Trade Job Management Module for Perfex CRM

LIVE PREVIEWBUY FOR $45

Be aware: It is a module for Perfex CRM, not a standalone script. This module works finest with Perfex model 3.2.1 and later. This module is not going to work if you’re utilizing Perfex CRM as a SaaS service.

IMPORTANT: This module has been designed to customize Perfex right into a complete property job administration CRM by modifying some default entities, similar to clients, initiatives, and duties. Subsequently, we extremely advocate putting in a separate copy of Perfex particularly for this module.

To see a dwell demo for this module, use the login particulars beneath:

Username: [email protected]

Password: L16#QGjHcvs$6E

Login here.

NEW FEATURE

Add Property Pictures

We’ve added assist for importing a number of photographs to every property—making it simpler for tradespeople
and property restore corporations to plan jobs extra successfully, and preserve clearer information for each property.

TJM API

We’re excited to introduce a strong new function: TJM API for Job Creation. This function lets you seamlessly create upkeep jobs
in Perfex CRM from exterior web sites or touchdown pages—serving to you streamline job consumption and improve workflows like by no means earlier than.

Please observe, that is a sophisticated function that requires technical data to combine with exterior web sites or touchdown pages.
A devoted API documentation shall be included within the distribution bundle to information your implementation. As this API performance is meant for particular use instances and isn’t required by each property upkeep firm,
implementation assist for the API will not be included as a part of common module assist however could be offered individually if wanted.

WHAT DOES THIS MODULE DO

The Commerce Job Administration CRM Module is a complete resolution designed for tradespeople and property managers to streamline job administration throughout varied property varieties. Whether or not you’re dealing with plumbing, electrical work, carpentry, or property upkeep, this module simplifies the method of managing jobs, landlords, properties, and invoicing with ease.

WHO IS IT FOR

This Perfex CRM module is right for tradespeople and upkeep corporations working within the following industries:

• Constructing and Building
• Carpentry
• Electrical Providers
• Flooring Set up
• Gardening and Landscaping
• Handyman Providers
• HVAC Providers
• Locksmith Providers
• Portray and Adorning
• Plumbing
• Roofing
• Tiling
• Window Becoming
• And every other enterprise that entails engaged on property upkeep

MAJOR FEATURES

• Landlords Web page: View and handle landlords, add new ones, and entry detailed profiles with all related properties.
• Properties Web page: Organise properties effectively with an in depth checklist, together with property varieties similar to Residence, Transformed Flat, Studio Flat, Cottage, Bungalow, Indifferent Home, Terraced Home, Finish of Terrace, Maisonette, Industrial, or Different. Add new properties straight beneath the suitable landlord.
• Jobs Web page: Entry a centralised checklist of jobs, filter by standing, and add new jobs as required.
• Automated Notifications: Maintain landlords knowledgeable with e mail notifications despatched at key phases of the job lifecycle, similar to when a job is reported, scheduled, quoted, accomplished, or invoiced.
• Simplified Invoicing: Generate and ship invoices straight, linked to accomplished jobs, with simple choices for e mail supply.
• Actual-Time Occasion Logs: Monitor each job standing replace with detailed occasion logs.
• Job Sharing: Share jobs with workforce members utilizing safe, distinctive hyperlinks.
• Extra options in improvement

BENEFITS AND COST SAVINGS

Say goodbye to hefty month-to-month per-user charges with different commerce job administration software program that enhance prices as you scale, typically limiting options within the course of. With this module
you will have:

• A one-off price and also you personal the Commerce Job Administration Module for all times
• Unrestricted lifetime updates
• Create limitless landlords or property administration corporations
• Add and handle limitless actual property properties
• Create and handle Handle limitless jobs
• Add limitless customers to your workforce
• No utilization restrictions or limitations
• 6-months FREE assist
• Request customized function implementations

This module provides an economical resolution for managing commerce jobs with out ongoing subscription charges, making it an ideal alternative for scaling your small business effectively.

SOME MORE IMAGES

Bill a Accomplished Job Instantly from the Job Pop-up

Property Overview

Add a New Job

Job Reported

Job Scheduled

Dashboard Overview

Job Accomplished

Edit a Job

Create an Estimate

Job Sharing

Job Listing

INQUIRIES AND SUPPORT

For any pre-sales inquiries, please use the dialogue tab to ask any questions you could have.

When you have bought this module and require assist, please open a assist question, and we shall be glad to help you.

For function requests, please e mail us on the offered e mail handle on our vendor profile.

CHANGELOG

Model 1.3.8 | 13 April 2025

New function: Property photographs - can add photographs when creating a brand new property. Pictures could be managed (downloading, eradicating, or including extra photographs) from the property overview web page.
New function: Launched TJM API to permit upkeep job creation by way of a type on one other web site or touchdown web page.

Model 1.3.5 | 09 January 2025

Repair license view and activation concern

Model 1.3.4 | 08 January 2025

New function: Ship an bill for a particular job from the job particulars web page.
Fastened: automated license activation concern

Model 1.1.9 | 13 December 2024

Up to date the set up listing hierarchy

Model 1.1 | 09 December 2024

Preliminary model

Source