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Leeds, 15 March 2021 – You can now assign a priority to your Notes – marking them to show which need to be addressed first – meaning you can focus and get to work on the most pressing tasks first.
When work piles up, our first instinct can be to get our heads down and crack on, knocking out tasks as they come through. But not all work is equal, and the more effective business has its priorities in order, working to meet the most-pressing needs first.
BigChange understands this, and wants to make it easier for all businesses to tackle work in the most efficient way. That’s why we’ve added a new function in JobWatch that allows users to prioritise Notes, making it easier and faster to see the most pressing information and to get going.
This feature lets admins create a set of ‘Note priorities’ for instance, High / Medium / Low or Gold / Silver / Bronze. These priority sets can be customised for the various different departments and note types around your business.
Administrators can then apply a priority set to a certain type of note in ‘Note types’ and choose which roles can set or change the priority.
Users can then sort their Notes by priority, to see which need addressing first, or filter so only, say, high-priority notes appear.
View a step-by-step guide to introducing note prioritisation at your organisation below:
Prioritisation of Notes is just another way JobWatch can improve productivity and customer service – and give leaders better visibility of business-critical information, fast.
Leeds, February 2021 – BigChange’s new ‘Recurring Job Group Templates’ in JobWatch to simplify workflows and make job creation more efficient than ever.
Powerful new functions in the latest update of JobWatch.
BigChange has released BigChange App v5.12, and it includes new features to improve efficiency by reducing time, travel and costs.
Users can now self-allocate jobs which don’t yet have an owner. So workers carrying out a job on-site can access on their mobile a list of other jobs that need to be done at the location.
JobWatch takes into account resource restrictions, such as location and skills, meaning only relevant jobs will be shown. This improvement ensures extra jobs are carried out efficiently on-site without wasting precious time and money with another unnecessary journey. No unallocated jobs at that site but time to spare? Search for other unallocated jobs in the vicinity.
Another key feature of the update is a ‘Save User Signature’ option. Anyone working with JobWatch can now save their signature in Settings and automatically add it to any documents at the push of a button.
This change improves efficiency and creates consistency across documentation.
Remember to update your JobWatch app, as only devices with 5.12 will be able to use the new functions.
See our help site for more information on these features.
Wouldn’t it be amazing if you could manage your mobile workforce in the cloud, all linked beautifully with your Sage accounting software?
With less paperwork and freedom from double-keying from one system to another. You’ll be able to say goodbye to whiteboards and spreadsheets. You’ll be able to schedule work smartly, in a matter of clicks and be able to utilise an easy to use app. Giving your engineers and drivers all the information they need to carry out every task, including risk assessments.
Customers can be informed by text message, letting them know that you’re on your way, while you have complete visibility of everything.
After the work has been completed, industry job cards and certificates are created instantly, and all without a single piece of paper.
Imagine if, as you created the invoice, all the information would instantly be kept in sync with Sage as well as your payments, purchase orders and contacts.
With BigChanges 5 in 1 mobile workforce management software and job management system, you have all this and more.
Discover a truly integrated solution for field service management that combines everything you need to run your business, beginning to end.
The BigChange platform provides you with a CRM so all your customer records and data are secure in one place.
With the BigChange platform you’ll have access to intelligent job scheduling, a mobile workforce app that does everything for your team whilst on the go, live tracking of your vehicles, plus access to the BigChange network that will allow you to collaborate with other subcontractors and businesses.
And the icing on the cake? Seamless integration with Sage, so everything is synced.
Watch the Video:
The power of BigChange seamlessly integrated with your Xero accounting software.
Business owners in the UK and beyond will now be able to manage their workforce, schedule jobs, meet health and safety requirements, and issue invoices, without having to waste time updating their accountancy package separately.
Leeds-based BigChange, which has created a 5-in-1 technology platform for managing mobile workers, has announced a seamless integration with online accountancy giant Xero.
The move promises to eliminate the need for ‘double keying’, whereby information has to be re-entered into separate apps or software packages. Research shows that this ‘double keying’ can lead to workers wasting as much as two hours in front of a screen each day.
BigChange founder Martin Port commented:
“We all rely on technology to run our businesses – and our lives. Apps and software make us more efficient, and remove a lot of the grunt work, allowing us to focus on the stuff that really matters. But when these apps can’t communicate with each other, we are forced to type out the same data over and over, which increases the risk of errors creeping into records.”
“It has always been our aim at BigChange to bring the world’s best software systems onto our platform. I am delighted that Xero, a leading online accounts software, is now available to our users.”
Users are able to access Xero through a user-friendly link in BigChange. Settings are configured directly in JobWatch and contacts, financial information, and invoices are easily and securely passed between the two systems in real-time. This makes it easy to see the most and least profitable jobs, for example.
Early adopters claim that the BigChange integration with Xero has already been a significant time-saver.
“The integration between Xero and BigChange is fantastic as records are completely synchronised between the two systems, saving us literally hours of time.”
“It makes our job a lot easier and we are much more efficient.”
According to Michael Cairns, managing director at Celsius Plumbing & Heating,
“The BigChange/Xero link not only saves a lot of admin time but on my mobile phone, I can immediately see what’s been invoiced and access our financials, anywhere, anytime. It basically unlocks accounts and opens opportunities to improve the way we work as a business.”
When invoices are created in BigChange’s JobWatch system, the information is automatically passed to Xero.
