Glossary

  • Updated

A.pngB.pngC.pngD.pngE.pngF.pngG.pngH.pngI.pngJ.pngK.pngL.pngM.pngN.pngO.pngP.pngQ.pngR.pngS.pngT.pngU.pngV.pngW.pngX.pngY.pngZ.png

Line Break.png

A

Accepting A Job

When a job arrives on a device the resource can accept to confirm that the details are understood.

Access Hours

Opening hours for the contact site.

Alerts

Alerts are notifications set up to be triggered by specific events. Many alerts can be set up to be triggered by a range of JobWatch activities. This can be an email, popup on the BigChange website, sent to a device, or text message (chargeable).

At Risk

Answer Designate a worksheet answer as "at-risk" to make it possible to trigger alerts when the answer is selected.

Attachments

A file, for example, a document, image, etc, which can be added to the system. Similar to email attachments.

Attributes

Can be used to record vehicle on-board equipment or vehicle certifications, with or without an expiry date. Vehicle attributes work the same way as resource skills.

Automatic Document Sending

Job cards and financial documents, such as invoices, can set up to be automatically emailed or attached to the job when the job is completed or based on another stage being reached e.g. when job is created.

Back to top

Line Break.png

B

Booking Site

An app that customers of BigChange clients can use to access certain features of JobWatch, including booking jobs.

Business Key

A business key works with a key reader installed in the vehicle to designate mileage as business when scanned. This field should be the key ID.

Back to top

Line Break.png

C

Champion

Champions or super-users are the people within your business who act as system trainers and Administrators. They assist in the completion of follow up actions during the system setup process.

Child Contact

A child contact is a subsidiary, eg a depot or site location, linked to another contact that acts as the 'parent' or main contact point, eg a company's Head Office. This can be extended further eg, Parent = HO, Child = Site A, grandchild = Site A's satellite warehouse.

CO2

This is the carbon dioxide emissions information for the vehicle. You can gain this from the vehicle V5C (Vehicle Log Book).

Completing A Job

Changes status of the job either to "completed" or "completed with issues", depending on the job result selected.

Completion Time For Back Office

Set when a worksheet must be completed by the back office (web site users).

Completion Time For Booking Site

Set when a worksheet must be completed on the booking site.

Completion Time For Resource

This determines at what stage in a job the resource is able to fill out the worksheet e.g. "before job is completed" means resource will be prevented from completing the job until mandatory fields in the worksheet have been finished.

Conditional Branching

Option in worksheet questions to add behaviour to worksheet based on answer selected when worksheet question is completed.

Consignments

A consignment is a group of stock. The consignment can be moved as a group, which can make bulk transfers easier.

Consolidate

Financial documents of the same type can be merged into a single document, e.g. 5 invoices can be merged into 1 invoice with the original invoices listed as 5 line items.

Constraints

A constraint is a restriction related to a job. e.g, Job must be completed by a resource with X skill.

Consumables

A consumable is a quantity, if an item is not a consumable is it serialised. You can have multiple items which are not consumable, however must have unique serial numbers.

Contact

The CRM contact for whom the job is being done.

Contact Custom Fields

Fields which can be created by administrators for completion that do not appear on the standard contact record.

Contact Group

Groups used to organise contacts eg. Customer's head office, Customer's depots, Staff, Suppliers.

Contact Name

The name of the CRM contact. For a company, this would be the company name rather than the name of a contact working for the company. Employee names would be recorded as an entry on the Persons tab within the company's CRM 'card'.

Contacts

Name of company/organisation or individual.

Contract

An agreement which results in an invoice being generated on a regular basis for a single sum. Stock/Equipment/Jobs can be allocated against a contract for tracking purposes.

Cost Per Day

Cost of a vehicle per day if zero miles are driven.  Includes annual and monthly costs like leasing costs, servicing or insurance.

Cost Per Mile

Cost of a vehicle per mile driven.

Cost Price

How much the item costs to buy from a supplier (this is used for Purchase orders and not displayed on other financial documents).

Custom Fields

Flexible extra fields can be added to record more information about a resource, such as driving licence numbers, insurance information, important dates or reference numbers.

