Sales
From first enquiry through to confirmed order
Managing a Design and Build Contract
Covers the full lifecycle of a design-and-build construction contract, from reviewing the employer's requirements and preparing a fixed-price proposal through design development, sub-trade procurement, construction, and handover to defects liability close-out.
Managing an Open Quote Pipeline
A weekly process for reviewing unaccepted quotes, prioritizing follow-up actions, and closing stale or expired quotes to keep the pipeline accurate. Ensures lost opportunities are recorded so win rate tracking is meaningful.
Office Furniture - Managing a Furniture Tender Response
A structured workflow for office furniture dealers responding to a formal invitation to tender. Covers bid/no-bid assessment, specification, costing, bid writing, and submission, through to outcome recording.
Office Furniture - Project Enquiry to Specification and Quote
Covers the front-end of a commercial furniture project from first enquiry through client brief, site survey, space planning, supplier pricing, and formal quote issue - the stage where scope and margin are set.
Onboarding a New Customer
Streamline new customer setup with automated data capture, payment terms agreement, and purchase order requirements validation before the first order.
Operations
Managing jobs, production and delivery
Lighting & Electrical - Commercial Fit-out First and Second Fix
How electrical contractors plan, procure, and execute the two-phase installation on a commercial fit-out project, with clear records at each stage to support milestone invoicing and variation management.
Lighting & Electrical - Commercial LED Retrofit Project
End-to-end process for electrical contractors delivering a commercial LED retrofit. Covers survey, specification, procurement, phased installation, commissioning, and certification handover.
Lighting & Electrical - Managing Emergency and Reactive Callout Work
Emergency and reactive callouts require fast response, but billing discipline needs to be just as sharp as the technical work. This workflow covers how to convert a verbal callout into a written job record, track materials on site, and invoice the same day.
Lighting & Electrical - Managing a Planned Maintenance and Service Contract
How to set up, schedule, and invoice a recurring planned preventative maintenance contract for electrical or lighting systems, from written contract terms through each visit cycle, service report issuance, remedial escalation, and contract renewal.
Lighting & Electrical - Managing a Test, Inspection, and Certification Process
A structured workflow for electrical contractors to manage progressive testing, inspector booking, EIC completion, and final invoice release - with the EIC as an explicit invoice gate and documentation built throughout the installation rather than at the end.
Lighting & Electrical - Quoting and Managing a Domestic Rewire
A step-by-step workflow for quoting and delivering a domestic rewire, from pre-quote site survey through first fix, second fix, test and inspection, and EIC issue. Covers scope discipline, variation control, progressive testing, and same-day final invoicing.
Lighting & Electrical - Retail Lighting Design and Installation
Manages the full workflow for commercial lighting contractors delivering retail lighting projects. Covers client brief, site survey, luminaire schedule sign-off, procurement, installation, commissioning, and certification.
Managing Sub-Contractor Bookings and Cost Capture
How to select, book, and capture sub-contractor costs on a job - from written rate agreement and purchase order through to invoice matching before customer billing. Covers construction, AV, and electrical businesses using labour-only or specialist sub-contractors.
Managing a Back Charge (Construction)
The process of identifying, documenting, and applying a cost deduction when a sub-contractor delivers defective work, causes damage, or fails their site obligations - from written notice to deduction on the next payment application.
Managing a Branded Packaging Order
A structured process for taking a client brief for custom branded packaging through supplier sourcing, artwork approval, production, and delivery. Covers bespoke boxes, bags, tissue paper, and presentation items from initial brief to client invoice.
Managing a Client Loyalty Gifting Programme
How promotional merchandise distributors manage ongoing loyalty and reward gifting programmes for corporate clients, from programme setup and stock procurement through to recurring batch fulfilment and invoicing.
Managing a Client Rebrand Product Refresh
Covers the full operational process when an established client rebrands and needs their merchandise range updated - from auditing active product lines and managing batch artwork approvals through supplier ordering, old-brand stock transition, and delivery of the refreshed range.
Managing a Co-Branded Merchandise Order
Covers the end-to-end process of handling a promotional merchandise order featuring two distinct brand identities on the same product range. Manages dual artwork collection, co-branded proof approval, decorator coordination, and delivery for partnership or sponsor merchandise.
Managing a Commercial Refurbishment Project
Covers the end-to-end process of delivering a commercial refurbishment as a general contractor or fit-out specialist, from client brief and site survey through sub-contractor management, variation control, and final account settlement.
Managing a Customer Change Request
Handle customer change requests systematically from initial logging through impact assessment to final pricing and approval.
Managing a Garment Shortfall
When branded apparel arrives short of the ordered quantity, this workflow covers recording the shortfall, notifying the client, chasing the supplier, and resolving by re-source or credit.
Managing a Goods Return to a Supplier
The steps to return defective, incorrect, or damaged goods to a supplier - from same-day written notification and written RMA request, through return dispatch and tracking, to credit note verification and accounting reconciliation.
Managing a Labour-Only Subcontract
How main contractors manage a labour-only subcontract where the sub provides skilled labour and the main contractor supplies all materials, from works order and materials procurement through site attendance recording to invoice verification and payment.
Managing a Print on Demand Merchandise Programme
An ongoing branded merchandise programme where products are produced to order with no pre-printed stock, requiring disciplined order validation, supplier coordination, and consolidated billing to protect margin at volume.
