Setting up a Stock System

In BigChange, you can streamline your job management by creating stock systems that automatically populate the Stock & Equipment tab with necessary items. This guide will walk you through the three essential steps to create and use a stock system effectively.

Creating a Stock System

Step 1 - Create a System

• Navigate to: [Top menu] Stock & Equipment → [Side menu] SYSTEMS → Create a system +

• A pop-up window will appear, allowing you to create a new System.
• Click Save.
• Another window will open, prompting you to add equipment items to the system. Use serial numbers to locate items.

Editing a Job Type

Step 2 - Edit a Job Type

• Navigate to: [Top menu] Profile (icon) → Admin Settings → [side menu]→ Schedule → Job types.
• Choose the job type from the list that you would like to add your System to and select edit.
• Tick the checkbox next to 'Systems' entitled 'Use systems with equipment'.
• Click Save.

Adding a System to a Job

Step 3 - Add a System to a Job

• Navigate to the Schedule → New Job.
• Fill in the form as usual.
• Once you have entered the job type associated with the System you have created, an additional ‘Systems’ field will appear.

• Click on the ‘+’ at the right side of that field and add the required System name.

• In the ‘Stock & Equipment’ tab on the job, the equipment items associated with the system will be automatically added.

Conclusion

By following these steps, you can efficiently manage your stock and equipment for recurring job types in BigChange. This will save you time and ensure that all necessary items are always included in your job planning.