General Account Settings

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.

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.

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.

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.

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.

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:

Navigate to CRM.
Select Contacts from the side menu.
Select the Contacts tab.
Select the relevant contact.
Select the Financial tab.
Select the Terms sub-tab.

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.

Schedule

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

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

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.

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.

Security

Multi factor authentication (MFA), 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

To access BigChange with MFA enabled, requires a user to enter an authentication code from a separate device (such as a smartphone) using an authenticator app (such as Google Authenticator) in addition to their BigChange login details.

For more information above MFA, see the article Securing your BigChange System using Multi-factor Authentication and IP Settings – BigChange Help Centre.

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.

Website

In BigChange , 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.

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.

White Labeling

The White Labeling 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.

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.