Sales
From first enquiry through to confirmed order
Sales - Converting an Accepted Quote into a Live Job
The structured handover from sales to operations: confirming acceptance in writing, creating the job record, raising the deposit invoice, issuing the order confirmation, and placing long-lead POs - all before day two after acceptance.
Sales - Converting an Accepted Quote to a Live Job
A step-by-step process for turning a customer-accepted quote into a fully set-up live job - with written confirmation, locked pricing, supplier POs, and delivery milestones in place before any work begins.
Operations
Managing jobs, production and delivery
Residential Solar PV - Survey to Installation and SEG Registration
The residential solar PV workflow from homeowner enquiry through survey, system design, installation, DNO notification, MCS registration, and final invoice. Includes the compliance steps that must be completed before SEG registration can begin.
Running a Mid-Job Cost Review
A structured mid-project review to compare committed costs against the original budget, surface unpriced variations and unrecorded expenses, and calculate projected final margin before the job closes. Applies across construction, AV, furniture, and electrical projects.
Scheduling and Confirming a Customer Installation or Site Visit
Streamline customer installation scheduling from initial agreement to completion follow-up. Ensure proper resource allocation, clear communication, and professional service delivery with integrated documentation.
Sports Club Kit and Merchandise Order
Full order lifecycle for a promotional merchandise distributor fulfilling a sports club kit order - from initial brief and RFQ through artwork approval, decoration, quality check, and dispatch. Covers the specific requirements of team kit: PMS colours, player personalization, size runs, and reorder setup.
Construction - Managing Practical Completion
A step-by-step process for construction and fit-out contractors to take a project through practical completion - from the pre-PC walkthrough and snagging list to certification, the handover pack, and the first retention release.
Procurement
Ordering from suppliers and managing costs
Responding to a Supplier Price Increase
A structured process for assessing the impact of a supplier price increase on open orders, quotes, and jobs - then deciding whether to absorb, pass through, or source an alternative. Ensures the system reflects the correct cost before the new rate takes effect.
Supplier RFQ and Quote Comparison
Streamline your supplier sourcing process from RFQ creation to quote comparison and supplier selection. Compare multiple supplier responses in one centralized system.
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