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
Create risk assessments, remedial jobs, invoices and more from a project record.
Does your project management software or spreadsheet let you do that?
Managing your customer projects should be a simple process, even with lots of variables at play.
Our project management module gives you a bird’s eye view of everything relating to each of your projects.
Track timelines & budgets across one or more customer jobs or sales orders with all associated documents brought into one easy to view screen.
You don’t need to create a project timeline each and every time, the system builds up key dates for you automatically.
A project management software is an application or software designed to manage the processes involved in delivering customer projects.
Typically, this includes things like timescales & budgets and usually provides options to view this information in a Gantt format which has become synonymous with project management.
This software should give you a complete view of all activities relating to each individual project, and ideally show you timelines across multiple projects at the same time to better plan resources like staff and transport.
Below is a snapshot of some of the most popular key benefits from using the Project Management Module.
Do you ever have more than one job or order as part of the same project?
Get a complete view of one or more jobs and all of the associated records in a single screen. Quickly create jobs for return visits linked to the record automatically, giving total insight on project activity.
Would you benefit from consolidating multiple jobs into one invoice?
At the click of a button, you can select one or more jobs from inside a project record and merge it into one customer sales invoice. This is ideal for staged payments, or when you invoice what has been completed in the month.
How could you manage projects without Gantt Charts?
The Gantt Charts allows you to view all of the key dates from associated records within a single project. You can also overlay more than one project, to give you a clearer view when planning resources.
Why would you want to track your budgets?
Automatically pull financials from related Jobs, invoices and Purchase Orders to give you a clear view of progress against budget and breakdown of profit and labour costs across on each individual project.
These are some of the most common modules where our customers benefit from what the Project Management module offers.
Create and send personalised, professional, and attractive quotations and/or proposals in your branding. Automated 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.
Not only can you create and assign tasks, the tasks module is linked to all other modules with advanced options for auto creation and allocation based on defined rules ensuring processes are followed every time.
...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.
It is very easy and quick to create a quotation and calculate the working labour hours using Quikflw. I have used many quotation products and this is proving to be the best.
Create custom reports is very easy. The software is easy to use. Very cost-effective. Software is web-based, so it can operate on MacOS or Windows. I can create a quote very quickly.
We spent months looking for a system that would be simple to ease in to and more powerful and complex as we developed.
Zigaflow was the perfect choice for this.
The Support Team are extremely helpful and spent time understanding the needs of our company and showing us how to get the most from Zigaflow. We now use the system for more than we originally intended and will be using even more functions in the coming months.
Smooth, helpful, reliable and friendly.
The team is incredible. The portal is great and ever-evolving, but they are also open to custom work and tweaks on the software to cater for our business. I run a successful technology company and it's ever-evolving so it's incredibly important that the technology we use moves in the same waves, it certainly does!! I've tried around 20 systems and this is the only one that would deliver what I needed.