Workorders Module for Perfex CRM — Complete Estimate to Invoice Workflow

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.

Live Demo

Admin login: https://wo.wipxio.com/admin — Email: admin@example.com | Password: 123456
Client area: https://wo.wipxio.com/ — Email: customer@example.com | Password: 123456

Key Features

Automatic Estimate → Workorder Conversion

When a client accepts an estimate, it automatically converts to a workorder — no manual steps required
Any invoice created by the core acceptance flow is cleanly removed and replaced by the workorder
Staff are notified instantly via Perfex notifications
Manual conversion also available — accepted estimates table shows a Convert to Workorder link
Estimate N/A option lets you create workorders for jobs that never had an estimate

✅ Task Management

Every line item on a workorder is a trackable task with its own status
Task statuses: Pending → Approved to Start → In Progress → Completed → Cancelled
Assign a work date to each task — shown on the workorder PDF
Technicians can add tasks in the field (field-added tasks tracked separately)
Cancel individual tasks with a cancel reason, tracked by staff and timestamp
Task-level customer initials option — client must initial each item before signing

✍️ Customer E-Signature & Approval

Public signing page accessible via a unique secure hash URL — no client login required
Full-screen signature pad (touch-friendly, works on mobile and tablet)
Customer confirms identity with first name, last name, and email before signing
Signed date, IP address, and signature image stored with the workorder
Signed workorders are locked from further editing to protect integrity
Satisfaction date recorded on completion

PDF Generation

Professional workorder PDF with your company branding
Includes work dates per task (unique column not found in standard Perfex PDFs)
Signature block on the PDF when workorder is signed
Links to related estimate and invoice shown in the preview and PDF
Billing and shipping address blocks on the PDF

One-Click Convert to Invoice

When a workorder reaches Completed status, staff can convert it to a Perfex invoice in one click
All line items, totals, taxes, discounts, and customer details are carried over
The resulting invoice is linked back to the workorder for traceability
Controlled by a dedicated convert_to_invoice staff permission

Client Area Integration

Workorders appear in the client portal navigation (after Estimates, position 26)
Clients can only see workorders in Sent status or higher — drafts stay private
Clients can view workorder details, task list, and totals
Public signing page is accessible without login via unique hash URL
Client-level contact permission controls which contacts can see workorders

Customer Profile Tab

A Workorders tab is added to every customer profile in the admin area
Shows all workorders for that customer with status badges
Tab displays a count badge when workorders exist
Respects view and view_own staff permissions

Granular Staff Permissions

view — View all workorders
view_own — View only workorders the staff member created
create — Create new workorders
edit — Edit existing workorders
delete — Delete workorders
convert — Convert accepted estimates to workorders
assign_technician — Assign a staff member as the technician
update_task_status — Update individual task statuses
add_cancel_tasks — Add new tasks or cancel existing tasks
convert_to_invoice — Convert completed workorders to invoices

Email & Activity Notifications

Staff who created the estimate (and the sale agent) are notified when a workorder is created from their estimate
Estimate activity log records the conversion with a direct link to the new workorder
Workorder activity log tracks every status change, task update, and signing event
Email template for sending the workorder to the customer

Workorder Numbering & Settings

Configurable prefix (default: WO-)
Configurable starting number
Multiple number formats (plain, year-prefixed, etc.)
Auto-convert on estimate accept can be toggled on/off from settings
Billing notification toggle

Technical Details

Requirements

Perfex CRM 2.3. or higher (tested up to latest)
PHP 7.4 or higher (PHP 8.x supported)
MySQL 5.7 or higher (MySQL 8.x supported)
Any modern browser (Chrome, Firefox, Safari, Edge, Opera)

Architecture & Safety

No core file modifications — all integration via Perfex hooks and filters
Safe to update Perfex — the module will not break when Perfex CRM is upgraded
Clean uninstall — deactivating removes all created tables and options
Idempotent install — activating multiple times will not duplicate tables or options
Database migrations built into the activation flow — handles upgrades from older installs automatically
Built on CodeIgniter 3 / HMVC, the same framework as Perfex CRM
All SQL via CodeIgniter query builder — no raw input concatenation
All admin routes protected by staff_can() permission checks
CSRF protection inherited from Perfex core on all POST forms

