Creating and Managing 3rd Party Worksheets in BigChange

3rd Party Worksheets are essential tools in BigChange for engaging with external parties, such as customers, by collecting feedback or confirming agreements. This guide will walk you through the process of setting up and managing these features effectively.

Creating 3rd Party Worksheets

Setting Up a Worksheet

• Navigate to: [Top menu] Account settings (icon) → Settings → [Quick links] Manage worksheets.
• Create your worksheet. Ensure that the 'completion time on booking site' field is not set to N/A, as this will prevent the feature from working.
• If this 3rd party worksheet is a customer survey then the Completeion time for back office and resources should be set to N/A.

Assigning the Worksheet to Job Types

• Assign the worksheet as default against the job type for any jobs you want to send to the customer for completion.

Creating a Template for the Worksheet

• Navigate to: [Top menu] Account settings (icon) → Settings → [side menu] Account → Templates.
• Create a template and select the Insert Keyword button.
• Select the Jobs tab and the Job subtab, then select Worksheet link.

• Choose to show the URL or add a hyperlink behind descriptive text.

• Save and close the template.
• Reopen the template and move to the Usage tab.
• Select Email as the Default format and Alert - Email as the Type.
• Save the changes.

Setting Up Alerts for Worksheet Completion

• Go to the Alerts tab and select Create a new alert.

• Complete the alert setup, ensuring the template created is selected in the Email body template field.

Sending the Worksheet to Customers

• When a job is completed, an alert will automatically trigger an email to the customer.

• The email will contain a link to the worksheet for the customer to complete.

• Upon completion, the customer will receive a notification.

Conclusion

By following these steps, you can effectively create and manage 3rd Party Worksheets in BigChange. These tools enhance customer engagement and ensure clear communication and agreement confirmation. Start implementing these features today to streamline your processes and improve customer satisfaction.