Custom Automation Solutions in BigChange

Enhancing Business Processes with Automation

BigChange offers a comprehensive, paperless system that evolves with your business needs. For complex requirements or enhanced integration, BigChange provides bespoke automation solutions. Our Professional Services team can tailor these solutions to streamline your processes and give you a competitive edge.

How Automation Works

Understanding Automation Triggers and Actions

Automation identifies specific areas in your business processes and uses them as triggers to automate manual tasks. Here's an example of how automation might work for a job type "Onsite Survey":

• A Job "Onsite Survey" is created.
• The Job result is "Completed with issues".
• This triggers the automatic creation of a new note, "Feedback Call".
• The Subject field is automatically populated with "Survey Feedback".
• The Due Date field is set to the day after the Job was completed.
• The Note Owner field is filled with the manager's name of the resource who completed the Job.
• Notes from the device used by the resource are uploaded into the "Feedback Call" Note's Dialogue box.
• A flag "With C/S" is added to the Note.

Potential Business Applications

Streamlining Processes with Automation

Automation can enhance various areas of your business. Consider these triggers and actions:

Areas to Consider as Triggers:

• New contact or job created
• Job status changes (e.g., starts)
• Note status changes
• Data import
• Job duplicated
• Job completed successfully/unsuccessfully
• A specific worksheet question is answered

Areas to Consider as Actions:

• Create related follow-on Jobs (e.g., Inspection/Test Job)
• Add Stock details to Job Worksheet
• Create a new financial line item
• Automatically update another system

Examples of Custom Actions Created

Financial Automation

• Flag Assignment: When a job is flagged as 'project complete', create an invoice from line items at group level and send it.
• Contract Creation: For a monthly office deep clean contract, automatically create twelve jobs and associated notes upon contract creation.
• Note Completion: When a note is created, automatically generate invoices for grouped jobs from the previous month.

Job Automation

• Job Completion: Upon completion of "Ground maintenance" for a specific contact (e.g., Headingley Cricket Ground), automatically upload the Job card to their Dropbox account.
• Stock Movement: When "boiler fitting" is booked, add the part to the job for collection from the warehouse and log the movement "brought to site and left at location".
• Weather Forecast: Use weather data to automatically create jobs matching preset temperature thresholds and optimise the route.

CRM Automation

• Note Completion: When the Note "Quote Acceptance" is completed, create the jobs "Hardware delivery" and "Onboarding".
• Negative Result: A negative response on a customer satisfaction question can trigger a feedback call within 24 hours.

Miscellaneous Automation

• Vehicle Defect: When a vehicle defect is raised, create a note against the vehicle with defect details to log repair status.

Conclusion

BigChange's custom automation solutions can significantly enhance your business processes by automating routine tasks and integrating seamlessly with your existing systems. For more information and to explore your options, contact our Support team.