Stay in Control with Powerful Project Tracking
Keep track of every detail - installation dates, staff requirements, customer orders, supplier purchases, and cash flow. With a bird’s-eye view of all your projects, you'll:
Ensure Timely Installations: Align staff and materials with precise timelines.
Manage Cash Flow: Know exactly where your money is going at every stage.
Gain Visibility: See how all moving parts - from client orders to supplier deliveries - connect seamlessly.
Boost Profitability with Real-Time Cost Management
Take control of your margins and make every project more profitable:
Estimate and Compare Costs: Track expected hours and material costs against actual expenses as they occur.
Monitor Profitability: Instantly see how each project impacts your bottom line.
Never Miss an Invoice: Zigaflow ensures all orders are fully invoiced, so you never leave money on the table.
Simplify Order Tracking and Supplier Management
Avoid delays and installation hiccups with crystal-clear order tracking:
See Key Dates at a Glance: Know exactly when customer and supplier orders are due.
Automate Supplier Chasing: Let the system chase suppliers for you, ensuring items arrive on time for installations.
Reduce Manual Work: Streamlined tracking means fewer errors and more efficiency.
Easily Manage and Present Technical Data & Images
Produce technical sheets: Create your own technical sheets for your quotations and other documents with Zigaflow’s custom fields.
Offer manufacturer sheets: Automatically or manually add manufacturers technical sheets to quotations or other document to present your customers with all the data they need.
Manage Multiple images: Store and present as many product images you need.
Speed up Supplier Quote Requests
When you need to get multiple prices and availability from your suppliers:
Get it done in moments: Automatically generate Requests for Quotations (RFQs) and send.
Automatically chase prices: Don’t waste time chasing, let Zigaflow do it for you.
Choosing made easy: Easily select your preferred supplier
Effortlessly Manage Customer Order Changes
When customers change their minds, stay ahead without stress:
Version Control: Track every update to customer orders with robust versioning tools.
Eliminate Errors: Ensure that changes are implemented smoothly, reducing costly mistakes.
Enhance Flexibility: Handle mid-project updates with confidence.
Simplify Customer Ordering with Online Portals
Make ordering hassle-free for your customers:
Branded Customer Portal: Allow on-account customers to place orders directly.
Shopify Integration: Manage inventory automatically across online and offline channels.
Enhanced Customer Experience: Deliver a modern, user-friendly way to interact with your business.
Eliminate Communication Breakdowns
Seamless communication is the backbone of any successful business:
Integrated Messaging: Use @mentions and built-in email tracking to stay on the same page.
Complete Audit Trails: Know exactly who said what and when for every quotation, order, and invoice.
Collaboration Made Easy: Keep your team and clients informed, reducing misunderstandings and delays.
Ensure Quality Control with Easy Customer Sign-Offs
Avoid disputes and guarantee satisfaction with built-in quality management tools:
Proof of Completion: Installers can upload photos, documents, and customer sign-offs directly to the project.
Easy Retrieval: All proof is stored in one place, ready whenever you need it.
Streamline Approval Processes: Impress clients with professional and efficient project handovers.
Keep Your Customers Informed with Automated Messages
Improve your customer communication with:
Automated Updates: Keep customers informed at every stage of the project.
Quick Responses: Have all project details at your fingertips for faster support.
CRM Integration: Manage customer interactions and follow-ups with ease, ensuring no lead or opportunity is missed.
Reduce Customer Credit Exposure
Stop orders before you are over-exposed: Staff can easily to see if a customer will breach a limit at the point of quotation or order.
Smart Inventory Management
Take the stress from inventory management:
Allocation Management: Making sure you have the products you are selling for each order.
All the way through: Automatic allocation of products on Purchase Orders to their source customer order and then delivery notes.
Keep it simple: Flexible inventory management allows you to bypass inventory for some products
Unlock Scaling Your Business
Move from people-dependent processes to a system-driven powerhouse:
Systemized Workflows: Standardize your operations for efficiency and growth.
Expand Easily: With everything under control, scaling becomes a breeze.
Adaptable Processes: Configure the system to fit your unique business needs.
Work Smarter with Automation
Save time and let your team focus on what matters most:
Automate Repetitive Tasks: From follow-ups to order tracking, let the system handle the transactional work.
Increase Productivity: Free up your team to focus on delivering excellent service.
Speed Up Processes: Complete projects faster without compromising on quality.
Never Lose a File Again
Keep all project-related documents in one place:
Centralized Storage: Store quotes, specifications, emails, sign-offs, and more securely in the system.
Easy Access: Find everything you need instantly, saving time and reducing frustration.
Enhanced Organization: Stay professional with well-organized documentation.
