Mechanical and HVAC contractor software from survey to commissioning
Plant, ductwork, pipework and subcontract labour as costed lines, POs raised from the job, and commissioning captured on site so the final account is not an argument.
Plant is ordered long before it is paid for
Mechanical packages commit money early. Air handling units, chillers and ductwork are ordered months ahead, subcontract labour is booked against a programme that moves, and the final account is settled long after the decisions were made.
- Every purchase order is raised from the job it belongs to
- Quote lines carry supplier cost, so margin is visible before you win
- Variations are added to the job, approved, then invoiced
- Commissioning eForms carry photos and two or more signatures
How it runs in Zigaflow
- Survey and designDrawings, the specification and site notes are captured on one record.
- Quote the packagePlant, ductwork, pipework and labour price as costed lines.
- Order and coordinatePOs go to each supplier from the job; stages run on a board.
- Commission and invoiceThe commissioning eForm closes the job and stages are invoiced.
More about Zigaflow for Mechanical & HVAC Contractors
Zigaflow raises every purchase order from the job so committed cost sits against it from the order date, holds variations as approved lines rather than emails, and captures commissioning on site as an eForm that produces the record and lets the invoice follow the same day.
The problems we solve
Committed spend is invisible
Plant is ordered in March and reaches the job cost report in June, by which time the margin is whatever it is.
Every PO is raised from the job, so committed cost sits against it from the order date and the margin is live.
Variations are done before they are agreed
A change is instructed on site, the work happens, and the paperwork is argued about at final account.
Variations are added to the job as lines, approved by the client, then invoiced with the rest of the stage.
Commissioning records reach the office late
Test sheets travel back in a van and the final invoice waits on them.
The commissioning eForm is completed on site with photos and signatures and produces the record as a PDF.
Common questions answered
Guides for your sector
All guides →Survey, Procurement, Commissioning, and Invoicing Discipline for Commercial HVAC Contractors
Design Coordination, Procurement, and Cost Capture for M&E Sub-contractors
Parts, Labour, and Stage Invoicing for Plumbing, Heating, and Gas Engineers: Protecting Margin Across Every Job
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