Database Tables Created

tbl_workorders — main workorder records
tbl_workorderitems — line items / tasks per workorder
tbl_workorder_activity_log — per-workorder audit trail

What’s Included

Full PHP source code (unencrypted, unobfuscated)
Install & uninstall scripts
Database migration scripts
English language file (translator-ready)
PDF template library
Email template
Documentation (README.md, CHANGELOG.md, DOCUMENTATION.pdf)
6 months of item support

Use Cases

IT & tech service companies — log repair/service jobs, get customer sign-off before invoicing
HVAC / plumbing / electrical contractors — track on-site work, capture signatures on mobile
Maintenance & facilities management — recurring workorders linked to invoices
Creative & marketing agencies — scope changes captured as tasks, approved before billing
Any service business using Perfex CRM that needs an approval step between estimate and invoice

Installation

Download the ZIP from CodeCanyon.
Extract and upload the workorders folder to the modules/ directory of your Perfex CRM installation.
In the Perfex admin panel go to Setup → Modules and click Activate on Workorders.
Optionally go to Setup → Settings → Workorders to configure the prefix and numbering.
Assign workorder permissions to your staff roles under Setup → Roles.

Full step-by-step guide included in DOCUMENTATION.pdf.

❓ Frequently Asked Questions

Q: Does this modify any Perfex core files?
A: No. The module works entirely through Perfex hooks and filters. No core file is touched.

Q: Will it break when I update Perfex CRM?
A: It is designed not to. Because no core files are modified, Perfex updates do not overwrite anything in this module.

Q: Can clients sign the workorder on a mobile phone?
A: Yes. The public signing page is fully responsive and the signature pad is touch-enabled.

Q: What happens if a workorder was already signed but I need to make a change?
A: Signed workorders are locked for editing to protect the integrity of the customer’s signature. You would need to create a new workorder.

Q: Does the customer need a Perfex client-area login to sign?
A: No. The signing page uses a unique secure hash URL and can be opened without logging in, just like Perfex estimate/invoice public links.

Q: Can I turn off the automatic estimate-to-workorder conversion?
A: Yes. Go to Setup → Settings → Workorders and disable the auto-convert option. Manual conversion from the estimates table will still work.

Q: Is the source code encrypted?
A: No. Full unencrypted PHP source code is included.

Q: Which Perfex CRM versions are supported?
A: Perfex CRM 2.3. and above. Tested on the latest available version at time of release.

Changelog

Version 1.0.2 — 2026-05-13

Added: Custom fields support — admins can now create custom fields for workorders via Setup > Custom Fields
Added: Custom field values displayed in admin workorder preview
Added: Custom field values displayed in client-facing workorder HTML view (non-admin fields)
Added: Custom field values displayed in workorder PDF output
Added: Custom field values cleanup on workorder deletion
Fixed: Custom fields now render correctly in PDF and client views despite Perfex core not natively supporting show_on_pdf/show_on_client_portal flags for custom module field types

Version 1.0.1 — 2026-04-11

Changed: Estimate-to-workorder auto-conversion is now gated behind the module setting — the core Perfex estimate_auto_convert_to_invoice_on_client_accept option is only overridden when the feature is enabled
Changed: Status migration in install.php now runs only once, when upgrading from a legacy non-integer status column
Removed: Debug log_activity statements from the estimate-accepted hook
Removed: Dead/commented development code
Added: LICENSE.txt with Envato Regular/Extended license references

Version 1.0.0 — Initial Release

Full Estimate → Workorder → Invoice workflow
Task management with statuses and work dates
Customer e-signature with identity confirmation
PDF generation with work-date column
Client area integration
Customer profile Workorders tab with badge
Granular staff permissions (10 capabilities)
Email notifications and activity log
Workorder numbering with configurable prefix and format

Support

Support duration: 6 months included with purchase
Support channel: CodeCanyon item comments
Response time: Typically within 24–48 hours (business days)
Updates: Bug fixes and compatibility updates included
Feature requests: Considered for future releases

Support covers: installation questions, bug reports, and usage guidance for included features.
Support does not cover: customisation services, third-party plugin conflicts, or server/hosting configuration.

Note: This module requires Perfex CRM (sold separately at codecanyon.net). It is not a standalone application.

Work Orders for Perfex CRM