Work Orders for Perfex CRM

Workorders Module for Perfex CRM — Complete Estimate to Invoice Workflow

The Workorders Module is a powerful extension for Perfex CRM that bridges the gap between estimates and invoices. It gives your team a complete job-tracking workflow — from the moment a client accepts an estimate, through task execution and customer sign-off, all the way to a finished invoice — without ever leaving Perfex CRM.

No core file modifications. Works entirely through Perfex hooks and filters. Safe across Perfex updates.

Estimate accepted → Workorder created → Tasks completed → Customer signs → Invoice generated.
One seamless workflow, one module.

Live Demo

• Admin login: https://wo.wipxio.com/admin — Email: admin@example.com  |  Password: 123456
• Client area: https://wo.wipxio.com/ — Email: customer@example.com  |  Password: 123456

Key Features

Automatic Estimate → Workorder Conversion

• When a client accepts an estimate, it automatically converts to a workorder — no manual steps required
• Any invoice created by the core acceptance flow is cleanly removed and replaced by the workorder
• Staff are notified instantly via Perfex notifications
• Manual conversion also available — accepted estimates table shows a Convert to Workorder link
• Estimate N/A option lets you create workorders for jobs that never had an estimate

✅ Task Management

• Every line item on a workorder is a trackable task with its own status
• Task statuses: Pending → Approved to Start → In Progress → Completed → Cancelled
• Assign a work date to each task — shown on the workorder PDF
• Technicians can add tasks in the field (field-added tasks tracked separately)
• Cancel individual tasks with a cancel reason, tracked by staff and timestamp
• Task-level customer initials option — client must initial each item before signing

✍️ Customer E-Signature & Approval

• Public signing page accessible via a unique secure hash URL — no client login required
• Full-screen signature pad (touch-friendly, works on mobile and tablet)
• Customer confirms identity with first name, last name, and email before signing
• Signed date, IP address, and signature image stored with the workorder
• Signed workorders are locked from further editing to protect integrity
• Satisfaction date recorded on completion

PDF Generation

• Professional workorder PDF with your company branding
• Includes work dates per task (unique column not found in standard Perfex PDFs)
• Signature block on the PDF when workorder is signed
• Links to related estimate and invoice shown in the preview and PDF
• Billing and shipping address blocks on the PDF

One-Click Convert to Invoice

• When a workorder reaches Completed status, staff can convert it to a Perfex invoice in one click
• All line items, totals, taxes, discounts, and customer details are carried over
• The resulting invoice is linked back to the workorder for traceability
• Controlled by a dedicated convert_to_invoice staff permission

Client Area Integration

• Workorders appear in the client portal navigation (after Estimates, position 26)
• Clients can only see workorders in Sent status or higher — drafts stay private
• Clients can view workorder details, task list, and totals
• Public signing page is accessible without login via unique hash URL
• Client-level contact permission controls which contacts can see workorders

Customer Profile Tab

• A Workorders tab is added to every customer profile in the admin area
• Shows all workorders for that customer with status badges
• Tab displays a count badge when workorders exist
• Respects view and view_own staff permissions

Granular Staff Permissions

• view — View all workorders
• view_own — View only workorders the staff member created
• create — Create new workorders
• edit — Edit existing workorders
• delete — Delete workorders
• convert — Convert accepted estimates to workorders
• assign_technician — Assign a staff member as the technician
• update_task_status — Update individual task statuses
• add_cancel_tasks — Add new tasks or cancel existing tasks
• convert_to_invoice — Convert completed workorders to invoices

Email & Activity Notifications

• Staff who created the estimate (and the sale agent) are notified when a workorder is created from their estimate
• Estimate activity log records the conversion with a direct link to the new workorder
• Workorder activity log tracks every status change, task update, and signing event
• Email template for sending the workorder to the customer

Workorder Numbering & Settings

• Configurable prefix (default: WO-)
• Configurable starting number
• Multiple number formats (plain, year-prefixed, etc.)
• Auto-convert on estimate accept can be toggled on/off from settings
• Billing notification toggle

Technical Details

Requirements

• Perfex CRM 2.3. or higher (tested up to latest)
• PHP 7.4 or higher (PHP 8.x supported)
• MySQL 5.7 or higher (MySQL 8.x supported)
• Any modern browser (Chrome, Firefox, Safari, Edge, Opera)

