BigChange REST in chat
Connect BigChange once for the organisation, then ask Centrus about jobs, sites, quotes, invoices, purchase orders and stock, or ask it to make a change for you.
Checked against the app on
What it does
BigChange REST connects Centrus chat to your organisation's BigChange account. Once it is set up, you can ask about jobs, sites, quotes, invoices, purchase orders and stock in an ordinary chat, and Centrus looks the answer up in BigChange while you wait. It can also make changes when you ask, such as raising a purchase order or scheduling a job.
Connect and manage external services
Connect Microsoft Excel to create and manage workbooks through Centrus.
- Ask "Create an Excel workbook for tracking tasks"
- Generate professional workbooks with data and formatting
- Produce data tables, reports, and tracking sheets
- Secure OAuth2 connection
Connect Microsoft Word to create and edit documents through Centrus.
- Ask “Put this in MS Doc” or “Create a Word document”
- Generate structured documents with headings and lists
- Files are saved to your OneDrive as real .docx
- Secure OAuth2 connection
Connect your Microsoft Outlook account for email and calendar access through Centrus.
- Send and read Outlook emails
- Schedule and manage calendar events
- Check free/busy times and availability
- Secure OAuth2 connection
Configure your organisation’s BigChange REST connection. Other users can then Enable it for chat.
- List and look up jobs, sites and contacts
- Work with quotes, invoices and purchase orders
- Read flags, notes and schedules
Configure your organisation’s Sage Intacct connection. Other users can then Enable it for chat.
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
- Look up projects (when the module is enabled)
- Create a draft invoice, bill, customer, vendor, or project (nothing is deleted)
- Record a draft AR or AP payment (not posted cash until you ask to post)
- Create a recurring invoice or recurring bill schedule
Configure your organisation’s Ostara connection. Other users can then Enable it for chat.
- Look up a work order by number
- Accept a work order
- Set an ETA
- Add a note
- Set a client reference
- There is no list of work orders. Create, cancel, and engineer actions are on the Agent Builder node.
Configure your organisation’s GoHighLevel connection. Other users can then Enable it for chat.
- Find a contact and see pipeline stages
- Check free slots and appointments
- Read a conversation
- Notes and tasks on a contact
Connect a Freshdesk account so chat and automations can read tickets and reply.
- An administrator pastes the Freshdesk subdomain and an agent API key from Profile settings.
- Each user then Enables. Connecting chat does not connect Agent Builder.
Connect a Fixflo account so chat and automations can read issues and push updates.
- An administrator pastes the Fixflo subdomain and the 64-character API token. The email address is not used.
- Each user then Enables. Connecting chat does not connect Agent Builder.
- 1Integrations, in the menu on the left.
- 2The BigChange REST card. It reads Not Connected until an administrator connects it.
- 3Connect, where an organisation administrator enters the BigChange keys.
- 4How to Use, with three questions to start with.
An administrator connects BigChange once for the whole organisation, and everyone else then clicks Enable on the same card. Agents connect to BigChange separately, on their own step: see BigChange REST in Agent Builder. An organisation with its own custom BigChange connection does not see this card at all, and uses that connection instead.
Before you start
- An organisation administrator to connect it. Centrus accepts the keys only from an administrator; for everyone else, Connect is greyed out.
- Your BigChange REST API keys: the customer ID, the client ID and the client secret. The Centrus app points administrators to Admin, then API Web Services, in BigChange.
- The right permissions on the API client in BigChange. BigChange decides what the keys may read and change. Adding notes to a job, for example, needs the notes write permission, so a client set up to read only will turn changes down.
Customer ID
Identifies your organisation’s BigChange account.
Client ID
Identifies the REST API client Centrus signs in as.
Client secret
The API client’s password. Centrus stores it encrypted.
The keys belong to the organisation, not to one person. Everyone who enables BigChange REST works through the same API client, so a change made from chat is made with those keys, whoever asked for it.
Connect BigChange
- 1Open Integrations from the menu on the left and scroll to the BigChange REST card.
- 2Click Connect. The Connect BigChange REST window opens.
- 3Enter the Customer ID, Client ID and Client secret. All three are required.
- 4Click Connect.
Request a custom integration tailored to your specific needs. Our team will work with you to create a bespoke solution.
We can build custom integrations for:
- Third-party services and platforms
- In-house systems and databases
- Workflow automation tools
Configure your organisation’s BigChange REST connection. Other users can then Enable it for chat.
