############################################################################## 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. ############################################################################## 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 ################ FEATURES ############### Create / Edit Clients --------------------- 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. ---------------------- Phonelist - Printable ---------------- Quotes / Invoices -------------------- 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 --------------------- WebCalendar 1.0RC3 WebTasks Service Tags ------------------- 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 --------------------- Download speed test. Logs ipaddress and speed Navigation --------------- none Profits ------------- 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. ################################################################################# 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 ################################################################################## 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.. ################################################################################# 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: Jürgen 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