The Information section covers everything from the project structure, all the way to the customer's digital file. To make sure we keep seeing the forest for the trees and vice versa, we wrote this help article!
Project
Project structure
We have set up a structure to suit your project. A project can be structured in different phases, lots, buildings and units. Not every project will have different phases, lots or buildings. However, every project will have at least one unit. After all, a unit is the property you sell to a customer and to which you can give the customer online access.
Spaces are not counted as units. These are extras that can be sold together with a unit. More information
Do you sell garages that are not attached to a property? Then add the garage as a unit.
Units: the main product in sales (house, flat, office, shop, ...)
Spaces: extras you sell together with a unit (storage, parking, storage space ...)
Project image and logo
You can start customising the project image yourself. It will then be displayed at the top left of the menu.
Does your subscription include a better project experience? Then you have a project logo in addition to a project image. That project logo is shown in the top left-hand corner of the menu, while the project image is shown on the login page.
Project URL
If the better project experience is in your subscription, each project gets its own URL. Through that URL, team members, customers and partners can log in.
Tip: Want to give your clients a better project experience? Contact us via the blue button!
Project Maintainers
When you select the project in Information, you will see a card titled ‘Contacts’. Here you can add team members as Maintainers. By doing so, you give them access to all information and features related to this project.
More information on how to add a team member with limited access rights and what they can and cannot do can be found here!
Project partners
Under the project managers window, you will find the ‘Project partners’ card. Here you can add partners with whom you want to share documents belonging to a specific unit. For example, when a customer approves a technical plan. It could then be useful to share this approved plan with anyone who will need it in the future: flooring contractor, electrician, plumber, etc.
Important: When you add a partner to a decision, this decision partner is automatically added to Project Partners.
Units
When you create new units, they are given a default name: Unit 01, Unit 02, Unit 03, ... You can change the name by selecting a unit and updating the ‘Name’ field on the Information tab.
Tip: Want to sort your units neatly by name? The order of the units is sorted alphanumerically. Make use of a ‘0’ in front of the number so that you also get correct sorting in the tens. (e.g. 01, 02 ... 10, 11...)
Adding a customer to a unit
Read more about adding a customer and how to give it online access in the article on customers.
Deactivating units
Has a unit been delivered, all decisions made and all documents uploaded? Then it might be interesting to deactivate a unit.
By deactivating a unit, you disable all functionality for this unit. The unit can no longer be actively used but all information remains available. You and the home buyer can still:
Access documents, decisions, finances, aftercare, ...
Downloading exports
The Conversations function remains actively usable so that communication can continue on the platform, but you can no longer send attachments.
Deactivated units can be found in the project overview, at the bottom of the units column. These units are added back to your available units, so you can use them on another project.
Exporting data from a unit
You can easily export all the data - the documents, conversations, decisions, etc. - and save them on your own PC. This can be done at any level, so you can easily choose whether you want to export an entire project or perhaps just a particular unit.
To export the data, click on the three bullet points and select ‘Export’.
Spaces
Spaces allow you to create extras to sell along with the units. Spaces can be parking spaces, storerooms, bicycle sheds, etc ... be.
Select your project and go to Information. In the top left corner, you will see ‘Project structure’. Click on it and select ‘Spaces’ from the dropdown menu.
Name: Give your space a unique name
Type: Select which type of space you are adding
Retail price: Optional
Level: Where is the space located or for which customers is it available? Assigning a space to level ‘Building A’ will not stop you from assigning it to a customer in ‘Building B’.
Unit: Once you have assigned a space to a unit, this information changes automatically.
Tip: You can easily edit this information afterwards. To edit it, simply click on a space in the list.
Assign a space
If you have sold a particular space to a customer, go to (one of) their unit(s). There, you will see a map called ‘Spaces’, below the customer's map. Click on it to open the list of all available spaces.
Once you assign a space to a unit, it is not available to other units. Thus, one parking space can never be sold to two customers. (Hooray, another worry less)
Digital File
On Ziggu, each customer has their own file where you can quickly find the information you are looking for. When you click on Information and select a specific unit, you will see several tabs appear: Information, Tasks, Documents, Conversations, Decisions, Finance, Aftercare, Surveys and Activity.
Click on each tab to access all available information about a client in an organised way. Ziggu uses your project structure to automatically store, organise and centralise all information.