- List and look up jobs, sites and contacts
- Work with quotes, invoices and purchase orders
- Read flags, notes and schedules
Configure your organisation’s Sage Intacct connection. Other users can then Enable it for chat.
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
Enter your organisation’s BigChange REST API keys. We verify them before saving. Connecting chat does not connect Agent Builder.
*Customer ID
41872*Client ID
centrus-chat*Client secret
••••••••••••••••••••••- 1Customer ID, the number of your BigChange account.
- 2Client ID, the name of the API client.
- 3Client secret, hidden as you type. Click the eye to check it.
- 4Connect, which checks the keys with BigChange before saving them.
Before anything is saved, Centrus uses the three keys to ask BigChange for an access token from https:/. Only if BigChange accepts them is the connection saved, with the client secret encrypted. You then see Successfully connected to BigChange REST, and the card changes to Connected, with a green line reading Connected to customer and your customer ID.
Request a custom integration tailored to your specific needs. Our team will work with you to create a bespoke solution.
We can build custom integrations for:
- Third-party services and platforms
- In-house systems and databases
- Workflow automation tools
Configure your organisation’s BigChange REST connection. Other users can then Enable it for chat.
- List and look up jobs, sites and contacts
- Work with quotes, invoices and purchase orders
- Read flags, notes and schedules
Configure your organisation’s Sage Intacct connection. Other users can then Enable it for chat.
- List and look up AR invoices
- Find customers and AR payments
- List bills and vendors
Enter your organisation’s BigChange REST API keys. We verify them before saving. Connecting chat does not connect Agent Builder.
*Customer ID
41872*Client ID
centrus-chat*Client secret
••••••••••••••••••••••If anything is wrong, the window stays open so you can correct it. The messages you may see are:
- Could not verify BigChange REST credentials, shown in the window and at the top of the page: BigChange did not accept the keys. Check each one for a missing character or a stray space, and check that the API client is still active in BigChange.
- Enter the BigChange customer ID, Enter the REST client ID or Enter the REST client secret, under a box: that box is empty.
- Only organisation administrators can connect BigChange REST: your account is not an administrator. Ask one to connect.
- This organisation uses a dedicated BigChange connection. The generic BigChange REST tile is not available. Your organisation has its own custom BigChange connection, so use that instead.
Enable it for everyone else
Once an administrator has connected, everyone else sees Organisation connected by: with that person's name on the card, and the greyed-out Connect becomes Enable. Clicking Enable copies the organisation's connection to your own account, so you never need the keys yourself. You see the same Successfully connected to BigChange REST message, and the card shows Connected with the customer ID.
Connect BigChange REST to look up jobs, quotes, invoices, purchase orders and sites through Centrus.
- List and look up jobs, sites and contacts
- Work with quotes, invoices and purchase orders
- Read flags, notes and schedules
Connect BigChange REST to look up jobs, quotes, invoices, purchase orders and sites through Centrus.
Organisation connected by: John Martin
- List and look up jobs, sites and contacts
- Work with quotes, invoices and purchase orders
- Read flags, notes and schedules
Connect BigChange REST to look up jobs, quotes, invoices, purchase orders and sites through Centrus.
✓ Connected to customer 41872
- List and look up jobs, sites and contacts
- Work with quotes, invoices and purchase orders
- Read flags, notes and schedules
Integrations works the same way in a phone browser, with the cards in a single column. Scroll down to BigChange REST and tap Enable. Each person enables once, and BigChange is then available to them in every chat.
Centrus
Connect and manage external services
Connect your Microsoft Outlook account for email and calendar access through Centrus.
- Send and read Outlook emails
- Schedule and manage calendar events
- Check free/busy times and availability
- Secure OAuth2 connection
Connect BigChange REST to look up jobs, quotes, invoices, purchase orders and sites through Centrus.
Organisation connected by: John Martin
- List and look up jobs, sites and contacts
- Work with quotes, invoices and purchase orders
- Read flags, notes and schedules
Connect Sage Intacct to look up and draft invoices, customers, AR payments, bills, vendors and projects through Centrus.
- List and look up AR invoices
- Find customers and AR payments
Ask your first questions
Open Chat, start a chat and ask the way you would ask a colleague in the office. BigChange is available in every chat once you have enabled it, whichever tag you choose. How to Use on the card suggests three questions to start with.
