All the modules can be renamed to names that are more familiar to your team.

Sometimes renamed Project Bag.

Project tracking allows you to see budget versus actual spending and group together quotations, jobs, invoices, etc. Sometimes, this is called a 'project bag'.

Sometimes renamed Opportunities or Pipelines.

Manage your leads on multiple pipelines or boards. Easily create a quotation from the lead, which is then automatically linked.

Sometimes renamed Proposals, Estimate, Configure/Price/Quote CPQs)

Create and send quotations.

Sometimes renamed Request for Proposals (RFPs).

When you frequently send out price or availability requests to suppliers. These can be generated from your quotations, purchase orders or jobs.

Sometimes renamed to Orders, Sales Orders.

Orders are managed in the central module of Zigaflow. Even if the order process is simple,, we recommend using this module for order management as it provides the best reporting and tracking on purchase orders and delivery notes.

Sometimes renamed to Production Instructions, Worksheets.

This module allows you to manage internal processes such as installation or production separately from Jobs/Sales Orders. Works Orders can be nested, and single works orders can be created from individual line items on parent works orders or jobs.

Sometimes renamed to Supplier Orders.

Create, send and track purchase orders for suppliers.

Sometimes renamed to Dispatch Notes, Pick Tickets, or Delivery Labels.

Usually generated from jobs, these are used for picking stock, proof of delivery and automatically booking stock out of inventory. Commercial Invoices can also be created and managed here.

Zigaflow can create invoices from the jobs and delivery note modules at the click of a button. These can be automatically chased if no payment is received and automatically exported to your accounts system. Using Zigaflow to create invoices will speed up the issuing of invoices compared to doing this in an accounts system.

Manage your contracts, whether for servicing, rental, or other purposes. Automatically generate jobs for equipment servicing based on specific time intervals. Also, it can automatically generate and send regular invoices.

Send contracts to the customers for e-signature.

Create certificates and safety documents, get customer e-signatures (e.g. artwork approval, design approval, job completion), site images, and more with this highly flexible module. It allows users who do not have a login to Zigaflow to access and complete the forms.

Manage the return of items from customers back into inventory.

Log tickets from internal users, customers or suppliers. These can be directly linked to documents such as a purchase order or job.

Track what you service and/or sell to customers. This is only for items with a serial number or other unique reference and can be loaded with an existing list. These can be linked directly to quotation, job, or contract line items for better tracking.

Automatically send requests for feedback to customers and track their satisfaction in Zigaflow.

Track specific metrics across multiple modules.

Forecast cash flow based on jobs, flowing through to purchase orders, supplier invoices, and sales invoices.

You can input these either by hand or using the PDF recognition functionality. Putting these into Zigaflow first and then exporting them to your accounts system saves time at month's end.