Run projects.

For businesses that quote, buy and build. Zinvee will follow each job from the enquiry and the quote to the stock, the site and the profit, with nothing typed twice.

Made forConstructionInteriorsArchitectureEngineeringFabricationSolar and electrical

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Today the CRM takes the enquiries and the calls, and Work runs the projects. Site visits and quotes in the CRM, Inventory, project costs and the Tally sync come at the launch.

ProfitCost against budget and profit for every project, as it runsComing soon

One project, from the enquiry to the profit.

Say you run an interiors firm in Kochi, and a family asks about their new flat. This is how the job will move through Zinvee, and which steps work today.

1Enquiry
Zinvee CRM
The enquiry lands with an owner.
Meera fills your Instagram lead form about her new flat. The enquiry lands in the CRM with an owner, who calls her from their own phone and marks how it went, and the CRM sets the next call.
See CRM
2Site visit
Zinvee CRMComing soon
Measure the site, and keep it all on the deal.
The visit will go on the owner’s day with the site address and notes, and the estimator will be told the job is theirs.
See CRM
What it will do
- Site visits on the owner’s day, with the address and notes
- The estimator told when a job is theirs
- A deals board, as the home for sales people and estimators
3Estimate
Zinvee CRM and InventoryComing soon
Price the job at today’s rates.
The estimator will build the BOQ, the bill of quantities, from your items, with live stock and prices across your warehouses. For what isn’t in stock, one request will go to several vendors, and their prices will come back side by side for an admin to approve with the margin.
See Inventory
What it will do
- A BOQ from your items, quantities and rates
- One request for quotation to many vendors at once
- Vendor prices side by side, approved with the margin
4Quote
Zinvee CRMComing soon
Send the quote, and see when it’s opened.
The BOQ will become a quote in your own layout, sent as a link, and the CRM will show when it is sent, viewed and accepted.
See CRM
What it will do
- Quotes in your own layout, sent as a link
- Sent, viewed and accepted, on the deal
- Companies, products and price lists in the CRM
5Purchase
Zinvee InventoryComing soon
Buy it, receive it, label it.
Once Meera accepts, purchase orders will go out from the approved prices. Goods received will get a barcode each and go into the right warehouse and rack.
See Inventory
What it will do
- Purchase orders from the approved prices, received in parts
- A barcode on every item or batch, scanned with a phone
- Several warehouses, and transfers between them
6Project
Zinvee Work
The project starts with its plan.
Start the project from a template you saved, with its tasks, roles and dates counted from the start day (on Pro). When a task runs late, Work tells the person who asked for it, then the manager of the person doing it. At the launch, the accepted quote will start the project for you.
See Work
7Site costs
Zinvee Work
Every rupee goes on the project.
Today, hours and rates come from Work’s weekly timesheets (on Pro). At the launch, stock issued to the site, the daily progress report (DPR) and site expenses will each count against the project’s budget.
See Work
What the launch will add
- A budget per project: materials, labour, expenses, overheads
- Stock issued to the site from Inventory, and returns
- The DPR: work done, materials, labour on site, issues and photos
- Site expenses with receipts, by project, day and person
8Accounts
Tally, then Zinvee BooksComing soon
Your accountant, without retyping.
Purchases, site expenses and payments will go to Tally as vouchers, in a file your accountant imports. Zinvee Books comes after the launch and takes over from Tally.
See Books
What it will do
- Vouchers with the ledger names you map once
- A file Tally imports, daily or when you ask
- Sales invoices in Tally, made from the accepted quote
Profit
Zinvee Work and InventoryComing soon
Know each project’s profit while it runs.
You will see cost against budget and billing for every live project, with overheads spread by a rule you set, and stock value, slow stock and vendors beside it.
See Work
What it will do
- Cost against budget and billing, per project
- Overheads spread across live projects by a rule
- Stock value, stock age and vendor reports

Today each app runs its own step. At the launch they pass the work along: a quote accepted in the CRM starts the purchase in Inventory and the project in Work, and stock issued in Inventory lands on the project’s cost.

Made for firms that quote, buy and build.

What the full flow will do for each kind of firm. Today each can take its enquiries in the CRM and run its projects in Work.

Construction

From the enquiry and the BOQ to purchases, site stock and each building’s profit.

Interiors

Design enquiries closed on the phone, then the quote, the materials and the handover.

Architecture

Enquiries and proposals, then the project’s stages, with everyone’s hours on it.

Engineering

Estimates, vendor prices and purchase orders, each tied to its job.

Fabrication

Materials bought and issued to each job, with the labour counted against it.

Solar and electrical

Site surveys and quotes, then panels and cable issued from stock to each installation.

Run projects.

One project, from the enquiry to the profit.

The enquiry lands with an owner.

Measure the site, and keep it all on the deal.

Price the job at today’s rates.

Send the quote, and see when it’s opened.

Buy it, receive it, label it.

The project starts with its plan.

Every rupee goes on the project.

Your accountant, without retyping.

Know each project’s profit while it runs.