This section covers the complete project structure, from the initial setup through to the customer's digital file. We have written this help center article to maintain a clear overview.
Project
Project structure
We have set up a structure that suits your project. A project can be built up in different phases, lots, buildings, and units. Not every project has different phases, lots, or buildings. Every project will have at least one unit. A unit is, after all, the dwelling 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
Are you selling garages that are not linked to a dwelling? Then add the garage as a unit.
Units: the main product for sale (house, apartment, office, shop, ...)
Spaces: extras you sell together with a unit (storage, parking, utility room ...)
Project image and Logo
You can adjust the project image yourself. This is then shown to the left above the menu.
If a better project experience is included in your subscription, you will have a project logo in addition to a project image. This project logo is shown to the left above the menu, while the project image is shown on the login page.
Project URL
If the better project experience is included in your subscription, each project gets its own URL. Team members, customers, and partners can log in via this URL.
Tip: Do you want to give your customers a better project experience? Contact us!
Project administrators
When you select the project in Information, you will see a card titled "Contacts". Here you can add team members as Administrator. By doing this, 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 or cannot do can be found here!
Project partners
Below the project administrators 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 can be useful to share this approved plan with everyone who will need it in the future: tiler, electrician, plumber, etc.
Important: When you add a partner to a decision, this decision partner is automatically added to Project Partners.
The customer can find the information about the partner/company with a decision:
Units
When you create new units, they are given a standard 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: Do you want to sort your units neatly by name? The order of the units is alphanumeric. Use a "0" in front of the number so that you get a correct sorting even 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 them online access in the article about customers.
Units deactivating
Has a unit been handed over, have all decisions been made, and all documents uploaded? Then it may be interesting to deactivate a unit.
By deactivating a unit, you switch off all functionalities for this unit. The unit can no longer be actively used, but all information remains available. After deactivation, you and the home buyer can still:
Consult documents, decisions, finances, aftercare, …
Download exports
The Conversations function remains actively usable so that communication on the platform can be continued, but you can no longer send attachments.
Deactivated units can be found in the project overview, at the bottom of the unit column. These units are returned to your available units, so you can then use them on another project.
You can also easily (de-)activate units via the three bullets at the top right. Moreover, you can also give customers access here or withdraw access.
Exporting unit data
You can easily export all 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 specific unit.
To export the data, click on the three dots and select 'Export'.
Spaces
With Spaces, you can create extras to sell together with the units. Spaces can be parking spots, storage rooms, bicycle sheds, etc...
Select your project and go to Information. In the top left corner, you will see "Project Structure". Click on it and select "Spaces" in the dropdown menu.
Name: Give your space a unique name
Type: Select which type of space you are adding
Sales Price: Optional
Level: Where is the space located or for which customers is it available? Assigning a space to level "Building A" will not prevent you from assigning it to a customer in "Building B".
Unit: As soon as you assign a space to a unit, this information changes automatically.
Tip: You can easily adjust this information later. To edit this, simply click on a space in the list.
Assigning a space
If you have sold a certain space to a customer, go to (one of) their unit(s). There you will see a card called "Spaces", under the customer card. Click the button to open the list of all available spaces.
Once you have assigned a space to a unit, it is no longer available for other units. This way, one parking spot can never be sold to two customers. (Hooray, one less worry)
Digital file
On Ziggu, every 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, Finances, Aftercare, Surveys, and Activity.
Click on each tab to clearly consult all available information about a customer. Ziggu uses your project structure to automatically save, organize, and centralize all information.
With this clear overview and the centralized structure, you are assured of efficient management and a transparent digital file for all your projects and customers.