Setting up and Using 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.

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 give the system you are about to create a name.
• Select Save.

• Another window will open, prompting you to add equipment items to the system.
• Use the serial numbers to locate items.
• Use the + Add equipment icon to add the required amount of stock to the system.

Now that we have created a stock system, we need to edit the Job Types that will allow stock systems to be used.

Step 2 - Editing a Job Type

• Navigate to [Top menu] Account Settings > 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 labelled Use systems with equipment
• Select Save.

Now we have setup a stock system and allowed it to be used on certain Job Types we can now start using it on jobs.

Step 3 - Adding 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.

• Select 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.