The BigChange “Network” provides the ideal platform for collaboration between customers. You are able to both offer yourself as a contractor/subcontractor and/or look for contractors/subcontractors, safe in the knowledge that respondents will be trustworthy partners who already share knowledge of the JobWatch system. So how does it work in practice? Watch our overview video to find out more:
Back Office Setup
Before starting to use the Network it is essential to set up administrative rights for the individual(s) who will manage it:
Navigate: My Account➔ Administration➔ Web Users➔Roles ➔ Manage collaborations:
If this stage is missed out, the following popup will appear when you attempt to use this feature:
Joining the Network
Once the Web user role has been assigned, the Network can be used by the Administrator(s) as follows:
1. To begin use, click on the Network tab on the top menu:
2. This will open ‘The BigChange Collaboration Network’. Click on the ‘List Now’ button outlined above:
3. You will now see the ‘List your company on the network’ form below. Please complete all mandatory fields, taking particular care to ensure that in field (1) you’ve selected the desired option ‘Subcontract‘ or ‘Find subcontractors‘. Although the Locations covered field (4) is not mandatory, this is where the map icon on your listing and the ‘Locations covered‘ search box draws their information from, so it is worth populating.
Additional information can be added (7). If you add information here, a popup will now open which you must click Agree on to save:
It is recommended that you do not include information on your listing which you would not wish to be contacted on outside of office hours.
Then add your Company address (8) and Save (9)
When viewing a network listing or an existing collaboration, click on the contact icon and the contact details can then be viewed.
A sample completed form can be seen below:
4. Once you click Save to request joining the Network you will receive a popup acknowledgement:
You will see that the 3 illustrated boxes have now disappeared. This is normal as each company can only request a listing once for each of the 2 options. The display should now look like this:
5. BigChange will respond to your request by emailing you a more detailed form which should be completed and returned.
6. You will see that your display under Network will also show 3 tabs: All listings, My listings and My collaborations, shown in the example below:
- If you click on ‘All listings’ you will be shown listings of all of the currently approved companies available for collaboration
- If you click on ‘My listings’ you will see your own application and its current status
- If you click on ‘My collaborations’ it will show listings of all current collaborations you have in place
7. Once you have made a request to become either a Contractor or Subcontractor you will notice that the following will appear:
Clicking on this will give you the opportunity to apply for the other option ie if you requested to become a Contractor the first time, this time you would be requesting to become a Subcontractor
8. Once your Network request has been approved your status will change to ‘Approved’ and your listing tile will appear in the ‘All listings’ tab.
Please Note: Although your listing will be available to all BigChange customers, no information is shared with them until collaboration is agreed, and only then do they see the information required to complete that specific job.
Editing your Network Listing
In order to edit your Network listing, navigate: Network → My Listings [tab]. You will see your listing(s) displayed below. Hover over an approved listing (Pending listings cannot be edited as they are in the process of being approved) and an Edit Listing button will appear:
Click on the Edit button and the original form you completed will appear for you to edit:
To add options for the 'Locations covered' dropdown menu, navigate Maps > (icon) View > Territories > Manage > Create/Import
Make your changes and then click the Save icon at the bottom of the form. You will now see the following popup acknowledgement:
You will then be notified once the requested changes have been made.
Irrespective of whether you yourself have an approved listing you are still able to request collaboration from those who are. Navigate: Network → All listings and then use the search bar options to narrow the field and help you find precisely the company that will best serve your requirements.
Hover on the tile of the prospective partner organisation you wish to select and a ‘Request collaboration’ button will appear:
Clicking on it will open the following popup:
The options you can select from on the dropdown listing are determined by those set by you on My account → Admin → Contact & Notes → Contact Groups eg:
When you have made your selection, click Ok. You will receive the following popup:
Once this form is completed, JobWatch will send an email message to the contractor. The contractor must click on the link shown in the email, as in the example below:
They will then be taken to the collaboration request.