Back to top

Line Break.png

D

Deactivate

A deactivated alert will no longer send messages when triggered. It is not deleted and can be easily reactivated.

Default Answer

An answer which is auto selected, this can be over ridden or left empty.

Delivery Site

Site where purchase (e.g. stock) should be delivered.

Detail

The "detail" tab on CRM contacts displays any custom contact fields which have been added. It is blank by default.

Dialogue

Any web user can add comments in this box which will be displayed with a date/timestamp. Including a mention in format @user will send a notification to the named user. For example, this can be used for discussions or logging actions.

Document Type

Type of document e.g. quotation, invoice, credit note.

Driver Behaviour

A visual report that shows the assessment of a driver's behaviour against the acceptable standard. For each criterion this is a score out of 10.

Driving To A Job

Status which designates that the resource is enroute to a job.

Due Date

Date when the note/ticket should be completed/actioned/updated by.

Back to top

Line Break.png

E

Expense Groups

Expense Groups are used to collate expenses under broader categories. For example, train tickets and mileage might be combined in the 'travel' group.

Expense Types

Expense types of expenses which are logged, for example mileage would be a type of expense under the travel group.

Expiry Date

A date which can be set for a temporary customer. The record will be deleted when this date passes.

Extra Info

Any information you want people attending the contact to see, for example a door code will be displayed with job details on tablets.

Back to top

Line Break.png

F

File Group

Items stored within the file library must be placed within a 'folder' (also known as a group) for easy categorisation.

First Line Of Correspondence

The opening line of a document eg, 'FOA'.

Fixed Resource

When set to 'yes' this is used to link a resource and vehicle together. When selecting a resource on a job the vehicle field will auto complete. The resource will not be prompted to select a registration when signing in on the tablet.

Flagged

When jobs or documents are created for a flagged contact, the user sees an alert icon and message.  A reason for the flag can be recorded and will display with the alert, eg, non-payment.

Fuel Card

If the resource has been given a fuel card to buy fuel, a reference number can be recorded.

Back to top

Line Break.png

G

Group Job

An umbrella job (or folder) which other jobs can be scheduled within to keep them together, usually because they relate to a single project or larger job that lasts more than one day.

Back to top

Line Break.png

H

Hyper track

For phone-tracked resources, this option can be selected from the map to enable real-time second-by-second tracking, rather than standard tracking at 30-second intervals. Hyper track will only be enabled for up to 2 minutes at any time.

Back to top

Line Break.png

I

Idling Fuel Consumption

Value for fuel used when the vehicle is idling (engine running but vehicle not moving). This value can be gained from a fuel consumption test although approximate generic values are available for different kinds of vehicles.

Internal Note

A note which will only be visible within JobWatch, not displayed to the customer.

Back to top

Line Break.png

J

Job Categories

Job categories are high-level groups that job types can sit within.

Job Custom Fields

Additional fields added to the job. Each job type has its own list of custom fields. Fields can be imported for a new job type from another job type.

Job Duration

The default time allocated to complete a job. JobWatch records both planned and actual time, and either can be displayed on jobcards.

Job Flags

Customisable flags which can be assigned to jobs.  These can be used to record sequential stages of a process or to flag particular jobs e.g. "awaiting parts".

Job Reference

What is the unique reference of the job. This can either be set manually or generated automatically.

Job Type

The type of activity that is going to be carried out, e.g. delivery, collection, boiler repair, meeting, etc.

JobCard

The physical representation of worksheet questions attached to a job, which includes details such as time worked along with distance and time travelled.

JobWatch

The BigChange system app used by device users.

Back to top

Line Break.png

K

Keywords

Keywords are placeholders which will be replaced with data from CRM, worksheets answers for the final template e.g. "firstname" keyword will be replaced with the firstname taken from the CRM contact persons.

Back to top

Line Break.png

L

Location

Where the stock is currently held - at a contact/on vehicle/allocated to item.

Back to top

Line Break.png

M

Make

Manufacturer, e.g. Samsung.

