Product Tour
One walkthrough of ZAPTIZ on real work, in the order a company actually meets the system: set up, win the job, cost it, buy for it, build it, bill it. Use the chapters to jump straight to the part you need.
Every chapter below links to the full written guide for that topic. If you're brand new, the Quick Start is the fastest way in.
One pass through the whole system on real work — from setting up your company to issuing a GST invoice and getting paid. Use the chapters to jump to the part you need.
What the tour covers
- 1Setting up your company
Company profile, GSTIN and state, bank details, users and roles, and which modules you turn on.
Read the written guide → - 2Customers, leads and the sales pipeline
Capturing an enquiry, working the pipeline, and keeping the follow-ups from going cold.
Read the written guide → - 3Quotations and the BOM behind them
Building a panel BOM, costing it, and turning it into a quotation with per-line GST.
Read the written guide → - 4Purchasing and stock
Requisitions, RFQs, comparing vendor prices, purchase orders, GRNs and vendor bills.
Read the written guide → - 5Production
Work orders on the shop-floor board, QC, and dispatch against a sales order.
Read the written guide → - 6Invoicing, GST and getting paid
Raising a GST tax invoice with HSN and the CGST/SGST/IGST split, emailing it, collecting payment, and reading the GST reports.
Read the written guide → - 7The AI agents
What each agent does on its own, what it asks you to approve first, and how credits are billed.
Read the written guide →
Something missing?
If there's a workflow you'd like covered in more depth, tell us — Send feedback in your account menu inside the app, or write to support@zaptiz.com.