How to use BigChange REST with CentrusBigChange REST in chat
Ask Centrus to list or look up jobs, sites, quotes, invoices and purchase orders from your connected BigChange account. Connecting chat does not connect Agent Builder.
Jobs: “What jobs do we have today?”
Sites: “Find the contact for 12 High Street.”
Purchase orders: “Raise a PO for that job.”
Organisation connection
An organisation administrator pastes the REST keys once. Other users Enable the same account. Disconnect removes only your own access; the administrator’s connection remains for the rest of the team.
- “What jobs do we have today?”
- “What is Dylan Hughes doing tomorrow?”
- “Find the contact for Riverside House and its access hours.”
- “Which invoices for Northgate Housing are unpaid?”
John Martin
last message sent: less than a minute ago
What jobs do we have today?
There are 5 jobs planned for today, Friday 09/10/2026:
| Job | Time | Site | Type | Engineer | Status |
|---|---|---|---|---|---|
| J-10482 | 08:00 | Riverside House | Boiler service | Dylan Hughes | Started |
| J-10479 | 09:30 | Harbour View Apartments, Flat 4 | Leak investigation | Dylan Hughes | Scheduled |
| J-10485 | 10:00 | Northgate Housing, head office | Fire alarm test | Mark Evans | Scheduled |
| J-10488 | 13:00 | Riverside House | Emergency lighting test | Mark Evans | Scheduled |
| J-10491 | 14:30 | Harbour View Apartments, Flat 11 | Radiator replacement | Dylan Hughes | Scheduled |
Dylan Hughes has three of them, and is already on site at Riverside House.
While Centrus works, the panel above the answer names each look-up as it happens, such as Listing jobs in BigChange or Searching contacts in BigChange. When the answer is ready, the panel folds to Worked with the number of steps. Open it to see exactly what Centrus looked up in BigChange before it answered.
If you ask about jobs without giving a date, Centrus looks at today's. Carry on in the same chat, with questions like “Which of those are Dylan's?” or “Raise a PO for that job”, and Centrus keeps track of the job or site you were talking about.
What you can ask
Centrus has 126 BigChange tools in chat, and picks the right ones from what you ask, so you never choose them yourself. Every tool is listed in the reference.
Jobs and scheduling
“What is Dylan Hughes doing tomorrow?”
“Move J-10482 to Monday at 08:00.”
Contacts and sites
“What are the access hours at Riverside House?”
“Any access notes for 14 Mill Lane?”
Quotes
“Which Northgate Housing quotes are still open?”
“Mark Q-2291 as accepted.”
Invoices
“Which Northgate Housing invoices are unpaid?”
“Mark INV-5530 as paid.”
Purchase orders
“Raise a PO for J-10482.”
“What is on PO-1187?”
Stock
“Do we stock 22 mm isolation valves?”
“What stock is on van AB12 CDE?”
Notes and worksheets
“Add a note to J-10482: tenant out, card left.”
“Show the worksheet answers for J-10479.”
Vehicles and resources
“List our engineers and their teams.”
“Show the details for van AB12 CDE.”
- Jobs and scheduling. List jobs by date, status, site or engineer, find jobs at an address, and see one engineer's diary or your own. Open a job's details, status history, flags, constraints and line items. Centrus can create, update, schedule and start jobs, set a job's result, and work with job groups and their lines.
- Contacts and sites. Search by name, address, postcode or reference, read a site's access hours, and find access notes left on earlier jobs at an address. Centrus can create and update contacts, set access hours, put a contact on stop or take it off, and add or update the people at a site.
- Quotes. List quotes for a customer, a job or a date range, including those still waiting for a decision, and open a quote with its lines. Centrus can create a quote, add lines, update it, and mark it as sent, accepted or rejected. It can also list sales opportunities.
- Invoices. List invoices for a customer, a job or a date range, including unpaid or overdue ones, and open an invoice with its lines. Centrus can create invoices and lines, mark an invoice as sent or paid, cancel it, and ask BigChange to generate its PDF. A new invoice is a record only: it is not emailed, and the PDF is made in BigChange, so open the invoice there to see it.
- Purchase orders. List and open purchase orders with their lines and numbering series. Centrus can raise a purchase order against a job, and add, change or remove its lines. If your account has only one purchase order series, Centrus picks it for you.