Mandatory

Something which must be answered before a defined stage. For example, in worksheets if a completion stage has been set other than 'At Any Time' the worksheet cannot be completed until all mandatory questions have been answered.

Mark As Sent

On a financial document mark that it has been sent (e.g. emailed) to the contact.

Model

Specific model, e.g. Galaxy Note 8.

Movements

Logged movements of stock between locations.

Back to top

Line Break.png

N

Network

This is the BigChange platform for collaboration between customers. It allows you to offer yourself as a contractor/subcontractor with other companies using the BigChange system.

Note Flags

A highlighter or identifier (colour and description) that can be applied to a record so that it can easily be picked out from others, visually. Records can be sorted by flag to narrow down what is displayed.

Note Owner

The person who is responsible for the note.  By default, this is the person who added it to JobWatch.  Can be any web user.

Note Reference

A unique reference number for the note, automatically generated by JobWatch.

Note Status

Status of notes can either be open, completed or cancelled.

Note Subject

The title of a note.

Note To Client

A customer information note which will be displayed underneath the line items on the financial document.  Predefined standard notes can be set up.

Note Workflow

Customisable series of questions which can be completed by web user or via the booking site.  Note workflows are set up in a similar way to job worksheets.

Notes

Information or tasks which are stored against a particular record.

Back to top

Line Break.png

O

Onboarding

The process of integrating a new customer into BigChange and helping them to understand and utilise our products and services.

Back to top

Line Break.png

P

Parent Contact

A lead contact (location/site/office) that others are related to, eg a head office and depots. The head office is the parent and the depots are the child records.

Parts

List of parts which have been used against a piece of equipment e.g installed spare parts or consumables.

Person Consents

Permissions given by a user for actions, e.g. for GDPR purposes.

Person Flags

Customisable flags which can be assigned to persons at a CRM contact. Example usage would be indicate roles within the contact e.g. "finance", "operations", "CEO".=

Positive & Negative Results

Whether the job was successful or not. Multiple options for positive and negative can be specified for each job type e.g. negative can be broken down into lack of parts, no access to site, rejected by customer with one option being chosen by the resource from the tablet.

Pre-defined Invoice Items

A pre-saved template containing a reference, description, cost/selling prices, along with VAT/Nominal/Department codes (if applicable), which have been set within the financial section of the Administration menu. By using pre-defined invoice items, you can save time over using the ‘free text’ line items, and is particularly useful for chargeable items which you do not store (e.g postage and packaging). Please note that although the pre-defined invoice item values are saved within account settings, they can be changed on a case by case basis when added to the financial document.

Primary Person

Main person to contact with regard to that CRM record, they will be selected by default when creating jobs and notes.

Private Key

A private key (fob) works with a reader installed in the vehicle to designate mileage as private when scanned. This field should be the key ID.

Probability

A customisable flag estimating the probability of successfully closing the sales opportunity.  Examples might be cold, warm or hot.

Product Category

Stock/equipment models are grouped into Product Categories. Each category has a different list of custom fields for the items contained.

Back to top

Line Break.png

Q

Quick Job

An option to quickly schedule a job but where less fields need to be filled in and less detail captured.

Back to top

Line Break.png

R

Radius

An area in metres around a location point.

Reference

An ID is used to identify a record. Should be unique, if you have a financial package, it should mirror this.

Rejecting A Job

When a job arrives on a device, the resource can reject a job giving a reason why it won't be completed.

Reports

An analysis or summary of data in a document format.

Resource Group

Resources can be organised into groups. Custom fields and restrictions can be set for all members of a group. File library items can be restricted, making them visible to one or more groups.

Restriction

Restrictions limit which areas of the system individual Web Users or Groups of Web Users can see.

RoadCrew

BigChange's customer service department who are always happy to help you resolve a problem. To contact them, click on the RoadCrew button at the top right of your menu.

Role

Web Users are allocated a role to give them the desired level of access & control associated with the role e.g. "Manager" or "Engineer".  Access/Control rights can be customised for each role.

Routes

A series of jobs or 'stops' - can be optimised (currently in beta) for efficiency which act as a template of jobs which reoccur frequently.

