Workshop Management module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Workshop Management Module is a comprehensive and intuitive solution specifically crafted to streamline workshop operations, boost productivity, and enhance overall service quality. Designed with clarity and efficiency at its core, this module is indispensable for workshop administrators, mechanics, and customer service teams.

Module Features

1. Dashboard:Today’s Repair job, Past Week’s Repair Job, Past Month’s Repair Job, Registration Booking, Total Repair Job, Unassigned Repair Job, Repair Jobs by Weekly/Monthly, Mechanic Performance, Inspections (Open, In-Progress, Waiting For Approval, Complete Awaiting Finalise, Completed, Overdue)
2. Repair Jobs:
   • Repair Job Management
   • Calendar View
   • Workshop Management
   • Delivery Management
   • Return Management
   • Labour Products
   • Parts Management
   • Print Label
   • Print Report
   • Assign Mechanic
3. Devices:
   • Device Management
   • Repair Order Management
   • Inspection Management
   • Workshop Management
4. Mechanician Management
5. Labour Products:
   • Labour Products Management
   • Materials Management
6. Branch Management
7. Inspections:
   • Inspection Management
   • Task Management
   • Template Management
8. Workshop Management
9. Settings:
   • General Settings
   • Appointment Types
   • Holidays
   • Manufactures
   • Categories
   • Model
   • Delivery Methods
   • Fieldset
   • Interval
   • Inspection Templates
   • Prefixes
   • Permissions
10. Client Portal:
    • Tracking Page
    • Device Management
    • Repair Job Managemet
    • Inspection Management

Demo

Workshop Management Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2025-04-04 Initial version Version 1.0.3 / 2026-06-12 Added Warranty Management with repair warranty and security key support. Added Repair Type, Device Serial Number, Customer Telephone Number, and Job Creation Date fields. Added Tracking Number and Carrier fields for Delivery and Return processes. Added signature capture for proof of delivery and collection. Added quick customer and device creation in Repair Jobs and Inspections. Added option to display the tracking page in the Client Portal. Enhanced Delivery and Return workflows by automatically populating sender and workshop addresses. Improved label management with editable labels, customizable label sizes, and optimized barcode display. Updated branding to use the dark logo version. Simplified repair workflow by removing workshop location requirements. Fixed delivery method issues in Delivery and Return creation forms. Fixed French language translation issues in Interval settings. Fixed various minor issues to improve stability and usability. Version 1.0.4 / 2026-07-27 Added request creation functionality to the Client Portal. Added staff notifications when clients submit new requests. Added administrative approval and rejection controls for client requests. Added the ability to convert approved requests into repair jobs. Improved the request management workflow between clients and administrators. Fixed minor issues to improve overall stability.