Trade Job Management Module for Perfex CRM

Trade Job Management Module for Perfex CRM

Trade Job Management Module for Perfex CRM is a powerful add-on designed to enhance project and job management capabilities within Perfex CRM. Tailored for businesses handling trade-related jobs such as construction, plumbing, electrical work, and maintenance services, this module streamlines job assignments, progress tracking, and client communication. It helps companies efficiently manage projects from job creation to completion, boosting productivity and client satisfaction.

Key Features of Trade Job Management Module for Perfex CRM:

1. Job Creation & Task Management:

• Custom Job Creation: Create trade jobs with detailed job descriptions, deadlines, and assigned team members.
• Task Assignment & Tracking: Break down jobs into specific tasks and assign them to team members with deadlines.
• Progress Updates: Track task completion and job progress in real time through a centralized dashboard.

2. Scheduling & Job Calendar:

• Job Scheduling: Schedule jobs and set recurring tasks for regular maintenance or service contracts.
• Calendar View: Visualize upcoming jobs, deadlines, and team assignments through an integrated calendar.
• Drag-and-Drop Rescheduling: Adjust job schedules easily using the calendar’s drag-and-drop feature.

3. Staff & Client Management:

• Role-Based Permissions: Assign different roles with permissions for project managers, technicians, and administrators.
• Client Portal Integration: Allow clients to track job progress, submit requests, and view job histories through the CRM’s client portal.
• Communication & Notifications: Enable real-time notifications for job updates, task completions, and client messages.

4. Job Cost & Invoicing Automation:

• Cost Estimation: Generate job cost estimates based on labor, materials, and other associated expenses.
• Automated Invoices: Create and send invoices automatically upon job completion or milestone achievements.
• Payment Tracking: Track client payments and generate financial reports for completed jobs.

5. Reporting & Analytics:

• Job Performance Reports: Get insights into job performance, team productivity, and service quality through detailed reports.
• Customizable Reports: Generate custom reports for job costs, profit margins, and project timelines.
• Visual Dashboards: Use visual charts and graphs for a better understanding of operational performance.