Software Features

Accounts
Send completed jobs to Xero without re-keying a single line.
- Completed jobs are marked Ready To Invoice.
- Review jobs before export to Xero-ready CSV.
- Push invoicing data straight into your accounting workflow — no duplicate entry, fewer mistakes, and faster month-end.

Calculators
Fabrication maths at everyone's fingertips — office, workshop, and yard.
- Plate, Roundbar and Section weight calculators quickly identify weight for truck, forklift, gantry operators.
- Favourite calculations can be saved in a users Favourites list.
- Custom calculators (eg 'Cutting Edge Calculator') can be developed for your requirements.

Clock On/Off
Know exactly who is on which job task, in real time.
- Employees working on-site can Clock On/Off, and add job notes on their mobile phones.
- Employees can check the status of Job Purchase Orders and deliveries.
- Employees can assign remnant MTN material to a job.

CRM
Never let a customer follow-up slip through the cracks.
- The CRM process is simple.
- Stages include Qualification, Prospecting, Proposal, Discovery, Negotiation, Closing, and Post-Sale.
- Drag and drop on the calendar control.

Customers
One place for every customer relationship — from first quote to site induction.
- One place to store all your company contacts and notes for future reference.
- Easily find previous Quote, Job, Purchase, MTN, and JSEA history.
- Easily see who has been inducted on site.

Dashboard
Your morning briefing — jobs, quotes, people, and risks in one glance.
- Get a quick overview of your business.
- Many time saving features including:
- Quick Links to the most used pages
- Key Metrics & Recent Activity
- Upcoming Deadlines
- Important Notifications
- Quick Actions.

Employees
More than a staff list — your complete people and compliance record.
- Knowing an employees language, helps in translating critical instructions.
- Birthdays, Licences (Car, Forklift, Truck etc) and Annual Reviews are also included.
- Track HSNO Training and PPE Issued.
- Track PPE usage.

Equipment
Keep plant, tools, and calibrated gear fit for work.
- You can track any equipment type:
- Forklifts, Cranes, Trucks, Trailers, Equipment, Tools, Fire Extinguishers
- Add a Note with a Due Date, to ensure machine maintenance, oil, filters, WOF & COF are kept current and up to date.

Getting Started
Set up Big Vision your way — in hours, not weeks.
- Configure Menus and Modules.
- Company Setup
- Import lookup table data from a CSV file via the Upload Data page.
- Download CSV templates for each table from the Download Data Templates page.

HSNO Tracking
Hazardous substances under control — from product to people.
- Hazardous Substances Material Safety Data Sheets (MSDS) can be maintained and tracked for WorkSafe purposes.
- Log HSNO storage and employee training for Worksafe visits and auditing.

Jobs
Run every job from not started to ready for invoice.
- Charts showing Quoted versus Actual purchases/hours.
- Keep notes for future repeat orders/quoting.
- Track employee job activity. Did you quote enough?
- Track packing slips & delivery addresses.

JSEA
Job Safety and Environmental Analysis — structured, site-ready, and printable.
- Create/manage Job Safety & Environmental Analysis data and reports for jobs.
- Hazards, task objectives, hold points, key personnel, PPE, supporting documents, plant & equipment, chemicals, emergency response, safe work procedures, minor task changes, personnel consulted, final review, and JSEA induction.

Lookup Tables
Your reference data, organised — so lists stay consistent everywhere.
- Maintain lookup table data for use in other forms — e.g. Suburbs, Countries, Services, Quote Terms etc.
- Import data from a CSV file via the Upload Data page on the Getting Started form.
- Download CSV templates for each table from the Download Data Templates page.

Material Traceability
Prove what went on the job — mill certs, remnants, and QA your customers can rely on.
- Keep on top of Material Certs
- A Certificate of Conformance is generated for every job with MTN numbers.
- Remnant material, can be tracked with a Material Traceability Number.
- Assurance for customers that the correct material has been used on the job.

Payroll
Review clocked hours, adjust wages, then export to Xero with confidence.
- Employee data is captured via the Clock On/Off module.
- Review and maintain employee clockings.
- Print reports before exporting to CSV Xero file.
- Easily fix incorrect tasks and missed clockings.

PPE
Record and report on Personal Protective Equipment (PPE) assigned to your Employees.
- Monitor Personal Protective Equipment (PPE) assigned to employees.
- PPE Reports for all/individual employees.
- Keep track of Safety Boot replacements.
- Find patterns in PPE usage.

Products
A product catalog that follows your quotes, jobs, and purchase orders.
- Track product history on Quotes, Jobs, Purchases, Suppliers and Customers.
- Easily search and find products in all Product Types.
- Store HSNO product info for admin and Worksafe reports.

Purchase Orders
Order materials and consumables with full visibility from request to receipt.
- Purchase for PPE, Consumables, Stationary and Jobs.
- Material Traceability Numbers (MTN's) are generated for Job Purchases.
- Job Purchases, can be Quoted Items or New Items, or you can assign remnant MTN Stock.

Quotes
Win more work with faster, more accurate quotes.
- Ability to duplicate Quotes. Quicker quote turnaround when multiple variations are required.
- Add workshop notes and KPI's for workshop staff.
- Terms & Conditions can be easily maintained and assigned.

Schedule
See the workshop plan — and move jobs before bottlenecks hit.
- Drag and drop jobs to the calendar.
- Assign Tasks, then assign employees to the task.
- Resize Handles for extending or shortening selected days.
- Red icons indicate when scheduled employees are not clocked on.

Suppliers
Your supplier relationships — contacts, orders, and services in one record.
- One place to store all your company contacts and notes for future reference.
- Easily search for specific trades.
- Easily find historical pricing used on previous Quotes & Jobs.

Visitors
Always know who is on site — technicians, contractors, and sales reps included.
- Visitors can Sign In/Out on a reception PC or Tablet.
- In an Emergency or Fire Drill, you can see if anyone outside the company is still onsite and needs to be accounted for.
Quotes, Jobs, Materials, and Payroll Hours - tracked using Big Vision
Fabrication, machining, manufacturing & site installation projects.
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