Architecture & Safety

• No core file modifications — all integration via Perfex hooks and filters
• Safe to update Perfex — the module will not break when Perfex CRM is upgraded
• Clean uninstall — deactivating removes all created tables and options
• Idempotent install — activating multiple times will not duplicate tables or options
• Database migrations built into the activation flow — handles upgrades from older installs automatically
• Built on CodeIgniter 3 / HMVC, the same framework as Perfex CRM
• All SQL via CodeIgniter query builder — no raw input concatenation
• All admin routes protected by staff_can() permission checks
• CSRF protection inherited from Perfex core on all POST forms

Database Tables Created

• tbl_workorders — main workorder records
• tbl_workorderitems — line items / tasks per workorder
• tbl_workorder_activity_log — per-workorder audit trail

What’s Included

• Full PHP source code (unencrypted, unobfuscated)
• Install & uninstall scripts
• Database migration scripts
• English language file (translator-ready)
• PDF template library
• Email template
• Documentation (README.md, CHANGELOG.md, DOCUMENTATION.pdf)
• 6 months of item support

Use Cases

• IT & tech service companies — log repair/service jobs, get customer sign-off before invoicing
• HVAC / plumbing / electrical contractors — track on-site work, capture signatures on mobile
• Maintenance & facilities management — recurring workorders linked to invoices
• Creative & marketing agencies — scope changes captured as tasks, approved before billing
• Any service business using Perfex CRM that needs an approval step between estimate and invoice

Installation

1. Download the ZIP from CodeCanyon.
2. Extract and upload the workorders folder to the modules/ directory of your Perfex CRM installation.
3. In the Perfex admin panel go to Setup → Modules and click Activate on Workorders.
4. Optionally go to Setup → Settings → Workorders to configure the prefix and numbering.
5. Assign workorder permissions to your staff roles under Setup → Roles.

Full step-by-step guide included in DOCUMENTATION.pdf.

❓ Frequently Asked Questions

Q: Does this modify any Perfex core files?
A: No. The module works entirely through Perfex hooks and filters. No core file is touched.

Q: Will it break when I update Perfex CRM?
A: It is designed not to. Because no core files are modified, Perfex updates do not overwrite anything in this module.

Q: Can clients sign the workorder on a mobile phone?
A: Yes. The public signing page is fully responsive and the signature pad is touch-enabled.

Q: What happens if a workorder was already signed but I need to make a change?
A: Signed workorders are locked for editing to protect the integrity of the customer’s signature. You would need to create a new workorder.

Q: Does the customer need a Perfex client-area login to sign?
A: No. The signing page uses a unique secure hash URL and can be opened without logging in, just like Perfex estimate/invoice public links.

Q: Can I turn off the automatic estimate-to-workorder conversion?
A: Yes. Go to Setup → Settings → Workorders and disable the auto-convert option. Manual conversion from the estimates table will still work.

Q: Is the source code encrypted?
A: No. Full unencrypted PHP source code is included.

Q: Which Perfex CRM versions are supported?
A: Perfex CRM 2.3. and above. Tested on the latest available version at time of release.

Changelog

Version 1.0.1 — 2026-04-11

• Changed: Estimate-to-workorder auto-conversion is now gated behind the module setting — the core Perfex estimate_auto_convert_to_invoice_on_client_accept option is only overridden when the feature is enabled
• Changed: Status migration in install.php now runs only once, when upgrading from a legacy non-integer status column
• Removed: Debug log_activity statements from the estimate-accepted hook
• Removed: Dead/commented development code
• Added: LICENSE.txt with Envato Regular/Extended license references

Version 1.0.0 — Initial Release

• Full Estimate → Workorder → Invoice workflow
• Task management with statuses and work dates
• Customer e-signature with identity confirmation
• PDF generation with work-date column
• Client area integration
• Customer profile Workorders tab with badge
• Granular staff permissions (10 capabilities)
• Email notifications and activity log
• Workorder numbering with configurable prefix and format

Support

• Support duration: 6 months included with purchase
• Support channel: CodeCanyon item comments
• Response time: Typically within 24–48 hours (business days)
• Updates: Bug fixes and compatibility updates included
• Feature requests: Considered for future releases

Support covers: installation questions, bug reports, and usage guidance for included features.
Support does not cover: customisation services, third-party plugin conflicts, or server/hosting configuration.

Note: This module requires Perfex CRM (sold separately at codecanyon.net). It is not a standalone application.