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
Imagine being able to tell customers exactly how many call-outs or support requests you'd received for a specific product.
Wouldn't it be great if you could use this information to create new sales opportunities?
Get full visibility on every single piece of information relating to every asset you have sold to, maintain for, or hire out to your customers.
Having on-site images, site reports, technical documents, views of all quotes, jobs or contracts all in one easy to understand screen lets you provide exceptional service to your customers whether from the office or on their premises.
This will be sure to give you the edge on your competitors.
Client asset management is a way for you to track the entire lifecycle of a physical item based on a unique identifier such as serial number.
Tracking all of these touchpoints gives you a single source of truth, to enable you to provide customers with a service level which was once only achievable through bespoke software applications.
Information is at your fingertips whether you are in the office, or out in the field.
Below is a snapshot of some of the most popular key benefits from using the Client Asset Management Module.
Do you want to store specific information and details against asset records?
Create custom fields to match the data requirements you have. Choose different input formats such as numbers, single line text, multi-line text, checkboxes, dropdown menus and date fields.
Do you want to see every document, image and key date relating to an asset?
Whether you sell or hire assets out, see every single piece of information relating to that specific asset from the point of buying it in to the most recent quote or job, in one easy to navigate screen.
The way you determine the lifecycle of an asset will be unique to your business.
Create your own statuses and rename any system default statuses to give you an asset management system specifically designed to meet the needs of your particular business.
Do you need to create a sales quotation for a repair job on one of your asset records?
In the quotation (or other document) interface, at the click of a button, you can create a link to one or more asset records, which automatically adds that document or documents to the asset(s) history.
These are some of the most common modules where our customers benefit from what the Client Asset Management 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.
Manage your customer contracts quickly and easily. Auto-generate routine jobs and invoices with defined schedules by individual contract. Ideal for any business providing ongoing service or preventative maintenance.
...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.
We are able to put out professional-looking quotes in a fraction of the time it used to take us. Using the Zigaflow software has also helped us manage our margins on products better, where in the past we would often over-discount products to win a project.
Having used similar software before, I found Zigaflow to be much more customisable and easier to tailor-make for our company needs. The quote templates are easy to set up and can be changed at any time, adding and changing products on the system is also very intuitive and easy. One of my favourite features is being able to see exactly what my margin and mark-up is while doing a quote and applying discounts.
We subscribed to Zigaflow specifically to make our purchasing process more efficient. I highly recommend this app, the support is fantastic, and it really has saved us a lot of time. There is a lot more that we could potentially use it for, which the team at Zigaflow have demonstrated. It is very professional but also affordable.
This Software is very quick and easy to set up to get branded quote management implemented. Within 1 hour, we had loaded all our data into it, my team had already figured out how to use it and we're sending quotes to customers. We now have a tracker and reporting as well as being able to search through quotes history and content quickly which you could not do with word.