Transform Your Document Management with BigWave’s Deliverables Feature
In today’s fast-paced business world, efficient document management can make or break a project. If you’ve been looking for a way to streamline your processes, ensure quality, and keep everything organized, BigWave has an exciting new feature for you—Deliverables. Let’s dive into how this smart and intuitive functionality can revolutionize your document management system. What […]
Asset Setup and Management
The BigWave Asset Management add-on allows the creation of Asset Types. Asset Types are created from your homepage within BigWave (internal users only). To Create an Asset Type… Click the Pin Pad asset type above to open its configuration page. Above we can see there are 5 pin pad assets defined. Click a row to open […]
Asset Management
BigWave Asset Management can be leveraged to track assets in warehouses, other company locations, and customer locations. Features Overview Any type of asset may be defined and stored in BigWave. An Asset Type enables the definition of a class of assets you want to store. For example, we might have a customer with 1,000 Pin […]
Bigwave User Manual
Welcome to the world of BigWave! BigWave software enables your organization to manage your entire operations group from a single platform with no customization or consulting required. Any user can easily set up BigWave to effectively deliver service work for their commercial accounts. This user manual is a perpetual work in progress, and while you […]
Document Templates
Using Document Templates, you can create documents with custom formatting and layout straight from BigWave. If you are familiar with creating a mail merge in Microsoft Word, then the process is very similar with BigWave documents. Using Word, you create a document template in the format you desire, identify replaceable text, and then substitute field […]
Support For Running PO Numbers
In BigWave you have always been able to capture a PO issued by your customer in a work order. Today we released a small change that now facilitates the use of a “Running PO”. Enter this PO at the work order template level. Then, when you create work orders from this template, the PO will […]
Replaceable Fields
For items such as email subject lines and deliverable naming conventions, you can use Replaceable Fields to have BigWave compose these using live data. Available replaceable fields can be located using the same process used for finding fields for use in document template MergeFields. Found under Actions/Setup/Document Templates, click the Download Merge Fields button. The following dialog is shown. You […]
How to Create and Manage MergeFields in Microsoft Word
In BigWave, Document Templates are the mechanism used to generate or email custom documents straight from BigWave. Document Templates are created in Microsoft Word by your team, uploaded into BigWave, and then leveraged by BigWave to generate PDF files that can be printed or emailed. MergeFields, a feature of Word, are used to identify replaceable […]
Navigation Tips and Tricks
Navigating BigWave’s user interface is quick and intuitive. However, there are a few nuances to the navigation that you might find helpful. Don’t forget about Quick Search At the top of every page is the quick search navigation. Use this to quickly jump to anywhere in the system you want to go. Quick search options […]
Getting Started
Use this section to get a basic overview of the user interface and how to use important controls such as grids and date/time controls. Before we begin, the contact information for Bigwave support and /or training can be found below: Login To do anything in BigWave requires one to login with their user name and […]