Service Management module for Perfex CRM

Description

Service Management Module for Perfex CRM

Service Management Module for Perfex CRM is a powerful extension that adds dedicated tools for managing services, work orders, field tasks, and service teams—all directly within your Perfex CRM dashboard. Designed for service-based businesses like maintenance companies, repair shops, IT support teams, and field service providers, it streamlines scheduling, tracking, and billing for all your service operations. Available on wpshop.net with lifetime free updates and limited email support, this module is distributed under the GPL license, allowing you to deploy it on unlimited domains with full customization rights.

Feature Highlights

• 🛠️ Comprehensive Service Management – Create, assign, and track service requests or work orders directly from Perfex CRM.
• 👥 Technician & Team Assignment – Allocate tasks to individual staff members or entire service teams for efficient field management.
• 📅 Smart Scheduling & Calendar View – Schedule upcoming services with an interactive calendar and automated reminders.
• 📍 Location & Field Service Tracking – Track onsite jobs and capture client locations for better resource planning.
• 📄 Service Contracts & Billing – Manage recurring service contracts, generate invoices, and track payments seamlessly.
• 📈 Performance Dashboard – Monitor ongoing jobs, staff productivity, and revenue with detailed analytics and reports.
• 🌎 Multi-Language & RTL Support – Serve clients globally with built-in multilingual and right-to-left language compatibility.
• ♻️ Lifetime Free Updates – Benefit from continuous improvements, security patches, and new features at no extra cost.

Detailed Overview

The Service Management Module for Perfex CRM simplifies how you handle service requests and field operations. By integrating seamlessly with your existing CRM setup, it centralizes all service-related data, allowing your team to create service orders, assign technicians, track progress in real-time, and automate billing. Ideal for industries that rely heavily on service delivery—like HVAC, cleaning, IT maintenance, and repair services—this module ensures faster response times, better resource utilization, and increased customer satisfaction. It eliminates the need for third-party scheduling tools by providing an all-in-one service workflow inside Perfex CRM.

Comparison Table

Feature	Service Management Module for Perfex CRM	Standalone Service Tools
CRM Integration	✔ Fully integrated with Perfex CRM clients & projects	✖ Requires separate logins and data syncing
Team Assignment	✔ Assign tasks to staff or teams directly from CRM	✖ Often requires separate workforce management software
Billing & Contracts	✔ Integrated invoicing & recurring service contracts	✖ Requires manual data entry or third-party apps
Scheduling	✔ Built-in calendar and reminders	✖ Usually needs external scheduling software
Cost	✔ GPL license with lifetime free updates	✖ Monthly subscription fees
Field Tracking	✔ Onsite job location tracking within CRM	✖ Limited or not included

Installation Guide

1. Download the Service Management Module ZIP package from your wpshop.net account.
2. Unzip the package and upload the module folder into your Perfex CRM directory at application/modules/.
3. Login to Perfex CRM as an Admin → navigate to Settings → Modules → locate the Service Management module and click Activate.
4. Go to Settings → Service Management to configure service categories, pricing, staff roles, and other preferences.
5. Create your first service request or contract from the module’s dashboard and assign it to a technician or team.
6. Set up email/SMS notifications and reminders to keep staff and clients informed about service updates.
7. Test the workflow by creating a sample service ticket, scheduling it, and generating an invoice to ensure everything functions smoothly.

Licensing Information

Service Management Module for Perfex CRM is distributed under the GNU General Public License (GPL), allowing unlimited usage, modification, and installations. By purchasing from wpshop.net, you receive lifetime free updates and limited email support for installation and basic troubleshooting, offering exceptional long-term value without hidden costs.

FAQs

Q1: Is this module only for field service businesses?

No. It works for any service-based business—both onsite and remote—such as IT support, repair services, facility management, and more.

Q2: Does it integrate with Perfex CRM’s invoicing system?

Yes. All service orders can generate invoices and be tracked directly within Perfex CRM’s billing module.

Q3: Can I assign multiple technicians to one job?

Yes. The module supports assigning either individual staff or entire service teams to a single request.

Q4: Does it include a scheduling calendar?

Yes. You can view, schedule, and manage all upcoming service jobs in a built-in calendar with automated reminders.

Q5: Are updates free for life?

Yes. Purchasing from wpshop.net includes lifetime free updates at no additional cost.

Q6: What type of support is included?

You’ll get limited email support for installation and basic configuration. Custom development is not included.

Why Choose Service Management Module for Perfex CRM?

The Service Management Module for Perfex CRM brings efficiency, transparency, and automation to your service workflows. By combining service scheduling, technician assignments, billing, and client communications within your CRM, it saves time and improves customer satisfaction. With its GPL license, lifetime free updates, and limited email support from wpshop.net, this module delivers a cost-effective and scalable solution for growing service-based businesses.

Streamline your service operations today! Download the Service Management Module for Perfex CRM from wpshop.net and simplify your service delivery process with a powerful, integrated module backed by lifetime updates.