Release history

Assemblies arrive: add a ready-made bundle of materials and labor to a quote in one step, on the web and on the phone.

• Web
  Assemblies for quotes and invoices. You can build an assembly of materials, labor hours and other assemblies once, then add it to a quote or invoice in one step.
• Web
  Assembly categories and catalog. You can sort your assemblies into a tree of categories and find them quickly when you add one to a work order.
• Web
  Adjust quantities on an assembly line. You can change the part quantities and unit costs on one assembly line without changing the assembly itself.
• Web
  Assemblies on printed quotes and invoices. Your customer sees each assembly by its customer description, with its labor and material amounts in the right sections.
• Web
  Summary tab and quoted hours. The new Summary tab shows all parts on a work order, and Quoted Hours now includes the labor inside assemblies.
• Web
  Replace a part everywhere. You can replace one material with another across your assemblies, and BigWave stops you from deleting a part that an assembly still uses.
• Web
  Import and export assemblies. You can load many assemblies from a spreadsheet, or export them, through the Import / Export Center.
• Web
  New Materials Management area. Materials, assemblies, suppliers, warehouses and their imports now sit together on one Materials Management page.
• Web
  Copy assemblies between work orders. Copy From Another Work Order now copies assembly lines exactly as they are.
• Web
  Clear button on Add Material. You can clear the search in the Add Material dialog with one click.
• Mobile
  Assemblies in the mobile app. Technicians can add, count, adjust and delete assembly lines on quotes and invoices from the phone, and see the parts summary and quoted hours.
• Mobile
  Asset documents on the phone. Technicians can open an asset's documents and standard documents, and pick the asset's picture, from the phone.
• Mobile
  Upload many files at once. Technicians can pick many photos or files in one step when they add documents to a work order, workflow or asset.
• Mobile
  Save files to the phone. Technicians can save any photo or document from a work order to the phone's photo library or a folder.
• Mobile
  Warning before a different sign-in. The app warns a technician who signs in on a phone that still holds another person's unsent work.

See completed work at a glance on the technician calendar, and move a workflow on in one step.

• Web
  Completed work on the technician calendar. The technician's Assignments calendar now shows a green check mark on completed work orders.
• Web
  Save and move to the next step. When you edit a workflow, you can save it and move it to its next step with one button.

Copy work from one work order to another, see time totals by service, and choose which technicians use the mobile app.

• Web
  Copy From Another Work Order. You can pull comments, documents, custom fields and other details from another work order into the one you have open.
• Web
  Missing file check on copy. Clone and Copy From now list any documents whose files are missing, so you know what did not copy.
• Web
  Time totals by service. A new Totals button on the Time Entry tab shows billable and non-billable hours for each service on the work order.
• Web
  Sort the time entry grid. You can sort the Time Entry grid by any column header.
• Web
  Work order roles on templates. A work order template can now decide which roles show, and which are required, when you create a work order from it.
• Web
  Mobile access per technician. You can turn the mobile app on or off for each technician from the technician's Settings tab.
• Mobile
  Sign in with no connection. A technician who signed in on a phone before can sign in on it again with no signal, and Sign Out keeps their work on the phone.
• Mobile
  Billable and notes on phone time cards. Technicians can mark a time card billable or not and add notes from the phone, as on the web.

Make a work order role required when a work order is created.

• Web
  Required work order roles. You can mark a work order role as required, so nobody can create a work order without a person in that role.

Sort All Work Orders by a work order role.

• Web
  Sort by work order role. You can sort the All Work Orders grid by any work order role column, such as Project Manager.

The mobile app gets its BigWave icon and start screen.

• Mobile
  BigWave app icon and splash screen. The mobile app now shows the BigWave icon on the phone's home screen and a BigWave logo while it starts.

The BigWave mobile app is here: technicians can work on their work orders from the phone, even with no signal.

• Mobile
  The BigWave mobile app. Technicians can now see and update their work orders from the phone.

