Introduction

Thank you for purchasing our script. In this documentation, we provide all kinds of good information with all the details you need to use our script. We hope you have fun and enjoy working with our script. If you need more help, please feel free to contact our support center.

Requirements & Compatibility

Requirements

To run our script your host just needs a couple of things:

Recommended PHP Configuration Limits

Many issues that you may run into such as: white screen, demo content fails when importing, empty page content and other similar issues are all related to low PHP configuration limits. The solution is to increase the PHP limits. You can do this on your own, or contact your web host and ask them to increase those limits to a minimum as follows:

Compatibility

Our theme is compatible with these browsers:

Installation


Please note that you have to copy all the contents of the PCS folder and not the PCS folder itself on your server and provide access rights to the files and folder on your server.

Database Installation

Follow the steps below to setup your database:

  1. Open your mysql database or phpmyadmin.
  2. Go to import section in phpmyadmin.
  3. click on choose and then browse for the sql file.
  4. Go to application > sql and select the crmscript.sql file.
  5. Click go at the bottom below.
  6. Wow you just created the database for your php crm script :)

Url Configuration

Follow the steps below to install the script:

  1. Go to application > config and open the config.php file.
  2. Change the base url to your server name.
Url Configuration

Database Configuration

Follow the steps below to configure the database:

  1. Go to application > config and open the database.php file.
  2. Write your database username and password in the empty fields.
  3. Change the database field to your database name.
Database Installation

Functionality

Log in to the php crm script with your admin id, customer id and staff id check the amazing functionality of the script.

Functionality

Dashboard

The simple, easy to use dashboard of the php crm script will help you to manage your customer, leades, sales, and projects in an efficient way and will also give you the latest count of total projects, total proposals, total estimates, and total invoices.

Dashboard

Add Customer

To add a customer go to Customers > Add Customer and submit the form after filling the customer details

Add Customer

Manage Customers

To manage the customer go to Customers > Manage Customers and there you can view, edit or delete any customer.

Manage Customer

Call History (Customers)

To add a new call and view customer call history go to Customers > Call History

Call History (Customers)

Appointments (Customers)

To add a new appointment and view customer appointment history go to Customers > Appointments

Appointments (Customers)

Add Lead

To add a lead go to Leads > Add Lead and submit the form after filling the lead details

Add Lead

Manage Leads

To manage the lead go to Leads > Manage Leads and there you can view, edit or delete any lead.

Manage Leads

Call History (Leads)

To add a new call and view lead call history go to Leads > Call History

Call History (Leads)

Appointments (Leads)

To add a new appointment and view lead appointment history go to Leads > Appointments

Appointments (Leads)

Proposals

To add a new proposal and view, edit, delete proposals go to Sales > Proposals

Proposals

Estimates

To add a new estimate and view, edit, delete estimate go to Sales > Estimates

Estimates

Invoices

To add a new invoice and view, edit, delete invoice go to Sales > Invoices

Invoices

Items

To add a new item and manage the items (view, edit, delete item) go to Sales > Items

Items

Taxes

To add a new tax and manage the taxes (view, edit, delete tax) go to Sales > Taxes

Taxes

Add Project

To add a new project for customer go to Projects > Add Project and submit the form after filling the details.

Add Project

Manage Projects

To manage the projects go to Projects > Manage Projects and there you can view, edit or delete any project.

Manage Projects

Add Task

To add a new task go to Projects > Add Task and submit the form after filling the details.

Add Task

Manage Tasks

To manage the tasks go to Projects > Manage Tasks and there you can view, edit or delete any task.

Manage Tasks

Add Ticket

To add new ticket for customer go to Support > Add Ticket and submit the form after filling the details.

Add Ticket

Manage Tickets

To manage the tickets go to Support > Manage Tickets and there you can view, and delete any tickets.

Manage Tickets

Proposals Report

Search proposal details between two dates go to Reports > Proposals Report

Proposals Report

Estimates Report

Search estimate details between two dates go to Reports > Estimates Report

Estimates Report

Invoices Report

Search invoice details between two dates go to Reports > Invoices Report

Invoices Report

Add Staff

To add a new staff go to Staff > Add Staff and submit the form after filling the personal details, account login details, and other details.

Add Staff

Manage Staff

To manage the staff go to Staff > Manage Staff and there you can view, edit or delete any staff.

Manage Staff

Add Department

To add a new department go to Staff > Add Department and select module access for this departments

Add Department

Manage Departments

To manage the Departments go to Staff > Manage Departments and there you can view, edit or delete any department.

Manage Departments

Change Password

To change your login password go to Settings > Change Password and there you can verify the previous password, then type the new password, confirm it and click submit.

Change Password

Configuration Settings

To change your configuration settings go to Settings > Configuration Settings and there you can change all your configurations.

Configuration Settings

User Profile

To change your profile settings click on the dropdown icon on the top right corner and choose profile. Here you can change your username and profile image.

User Profile

Customer Login

The customer created by the admin can also log in to the php crm script and check their proposals, estimates, invoices, projects, tasks and can apply for tickets and change their password and profile settings like username and profile image.

Customer Login

Company Details

You can change the address and other details of your company in this section inside Settings > Configuration Settings and Company Details tab.

Company Details

Logo and Title

You can change the site logo, site footer, and site title of your company in this section inside Settings > Configuration Settings and Logo and Title tab.

Logo and Title

Payment Details

You can change the paypal email of your company in this section inside Settings > Configuration Settings and Payment tab.

Payment