Find out how each modules works and how it can improve your business
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 carefully 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
Automatically add associated items when adding particular products to a quote
If when you quote a particular product or service, there is always another one you need to add, you can now automatically add additional products or services as long as these are set up correctly in your items list.
This can also be used to add optional items, allowing you and your team to add upsell opportunities on quotes that are not included on the totals calculations on the quotes.
Merge multiple job proforma invoices under the same project into 1 proforma invoice
You have always been able to merge more than one job into a single invoice to send to your customer if you have multiple jobs under a project. However, we have now added the ability to do this on a Proforma invoice basis.
Include more information with your exports, including forecast costs and and actual costs of jobs
On the Jobs Grid view, there is an Export button offering standard or detailed exports into Microsoft Excel or CSV. This has now been updated to include columns for forecast costs, actual costs, and the totals for invoices received by suppliers (in relation to Purchase Orders generated from Jobs), which is ideal for month-end accruals.
Import sections from previously created quotes, making it easier to create multiple quotes for the same items
Import one or more sections of products from previously created records or prebuilds. This means rather than creating a quote from scratch each time, you can import the previous section which already contains the selection of items you need.
By clicking on the List icon (Burger menu) in the top right corner of any section, you now have the option to ‘Import New Section’ above or below your current section.
If you offer discounts for buying a particular product in bulk, you can now display include that on a quote with catalogue pricing
Catalogue Quotes allows you to show multiple pricing options against a single product on a quote based on quantity levels specified by you.
The Catalogue Quotes allows you to present:
Create and add tags against optional items, allowing you to add greater detail within your quotes
You have been able to set items on a quote as an 'Optional Item' for some time which has taken the value of these off the totals for sections and overall quotations.
There are new tags available which can be added to your quotes, so you can now present the following information:
Specify and display a credit limit for each of your customers with notifications when that limit has been exceeded
Specify a credit limit for each of your customer accounts on the CRM. These can be set in the customers record within the CRM. When the combined value of unpaid invoices, and open jobs / sales orders exceeds the credit limit, a tag (as shown below) will appear to notify the user the customer has exceed their assigned credit limit.
View a feed of all the messages that have been scheduled, with the functionality to send, amend, view or delete them
View every message that has been scheduled (either automatically or manually), the feed has a default to showing the messages that are scheduled within the next 14 days. There are a range of filters, allowing you to adjust the message view, these are:
Every user now has visible notifications when a record status changes or a task is due
All users receive a notification within the system when any of the following apply.
The notifications can be linked to the page that notification is relevant to. Any notification is available for 30 days, after that time period has elapsed it will no longer be available.