Managing a Split Shipment - Promotional Merchandise
A split shipment occurs when a client order delivers across multiple batches due to different supplier lead times or decoration schedules. This workflow tracks every batch from PO to delivery note, ensuring invoicing reflects what has actually been delivered.
New Build Project Setup and Mobilisation
Covers setting up a new build project in Zigaflow and mobilising the site after contract award, from job record creation and programme milestones through subcontractor works orders, site induction, and first-week material deliveries.
Office Furniture - Education Furniture Fit-out and Installation
How contract furniture dealers manage the delivery, installation, and sign-off of an education furniture project within a tight school holiday window. Covers PO management, goods receipt, installation day, snagging, and final invoicing.
Office Furniture - Healthcare Furniture Delivery and Installation
How to manage a healthcare furniture order from confirmed specification through to delivery, room-ready installation, and clinical sign-off in an NHS or care environment.
Office Furniture - Managing a Bespoke Made-to-Order Project
A workflow for contract furniture dealers managing bespoke or made-to-order commissions, from specification lock and factory order placement through lead time tracking, installation, and final invoice.
Office Furniture - Managing a Customer Call-off Order
Process individual call-off orders accurately against a pre-agreed framework or master contract, from receipt of the customer's instruction through to delivery, sign-off, and invoice. Keeps framework utilization tracked and every call-off fully auditable.
Office Furniture - Managing a Post-Installation Warranty Claim
Covers the process of receiving, logging, and resolving a post-installation warranty claim, including manufacturer liaison, arranging replacement parts or re-attendance, and closing the claim with full documentation.
Office Furniture - Managing a Project Delivery and Installation Day
A practical workflow for managing the full delivery and installation day on a commercial office furniture project - covering access confirmation, goods checking, zone-by-zone installation, client sign-off, and same-day invoicing. Prevents the most common causes of disputed invoices and delayed final payments.
Office Furniture - Managing a Public Sector Framework Order
Public sector clients use pre-approved frameworks like Crown Commercial Service RM6308 to procure office furniture compliantly. This workflow covers the full process for approved dealers, from call-off instruction and specification through to delivery, installation, snagging, and framework-compliant invoicing.
Office Furniture - Managing a Reconfiguration Project
How a contract furniture dealer manages a reconfiguration project - assessing existing furniture, agreeing what stays or moves, specifying new items, and delivering a phased or single-day installation alongside other trades.
Office Furniture - Managing a Specification Change After Orders Are Placed
Capture, price, and recover the full cost of a mid-project specification change on a furniture order. Ensures written approval is obtained before any supplier action, and that restocking fees and price differences appear on the final invoice.
Office Furniture - Phased Installation Management
Covers the coordination of a large office furniture project split across multiple installation phases, managing delivery scheduling, installation crew sequencing, per-phase snagging, stage invoicing, and final handover documentation.
Office Furniture - Workplace Ergonomic Assessment and Order
When an employer needs ergonomic workstation products for an employee, the furniture dealer manages the full process from assessment referral through specification, quote, procurement, and delivery - including Access to Work documentation where applicable.
Office Furniture Post-Delivery Snagging and Resolution
How to systematically document, chase, and resolve defects and damage discovered after a commercial furniture installation. Covers defect logging, supplier claims, re-inspection, and customer sign-off.
Operations - Closing a Completed Job and Reconciling Final Costs
How to close a completed job before the final invoice goes out - confirming all sub-contractor costs are in, all variations are invoiced, and the actual margin is recorded against the original quote.
Operations - Compiling and Delivering a Project Handover Pack
How to build and deliver a complete project handover pack - from identifying required documents at contract signing to triggering the final invoice on the day of handover. Removes the most common cause of final invoice delay.
Print and Signage Order - Brief to Delivery
Covers managing a print and signage order from customer brief and artwork collection through production, delivery, and invoicing. Artwork approval is the critical control point that protects both the deadline and the margin.
Procurement
Ordering from suppliers and managing costs
Finance
Invoicing, contracts and payment tracking
Managing a Cost Value Reconciliation on a Construction Project
A monthly financial review that compares actual construction project costs against the value of work completed to date, identifying variances and forecasting the final margin before problems compound.
Managing a Pay-Less Notice
The process for issuing a valid pay-less notice in response to a subcontractor payment application, covering date mapping, commercial valuation, notice drafting and service, and documentation. A missed or defective notice removes the right to deduct from the payment.
Managing a Project Stage Payment Schedule
Covers setting up, recording, and raising milestone-based invoices on construction, AV, and installation projects - from deposit at contract signing through to final invoice and accounting sync.
Managing a Subcontractor Final Account - Construction
The subcontractor final account is the process of agreeing the total sum owed at the end of a trade package, incorporating the original subcontract value, agreed variations, backcharges, and retention release. Getting this right determines whether the job closes at the right margin.
Managing a Volume Rebate Agreement - Promotional Merchandise
A structured process for managing volume rebate agreements with high-spending clients, from documenting deal terms to issuing credit notes when spend thresholds are reached.
Preparing and Sending a Customer Account Statement
A monthly accounts receivable process for preparing accurate customer statements, confirming the billing contact, and following up on overdue balances within a defined timeframe. Reduces payment delays on accounts with multiple open invoices.
154 workflows, page 2 of 4
Don't see your workflow?
Describe your process in plain English and we'll map it to Zigaflow in seconds - then email you the full summary.