- Stock. Search the stock catalogue, see suppliers and product categories, see what is on a van, list stock items and movements, and add or remove stock on a job. Centrus can also add a new item to the catalogue.
- Notes and worksheets. Read a job's notes and their progress, add a note to a job, update a note or log progress on it. Read the worksheets on a job with their answers, and the worksheet templates and groups.
- Vehicles and resources. List engineers, resource groups, BigChange users and vehicles, and open a vehicle's details.
- Lookups. Job types, department, nominal and VAT codes, and flag values. Centrus uses these itself, for example to fill in the VAT code on a new line item, so you rarely need to ask for them.
“My jobs” works when your name in Centrus matches your resource name in BigChange. If it does not, ask by name instead, such as “What is Dylan Hughes doing today?”
Some questions BigChange can answer directly, such as jobs on a date or quotes created this month. Others need more work: quotes sent in a date range, outstanding invoices, or anything sent more than 7 days ago but less than 14. For these, Centrus fetches a wider set from BigChange, up to the last 12 months, and keeps only the rows that match. Say which date you mean, such as created, sent or accepted, so that Centrus filters on the right one.
“Outstanding” has a fixed meaning: a quote that is not yet accepted, rejected or cancelled, an invoice that is not paid or cancelled, and a purchase order that is not received or cancelled. A record with no date in the field you asked about is left out.
John Martin
last message sent: less than a minute ago
Which quotes were sent more than 7 days ago and less than 14, and are still waiting for a decision?
4 quotes were sent between 7 and 14 days ago and have not been accepted, rejected or cancelled:
| Quote | Customer | Sent | Total inc. VAT |
|---|---|---|---|
| Q-2291 | Northgate Housing | 26/09/2026 | £6,240.00 |
| Q-2296 | Harbour View Apartments | 29/09/2026 | £1,180.80 |
| Q-2298 | Riverside House | 30/09/2026 | £2,904.00 |
| Q-2303 | Northgate Housing | 01/10/2026 | £840.00 |
Q-2291 is the largest. Shall I draft a chaser for it?
Making changes
52 of the 126 tools change data in BigChange: they create, update, schedule, mark as sent or paid, cancel or delete. Each change shows as its own step in the panel above the answer, such as Creating a purchase order in BigChange.
There is no separate approval step. When you ask for a change, Centrus makes it in BigChange straight away, and it asks you first only if your request is unclear. Name the job, quote or invoice, give the values you want, and check the result in BigChange.
John Martin
last message sent: less than a minute ago
Raise a PO for J-10482 with City Plumbing Supplies: two 22 mm isolation valves at £8.40 each.
Done. Purchase order PO-1187 is raised against J-10482 at Riverside House, with City Plumbing Supplies as the supplier:
| Item | Quantity | Unit price | Total |
|---|---|---|---|
| 22 mm isolation valve | 2 | £8.40 | £16.80 |
Open it in BigChange to check it before it goes to the supplier.
Some changes cannot be taken back from chat:
- Deleting a line item, a job constraint or stock on a job removes it from BigChange, and Centrus cannot bring it back.
- Cancelling an invoice, marking an invoice as paid, setting a job's result and marking a job group complete have no matching tool to reverse them. Change them back in BigChange, where BigChange allows it.
- Putting a contact on stop can be reversed: ask Centrus to take the contact off stop.
Changing several records at once works from a list. Once Centrus has fetched a list of quotes, invoices, jobs or contacts in the chat, it can apply one change to every row: setting a custom field on any of them, or marking quotes as sent. It handles up to 50 rows in one step and, for a longer list, carries on from where it stopped when you ask. The answer reports how many rows succeeded, how many failed, and how many are unconfirmed, meaning BigChange did not confirm the change; check those in BigChange.
John Martin
last message sent: 1 minute ago
Mark all 12 draft quotes for Northgate Housing as sent.
All 12 quotes are now marked as sent in BigChange: 12 succeeded, none unconfirmed and none failed.
The list behind a bulk change belongs to the chat and the person who asked for it, and is kept for 24 hours. After that, ask for the list again before making the change.
Choose who can use which tools
An administrator can switch individual BigChange tools off for one person on Settings, BigChange Tools, or for a whole team under Team BigChange Tools when editing the team. A person's own setting wins over their team's, a tool switched off by any of their teams is off, and with nothing set every tool is on. The Integrations overview explains both screens in full.
