Viewing Worksheets for Stock or Equipment in BigChange

Accessing Worksheets for Completed Jobs

Worksheets attributed to stock or equipment can be viewed on the BigChange website once a job is completed.
Follow the navigation path to access these worksheets.

Navigating to Worksheets

Go to CRM.
Select the side menu and choose Contacts.
Navigate to the Contacts tab.
Select the desired contact and choose View.
Go to the Jobs tab and then the Jobs subtab.
Select the specific job and choose View.
Navigate to the Job result tab and then the Worksheets subtab.

Identifying Stock Worksheets

In the Job result Worksheets subtab, look for the spanner icon, which indicates if stock worksheets are attached.
Select the actual job stock to view the items.

Viewing Attached Worksheets

Items with a blue icon to the left of their description have a worksheet attached.
Select the blue icon to open a View worksheets popup.
Select the popup to display the worksheet.

Conclusion

By following the outlined steps, you can easily access and view worksheets attributed to stock or equipment for completed jobs in BigChange. This feature allows for efficient tracking and management of job-related documentation. For further assistance, explore additional resources or contact support.

Video

For a visual guide on accessing and viewing worksheets in BigChange, please refer to our instructional video available on the BigChange Help Centre.