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Service Management Module + Technician Mobile App for Perfex CRM v1.0

Service Management Module + Technician Mobile App for Perfex CRM v1.0

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Note: This is a module designed for Perfex CRM. It is not a separate script.

Description

Service Management is a professional Perfex CRM module designed for handling service and repair jobs with field technician assignment, real-time workflow tracking, secure image uploads, geolocation logs, OTP verification, and a dedicated mobile app for technicians.

Important: A ready-to-use Technician Mobile App (APK) is included for demonstration and usage purposes. The mobile application source code is not included

Key Features:

  • End-to-End Job Workflow: Track jobs from Pending -> Assigned -> In Progress -> Waiting Parts -> Completed -> Delivered.
  • Technician Mobile App (APK): Ready-to-install Android application for field technicians to view assigned jobs, update status, upload images, and manage tasks in real-time with offline sync support.
  • OTP Verification: Secure job completion via 6-digit One-Time Password sent to customers via SMS/Email.
  • Geolocation Tracking: Capture GPS coordinates for job start and finish events.
  • Before/After Photos: Visual proof of work with mandatory or optional image uploads.
  • Dynamic Parts Selection: Text-based part entry with inventory autocompletion for fast data entry.
  • Auto-Invoicing: Automatically generate Perfex invoices upon job completion.
  • Multi-Language Support: Fully localized in 26 languages, including English, Spanish, French, German, Japanese, Chinese, and many more.
  • Role-Based Security: OTP codes are masked from field technicians; only authorized management staff can view sensitive codes.
  • Admin Management: Administrators can override and perform job actions (start/finish) even if not explicitly assigned.

Requirements:

  • Perfex CRM (v3.4.x or higher).

Demo URL and Credentials:

Explore the module with our live demo:

Demo Mobile App (Android APK Download)

The Technician Mobile App is available for direct download and installation:

Service Management Module + Technician Mobile App for Perfex CRM - 1 Watch Video

Note: This is a direct APK download. You may need to enable “Install from Unknown Sources” on your Android device.

Installation Guide:

  1. Log in to Perfex CRM as Administrator.
  2. Go to Setup → Modules.
  3. Upload the module ZIP file and click Install.

Customer Support

Your satisfaction is our priority! Reach out to us for support, customization, or installation help.

Change Log

Version 1.0.0

  • Added Technician Mobile App (Demo APK)

Version 1.0.0

  • Initial release

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