Creating and Managing Business Types – Zigaflow Support

If your company has different types of jobs, for example, installation, servicing or emergency work, you can designate an opportunity, quote, job, or any other document with that type.

To set this up:

Go to the Cog
Select Business Settings
Select Business Types
Add in the different types

Why are these important to consider for your business?

Using business types gives you the opportunity to review information by the types of work that you do, allowing you to make key business decisions using well structured information.

Zigaflow also uses business types as a variable to drive automatic behaviours as each type of business may have it's own unique process at some stage.

You can report on each business type to evaluate revenue, profitability within our reporting suite and in the lists of quotes, invoices etc.
Control your processes using Zigaflow's automation capabilities
Send specific scheduled messages for that type of business. (i.e. a booking reminder for a site visit which only applied to installations)

Considerations for setting up your business types

If you plan to use Zigaflow's automations, and you have a diverse range of types of business there are a few key things to consider when creating the business types. The automation rules are highly flexible and allow you to create rules where a business type "contains" some information, rather than just being business type "is X".

If for instance you provide different types of installation which might have some differences in process you should consider structuring your business types as follows: