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 FeaturesService job and work order managementCustomer and contact linking with Perfex CRMCustomer profile Service Jobs tab with job count badgeCustomer area support for linked service jobsConfigurable job statuses and service categoriesTechnician / staff assignmentItem, asset, or equipment detailsDiagnosis summary, fault found, and suggested solutionInternal notes and job-related attachmentsChecklist items and reusable checklist templatesIndustry templates for different repair and service businessesKanban board for visual work order trackingStatus workflow rulesPublic job tracking pageCustomer approval and rejection flowPrintable job sheet with optional QR trackingEstimate and invoice reference linkingLead Source field using Perfex CRM lead sources when availableStaff permissions for view, view own, create, edit, delete, and manageWho Can Use This Module?Mobile and laptop repair shopsElectronics repair centersAppliance repair companiesVehicle and bike workshopsHVAC and field service teamsFurniture repair businessesWatch and jewelry repair shopsIndustrial equipment service providersMaintenance and after-sales service teamsAny business managing repair, service, or work order requestsComplete Service Job WorkflowServiceDesk helps you manage the full service lifecycle:Create a customer-linked service jobRecord item, asset, or equipment detailsAssign a technician or staff memberAdd issue details, diagnosis, notes, files, and checklistsTrack job progress using statuses and Kanban viewRequest customer approval where requiredPrint job sheets for workshop or customer handoverLink estimates and invoices for billing referenceAllow customers to track their job status
