Description

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.