Software for HVAC

Create quotations and proposals that will win you more business.

Follow that up with installations and ongoing services that will have your customers telling everyone that will listen.

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Software for HVAC

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
Bring Your Documents to Life

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.

Freedom To Customize

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

Book a Live Online Demo

...to see how our solution can help your business