Make your competitors tap out
There can be a lot going on in your industry, you could be dealing with everything from a leaking tap through to gas safety check, or working on a large-scale commercial project.
The great news, is Zigaflow has all of the tools for you to manage your business effectively and significantly reduce your back office administration.
You can create stunning sales quotations, designed to win more business, automatically create jobs for routine safety inspections, track boiler warranties, manage customer service contracts - the list goes on.
You will be able to automatically remind customers of an upcoming visits, give them information on what to expect and get electronic sign-off on the day.
Bring Your Documents to Life
- Add photos onsite directly on your smartphone to the quote or job
- Split your quotes and give different options
- Optionally split your prices into equipment and labour
- Swap between different quote PDF templates easily, for example showing item prices or just not listing them
- Add product specifications or fact sheets for items such as boilers to your quotes or let Zigaflow do that for you from the products specifications in the price list
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
- Keep all your quote and job documents in one place
- Make quoting easier so more staff can produce them
- Create templates for frequent quotes or jobs such as replacing a boiler or servicing
- Use the system to know exactly what quotes and jobs are outstanding and what needs to be chased
- Create purchase orders (PO’s) with one click, copying all relevant details over from the quote or job
- Track these on one screen to ensure work is delivered on-time and then billed
- Monitor supplier costs and resulting profit on jobs
- You can configure the system’s status so that they reflect the way you work, for example: Site Visit Required, Office to Check, Sent, Accepted (Paid), Accepted (Pro forma), etc
- Email your quotes, job confirmations and invoices to your client with the click of a button and see when they have opened them
- Allow clients to change and update their quotes online before confirming and optionally paying by credit card
- Convert quotes to jobs with one click
- Create invoices from quotes and jobs and send to your clients with a couple of clicks
- Export invoices to your accounts system with a click of a button