BigChange Tool Permissions
Configure per-user access to BigChange REST tools.
Users: 4 | Tools: 9 | Unsaved changes: 1
| User | Create Purchase Order | Update Purchase Order | Create Purchase Order Line Item |
|---|---|---|---|
John Martin john.martin@meridianfm.co.uk | (default) | (default) | (default) |
Sarah Price sarah.price@meridianfm.co.uk | (default) | (default) | (default) |
Dylan Hughes dylan.hughes@meridianfm.co.uk | (user)3 | (default) | (default) |
Mark Evans mark.evans@meridianfm.co.uk | (team) | (team) | (team) |
- 1BigChange Tools, in Settings. It appears once an administrator has connected.
- 2Search users and Filter tools, to find a person or a tool.
- 3A tool switched off for one person. The note under each tick shows where the setting comes from: the person, their team, or the default.
- 4Save Changes, which applies every change you have made.
Team BigChange Tools
| Scope | Create Purchase Order | Update Purchase Order | Create Purchase Order Line Item |
|---|---|---|---|
| Team |
Limits
- Long lists. When more than 20 quotes, invoices, purchase orders or job groups match, or more than 100 jobs, Centrus is given the first 8 rows and the total. It keeps the full list in the chat for 24 hours, so it can count or group every row, show the next 100 rows, or build a spreadsheet, chart or report from all of them.
- Date ranges. A list of jobs covers at most 12 months. Questions about quotes, invoices and purchase orders that give no date look back over the last 12 months, and stock movements over the last 30 days.
- Very large searches. Centrus stops after checking 50,000 rows and says the count may be incomplete. Narrow the question by date, customer or status.
- Bulk changes. Up to 50 rows in one step.
- Stock searches need at least 3 characters, and return up to 100 matches.
- When BigChange is busy. Centrus tries again 3 times, after half a second, one and a half seconds and three seconds, before it reports an error.
- Photos and files. Centrus cannot open job photos. A photo answer on a worksheet shows as an attachment reference, and an invoice PDF is generated in BigChange without coming back into chat.
- Worksheet answers can be read but not changed from chat.
- Vehicle journeys and defects come from BigChange's older Web Services API, not the REST API, and the BigChange REST connection does not include a sign-in for it. These two questions return an error with this connection, so check journeys and defects in BigChange.
John Martin
last message sent: less than a minute ago
Which quotes were sent more than 7 days ago and less than 14, and are still waiting for a decision?
A long search shows its progress on the Working line, with the page Centrus has reached and the number of rows checked so far. When it finishes, the line folds into Worked like any other answer.
Disconnect
Disconnect on the card removes your own connection only. It happens straight away, without asking you to confirm, and you see Integration disconnected. The card goes back to Enable, so you can turn BigChange on again at any time.
Connect BigChange REST to look up jobs, quotes, invoices, purchase orders and sites through Centrus.
✓ Connected to customer 41872
- List and look up jobs, sites and contacts
- Work with quotes, invoices and purchase orders
- Read flags, notes and schedules
Connect BigChange REST to look up jobs, quotes, invoices, purchase orders and sites through Centrus.
Organisation connected by: John Martin
- List and look up jobs, sites and contacts
- Work with quotes, invoices and purchase orders
- Read flags, notes and schedules
- 1Disconnect, which removes your own connection without asking you to confirm.
- 2Enable, to turn BigChange back on from the organisation's connection.
When an administrator disconnects, only the administrator's own connection goes. Everyone who has already enabled BigChange keeps working, because each person holds their own copy, and others can still enable from one of those copies, in which case the card names that person as the one who connected.
To stop all access from Centrus at once, withdraw or change the keys in BigChange, and every copy stops working. Copies do not pick up new keys by themselves, so once new keys are issued, the administrator connects again and everyone else clicks Disconnect, then Enable.
Troubleshooting
- Centrus answers as though BigChange is not connected. Check that the card says Connected for you, and click Enable if it does not. If it already says Connected, an administrator may have switched your tools off on BigChange Tools, or your copy of the keys may no longer be readable. Click Disconnect, then Enable, to take a fresh copy.
- BigChange REST token request failed (HTTP 401). BigChange no longer accepts the keys, usually because they were changed or withdrawn. The administrator connects again with the current keys, then everyone else clicks Disconnect and Enable.
