utilising the pre-existing price list import, making this simple to setup for use with your customers.
  

  Additionally, the full range of Predefined Invoice Items (PDIs) remains fully accessible on the JobWatch App, to avoid any unnecessary challenges for the resource whilst on site.(252491 & 252493)

🔄 Changed

• The Job Performance dashboard now features a new toggle for analysing performance by parent contact. This is ideal for efficiently reviewing large contracts encompassing multiple sites.(251135)

• Delve deeper into invoice details directly from the group profitability dashboard. This new capability offers enhanced clarity on the calculations behind your actual profits and margins, allow for greater financial understanding. (254895)

• Gain quick access to delivery site contact details from any financial document with the new 'eye' icon. You can now view relevant contact information immediately, streamlining your document management. (161882)

• Enhance your pricing visibility with predefined invoice item group names now displayed on the contact's price list page. This feature provides a clearer and more organised view of pricing structures.. (252492)

• The resource utilisation dashboard has been upgraded to include assistant job start and end times. This update offers a more comprehensive view of resource allocation and time management, aiding in efficient scheduling. (254668)

🐞 Fixed

Dashboards:

• Enhanced resource utilisation calculation to focus on shift-time hours, ensuring more accurate reflections of work patterns. (255522)

• New explanatory helper text introduced to clarify the appearance of additional lines in the resource utilisation report. (250703)

• Improved clarity in job performance charts with corrected text. (254910)

Finance:

• Enhanced save reminders now in place to protect your data before exiting financial documents. (255177)

Scheduling:

• Job start dates are now reliably maintained for contacts on stop, ensuring consistent scheduling. (229149)

• Standardised date formatting introduced to enhance formula accuracy in worksheets. (160802)

• Optimised flow chart visibility and download functionality on smaller devices for enhanced worksheet creation. (160736)

Automation:

• Enhanced reliability in automation triggering with job rescheduling. (172629)

Tracking:

• Refined geofencing calculations for more precise stop location tracking within contact areas. (147907)