Location: PHPKode > projects > Computer Service Company Database > SOLOCMS/readme.txt
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Thanks for trying the SOLOHelp.com client managemaent system.
This script is free.  You can change it or give it to your friends or whatever.  If you want to donate some money to me you can contact me at soloenterprises.org. 

DO NOT CALL ME ABOUT THIS SCRIPT 
Its free and I dont have time to support it by phone.  Send me an email via my contact form.
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The purpose of this script is to make it easy for a small business to keep track of clients, quotes, invoices, appointments, tasks and service tags from any internet connection
this script will allow you to enter and edit client information suchas name address email website etc.
You can also make any client reffered by another client.  
GoogleMaps your clients address with one click
send email via email client with one click
go to clients website with one click
Sort clients by company, lastname and first name in asc and desc order
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FEATURES
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Create / Edit Clients
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Company
First Name
Last Name
Title
address - clickable sends you to Mapquest with driving directions from office to client address.
city
state
zip
Phone
Fax
Cell
email - clickable
email2 - clickable
email3 - clickable
URL - clickable
IM1
IM2
Reffered By (another client)
Reffered from (newspaper, web site, etc)
Comments
Standard Rate (default hourly cost to that client)
Has referred **Buggy**
Search for clients by name phone number or email addy
Sort Clients by Company, Lastname, Firstname

Search for invoices by Name, Date Invoice id
Sort Invoices / Quotes by Client ID, Date, Total, 

Create Quote or Invoice from client info page
Displays Invoices on client info page
Displays Service Tags on client info page.
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Phonelist - Printable
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Quotes / Invoices
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Flat Rate
Hourly Rate (default is client hourly rate defined in client setup)
Hours Worked
Discount (percent)
Comments
Hardware qty
Hardware desc
Hardware price to client
Hardware Cost to company
Deposit received

One click to turn a quote into an invoice

Network Setup Cost Preview

Calendar / Task List
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WebCalendar 1.0RC3
WebTasks

Service Tags
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Upload drivers
Create Service tags based on drop downlist of drivers
Video
LAN
Audio
motherboard
Modem
SCSI
Other1
Other2
Other3
Other4

Service tags are displayed when viewing client info

Service tags are available to clients via the web.  Displays the service tag number and clickable links to download drivers for their computers.  

Bandwidth Speed Test
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Download speed test.  Logs ipaddress and speed

Navigation
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none

Profits 
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Queries DB for info about how much profit in a date range.  Adds hardware and labor minus taxes and hardware costs and displays how much you made in the date range.

Queries DB for total hardware that you charged and how much you paid for it.  


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Installation

Recommended Folder Structure:
-Root
   |
   -dogbert (protect this with htaccess)
   |
   -drivers (chmod to 777)
   |
   -support.php
   -db2.php
   
   
Execute solocms.sql  using phpMyadmin or command line it, thats beyond me but if you can go for it.

Edit dogbert/db.php 
Edit db.php

Upload contents of SOLOCms to your web root.  

CHMOD your drivers folder to 777
Add htaccess to dogbert

CHMOD webcalendar/includes to 777
Point your browser to  www.yourdomainname.com/dogbert/webcalendar
enter your info for the calendar (tables were setup in step 1)

Add the navigation info to the header of the calendar via the calendar admin area.

Thats it!!
Point your browser to  www.yourdomainname.com/dogbert/index.htm
Start entering clients and creating invoices

You will need to create an initial client to get rid of some of the errors.

You can now uncomment the menu script in header.php.  Im sure youve already paid for that.  If not dont use it.  I paid becasue its the best menu Ive used.  Anybody know of an open source drop down meanu that is fully backwards compatible and dynamically created let me know

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Things Im working on.....

PDF and email the invoices

Better File Upload system for the drivers  This one sucks. Well ok its actually really good but not for large files.  it needs to use ftp and have a progress bar but
mega upload is a pain to use so i havent spent the time to add it in.'

More queries based on invoices and quotes.  I need to know how much I make!!!

Download speed test should be linked to a client.

I need an area to store client passwords.

I don't like having the mysql connection info in the db.php file in case the server gets hacked.  My next big progect for the scrip is security.

I want to output the network setup preview to a quote.  Also work on the pricing for CALs etc..

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CREDITS
I would First of all like to thank the original writer of the client portion of this script.  His link was broken and I cant find him anymore
If you know who it is let me know so I can credit him.  
I got the original core from hotscripts. It was a single file called sales.php

Also Experts-exchange.com  I could not have written this script with out that site.  It is WELL WORTH the $9.95 a month.  Specifically these people helped me:
J├╝rgen Henge-Ernst
ThaSmartUno
merwetta1
waan
jaime_olivares
laurenty
Diablo84
mistaeverly
Jagadeesan Balakrishnan
sint4x
Gareth Adams
Gitcho
lozloz
Batalf 

Calendar date picker on invoice page
Author: Matt Kruse <hide@address.com>
// WWW: http://www.mattkruse.com/

File Uploader:
Sloppycode.net

Webcalendar
webcalendar.sourceforge.net

WebcalTasks
hide@address.com 
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