Adding and Customising the Standard Job Card Logo

  • Updated

This article provides a step-by-step guide on how to add or change your logo on a Standard Job Card in BigChange.

It also covers how to customise the information displayed on the Standard Job Card and how to send it to customers.

What is the Standard Job Card in BigChange?

The Standard Job Card in BigChange is a pre-designed PDF template used to display job information, which can be sent to customers upon job completion. By utilising the Standard Job Card, you eliminate the need to create your own template, enabling you to start sending Job Cards immediately.

that the Standard Job Card offers only a limited amount of customisation.

Adding a logo to your Standard Job Card

To add or change your logo on the Job Card, follow these steps:

  • Select the Account setting icon in the top menu.
  • Go to Settings.
  • Under Quick Links, select General Account Settings.

Logo1.png

  • Under Account Details.
  • Add a URL of the desired quality and dimensions in the relevant field or select the upload an image.

Logo2.png

Customising Job Card Information

Finding and Opening a Job Card

  • Go to the Schedule and find a job that has been created.
  • Select the job, then select Job Card.

Logo3.png

Editing Job Card Content

  • The right side of the screen displays a preview of the Job Card.
  • The left side displays Content Filters, which allow you to edit what is displayed to the customer.

Logo4.png

All filters have the option to hide the field from the job.

Key Filters

  1. Driving Duration: Display the figure or double it to calculate the return journey if the job was completed before the driver returned to base.
  2. Job Duration: Display the Actual or Planned duration for the job.
  3. Distance Travelled: Display the figure or double it to calculate the return journey if the job was completed before the driver returned to base.
  4. Include driving after job: Option to include or exclude
  5. Photo size options: Choose the size of any photos displyed on the job card
  6. Worksheet: Show or hide worksheet questions
  7. Show Map: Displays map of site location
  8. View: Once you have made any changes to the above filters, select view to refresh the PDF.

Logo5.png

Sending Job Cards

Options for Sending Job Cards

  • Word and PDF: Download versions of the Job Card in these formats, which can be forwarded via Outlook or other email systems.
  • Email: Send an in-system email to the customer, which will also keep a copy of the email in the “Messages” section of the job.
  • Attach to job: This option will add a PDF as an attachment of the job card to the job.

Logo6.png

Including Driving Duration After Job Completion

Configuring Driving Duration

  • If the job type allows the resource to record driving duration after job completion, this duration can be included on the Job Card by selecting the relevant parameter.
  • By default, this option will be excluded.

Logo7a.png

Conclusion

Adding or changing your logo on a Job Card in BigChange is a straightforward process. Customising the information displayed and sending the Job Card to customers can be done easily using the provided filters and options. Follow the steps outlined in this guide to ensure your Job Cards are tailored to your needs.

 

Was this article helpful?

0 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.