Back to top

Line Break.png

S

Sales Opportunity Owner

The person responsible for the sales opportunity.  By default this is the person who added it to JobWatch.  Can be any web user.

Scheduling Assistant

A system that shows a list of available resources and schedule times available for a job to be completed. Identifies costs if financial information has been put in the system against resources and vehicles.

Scoping Document

The agreement between yourself and BigChange detailing the objectives and constraints of the Onboarding process.

Selling Price

The ex-VAT price of a stock or financial item.

Serial Number

Unique reference or barcode used to identify a single item of stock or equipment.

Signing Timesheet

Complete timesheet by marking with signature and sending.

Skills

Skills, such as specialisms or certifications, can be recorded for each resource along with expiry date, if applicable.

Skin

A colour reference code to set the background colour for the header of your site. Google "Hex Codes Picker" to find the code for the colour you want. For example, the Hex code for white is #ffffff.

Sold Status

Field used to denote whether the stock item has been sold or not.

Stage

Customisable stages for sales opportunities e.g. prospect, quotation sent, order signed.

Starting A Job

Changes status of the job to "started" and starts logging time towards actual job duration and for reports and costing.

Stock Item Custom Fields

Flexible extra fields which can be added for stock and equipment. Each product category has a separate list of custom fields.

Systems

Systems are groups of equipment.  A system can be created then multiple pieces of equipment can be added to it and manipulated together.

Back to top

Line Break.png

T

Tacho Card

Used to identify drivers of HGVs fitted with tachographs. These are usually in the format DB followed by 10 digits.

Template

A document skeleton with formatting.

Territories

A geofenced area displayed on the map.

Timesheet Activity

A category that allows time to be allocated to different activities on the timesheet, for example lunch break.

Back to top

Line Break.png

U

Unscheduled Jobs

Jobs which are pending allocation to the schedule.  They are displayed under the Schedule tab organised by job category. A job remains unschedulled until it has a date, time and resource.

URL Of Logo

A web link to a logo accessible online should be put here .  The picture will be used as a logo in the top-left of the site and on standard documents and templates.  Alternatively the logo can be uploaded.

Usage

A list of context(s) in which the template will appear as an option.

Used For Jobs

A checkbox to set whether the vehicle can be selected by resources for use on jobs.

Back to top

Line Break.png

V

Vehicle Custom Fields

Create a customised field to appear on Vehicle records. These can be set for specific groups of vehicles.

Vehicle Group

Groups can be set in order to separate vehicles from each other, eg Tippers, Gritters, Back Office Staff Vehicles, Leadership Team Vehicles, Pool Cars.

Vehicle Type

Select a vehicle type e.g. car\van <2T. This will set the speed limits for which driver behaviour is assessed against when a resource is driving this vehicle.

Vehicle Type for Defects

A list of vehicle defects grouped together. For example you might have an 'HGV' list of vehicle defect questions and a 'Car' set of questions.

Visibility

Set whether the question and answer appears on the standard job card.

Back to top

Line Break.png

W

Web User Group

This area is used to create groups that web users can be allocated to. This will enable easier sorting and application of roles.

Web Users

A web user is a user who has access to the 'back office' of JobWatch.

White Labelling

Emails send by default from jobwatch@bigchange.com. White labelling allows you to send emails from an address of your choosing, both for emails sent by your site and separately for emails sent by your web user.

Workflow

Workflows act as Worksheets for Notes, allowing a customisable series of questions to be completed by web users, as well as conditional branching to ask different questions based on answers given,

Worksheets

Highly customisable series of questions to be completed by resources, web users or by customers through the booking site. Can use conditional branching to ask different questions based on answers given or direct user to another worksheet or to the stock management interface.

Back to top

Line Break.png

X

There are currently 0 entries in this glossary beginning with the letter X.

Back to top

Line Break.png

Y

There are currently 0 entries in this glossary beginning with the letter Y.

Back to top

Line Break.png

Z

There are currently 0 entries in this glossary beginning with the letter Z.

Back to top

Was this article helpful?

2 out of 2 found this helpful

Comments

0 comments

Please sign in to leave a comment.