Repair Management Module for Perfex CRM

Note: This is a module for Perfex CRM, not a standalone script.
This module works best on Perfex CRM version 3.4.0 and later. This module may not work if you are using Perfex CRM as a SaaS service.
We recommend testing this module on a staging copy before deploying to your production Perfex instance.

LIVE DEMO

To see a live demo for this module, use the login details below:

Username: [email protected]

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OVERVIEW

The Repair Management Module (RMM) for Perfex CRM enables small repair businesses to create and manage customer-linked repair jobs using Perfex’s existing customer and billing infrastructure, track progress through predefined statuses, and automatically notify customers from one centralised system. This module helps businesses streamline repair operations, reduce manual follow-ups, and deliver a professional customer experience — all from within Perfex CRM.

WHO IS IT FOR?

his Perfex CRM module is ideal for repair and service businesses operating in the following industries:

• Mobile & Laptop Repair Shops – Track device repairs, assign technicians, and manage job progress.
• Electronics & Appliance Repair Centers – Handle multiple repair jobs with clear status tracking.
• Workshop-Based Service Businesses – Manage repair intake, diagnostics, and completion efficiently.
• Small to Medium Service Businesses – Generate estimates, invoices, and automate customer updates.
• Any business that needs structured repair job management inside Perfex CRM.

CORE FEATURES

Repair Job Management: Create repair jobs linked to existing Perfex CRM customers. Capture job title, issue descriptions, priority level, and track each repair through a predefined workflow.

Job Status Workflow: Track repair progress using predefined statuses:
Received → In Progress → On Hold → Completed.
Each status change can trigger automated customer notifications.

Technician Assignment: Assign one or more Perfex staff members as technicians to a repair job. Technicians can view their assigned job and update job status.

Estimates & Quoting: Create estimates directly from repair jobs using Perfex’s native estimates feature. Add parts, labour charges, service fees, and expected turnaround time. Send estimates to customers with a single click.

Invoicing & Payments: Convert accepted estimates into invoices. All invoices and payments are handled using Perfex CRM’s core invoicing system, keeping financial records accurate and centralised.

Automated Customer Notifications: Send automatic email updates to customers when job status changes (Job Received, In Progress, On Hold, Completed).

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

ENQUIRIES AND SUPPORT

For any pre-sales enquiries, 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 1.0.0 | 05 March 2026

Initial release