Adding Stock and Equipment & Creating a System

Managing stock and equipment efficiently is crucial for job planning and execution. BigChange allows users to add necessary stock and equipment to jobs, either manually or automatically through a pre-defined system. This article will guide you through the process of adding stock and equipment to jobs and setting up a system for recurring job types.

Adding Stock and Equipment Manually

Selecting Stock and Equipment

Navigate to the 'New Job' popup in BigChange.
Select the 'Stock & Equipment' tab.
Add a stock iem.

Stock item 1.png

Alternatively, if this is a type of job which regularly requires the same items of Stock & Equipment, it is possible to create a stock System in the back office, which means that those items will auto-populate this tab.

Using Pre-defined Systems for specific Jobs

Creating a System

Navigate to Stock & Equipment in the main menu.
[Side menu] Systems.
Systems list view (systems already setup)
Create a new system.

Select the Create a system icon (4)
A pop-up window will appear for creating a new system.
1. Enter a name for the systen.
2. Add equipment to add as many items as required using serial numbers for easy identification..
Save to save your system.

Editing a Job Type

Navigate to: [Top menu] Account settings (icon).
Settings.
[side menu] Schedule.
Job types.
Select Add and tick the checkbox next to 'Systems' entitled 'Use systems with equipment'.
Save your changes.

Adding a System to a Job

Navigate to Schedule.
Create a New Job.
Fill in the job form as usual.
Enter 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..
The equipment items associated with the system will automatically populate in the ‘Stock & Equipment’ tab.

Conclusion

By following these steps, you can efficiently manage stock and equipment for your jobs in BigChange. Whether adding items manually or using a pre-defined system for recurring jobs, these processes ensure that all necessary resources are accounted for, improving job planning and execution. For further assistance, refer to the BigChange Help Centre or contact support.