CRM & quotations
Connect enquiries, clients and opportunities to structured quotations. Record revisions and governed commercial approval before a project commitment is made.
Explore in your demo →HOW PROJECTS WORKS
Connect clients, projects, resources, materials and finance.
Book a Projects demo →Enquiry → Estimate → Contract → Plan → Procure → Deliver → Review cost & profitability
Connect enquiries, clients and opportunities to structured quotations. Record revisions and governed commercial approval before a project commitment is made.
Explore in your demo →Coordinate project records, delivery plans, milestones and progress. Connect the current delivery position to resources, procurement and financial context.
Explore in your demo →Manage requests, suppliers, purchasing and approvals against project needs. Keep commitments visible alongside budgets and actual costs.
Explore in your demo →Track material receipts, stock, issues, returns and movements. Connect site requirements to purchasing and warehouse availability.
Explore in your demo →Maintain employee records, work policies, readiness and assignments so resource planning uses reliable people information.
Explore in your demo →Prepare payroll from authorised work records and relevant employee policies. Review exceptions and keep labour cost connected to project context.
Explore in your demo →Track equipment and vehicle availability, allocation and maintenance records across projects and sites.
Explore in your demo →Connect project transactions to accounting, invoices, statements and collections. Review the evidence and approvals behind financial activity.
Explore in your demo →Govern project and employee documents, responsibilities, expiry dates and access. Keep supporting records connected to the work they describe.
Explore in your demo →Review delivery and financial indicators with access to the underlying records. Bring budgets, commitments and performance into one view.
Explore in your demo →Bring business context and exceptions into view. Zia helps prepare summaries, recommendations and drafts while permissions, human review and approvals govern action.
Explore in your demo →Build estimates and quotations around client requirements. Carry approved terms, revisions and contractual commitments into project delivery.
Explore in your demo →Coordinate work plans, people, equipment and material needs. Review resource constraints and responsibilities before committing the next delivery stage.
Explore in your demo →Connect material requirements, requests, purchasing and site issue records to project delivery and cost context.
Explore in your demo →Bring approved progress, labour, material and subcontractor cost into the project view. Review differences between plan, commitment and actual delivery.
Explore in your demo →Understand budgets, commitments, actual cost, billing and collections together. Surface exceptions early and trace project performance to supporting records.
Explore in your demo →A walkthrough around your delivery and financial priorities.