- BigChange REST API call failed (HTTP 403). The keys work, but the API client is not allowed to do what you asked. Ask whoever manages BigChange to give the API client that permission.
- BigChange REST API call failed (HTTP 429), or 502, 503 or 504. BigChange was busy or briefly unavailable, and Centrus's three retries did not get through. Ask again in a minute.
- No BigChange REST connection found. Please ask your administrator to connect first. You clicked Enable, but no connection is left in the organisation to copy. Ask an administrator to connect.
- “My jobs” comes back empty. Your name in Centrus does not match a resource name in BigChange. Ask by name instead, or ask an administrator to make the names match.
- A question about vehicle journeys or defects fails. These use BigChange's older Web Services API, which this connection cannot reach. Check them in BigChange.
- The answer stops part way through a long list. Ask Centrus to carry on; it picks up from the last row it reached.
John Martin
last message sent: less than a minute ago
What jobs does Dylan Hughes have tomorrow?
I couldn’t get Dylan’s jobs. BigChange refused to sign in with BigChange REST token request failed (HTTP 401), which usually means the API keys were changed or withdrawn in BigChange. Ask your administrator to reconnect BigChange REST on the Integrations page.
Tools and endpoints reference
There are 126 BigChange REST tools in chat: 74 read from BigChange and 52 change data. The names below match the columns on Settings, BigChange Tools. Every tool calls the BigChange REST API at https:/ unless the table says otherwise. Where a path contains {id}, Centrus finds the record's ID first if you give a reference such as J-10482.
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List Jobs | Lists jobs by date, status, site or engineer, over at most 12 months. With no date, it lists today's jobs. | Reads | GET / |
| List Scheduled Jobs Formatted | Gives a short summary of the jobs scheduled in a date range. | Reads | GET / |
| Get My Scheduled Jobs | Lists your own scheduled jobs, matching your name in Centrus to your resource in BigChange. | Reads | GET / |
| Get Engineer Scheduled Jobs | Lists one engineer's scheduled jobs in a date range. | Reads | GET /, GET / |
| Get Job | Gives a short summary of one job. | Reads | GET / |
| Get Job Detail | Gives the full details of one job. | Reads | GET / |
| Search Jobs By Address | Finds jobs at a site address when you have no job reference. | Reads | GET /, GET / |
| Get Job Status History | Shows a job's status changes over time. | Reads | GET / |
| List Job Flags | Shows a job's current flag and its flag history. | Reads | GET /, GET / |
| Get Job Constraints | Lists a job's scheduling and compliance constraints. | Reads | GET / |
| List Job Line Items | Lists the financial lines on a job. | Reads | GET / |
| Create Job | Creates a job for a contact, with a job type and a description. | Changes | POST / |
| Update Job | Updates a job's details. It cannot change whether the job is complete. | Changes | PATCH / |
| Schedule Job | Schedules a job. | Changes | PUT / |
| Start Job | Marks a job as started. | Changes | PUT / |
| Set Job Result | Completes a job, as completed with or without issues. | Changes | PUT / |
| Create Job Constraint | Adds a scheduling or compliance constraint to a job. | Changes | POST / |
| Delete Job Constraint | Deletes a constraint from a job. | Changes | DELETE / |
| Create Job Line Item | Adds a financial line to a job. | Changes | POST / |
| Update Job Line Item | Changes a line on a job. | Changes | PATCH / |
| Delete Job Line Item | Deletes a line from a job. | Changes | DELETE / |
| List Job Groups | Lists job groups by reference, title, order number or contact. | Reads | GET / |
| Search Job Groups | Searches job groups by reference, order number, title or contact. | Reads | GET /, GET / |
| Get Job Group Detail | Gives the full details of one job group. | Reads | GET / |
| Get Job Group Status History | Shows a job group's status changes over time. | Reads | GET / |
| List Jobs For Job Group | Lists the jobs in a job group. | Reads | GET /, GET / |
| List Job Group Line Items | Lists the financial lines on a job group. | Reads | GET / |
| List Job Group Job Flags | Lists the flags on the jobs in a job group. | Reads | GET / |
| List Job Group Job Flag History | Shows the flag history of the jobs in a job group. | Reads | GET / |
| Create Job Group | Creates a job group. | Changes | POST / |
| Update Job Group | Updates a job group. | Changes | PATCH / |
| Mark Job Group Complete | Marks a job group complete. Every job in it must be completed, with no recurrence. | Changes | PUT / |
| Mark Job Group Financially Complete | Marks a completed job group as financially complete. | Changes | PUT / |
| Create Job Group Line Item | Adds a financial line to a job group. | Changes | POST / |
| Update Job Group Line Item | Changes a line on a job group. | Changes | PATCH / |
| Delete Job Group Line Item | Deletes a line from a job group. | Changes | DELETE / |
| Apply Job Group Job Flag | Applies a flag to the jobs in a job group. | Changes | POST / |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| Search Contacts | Searches contacts and sites by name, address, postcode or reference. | Reads | GET / |
| List Contacts | Lists contacts and sites without a search term. | Reads | GET / |
| Get Contact Detail | Gives the full details of one contact or site. | Reads | GET / |
| Get Contact Access Hours | Shows a site's access hours. | Reads | GET / |
| Search Access Notes At Address | Finds access instructions at an address in the notes and text of jobs there. | Reads | GET /, GET /, GET / |
| List Contact Groups | Lists contact groups. | Reads | GET / |
| List Persons | Lists the people linked to contacts. It needs a filter, such as a contact. | Reads | GET / |
| Get Person Consent History | Shows one person's data consent history. | Reads | GET / |
| Create Contact | Creates a contact or site. | Changes | POST / |
| Update Contact | Updates a contact or site. | Changes | PATCH / |
| Update Contact Access Hours | Replaces a site's access hours. | Changes | PUT / |
| Stop Contact | Puts a contact on stop. | Changes | PUT / |
| Unstop Contact | Takes a contact off stop. | Changes | PUT / |
| Create Person | Adds a person to a contact or site. | Changes | POST / |
| Update Person | Updates a person's details. | Changes | PATCH / |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List Quotes | Lists quotes for a job, contact or job group, by reference or in a date range. With no other filter, it looks back 12 months. | Reads | GET / |
| Get Quote Detail | Gives the full details of one quote. | Reads | GET / |
| List Quote Line Items | Lists the lines on a quote. | Reads | GET / |
| List Sales Opportunities | Lists sales opportunities. | Reads | GET / |
| Create Quote | Creates a quote. | Changes | POST / |
| Update Quote | Updates a quote. | Changes | PATCH / |
| Create Quote Line Item | Adds a line to a quote. VAT, nominal and department codes are filled in for you. | Changes | POST / |
| Send Quote | Marks a quote as sent and records the date it was sent. | Changes | PUT / |
| Accept Quote | Marks a quote as accepted. The quote must be sent first. | Changes | PUT / |
| Reject Quote | Marks a quote as rejected. | Changes | PUT / |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List Invoices | Lists invoices for a job, contact or job group, by reference or in a date range. With no other filter, it looks back 12 months. | Reads | GET / |
| Get Invoice Detail | Gives the full details of one invoice. | Reads | GET / |
| List Invoice Line Items | Lists the lines on an invoice. | Reads | GET / |
| Create Invoice | Creates an invoice record. It is not emailed, and no PDF comes back. | Changes | POST / |
| Update Invoice | Updates an invoice. | Changes | PATCH / |
| Create Invoice Line Item | Adds a line to an invoice. VAT, nominal and department codes are filled in for you. | Changes | POST / |
| Update Invoice Line Item | Changes a line on an invoice. | Changes | PATCH / |
| Delete Invoice Line Item | Deletes a line from an invoice. | Changes | DELETE / |
| Mark Invoice Sent | Marks an invoice as sent. This changes the status only; nothing is emailed. | Changes | PUT / |
| Mark Invoice Paid | Marks an invoice as paid. | Changes | PUT / |
| Cancel Invoice | Cancels an invoice. | Changes | PUT / |
| Generate Invoice Pdf | Asks BigChange to generate the invoice's PDF. Open the invoice in BigChange to see it. | Changes | PUT / |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List Purchase Orders | Lists purchase orders for a job, contact or job group, by reference or in a date range. With no other filter, it looks back 12 months. | Reads | GET / |
| Get Purchase Order Detail | Gives a purchase order's status, supplier, notes and totals. | Reads | GET / |
| List Purchase Order Line Items | Lists the lines on a purchase order. | Reads | GET / |
