ZCRM

Project, records & task management

Explore the features ofZWORK

From project management to automated contract export and ISO reporting, here are the main feature groups in ZWORK.

Project & records management

Each construction item is tied to the exact services it needs.

The Projects & Records list supports filtering, search, and server-side pagination so it stays fast even with large datasets. Create a new project, assign the customer, services, and related industrial zone. A 4-stage contract pipeline has its status validity computed server-side, which avoids confusion between a manually chosen stage and the actual status. A drag-and-drop Kanban board visualizes progress across the whole records portfolio. Export the records list to CSV (11 columns) for reporting, and attach files directly to each project.

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Assigning a service to an item within a project in ZWORK
Dialog for creating a new project/record in ZWORK
4contract-based pipeline stages

Tasks & assignment

The task list shows an "M/N completed" summary so staff and managers instantly see how much work remains on a record. Create a new task and assign a clear owner, no more verbal handoffs. Marking a task complete or deleting it uses optimistic updates with undo, instant feedback that stays safe if the network fails. Task management permissions are checked server-side, so only authorized users see the edit/delete controls for other people's tasks.

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Contracts, forms & automated document export

Look up standard templates and draft contracts on the same screen.

Draft contracts linked to a record, change status, and track them through the contract lifecycle. Export contracts to Word/PDF with customer data auto-filled, reducing copy-paste errors. A library of standard ISO-coded (BM/DM) form templates can be looked up side by side while drafting a contract, without switching between screens.

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Forms and contracts management screen, list view
AI assistant helping draft form and contract content in ZWORK

Excel import & bulk document export by item

Map data columns once, reuse the mapping for every later import.

Import data from an Excel file, map each spreadsheet column to the correct system field, preview the filled-in data to catch errors before exporting, then bulk-export the document set by construction item code. This saves significant time compared to drafting each file by hand.

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Mapping Excel spreadsheet columns to system fields when importing data in ZWORK

Preview data before exporting

Check the data before exporting to avoid errors at scale.

Before bulk export, the system shows a preview of the data filled into each template so staff can double-check it, avoiding exporting a batch of files with incorrect data.

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Preview screen for data just filled into a template in ZWORK

Upload contract & form templates to the system

One standard template, shared by the whole team.

Administrators upload the business's standard contract and form templates once, so all staff use the same templates when drafting new records, so every document set follows the company's standardized format.

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Screen for uploading contract and form templates to ZWORK

ISO reporting & quality control

ISO reporting grouped by service category, with KPIs the system actually measures. Control-point tracking follows quality-control milestones required by ISO administration. A system log records who did what and when, supporting internal compliance and investigation when discrepancies arise.

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Users, permissions & system settings

The user directory is viewable by anyone logged in, but only Administrators can edit staff information. A responsibility matrix assigns permissions by service and role, clearly defining who is accountable for what. Login is via Google OAuth, with new accounts pending approval until an Admin confirms them. User identity always comes from the server-authenticated session; the system never trusts any field a client sends on its own.

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See ZWORK deployment costs

Contact us for a quote tailored to your record volume and team size.