Example Templates in BigChange

Templates in BigChange can streamline your workflow by automating repetitive tasks and ensuring consistency across your communications and documents.

This article will guide you through the different types of templates you can create and how to use them effectively.

Creating Job Confirmation Messages

• Job Confirmation Message Templates
  • Create a template message for all or individual job types.
  • Set up these templates to automatically send your chosen message as a job confirmation email.
  • Use keywords to include a ‘job confirmation link’ in your message.

Creating Headers and Footers

• Header and Footer Templates
  • Design your perfect headers and footers and save them as a ‘standard’ template.
  • When creating a new template, simply select duplicate, and the headers and footers will already be in place.

Creating Job Cards

• Job Card Templates
  • Create custom job cards, either standard for your business or for specific job types.
  • Use keywords to add the elements of the job you would like to display.
  • Format the job card to replicate the look of your other documentation.

Creating Third-Party Worksheets/Workflows

• Third-Party Document Templates
  • Create documents to be issued to third parties, such as customer satisfaction surveys.

Creating Financial Documents

• Financial Document Templates
  • Use templates to create a consistent look across all of your financial documents, such as invoices and quotations.
  • Set these templates to automatically insert relevant information using keywords.

Creating Alerts

• Alert Templates
  • When creating an alert, you have the option of using the standard message or selecting your own template.
  • Ensure the template is appropriate for the format you intend to use, whether SMS, email, or PDF.
  • For example, create a brief SMS template to inform a customer of an engineer’s estimated time of arrival (ETA).

Creating Frequent Emails

• Frequent Email Templates
  • Create templates for emails that are regularly issued to customers, such as job completion emails.
  • Use these templates in conjunction with automatic document sending to make the process personalised and no-touch.

Conclusion

Templates in BigChange can significantly enhance your efficiency and consistency. By creating and using templates for job confirmations, headers and footers, job cards, third-party documents, financial documents, alerts, and frequent emails, you can streamline your operations and improve communication with your customers. Start creating your templates today to take full advantage of BigChange's capabilities.