| List Purchase Order Series | Lists the purchase order numbering series set up in BigChange. | Reads | GET / |
| Create Purchase Order | Raises a purchase order. If there is only one series, it is picked for you. | Changes | POST / |
| Update Purchase Order | Updates a purchase order. | Changes | PATCH / |
| Create Purchase Order Line Item | Adds a line to a purchase order. | Changes | POST / |
| Update Purchase Order Line Item | Changes a line on a purchase order. | Changes | PATCH / |
| Delete Purchase Order Line Item | Deletes a line from a purchase order. | Changes | DELETE / |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| Search Stock | Searches the stock catalogue. It needs at least 3 characters and returns up to 100 matches. | Reads | GET / |
| Get Stock Details | Gives one catalogue item, by ID or stock code. | Reads | GET / |
| List Stock Suppliers | Lists the suppliers of a catalogue item. | Reads | GET / |
| List Product Categories | Lists product categories. | Reads | GET / |
| List Stock Items | Lists individual stock items. | Reads | GET / |
| Get Stock Item | Gives one stock item. | Reads | GET / |
| Get Stock On Vehicle | Lists the stock items on a vehicle. | Reads | GET /, GET / |
| List Stock Movements | Lists stock movements, over the last 30 days unless you give dates. | Reads | GET / |
| List Job Stocks | Lists the stock recorded on a job. | Reads | GET / |
| Get Job Stock | Gives one stock record on a job. | Reads | GET / |
| Create Stock Details | Adds an item to the stock catalogue. | Changes | POST / |
| Create Job Stock | Adds stock to a job. | Changes | POST / |
| Delete Job Stock | Removes a stock record from a job. | Changes | DELETE / |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| Get Job Notes | Lists the notes on a job. | Reads | GET / |
| List Notes | Lists notes across jobs, contacts and other records. | Reads | GET / |
| Get Note Detail | Gives the full details of one note. | Reads | GET / |
| Get Note Progress History | Shows the progress updates on a note. | Reads | GET / |
| List Note Types | Lists note types. | Reads | GET / |
| Create Job Notes | Adds a note to a job. | Changes | POST / |
| Update Job Note | Updates a note. | Changes | PATCH / |
| Update Note Progress | Logs a progress update on a note, as a percentage with an optional comment. | Changes | PUT / |
| Get Job Worksheets | Gives the worksheets on a job with their answers. Photo answers show as attachment references. | Reads | GET /, GET / |
| List Worksheets | Lists worksheet templates. | Reads | GET / |
| Get Worksheet | Gives one worksheet template with its questions. | Reads | GET / |
| List Worksheet Answers | Lists worksheet answers. | Reads | GET / |
| List Worksheet Groups | Lists worksheet groups. | Reads | GET / |
| Get Worksheet Group | Gives one worksheet group. | Reads | GET / |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List Resources | Lists engineers and other resources. | Reads | GET / |
| Get Resource Detail | Gives the details of one engineer or resource. | Reads | GET / |
| List Resource Groups | Lists resource groups, such as engineer teams. | Reads | GET / |
| List Users | Lists BigChange users. | Reads | GET / |
| Get User | Gives one BigChange user, with their email address. | Reads | GET / |
| List Vehicles | Lists fleet vehicles. | Reads | GET / |
| Get Vehicle Detail | Gives the details of one vehicle, by registration, reference or ID. | Reads | GET / |
| List Vehicle Journeys | Lists vehicle journeys. It returns an error with a BigChange REST connection. | Reads | Legacy Web Services API, Journeys action, at https:/ |
| Get Vehicle Defects | Lists a vehicle's defects. It returns an error with a BigChange REST connection. | Reads | Legacy Web Services API, AssetOpenDefects action |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| List Job Types | Lists job types. | Reads | GET / |
| Get Job Type | Gives one job type. | Reads | GET / |
| List Department Codes | Lists department codes. | Reads | GET / |
| List Nominal Codes | Lists nominal codes. | Reads | GET / |
| List Vat Codes | Lists VAT codes. | Reads | GET / |
| List Flags | Lists the flag values for one kind of record. | Reads | GET / |
| Tool | What it does | Reads or changes | Endpoint |
|---|---|---|---|
| Apply From List Cache | Applies one change to every row of a list fetched earlier in the same chat: a custom field on quotes, invoices, jobs or contacts, or marking quotes as sent. Up to 50 rows in one step. | Changes | PATCH on each quote, invoice, job or contact, or PUT / |