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)
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)
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.
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)
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)
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)
24.11.01 will be deployed to customers from 5th November 2024 onwards, with the following additions and changes.
🚀 New
Batch Job Stock
Batch Job Stock simplifies stock management by allowing you to add multiple items to a job in one go. No more repetitive actions—just select your items, add them to the job, and save valuable time. Perfect for streamlining your workflow and keeping your stock updates efficient and hassle-free.
Here’s a demonstration of the new feature in action:
🐞 Fixed
Finance
The warning message for editing financial line items on recurring jobs has been updated to clarify that changes or additions to line items will not apply to all recurring jobs in the series. (297757)
The "Invoice Created" customer activity can now be filtered in the job list view for easier tracking. (299626)
A delay has been resolved when adding predefined invoicing sets with over 50 line items to quotes, improving processing time. (271551)
Expense categories are now mandatory, ensuring they can be used consistently within the mobile application and back-office. (292783)
Schedule
Job Type Automation now triggers only once on job completion, even if the mobile device has a poor signal or weak connection. (260175)
Map
A UI issue that prevented driving, stopped, and idling information from displaying correctly in the journey box has been resolved.
Stock
Job Type Automation now triggers only once on job completion, even if the mobile device has a poor signal or weak connection. (260175)
24.10.02 will be deployed to customers from 22nd October 2024 onwards, with the following additions and changes.
🔄 Changed
Schedule
When multiple jobs with the same end time overlap before a shift ends, both jobs’ return journey chevrons will be displayed, previously, only the first job's chevron appeared. This update aligns the return journey behaviour with how the journey to the job is displayed, improving clarity by showing both chevrons when journeys overlap. (307186)
Tasks - Closed Beta
Rating tables have been adjusted to trigger appropriately when using tasks. (273835)
Task terminology has been updated to include 'Services', in preparation for future integration with ongoing asset work. (304950)
🐞 Fixed
Finance
To improve performance, only the top 100 job group references will be returned when importing jobs onto a sales opportunity, reducing latency. (299030)
For customers using the "send single email" functionality, invoices will automatically synchronise with Sage once they are marked as sent. (301974)
The "Sales op due in X days" alert will no longer send incorrect notifications every 6 hours after the updated close date. (309664)
Reporting
Non-hazardous waste is now correctly excluded from the hazardous waste consignment note V2. (284270)
24.10.01 will be deployed to customers from 8th October 2024 onwards, with the following additions and changes.
🔄 Changed
DashCams
Users can now view dashcam events even if the vehicle is not equipped with a BigChange tracker, providing more flexibility in monitoring driving activity. (304787)
Schedule
When multiple jobs with the same end time are stacked before a shift ends, both jobs’ chevrons are now shown for the return journey, rather than only displaying the first job’s return journey chevron. This matches the behaviour of the journey to the job when they overlap, ensuring clarity by overlaying both return journey chevrons. (268864)
Dashboards
The Sales Opportunity Dashboard now includes the ability to view won/lost sales opportunities over a specific time period and any overdue sales opportunities. This enhancement helps track success and identify missed opportunities that require attention. (307960)
Blueprints
Custom fields attached to contracts can now be imported and exported using the blueprint functionality, allowing for the easy transfer of data within a single export, making it more convenient for managing contract information. (301663)
🐞 Fixed
Finance
Invoices are now correctly attached to jobs when Xero synchronisation is enabled, ensuring smooth integration with Xero. (261453)
Attachments from financial documents are successfully copied to group jobs when the copy attachment option is selected, making document management easier. (288824)
The issue causing stock line details to reset when recalculating lines on financial documents related to jobs from sales opportunities and invoices has been resolved, ensuring data accuracy. (305698)
Recalculating line items no longer changes the quantity value when the invoice contact is changed, preserving the original data. (305190)
A mandatory supplier field has been added when duplicating a financial document to a Purchase Order, ensuring the screen displays correctly and improving the user experience. (307698)
Microsoft Add-ins
The online Word and Outlook Add-ins versions now load correctly when working with formulas, improving functionality and stability. (301663)
Editing formulas with special characters is now supported in the Word Add-In, providing greater flexibility in template customisation. (307461)
CRM
Searching for contacts with names written in Greek returns results as expected, enhancing search functionality for Greek users. (271694)
Dashboards
Purchase order costs now reflect the correct values, even when the gross amount is lower than the unit cost price, ensuring consistency between data on the platform and reports. (300911)
Dashboards now adhere to the specific date type and range filters, accurately displaying data according to the chosen settings. (303972)
Booking Site
When a contact user linked to a booking site user with multiple contact persons is deleted, the booking site user is only removed if no other contacts are connected, allowing selective removal of access to specific booking sites. (286211)
Tracking
The map now displays the Default Map View country or region for customers without tracking devices, improving clarity for these users. (297999)
Driving time is now correctly displayed within the box border, ensuring clear and accurate information. (307188)
24.09.02 will be deployed to customers from 24th September 2024 onwards, with the following additions and changes.
🔄 Changed
Purchase Invoicing - Open Beta
Users can now set alerts for changes in the status of purchase invoices, keeping them informed of important updates. (251016)
From the list view, individual purchase invoices can now be placed in query, streamlining the process for addressing invoice issues. (255057)
Users can manually approve multiple purchase invoices for payment or synchronisation with a financial package from the list view, saving time on batch processing. (268651)
Dashboards & Reports
New columns have been added to the Group WIP dashboard, allowing users to view profit and margin values based on invoices and credit notes received, enhancing financial visibility. (302127)
The Standard Timesheet V2 has been updated to ensure that content is only displayed to users with the correct permissions, reinforcing security and access control. (265437)
🐞 Fixed
Map
The vehicle's street name is now visible even when travelling through locations without a postcode, providing more detailed location information. (297020)
CRM
The contact persons window now loads reliably without intermittent hangs, ensuring a smoother user experience. (297036)
Duplicated sales opportunities can no longer use the same reference, maintaining accuracy and preventing confusion. (303303)
The CRM Search and "Search anything" functions now support Greek search terms, expanding language compatibility. (271694)
Resource Management
Absences added to all resources can no longer be accidentally removed from individual resources, preventing unintended removal from all resources. (298316)
Alerting
For web users with restrictions, the unread alerts counter icon on the top bar now accurately reflects the real unread alerts count, ensuring correct notifications. (304158)
Scheduling
Stability improvements have been made to the weekly schedule view, enhancing overall reliability. (271066)
Loading a saved schedule favourite view while on the schedule no longer causes delays, allowing for faster access. (294884)
Finance
The margin value in the financial document report now correctly matches the value shown on the invoice, ensuring accurate financial reporting. (307925)
