Workflows
OnloZap is designed for the operational path service teams run every week: capture the client, agree on the work, deliver it, invoice it, and keep the client informed.
Lifecycle
Lead to paid
A connected path for commercial, delivery, billing, and portal records.
Client touchpoints
Portal first
Quotes, invoices, documents, files, and messages stay client-accessible.
Team rhythm
Daily brief
Zapling can surface what is waiting, risky, overdue, or ready to send.
Create a client record with the contacts, company details, tax context, and portal relationship you will need later.
Build a quote, share it securely, and track whether it is sent, viewed, accepted, declined, or waiting on changes.
Use OnloSign to prepare signature-ready documents and keep evidence, consent, and signer state connected.
Create projects, tasks, milestones, issues, schedules, and workload views from the same client graph.
Issue invoices, connect payment state, and use reminders when work is delivered but cash is still due.
Use the portal and chat surfaces to share updates, files, quote responses, invoices, and document activity.
Operating cadence
OnloZap works best when teams use it as the daily command center for client execution, not as a passive record cabinet.
Deadlines, approvals, recent client movement, and active delivery work that should be handled now.
Slipping projects, stale quotes, missing signatures, overdue invoices, and blocked tasks.
Items that need a client response, signature, payment, file, or portal action.
Zapling-proposed next steps that can be reviewed before the workspace changes.
Next step
The docs cover the core flow, and support can help map OnloZap to your current client delivery process.