  • See the day's work orders, with visit times in the site's time zone.
  • Add time cards, materials, comments, photos and documents.
  • Fill in custom fields, workflows, deliverables and asset details.
  • Collect the customer's signature and mark the work complete.
  • Change schedule dates and work order status.
  • Record credit card expenses with their receipts.
  • Keep working with no signal. The app sends everything when the phone is back online.
• Mobile
  Office changes reach the phone. Changes the office makes to a work order, its files or its schedule reach the technician's phone within about a minute.
• Mobile
  Sync Log on the phone. Technicians can see what the app sent, what it received and what still waits to send.
• Mobile
  Face ID and fingerprint sign-in. Technicians can sign in to the app with Face ID or a fingerprint.
• Mobile
  Out of Office on the phone. Technicians can add and change their Out of Office time from the phone.
• Web
  Work order roles. You can name up to five roles, such as Project Manager or Service Coordinator, and assign a person to each role on a work order.
• Web
  Roles on All Work Orders. You can show work order roles as columns on the All Work Orders grid and filter the grid by the person in a role.
• Web
  Request Received and Quote Followed Up dates. You can record the date a customer first asked for work and the date someone followed up on a quote.
• Web
  Asset picture from standard documents. You can set an asset's picture from a photo in its standard documents.

Completed deliverables reach partners too.

• API
  Partner API: deliverables on assets. The asset attachments a partner gets through the BigWave API now include completed deliverables.

Partners can get asset photos and documents.

• API
  Partner API: asset attachments. Partners can now get links to an asset's photos and documents through the BigWave API, for files you mark as visible to partners.

See deleted assets and technician status changes.

• Web
  Deleted asset notice. The asset page now tells you when an asset was deleted.
• Web
  Technician Active changes in history. The history now records when someone makes a technician active or inactive.

Partners can find changed assets, and deliverable files keep their names.

• API
  Partner API: changed assets. Partners can now ask the BigWave API which assets changed since a given date.
• Web
  Deliverable file names on download. Deliverable files now download with the name from your naming pattern, the same name the grid shows.

The partner API can list assets by customer.

• API
  Partner API: assets by customer. Partners can now get every asset at a customer's sites through the BigWave API, one page at a time.
• Portals
  Partner name in the audit trail. When a partner adds or changes a customer, site or work order through the API, the history now shows which partner did it.

Online payments are protected.

• Web
  Online payments locked. Only payments made through your online payment link now use the Online Payment type, and nobody can change or delete them by hand.

Choose who sees asset documents.

• Web
  Visibility settings for asset documents. Office users can now choose whether customers, partners and technicians can see each document on an asset.

Custom fields are visible by default.

• Web
  Custom fields visible by default. New custom fields outside the work order are now visible to customers, partners and technicians by default, so roles that can read them see them.

New projects bill labor from time cards.

• Web
  Labor from time cards by default. New projects now make invoice labor lines from time cards by default.

iPhone photos now show everywhere.

• Web
  iPhone photos convert automatically. BigWave now changes iPhone HEIC photos to JPEG when you upload them, so they show in the browser and you can rotate them.

Paid invoices now count as sent.

• Web
  Paid invoices marked as sent. When a customer pays an invoice that you did not send yet, BigWave now marks the invoice as sent.

Requested Date has a new name.

• Web
  Requested Date is now On-Site Date. The Requested Date field on the work order now has the name On-Site Date.

More control over what technicians can do.

• Web
  Statuses technicians can pick. You can now choose which work order statuses a technician can select, from each status's edit dialog.
• Web
  Delete window for technician uploads. Technicians can now delete only the files they uploaded themselves, and only for seven days after the upload.

Email templates now match the document you send.

• Web
  Email templates by document type. When you email a quote, invoice or credit memo, the template list now shows only the templates for that type of document.

  • You can now make email templates for credit memos.
  • The email templates list in Administration has a new Type filter.

Type your own invoice numbers.

• Web
  Manual invoice numbers. You can now type your own number for an invoice, quote or credit memo instead of the next number from your naming pattern.

  • BigWave checks the number when you leave the field and tells you if another work order already uses it.
  • The number is required when you choose to override it.