Note: This is a module for Perfex CRM, not a standalone script. This module works best with Perfex version 3.2.1 and later.
IMPORTANT: This module has been designed to customise Perfex into a comprehensive property job management CRM by modifying some default entities, such as customers, projects, and tasks. Therefore, we highly recommend installing a separate copy of Perfex specifically for this module.
If you encounter any issues with license activation, please submit a support request, and we will gladly assist you in activating your license.
WHAT DOES THIS MODULE DO
The Trade Job Management CRM Module is a comprehensive solution designed for tradespeople and property managers to streamline job management across various property types. Whether you’re handling plumbing, electrical work, carpentry, or property maintenance, this module simplifies the process of managing jobs, landlords, properties, and invoicing with ease.
WHO IS IT FOR
This Perfex CRM module is ideal for tradespeople and maintenance companies operating in the following industries:
- Building and Construction
- Carpentry
- Electrical Services
- Flooring Installation
- Gardening and Landscaping
- Handyman Services
- HVAC Services
- Locksmith Services
- Painting and Decorating
- Plumbing
- Roofing
- Tiling
- Window Fitting
- And any other business that involves working on property maintenance
MAJOR FEATURES
- Landlords Page: View and manage landlords, add new ones, and access detailed profiles with all associated properties.
- Properties Page: Organise properties efficiently with a detailed list, including property types such as Apartment, Converted Flat, Studio Flat, Cottage, Bungalow, Detached House, Terraced House, End of Terrace, Maisonette, Commercial, or Other. Add new properties directly under the appropriate landlord.
- Jobs Page: Access a centralised list of jobs, filter by status, and add new jobs as required.
- Automated Notifications: Keep landlords informed with email notifications sent at key stages of the job lifecycle, such as when a job is reported, scheduled, quoted, completed, or invoiced.
- Simplified Invoicing: Generate and send invoices directly, linked to completed jobs, with easy options for email delivery.
- Real-Time Event Logs: Monitor every job status update with detailed event logs.
- Job Sharing: Share jobs with team members using secure, unique links.
- More features in development
BENEFITS AND COST SAVINGS
Say goodbye to hefty monthly per-user fees with other trade job management software that increase costs as you scale, often limiting features in the process. With this module you have:
- A one-off cost and you own the Trade Job Management Module for life
- Unrestricted lifetime updates
- Create unlimited landlords or property management companies
- Add and manage unlimited real estate properties
- Create and manage Manage unlimited jobs
- Add unlimited users to your team
- No usage restrictions or limitations
- 6-months FREE support
- Request custom feature implementations
This module offers a cost-effective solution for managing trade jobs without ongoing subscription fees, making it a perfect choice for scaling your business efficiently.
SOME MORE IMAGES
Property Overview
Add a New Job
Job Reported
Dashboard Overview
INQUIRIES AND SUPPORT
For any pre-sales inquiries, please use the discussion tab to ask any questions you may have.
If you have purchased this module and require support, please open a support query, and we will be glad to assist you.
For feature requests, please email us on the provided email address on our seller profile.
