Simplify processes, reduce administration tasks and improve the quality of your operations
Get your quotations to look how you want them, in your branding and styling
Our back office software can be utilised to automate a range of time-consuming tasks
Providing your customers with the best level of service doesn't have to be difficult
Take a look at some of the industries who massively benefit from using Zigaflow
Attractive sales quotes plus job, project, contract & asset management which will leave your competition behind
Split your quotes and jobs into different locations, and include images on your quotes and other documents
Quotations, RAMS, certificates, jobs, projects, inspection schedules, invoicing & so much more on tap
Quickly create detailed quotes, manage your jobs, projects, invoiceing, ordering and maintenance all in one place
Quotes, installations, site visits, maintenance, tickets, contracts, client asset management - It's all here
Create stunning quotes with images & incorporate CAD designs, manage production through to installation in one software
Browse our careully selected integrations to add value to your business
An unrivaled Xero Connected App which will let you do business like never before
Connect to QuickBooks for customers, supplier, invoices, purchase orders and more
Take card payments from quotations & invoices at low transaction fees & fast payout
Connect your Gmal account, to send documents, reminders from your chosen email account
Send quotations, order confirmations, invoices and reminders from your chosen email accounts
Combine the marketing automation in Mailchimp and the raw power of Zigaflow
There are always better, more efficient ways of working to save time and ultimately make more money.
How much time do you and your team spend unnecessarily completing repetitive tasks?
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.
Doing this frees up staff to focus their time on valuable, meaningful work, and is a sure fire way to accelerate the growth potential within your business.
Process automation is the practice of taking routine, repetitive tasks or processes within your business that would normally be performed manually and executing them automatically without the need for human involvement.
There are a wide variety of automation's you can carry out at different stages with your business workflows. One simple example might be sending an order confirmation as soon as a quotation has been accepted.
Below is a snapshot of some of the most popular key benefits from using the Automations Module.
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.
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.
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.
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.
Use our in-built workflows to segregate different areas of your business.
Create rules which in conjunction with pre-builds ensures every task which needs to happen gets completed every time - without fail!
Send automatic customer updates, remind them of upcoming payments, even remind your suppliers you are expecting to receive deliveries from them - all of which can happen with little to no interaction.
Remove the stress of ensuring processes are followed. Zigaflow's automation will do the repetitive work instead of your staff.
Embed knowledge about how to work with different clients into the automation so the correct processes are always followed and you are not reliant on staff knowledge. Guarantee that the same processes will be run each time and when expected.
These are some of the most common modules where our customers benefit from what the automations module offers.
Create and send personalised, professional, and attractive quotations and/or proposals in your branding. Automate your follow up processes to always control the next steps. Best in class by a long mile.
Manage your customer jobs and/or orders, with the added advantage of sub-workflows to breakdown different types of jobs and orders. Automatically keep your customers in the loop at every step of the way.
Create invoices either automatically or at the click of a button. Supports part invoicing & proforma, all of which can be exported to your accounting system easily. Credit control is a breeze too.
...to see how our solution can help your business
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.
Zigaflow has a wide range of modules and features with very easy customisation to suit your business needs. Updates are regular and customer service is outstanding, always happy to help add new features. It does absolutely everything a business needs and has a smooth integration with Xero. Could not think of any negative criticism if I tried, top stuff!
In my business, we have quite complex workflows for retail, installation, distribution, trade, developers etc. I found it fairly straightforward to program this work flows into Zigaflow, including the various fillable forms and certificates. The ability to have every stage of our workflows tracked with communication to the client has already paid dividends in the short time we have used the software. It's the perfect system for transforming a paper-heavy business into a paperless one. The integration with Stripe is a revelation for businesses used to take payments over the phone. Compared to similar systems from much larger companies, Zigaflow is a small fraction of the cost. Very good value for money. Any issues I've had the tech support have resolved in a friendly and expedient manner.
One of our biggest issues was gaining feedback from contractors following a site visit and having to waste employees time chasing photographs to enable our estimating department to produce quotations. Quikflw has pulled all aspects of our operation into one comprehensive package including accounts which allows me to monitor the business on a daily basis. The team at Quikflw are always on hand to resolve any questions arising from operator malfunction or general operational procedures. My team and all of our contractors, several hundred, are reaping the benefits and more importantly, enjoy using the system.
Ease of use for all members of staff. Increased levels of professionalism. The adaptability of forms and contracts for clients & our contractors. Real-time capture of on-site engineers reports & photographs. Easy overview of all aspects of our operation and individuals performance. Flexibility throughout.