Get started with Zigaflow and set up templates, workflows, custom fields, pre-builds and company settings
Import customers, suppliers, items, stock and existing records from other systems using spreadsheets
Add and archive users, manage team members and control what each person can access
Set up mentions and integrated email to improve how your team communicates
How to manage the work your team does in Zigaflow, task by task
Customers, contacts, suppliers and marketing features in Zigaflow
How to manage leads with automations and reminders
How to create and send quotations in Zigaflow and get the most from the quotations module
How to request prices from suppliers and make sure the requests are not forgotten
Group quotations, jobs and invoices by project and track the costs and income
Manage jobs and customer orders, linked to purchase orders, delivery notes, invoices and more
Manage the processing of your orders, whether for manufacturing or field service
Create delivery documents and optionally book out stock
How to manage purchase orders and your supplier interactions in Zigaflow
Create standard and pro forma invoices and credit notes, and push them to Xero or QuickBooks
Manage contracts and create jobs and invoices from them automatically
Create certificates, job sign-offs and documents, and collect data directly into Zigaflow
Manage and track items returned by customers back into your inventory
How to add, edit, delete and manage the products and services in your items list
How to use the stock features in Zigaflow, from stock levels to serial numbers and batches
Track the items your customers have, when they are due for service and the work done on them
How to manage, track and report on your customers, contacts and suppliers
How to collect and monitor feedback from your customers
How to create, save and automate reports in Zigaflow
Set up FX rates, tax codes and nominal codes, and connect Zigaflow to your accounting system
Connect Zigaflow to the API, Shopify, Stripe, Mailchimp, supplier price feeds and more
Useful tips and articles that apply to all or most modules
Using the Zigaflow API