Work Orders for Perfex CRM

Work Orders for Perfex CRM 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.

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  

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.