General Account Settings

  • Updated

This article serves as a guide to understanding and optimising the settings of your BigChange Job Management System.

Familiarising yourself with these settings is crucial to ensure the software is tailored to your business needs and operates at its maximum efficiency.

 

 

 

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Account Details

This section provides guidance on customising the appearance of your documentation. It includes details on how to change your logo for templates and modify footer information. It also provides examples of how these changes translate onto a JobCard.

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Example below of Standard Job Card with company logo

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Jobs on Device

This section offers insights on managing the visibility and duration of jobs on a device for your mobile workforce. It covers settings such as the number of hours jobs appear and the number of hours before removing completed jobs. It also discusses options for non-contact signing and no-touch signature.

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  • The "Number of hours jobs appear" setting allows you to control when jobs are displayed to your resources. You can choose a time frame between 1 and 672 hours. For instance, if you want resources to see the next day's jobs 24 hours in advance, select 24. If you want them to see a full 4 weeks of jobs at any time, select 672.
  • The "Number of hours before removing" setting lets you determine how long completed jobs remain on a device. You can choose a period between 0 and 168 hours. If you want completed jobs to disappear immediately, select 0. If you want to allow time for changes or additions, such as expenses, select a higher number like 48.

 

Other Device Settings

This section focuses on internal processes, including timesheets and resource behaviour. It explains how to enforce vehicle checks and adjust device usage settings to suit your business needs. It also provides guidance on allowing incoming call information to appear on a resource’s device.

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Financial

This section outlines how to set up default global financial settings and how to override these settings for specific customers. It also explains how to integrate with various financial packages and arrange for payment through Judo Pay. It provides a step-by-step guide on how to amend terms for specific customers.

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 For instance, while the standard payment terms for Fast Repair might be 30 days, Fitzwilliam Enterprises could negotiate to pay within 20 days, provided that Fast Repair keeps stock parts for them on a Just in Time basis. They might also choose to extend the Quotation option period specifically for this customer.

To make these changes, follow these steps:

  • Navigating: CRM → [side menu] Contacts → [tab] Contacts → [select contact] Fitzwilliam Enterprises → [tab] Financial → [submenu] Terms:

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The terms you set here will override the default terms set in Administration, but only for this specific customer.

Additionally, you can integrate with various financial packages or set up payment through Judo Pay. If you're not familiar with Judo Pay and want more information, please refer to the Judo Pay article.

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Schedule

This section primarily impacts those involved with job scheduling and job recurrences. It provides guidance on using Group Jobs and prefilling elements of the job. It also discusses options that are particularly helpful where Group Jobs are in use.

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Some options are particularly helpful where Group Jobs are in use, allowing you to prefill elements of the job, with or without the ability to alter the details:

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On Stop

The 'On Stop' feature in BigChange allows you to manage actions related to customers whose accounts have been suspended or put 'On Stop'. This suspension could be due to a variety of reasons such as overdue payments, exceeding credit limits, or other compliance issues.

When a customer's account is put 'On Stop', it signifies that you can control whether or not to permit the future generation of any financial documents or jobs until the problem causing the suspension is resolved.

By tailoring these settings, you can establish a clear protocol for handling customers whose accounts are 'On Stop'. This ensures that your business reacts in a consistent and appropriate manner in these circumstances.

 

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Driver Safety

The 'Driver Safety' settings in BigChange provide options to manage the use of devices for safety purposes. This is particularly important for businesses with a mobile workforce, where driver safety is a key concern.

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Security

The 'Security' settings in BigChange provide an option to enforce 2-step verification, a crucial feature for enhancing the security of your account.

2-step verification, also known as two-factor authentication, adds an extra layer of security to your account. In addition to entering a password, users are required to verify their identity through a second method, such as a text message or email containing a unique code, or a biometric method like a fingerprint.

If you select 'Yes' for this option, 2-step verification will be enforced for all users. This means that every time a user logs in, they will need to complete the 2-step verification process. This can significantly reduce the risk of unauthorised access, as even if a password is compromised, the second verification step would still need to be completed.

If you select 'No', 2-step verification will not be enforced. While this may simplify the login process, it also reduces the level of security for your account.

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Targets

This section explains how to set parameters to gather data for use in your reports. The settings here are a matter of business-specific preference, and the importance of each parameter may vary depending on your business needs.

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Website

In BigChange software, 'Website' settings include a default radius for new contacts. This radius, shown on your site, is a circle around the contact's address, indicating your service area.

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When you add a new contact's address, the software automatically shows a radius based on the default setting. You can adjust this radius for each customer if needed, for example, if their site is larger or smaller than usual.

It's important to set the radius accurately, including areas like car parks. If not, it might seem like your resource hasn't reached the job site when they're actually on site. By managing this setting, you can accurately show your service area, manage customer expectations, and improve service.

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White Labelling

The 'White Labelling' settings in BigChange offer options to personalise your company's branding and communication. Unlike the personalised white labelling discussed earlier, which is more about customising the appearance of your setting, this section focuses on creating a consistent persona and single point of contact for your company.

One common use of this feature is to create a single email address for your company, usually for your customer services department. This means that all communication from your company, regardless of the department or individual sending it, will come from this single email address. This can help to create a more professional image and make it easier for customers to recognise and trust communication from your company.

By carefully managing this setting, you can ensure that your company presents a unified, professional image to your customers, improving their experience and potentially increasing their trust in your company.

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 Please refer to the White Labelling article for more information.

 

Conclusion

Understanding and optimising your BigChange Job Management System account settings is crucial for the efficient operation of your business. This guide provides comprehensive information on each section of the settings, enabling you to tailor the software to your specific business needs. For further assistance, please refer to the specific articles linked throughout this guide or contact our support team.