ServiceDesk – Repair & Work Order Manager for Perfex CRM 1.3.0

ServiceDesk – Repair & Work Order Manager for Perfex CRM

ServiceDesk is a flexible repair, service job, and work order management module for Perfex CRM. It helps businesses manage customer repair requests, service jobs, technician assignments, diagnosis, checklists, approvals, tracking, attachments, job sheets, and linked billing records from one central Perfex CRM workflow.

This module is designed for repair shops, service centers, workshops, field service teams, appliance repair businesses, electronics repair centers, HVAC service providers, vehicle workshops, maintenance companies, and any business that needs structured service job management inside Perfex CRM.

Key Features

• Service job and work order management
• Customer and contact linking with Perfex CRM
• Customer profile Service Jobs tab with job count badge
• Customer area support for linked service jobs
• Configurable job statuses and service categories
• Technician / staff assignment
• Item, asset, or equipment details
• Diagnosis summary, fault found, and suggested solution
• Internal notes and job-related attachments
• Checklist items and reusable checklist templates
• Industry templates for different repair and service businesses
• Kanban board for visual work order tracking
• Status workflow rules
• Public job tracking page
• Customer approval and rejection flow
• Printable job sheet with optional QR tracking
• Estimate and invoice reference linking
• Lead Source field using Perfex CRM lead sources when available
• Staff permissions for view, view own, create, edit, delete, and manage