A breath of fresh air

There's so many different elements to the HVAC industry, whether you deal with commercial, residential, educational, a mix or all of the above.

You have installations, maintenance & servicing.

Some of your products have a huge number of variants to make up the finished units, and systems need to be designed, calculations made - it is an intricate, technical industry.

Fortunately, we have worked with a number of HVAC businesses over the years, and we have everything in Zigaflow to help you better manage your business processes and customer interactions.

From the point of surveying and preparing a customer quotation through to servicing visits, asset lifecycle tracking and beyond - it's all in here.

With extensive reporting throughout, you are sure to find everything you need to run and manage your business better.

Bring Your Documents to Life

Use product images to improve the appeal of your quotes
Swap between different quote appearances for different types, such as Air Conditioning, Refrigeration, Heat Pumps or servicing
Use different terms and conditions for each quote or job type
Create your own PDF quote templates
Add product specifications to your quotes or let Zigaflow automatically create or add them from products specifications stored in the system
Bundle items together, such as cooling units and their fittings to add to the quote or job with one click
Automatically create and complete safety certificates and forms

Freedom To Customize

Not happy with look or design any of the templates on the system? Simply create your own using Microsoft Word and upload it to Zigaflow.

Start by downloading one of our existing templates and edit, add and modify to your hearts content as long as you follow our template guidelines.

Add photos, adjust layouts and change fonts.

If you have an existing design for your quotations, invoices, etc. and would like to carry that over into Zigaflow, contact us and our team will recreate it in Zigaflow to get you up and running as quickly as possible.

Workflow Made Easy

Add products and services from your price list or add one-off items to your quotes and jobs
Create templates for frequent quotes or jobs, such as services, refrigeration and cassette installations. These save you time and also ensure you won’t miss anything off
Allow your staff to add photos onsite to a quote or job directly from their smartphones, either to improve the look of quote or as proof that a job has been completed
Create your own product and services price list and upload your suppliers’ lists
Use different price lists per customer
Split quotes into maintenance and one-off purchases
Optionally split your prices into equipment and labour
Email your quote, job confirmation and invoices to your client with the click of a button and see when they have opened them
Convert quotes to jobs with one click
Create purchase orders (PO’s) with one click, copying all relevant details over from the quote or job
Monitor PO’s on one screen to ensure they are delivered when you need them
The system can handle hundreds and thousands of sites for each client
Create invoices from jobs and invoices. Send directly to your clients and export to your accounts system with the click of a button

Click here to preview PDF

We have increased our output of quotations by 300%

The beauty of Zigaflow's quotation software is that it is intuitive, user friendly and can be modified to work around our business without compromise. In 18 months we have been able to increase our output of quotations by 300% and, with the inbuilt online quotation approval, our customers have been able to sign off on their quotations without any delays.

Chris Lehr

Simplicity & Efficiency

Simple enough for any staff member to operate with ease no matter age or experience using computers. This program has increased our efficiency by tenfold with creating quotations, order forms and generating invoices. Offers a basic but extensive enough CRM system to manage your daily tasks.

Joe W

Speed up processes and convert more sales

We have been using the system for over a year and it has transformed our business. With the help from the Zigaflow team we’ve been able to improve systems, speed up processes and convert more sales

We searched for a solution for months and this was the only one for us. I would strongly advise trying Zigaflow out for your business.

Jason McAuley

Zigaflow

This Software is very quick and easy to set up to get branded quote management implemented. Within 1 hour, we had loaded all our data into it, my team had already figured out how to use it and we're sending quotes to customers. We now have a tracker and reporting as well as being able to search through quotes history and content quickly which you could not do with word.

Software for HVAC