How do you manage multi-room education AV installations in Zigaflow without creating a separate job for every room?

Run the full project as a single job in Zigaflow and use eForms to capture room-by-room records within it. Each completed room generates a form record attached to the job, giving you a clear picture of progress across the campus without fragmenting the project into dozens of separate jobs.

Can eForms be used to capture room-by-room test and sign-off records during an education AV installation?

Yes. Configure an eForm that captures the room reference, equipment installed, test results, and any snagging notes. Engineers complete it on-site via the eForms App and the record attaches directly to the job. This creates a per-room audit trail that supports both the handover pack and any future warranty queries.

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Education AV - System Installation and Handover

Scoped. Installed. Trained. Signed off.

Step by step

Qualify the enquiryLeads

Confirm site type, room scope, procurement route (direct or framework), and required timeline. Log in Leads.

Site surveyeForms App

Survey each room for dimensions, infrastructure, power, and connectivity. Capture data on-site via eForms App and attach to the lead record.

System design and quoteQuotes

Produce a detailed quote with equipment, cabling, installation labour, commissioning, and training as separate line items. Match framework format if required.

Raise purchase ordersPurchase Orders

On order confirmation, raise POs for all equipment and cabling sequenced by installation phase, not in a single bulk order.

Schedule installation by roomJobs

Create the project job and schedule installation dates per room or zone. Record access restrictions such as exam periods or IT windows.

Install, test, and snag per roomeForms App

Complete installation and AV function testing for each room. Record test results and snagging items via eForms App before moving on.

Conduct staff trainingJobs

Deliver training by room type and log each session in the job record with date, attendees, and trainer name.

Sign-off and final invoiceInvoices

Obtain client sign-off on installation and training. Issue final invoice once sign-off is confirmed.

What this workflow solves

Education projects often use procurement frameworks with specific quote formats and approval steps, but we quote outside that process and then have to redo everything to fit, which costs us time and sometimes the job.

Installing across 20 classrooms on a campus means juggling which rooms are complete, which have snagging, and which are awaiting sign-off - and we track all of that on paper or in email threads.

Staff training is included in the contract as a deliverable but it never gets formally logged as complete, so clients withhold final payment claiming training has not been provided.

Frequently asked questions

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