Trade Job Management Module for Perfex CRM

Note: This is a module for Perfex CRM, not a standalone script. This module works best with Perfex version 3.2.1 and later. This module will not work if you are using Perfex CRM as a SaaS service.

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.

To see a live demo for this module, use the login details below:
Username: demo@email.com
Password: L16#QGjHcvs$6E

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NEW FEATURE

Add Property Photos

We’ve added support for uploading multiple photos to each property—making it easier for tradespeople and property repair companies to plan jobs more effectively, and maintain clearer records for every property.

TJM API

We’re excited to introduce a powerful new feature: TJM API for Job Creation. This feature enables you to seamlessly create maintenance jobs in Perfex CRM from external websites or landing pages—helping you streamline job intake and enhance workflows like never before.

Please note, this is an advanced feature that requires technical knowledge to integrate with external websites or landing pages. A dedicated API documentation will be included in the distribution package to guide your implementation. As this API functionality is intended for specific use cases and is not required by every property maintenance company, implementation support for the API is not included as part of general module support but can be provided separately if needed.

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

Invoice a Completed Job Directly from the Job Pop-up

Property Overview

Add a New Job

Job Reported

Job Scheduled

Dashboard Overview

Job Completed

Edit a Job

Create an Estimate

Job Sharing

Job List

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.

CHANGELOG

Version 1.3.8 | 13 April 2025

New feature: Property photos - can upload photos when creating a new property. Photos can be managed (downloading, removing, or adding more photos) from the property overview page. New feature: Introduced TJM API to allow maintenance job creation through a form on another website or landing page.

Version 1.3.5 | 09 January 2025

Fix license view and activation issue

Version 1.3.4 | 08 January 2025

New feature: Send an invoice for a specific job from the job details page. Fixed: automated license activation issue

Version 1.1.9 | 13 December 2024

Updated the installation directory hierarchy

Version 1.1 | 09 December 2024

Initial version