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.
Last update:
14 May, 2026
Published:
25 May, 2026
Version:
1.0.2
Category:
Framework:
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