Category: Platform Features

For mobile workers, compliance checks happen daily. They need to show simply and clearly that they are sticking to industry safety measures, the law, customer requirements, and company best practices. 

The BigChange platform is designed with this in mind, and the tips below will help compliance checks run smoothly.

Mandatory Questions

When setting up worksheets to be completed on-site, simply tick the ‘Mandatory’ box next to any essential questions.

Where you need your mobile workers to complete a check before they start working, if you have one or more mandatory questions, you can set the ‘Completion time for resource’ on the worksheet to ‘Before starting the job’. This requires mobile workers to answer those crucial questions before they can get started on their job.

It’s just one way to keep your employees safe and ensure compliance checks are made on-site. 

Conditional Branching

This makes sure the right questions get asked and don’t get in the way of work. 

It allows you to set up worksheets so that questions are only shown if they need to be, which is important because irrelevant questions cause frustration and waste time in the field. 

Conditional branching has multiple uses. For example, if a frontline worker reports that a certain hazard is present, it can automatically prompt follow ups about the nature of the hazard, and give tailored guidance. If the hazard is not present, the additional questions are not shown. 

Or on a feedback form a customer rating of 1-4 could prompt more questions about why the customer was dissatisfied, while a rating of 8+ could prompt them to leave a brief, written review. 

We hope these tips make compliance easier with BigChange. We’ll be back again soon with more ways to get the most from the system.

At BigChange, keeping customer data secure is a priority. Our ISO 27001 accreditation and independent security testing regime is testament to that commitment. 

However, you also play an important role in maintaining security by keeping passwords secure. With BigChange, your data is encrypted both in transit and at rest, but using the same password for other accounts or responding to phishing emails can put you at risk. 

BigChange’s 2-Step Verification (2SV) – a security feature that requires two pieces of information to authenticate you when logging in – offers another level of protection for your account and data.

While the first piece of information is your username and password, the second is an extra credential that only you will have access to, a dynamically changing pin sent to your phone via the Google Authenticator App. You can even get the authenticator for many smart watches in addition to your phone. It makes sure that even if your password is compromised, your account remains protected.

We are encouraging all BigChange customers to enable 2SV in the ‘Admin’ panel of ‘My Settings’, on the BigChange system. Hit the ‘Create’ button, and you’ll be shown a QR code that you can scan to set up 2SV. 

For more tips on security, check out our Information Security Report which lays out the best ways to keep your data safe with BigChange.

BigChange lets you automatically send worksheets to customers and save emails in your Notes at the push of a button. Read on to find out how.

The BigChange platform is designed to meet the needs of your business. An important part of that is automating repetitive, manual tasks, so you are free to focus on what matters most. 

Automate Customer Feedback and Confirmation

For example, if you’re looking to get feedback or confirmation from customers, you don’t need to spend copious amounts of time chasing them up over the phone or email. 

By using the ‘Third Party Worksheet’ feature, you can set an email to be automatically triggered by a Note or Job activity. 

This can be useful in a few ways:

• When you create a job activity, automatically send a worksheet to the customer for confirmation of job details, and include a list of additional services they may need. 
• When you complete a job activity, automatically send over a survey about how you performed. 

If it’s important to receive confirmation before you start a job, you can prevent work being scheduled until this document has been completed. 

Automatically Link Emails to Contacts Notes

Our next tip is to use the BigChange Outlook add-in to automatically link emails to your Contacts Notes.

The add-in icon is displayed on the ribbon at the top of Outlook, and allows you to seamlessly attach selected emails to your Contacts Notes. You can do this from your desktop Outlook app and Outlook Online. 

If your contacts email you, you can add the email easily to an open Note, or create a new one. 

If previous emails from the same contact have been saved, the add-in will automatically display the relevant Note. It can also recognise the email address and suggest Notes that might be relevant. 

This helps you share information across your organisation quickly, and to store the information where you need it, in one place.

This video has more information on installing the add-in for individual machines and via Office 365 administration. 

We hope these two tips help you save time in BigChange. We’ll be back again soon with more advice.

Introducing a new space for you to suggest and share ideas about how to improve the BigChange system 

BigChange has always aimed to understand the day-to-day challenges faced by mobile workforces, and to develop the solutions that help. 

It knows that mobile workers using the system in the field every day have a great understanding of where improvements can be made. 

The BigChange Ideas Portal is the latest way of letting users get those suggestions heard. 

Users can find the Portal by clicking on ‘Suggestion’ in the Roadcrew tab of the BigChange system. Once there, you can sort ideas by Trending, Most popular or New – or suggest an idea of your own. 

To make a suggestion, just click ‘Add a new idea’. 

Try to explain your development suggestion as clearly and concisely as possible. Other users will need to easily see the benefit to them for your idea to gain traction. To help, we have shared a template: 

As a [your role], I want to [the problem that you face], so I can [the benefit you hope to achieve].

The Portal includes a voting feature, so you can boost awareness of the ideas you feel would help most. You can also subscribe to an idea you want to stay updated on. 

For example, BigChange chose the most popular idea – “Make different job types show as different colours in the schedule” – to develop, and informed users when it was implemented earlier this month. 

Product Director Jonathan Isaacs said:

“For BigChange, it allows us to make better-informed decisions and pursue developments that matter most to our users, for customers, it lets them know their ideas are being heard and acted on. Users can give input on what they would like to see from BigChange, and crucially, receive notifications that let them know we’re listening.”

Saviez-vous que le système BigChange vous permet de personnaliser votre page de destination? tandis que si vous utilisez un système téléphonique basé sur le Web, comme RingCentral, vous pouvez voir qui vous appelle et trouver des liens vers des fonctions courantes dans le système BigChange. Lisez la suite pour savoir comment.

You can now assign a priority to your Notes – marking them to show which need to be addressed first – meaning you can focus and get to work on the most pressing tasks first.

When work piles up, our first instinct can be to get our heads down and crack on, knocking out tasks as they come through. But not all work is equal, and the more effective business has its priorities in order, working to meet the most-pressing needs first.

BigChange understands this, and wants to make it easier for all businesses to tackle work in the most efficient way. That’s why we’ve added a new function in JobWatch that allows users to prioritise Notes, making it easier and faster to see the most pressing information and to get going.

This feature lets admins create a set of ‘Note priorities’ for instance, High / Medium / Low or Gold / Silver / Bronze. These priority sets can be customised for the various different departments and note types around your business.

Administrators can then apply a priority set to a certain type of note in ‘Note types’ and choose which roles can set or change the priority.

Users can then sort their Notes by priority, to see which need addressing first, or filter so only, say, high-priority notes appear.

View a step-by-step guide to introducing note prioritisation at your organisation below:

Prioritisation of Notes is just another way JobWatch can improve productivity and customer service – and give leaders better visibility of business-critical information, fast.