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

Go to Stock & Equipment > Systems > Create a system +

System 1.png

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

System 3.png

Editing a Job Type

Step 2 - Edit a Job Type

Go to Account Settings > Settings > 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 labelled Use systems with equipment
Select Save.

System 4.png

Adding a System to a Job

Step 3 - Add a System to a Job

Navigate to Schedule > New Job.
Populate the new job form.
Once you have entered the job type associated with the System you have created, an additional Systems field will appear.

System 5.png

Select the + at the right side of that field, and add the required System name.

System 6.png

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

System 7.png

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.