Hover over the tile and the ‘Open collaboration’ button will appear as shown below:
In the ‘Matching Contact’ box, enter a matching contact which is stored in your own CRM. If one does not exist, please create one before completing this request. Click on it and then select either ‘Approve’ or ‘Refuse’:
When at the request stage the top bar of the tile will look like this:
Once approved it will change to this:
After collaboration has been activated, job types need to be selected from your list of Visible job types. You can select one or multiple job types from your list:
Once collaboration has been agreed your collaborator’s ’tile’ can be viewed under the ‘My collaborations’ tab.
Please Note: You should ensure that you have your own commercial and legal agreement in place with companies who you wish to collaborate with before undertaking work.
How to Share a Job
Sharing Job Attachments
When using the Network for collaboration on Jobs, both parties can add and share documents. Whichever party uploaded each document retains rights over its visibility settings and deletion options.
Sharing a Worksheet
To share your worksheets with the contractor completing the jobs, they must have this option selected. For each worksheet required, simply check the sharing box as shown below:
Scheduling A Job
To schedule a job to be passed to a contractor, first click on (1) Schedule on the main menu and then on (2) New job:
The New job popup will now have opened. Click on the drop down menu (1) and select the contractor. This will automatically add an additional field (2) called Contractor job type. Select the appropriate job type and complete the remainder of the form and then Save, as usual:
The job arrives with the contractor as a New unscheduled job. An alert can be set on the contractor’s site to appear as an email or popup to show when the job arrives and it is then scheduled for suitable resource based on any notes and constraints.
The job sent to the contractor can be viewed in the unscheduled jobs list and either drag and drop to an engineer’s daily timeline or open the job and manually add the expected date and time: Whilst the job is in progress the job originator can view the Job Status in the following way:
- Click on Schedule in the top menu
- Click on Display in the side menu
- Click on List view
- Select the relevant job
- Click on View
Please note that it is currently only possible to view jobs which have been collaborated from the list view.
A PDF job card can now be downloaded by clicking on the PDF icon:
A Completed job will appear as normal on the Contractor site.
On the main site it is recommended that you set up an alert to be notified once the job has been complete. You can then view the job either against the customer, or from the jobs list view.
Collaboration Jobs Change
Once a job is created by the Originator and shared with a Contractor via the Network, selected fields will no longer be editable. This means that job details remain consistent between what the Originator requests and the Contractor carries out, preventing confusion. Should a change be required, the job should be cancelled and reissued.
Any changes will be signalled by a green banner across the top of the job, displaying details of who to contact regarding change queries:
Saving the Originator’s Date and Time Against a Contractor’s Job
The job’s Originator sets the date and time for a job, in agreement with their customer, for jobs to be carried out by the Contractor. Constraints continue to be transferred and offer additional functionality, such as list filtering and Alerts. As you can see, below, the fields are greyed out when received, meaning that they are no longer editable.
Subcontracted Jobs on Tablet
The engineer views the job as normal on the tablet. The main difference is shown below as (1) the Contact name is the main Contractor name (ie the job ‘owner’). (2)The Company address field contains details of where the work is to be carried out and follows the general job completion procedure – Accept Job > Start Driving > Start Job > Worksheet completion > Result:
Upon receiving a job, the Recipient can make it searchable by linking it with their own CRM.
On the three-line (hamburger) menu of the Recipient’s Job window, an additional ‘Match Contacts’ field has been added. Clicking on this will open a popup with 2 options:
- Create a new contact
- Match to an existing contact
Once set up, Jobs from that Originator for that contact will then be searchable, including all job site information. When future jobs are created by the Originator for that contact, the job created at the Recipient will populate the job site.
Contact Job List Filter
You can identify which jobs in the CRM Jobs view are carried out directly and which are as a result of Collaboration, either as the job originator or contractor.
Use the filter in the CRM jobs tab ‘Contract Behaviour’ makes it easy for you to select in the following ways: all, job contact, job site, subcontracted contact and contracted contact.
Sharing Job Attachments
Map Territories & Listing Enhancements