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. Based on your feedback, we have completely restructured the module to run seamlessly alongside any existing Perfex CRM modules without modifying core entities. There is no longer a need for a separate Perfex installation.

LIVE DEMO

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Username: demo@email.com
Password: L16#QGjHcvs$6E

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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

WHAT’S NEW

Create Landlord from Existing Contact: Convert an existing Perfex CRM contact into a landlord without re-entering data. This ensures data consistency by linking the landlord record directly to the original contact while reusing the existing contact information.

Identify Landlord Type: Users can classify landlords as either Individuals or Companies/Organisations. By selecting the appropriate landlord type during creation or when updating a record, the system maintains consistency across properties, contracts, invoices, and reports.

Customisable Labelling Scheme: Offers a configurable labelling system for landlords, properties, and jobs, allowing you to control how information appears in the CRM with no coding required.

CORE FEATURES

Job Confirmation System: Clients can confirm completed jobs with digital signatures, capturing client information and feedback for record-keeping. Staff receive automatic notifications when clients confirm jobs, improving workflow efficiency and communication.

Daily Logs System: Staff can create detailed daily logs for jobs with comments, photos, and date tracking. Logs can be set as visible or hidden from customers, and customers can view them through the client portal for full transparency.

Property-Level Confirmation Settings: Configure client confirmation requirements at the property level, choosing which properties require client sign-off before jobs can be marked as complete.

Job Time Tracking: Staff can track time spent on jobs with a start/stop timer or by logging time manually, helping improve job costing and team productivity.

Not to Exceed (NTE) for Jobs: Set a budget limit for any job. The system automatically tracks the total cost of all logged timesheets against this budget, and if the cost exceeds the NTE amount, the job status instantly updates to Exceed NTE for clear visibility.

Add Property Photos: Upload multiple photos to each property, making it easier for tradespeople and property repair companies to plan jobs more effectively and maintain clearer records.

TJM API: Create maintenance jobs in Perfex CRM from external websites or landing pages, streamlining job intake and enhancing your workflows. A dedicated API documentation is included in the distribution package.

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.

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.

Property Overview

Add a New Job

Job Lifecycle Views: Track every stage of a job from reported through to completed.

Dashboard Overview

Edit a Job

Create an Estimate

Job List

More features on the way. Feel free to send through your feature request.

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 1.5.6 | 18 March 2026

 - Added: Create a landlord from an existing contact. - Added: Customisable Labelling Scheme - label overriding for landlords, properties, and jobs. - Added: Option to identify a landlord as an individual or a company. - Fixed: Job type displaying issue. 

Version 1.5.1 | 11 December 2025

 - Fixed: Corrected the column name error in a migration file. 

Version 1.5.0 | 04 December 2025

 - Fixed: Resolved the database migration issue. 

Version 1.4.9 | 03 December 2025

- Added: Job Confirmation System - Clients can confirm completed jobs with digital signatures, including personal information and feedback capture. - Added: Daily Logs System - Staff can create detailed daily logs with comments, photos, and customer visibility controls. - Added: Property-Level Confirmation Settings - Configure client confirmation requirements at the property level. - Added: Client Portal Integration - Customers can view job details and daily logs through the secure client portal. - Added: Enhanced File Download System - Improved file handling for job attachments and daily log photos. - Added: Staff Notifications - Automatic email notifications to staff when clients confirm jobs. - Improved: Job workflow with enhanced client communication and approval processes. 

Version 1.4.5 | 19 October 2025

- Added: Job Time Tracking - Staff can now start, stop, and log timers for jobs. - Added: 'Not to Exceed' (NTE) amount for jobs to track costs against a budget. Job status automatically updates to 'Exceed NTE' when the budget is surpassed. - Fixed: Resolved an issue with deleting jobs and improved comment editing functionality. 

Version 1.4.0 (Major Update) | 28 September 2025

- Added: Module restructured to run seamlessly alongside other Perfex CRM modules. No longer alters core entities (customers, projects, tasks). - Improved: Complete codebase rewrite for improved compatibility and long-term stability. - Improved: General performance optimisations for faster workflows. - Improved: UI improvements for a smoother user experience. 

Version 1.3.8 | 13 April 2025

- Added: 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. - Added: Introduced TJM API to allow maintenance job creation through a form on another website or landing page. 

Version 1.3.5 | 09 January 2025

- Fixed: License view and activation issue 

Version 1.3.4 | 08 January 2025

- Added: Send an invoice for a specific job from the job details page. - Fixed: Automated license activation issue 

Version 1.1.9 | 13 December 2024

- Improved: Updated the installation directory hierarchy 

Version 1.1 | 09 December 2024

Initial release