Process Automation
There are so many repetitive tasks involved in the day-to-day running of any business.
Creating and sending sales invoices, notifying customers about the progress of their orders, or creating paperwork—the list is endless.
The automations module allows you to create rules which the system will follow to automate the tasks you choose. This helps you to free up your staff so they can focus their time on valuable, meaningful work, and is a sure-fire way to accelerate the growth potential within your business.
Process Automation is included with:
Not Included
Included
Key benefits
Below is a snapshot of some of the most popular key benefits from using the Automations Module.
Rules for every process
Use the in-built automation rules to cover different types of process with ease.
Send updates to customers or suppliers, congratulate staff on orders over a certain value, create emails at intervals determined by the type of job, value or the specific customer, and so much more.
Update status of linked records
Your customer has paid their deposit invoice, why not trigger a status on their job or order?
Do things like automatically moving a customer job or order into the next stage as soon as a deposit invoice has been paid, or change the order status to complete when a delivery note has been signed.
Send automatic email updates
Do you find yourself repeatedly typing the same or similar email correspondence?
Send automatic email updates to your customers, suppliers, staff or subcontractors by setting up templated correspondence using our tagging system to include information from specific records.
Export to Xero & QuickBooks
The last thing you want to do is manually export invoices to your accounts package.
Create rules so for example when an invoice reaches the “sent” status in Zigaflow it pushes this information into your accounts package in real-time, allowing your accounts team to reconcile payments immediately.
