Welcome to our Help Center
Getting Started
Everything you need to know to help you get your Zigaflow account up and running
Xero Integration
Learn everything about the integration between Xero and Zigaflow
User Management
Discover how to manage your team's access to Zigaflow
Quotations Module
Helpful information to help you get more out of using the quotations module
Email Integration
Everything you need to know about connecting your email accounts to Zigaflow
Accounting Settings
Learn everything you need to know about settings relevant to accounting
Importing Data
Learn how to use our Import Center to add or update data in your account
Stock / Inventory
Learn how to use the stock features in Zigaflow
Report Center
Make the most of our powerful reporting to better understand how your business is performing
Items - Managing
Learn what you can do with Items and how to manage them
Automation
Everything you need to know about using our no-code automation builder
Document Templates
Everything you need to know about using our document templates
Managing Your Profile
Learn how to manage your own user profile
Task Management
Managing the work you do at a granular level is simple with Zigaflow
Purchase Orders
Managing Purchase Orders and your supplier interactions
Job/Sales Order
Manage Jobs/ Customer Orders, linked to PO's, Delivery Notes, Invoices and more
Invoices & Credit Notes
Create Standard and Pro Forma invoices, as well as Credit Notes, and push to Xero or QuickBooks
eForms
Not only for e-signatures, but a great way to collect photos and other information from customers, suppliers and internal teams
Feedback
How to get and monitor feedback from your customers
RFQs (Request for Quotation/Proposal)
How to manage making requests for prices from supplier and make sure they are not forgotten
Client Assets List
Know what items customers have, when they are due to be serviced and what work you've done on them
Customer Returns
Manage and track the return of items from your customers back into your inventory
Custom Fields
Fields that you can add to the system to make it hold your data better
Shopify
Connect to multiple Shopify accounts - synchronize Inventory and Items and process orders automatically
Delivery/Dispatch Notes
Provide documents for delivery, and optionally book out stock
Stripe Credit Card Payments
Make it easier for your customers to pay
Leads/Opportunities/Pipeline
How to manage leads with automations and reminders
Customers/Companies & Contacts
How to manage, track and report on your customers