Trade Job Management Module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script. Trade Job Management Module for Perfex CRM Demo Details: To see a live demo for this module, use the login details below:

Username: demo@email.com
Password: L16QGjHcvs6E

Login here.

• 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.

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.

SOME MORE IMAGES

• Property Overview

• Add a New Job

• Job Reported

• Job Scheduled

• Dashboard Overview

• Job Completed

• Edit a Job

• Create an Estimate

• Job Sharing

• Job List

EXAMPLE TRADES AND JOB SCENARIOS

• Plumber: Fixing a leaking tap or installing a new boiler system.
• Painter and Decorator: Redecorating a house or painting an office.
• Electrician: Conducting safety checks or installing lighting fixtures.
• Builder: Repairing structural damage or constructing garden sheds.
• Handyman: Assembling furniture or repairing fixtures.
• HVAC Specialist: Servicing air conditioning units or installing heating systems.
• Carpenter: Building shelving units or repairing wooden stairs.
• Roofing Specialist: Fixing leaking roofs or replacing tiles.

• This module is designed to streamline processes for all trades, including flooring specialists, window fitters, locksmiths, and tilers, ensuring your business runs efficiently.