“The new link between BigChange & Xero is now seamless and instant no delays. We only have to enter data once and that cuts hours off our admin time. Now anyone can raise an invoice we don’t have to rely solely on the accounts team. This system automation will allow us to grow without increasing our back office headcount.”
BigChange not only drives efficiencies, it also allows users to team up through its network. This helps customers to scale, taking on new jobs and trusted tradespeople across multiple geographies with little risk.
According to Chris Langrick, chartered accountant and director of Langricks, the Xero integration will encourage even more forward-thinking accountants to recommend BigChange to their clients.
“Accountants need to be thinking about how they can advise their clients to use technology to operate in a more efficient manner,”
“BigChange’s Platform offers many advantages and now that financial information automatically ingrates with Xero, it’s even more attractive; a no brainer. In these uncertain times, there has never been a greater need to embrace the benefits of smart technologies like BigChange.”
Watch the Video:
15 April 2020 – Customers can sign-off work remotely or at a distance with this new feature.(more…)
BigChange have recently launched two amazing new Microsoft add-ins for Outlook and Word.
BigChange is now seamlessly intergrated into the Microsoft ecosystem, enabling customers to easily attach email information into CRM notes directly from Microsoft Outlook, or create professional-looking templates in Microsoft Word and simply upload them into the BigChange system.
MICROSOFT OUTLOOK ADD-IN
The BigChange Add-in for Microsoft Outlook is available NOW! Have you downloaded it yet?
This amazing new feature allows BigChange customers to seamlessly attach selected emails and attachments to their CRM Notes – existing or new – without having to leave Outlook.
This ensures important information can be quickly and easily stored centrally against Notes, a must for seamless remote working.
Find out all you need to know about this game-changing new add-in here.
Watch the Outlook Video:
MICROSOFT WORD ADD-IN
The BigChange Microsoft Word Add-in for creating templates is now available for you to download! BigChange customers can now easily create professional-looking templates themselves in Microsoft Word.
Customers can design their own financial documents, Health & Safety Forms, Certificates or standard job cards in Word and use the new add-in to insert the required keywords. The finished document can then be uploaded to BigChange and saved as a template ready to be used in the usual ways.
Where keywords have been inserted, BigChange will automatically populate the datafields upon document creation. It’s as easy as that! You can find out full details of this amazing new functionality here.
Watch the Word Video:
Introducing ‘Job Hints‘ – BigChange has introduced an exciting new feature that will help you schedule your jobs more efficiently.
Have you ever found yourself visiting the same site/client several times over in a short period of time, when you know deep down you could have combined the visits?
When creating or scheduling a job from the back office, it is useful to know of any other jobs waiting to be scheduled, or already booked in, at the same site. This information allows you to combine jobs, therefore reducing travel costs. The JobWatch system now displays this information as a useful hint when creating jobs. As a job is created and a contact is entered, a hint now appears below the contact name detailing the number of scheduled jobs within the next 7 days and unscheduled jobs for this contact.
You can watch the guide video below for full details of this great new feature from BigChange:
We’ve introduced a new feature to help you quickly access information on key features in the JobWatch platform.
Here at BigChange we invest time in ensuring that there are Help Centre articles – and sometimes videos – to take you step-by-step through how our features work.
JobWatch now includes a ‘floating’ Help Button, providing easier access to specifically relevant content. The button has been designed to show content from the help site applicable to the page you are on when you click it, as well as a useful search box.
This great new feature makes it easier for you to access the help exactly when you need it!
Take a look at the video included below for full details of this new feature:
In Jobwatch you can now see both the current and 5-day weather forecast for the location of your jobs.
Does the weather affect when you can complete your jobs? This great new feature from BigChange makes it easier for you to plan ahead for work that can be affected by the elements.
When creating a job, once the contact’s location has been auto-populated, you will now see that a weather icon at the top right showing the current weather at the location is displayed.
Hovering over the icon will display descriptive text, whilst clicking on it will display the forecast for the next 5 days at the job’s location in 3 hourly increments:
When you view a job after it has been scheduled, the weather icon displays lower down and shows the predicted weather for the actual date and time of the job.
View the video included below, which showcases this useful new addition in full:
BigChange brings you another paperless solution that allows you to automatically and seamlessly capture digital signatures and customise acceptance information, issuing a digital receipt when the document is signed.
This very exciting new function gives customers the ability to ‘legally’ accept quotations and order forms/contracts through JobWatch.
Upon acceptance of a quote, a “Certificate of Completion” is created and sent alongside the quote, which shows:
times and dates of receiving/viewing/completing the document;
the IP address from the computer which signed the document;
the operating system and much more.
All of this ensures a legally binding quotation/contract.
Take a look at the helpful video below, which will explain the new feature in more detail and guide you through exactly how to do it:
Let BigChange save you time by automatically scheduling your follow-on jobs!
This amazing new feature from JobWatch allows our customers to automate the process of booking their follow-on jobs, completely negating the need for manual input. New follow-on jobs can be automatically triggered and scheduled until the work is done, with no additional admin needed.
We know a lot of our customers are already very excited about this new feature! Could it help you? To find out how this feature can start saving you time, take a look at the handy video guide below.
Your customers already use apps everyday to book everything from taxis to takeaways.
Now they can book your services in seconds, with the new on-demand booking app from BigChange. It’s here for all services and all sectors, whether you serve businesses or consumers at home. Begin your own on-demand revolution today!