ServiCore - Laravel Service Management CRM

ServiCore - Laravel Service Management CRM

ServiCore is a complete Laravel-based CRM, service management and billing system designed for service-based businesses, agencies, maintenance companies, freelancers, and small to medium teams.

It helps businesses manage contacts, leads, deals, estimates, proposals, invoices, payments, service jobs, tasks, expenses, inventory, subscriptions, reports, staff operations and client portal from one powerful system.

The system follows a complete business workflow from lead management to deal closing, proposal or estimate creation, invoice generation, payment collection, and service job delivery. After payment, service jobs can be managed with assigned staff, tasks, checklists, files, logs and job-related expenses.

Complete Business Workflow

• Contact / Lead Management
• Lead Pipeline and Kanban Board
• Deal Management and Sales Pipeline
• Proposal and Estimate Creation
• Invoice Generation
• Manual and Online Payment Tracking
• Service Job Management
• Task, Checklist, File and Staff Assignment
• Expense and Inventory Tracking
• Reports and Dashboard Analytics

Modern Laravel Architecture

ServiCore is built with Laravel, Livewire, Tailwind CSS, MySQL and Stripe Cashier. It uses a modular structure with separate areas for CRM, Sales, Service Jobs, Inventory, Expenses, Subscriptions, Staff, Reports, Settings and Client Portal.

The application includes Admin, Staff and Client portal access using one user system with role and permission-based access control.

Who Can Use This System?

• Service management companies
• Repair and maintenance businesses
• Agencies and freelancers
• Small and medium businesses
• IT service providers
• Consulting firms
• Field service teams
• Subscription-based service businesses

Admin, Staff and Client Portal

The admin panel gives full control over CRM, sales, service delivery, billing, reports and settings. Staff users can manage their assigned jobs and tasks. Clients can access their own portal to view invoices, estimates, proposals, subscriptions, service jobs and notifications.

Built for Real Business Operations

ServiCore is not only a simple CRM. It combines CRM, invoicing, service workflow, client portal, reporting, expenses, inventory and subscription billing in one system. This makes it suitable for businesses that need to manage both sales and service delivery.

Features

• Modern Laravel CRM system
• Admin, Staff and Client portal
• Contact management
• Lead management
• Lead pipelines and stages
• Lead Kanban board
• Deal management
• Deal pipelines and stages
• Deal Kanban board
• Proposal management
• Estimate management
• Invoice management
• Invoice items with products, services and custom items
• Payment tracking
• Refund management
• Service job management
• Service job Kanban board
• Staff assignment for service jobs
• Service job tasks
• Service job checklists
• Service job file uploads
• Service job activity logs
• Product and inventory management
• Product categories
• Stock movement history
• Service templates
• Service categories
• Expense management
• Expense categories
• Expense approval workflow
• Subscription and recurring billing support
• Stripe payment integration
• Coupon and addon support
• Staff and department management
• Leave request management
• Timesheet management
• Task management
• Activity timeline
• Dashboard analytics
• Sales reports
• Invoice reports
• Expense reports
• Service performance reports
• Staff productivity reports
• Job completion reports
• Subscription metrics reports
• Role and permission management
• Permission groups
• Application settings
• Company settings
• Financial settings
• Email and SMTP settings
• Notification settings
• Branding settings
• File storage settings
• Login logs
• Activity logs
• PDF generation for invoices, estimates and proposals
• In-app notifications
• Demo mode protection
• Responsive modern interface

Requirements

• PHP 8.3 or higher
• MySQL 8.0 or higher / MariaDB supported version
• Composer 2 or higher
• Node.js and NPM
• Apache or Nginx server
• PHP BCMath extension
• PHP Ctype extension
• PHP cURL extension
• PHP DOM extension
• PHP Fileinfo extension
• PHP JSON extension
• PHP Mbstring extension
• PHP OpenSSL extension
• PHP PDO extension
• PHP Tokenizer extension
• PHP XML extension
• PHP Zip extension
• Writable storage and bootstrap/cache directories
• Cron job support for scheduled tasks
• Stripe account required for online payment and subscription features

Instructions

1. Download the main product ZIP file from your Codester account.
2. Extract the ZIP file on your local computer.
3. Upload the project files to your hosting server or local development environment.
4. Create a new MySQL database from your hosting control panel.
5. Import the provided SQL database file if demo data is included.
6. Copy the .env.example file and rename it to .env.
7. Update your database information inside the .env file.
8. Update your application URL, mail settings, and Stripe keys if you want to use online payment or subscription features.
9. Run composer install to install PHP dependencies.
10. Run php artisan key:generate to generate the application key.
11. Run php artisan migrate --seed if you want to install the system with demo data.
12. Run npm install and npm run build to build frontend assets.
13. Make sure the storage and bootstrap/cache folders have proper write permission.
14. Configure your web server document root to the public directory.
15. Login to the admin panel using the provided demo/admin credentials from the documentation.
16. Set up a cron job to run Laravel scheduler every minute for invoice reminders, estimate expiry notifications, subscription billing, overdue invoices and daily background tasks.

Recommended Cron Command:

* * * * * php /path-to-your-project/artisan schedule:run >> /dev/null 2>&1

Detailed installation steps, server requirements, demo credentials, Stripe setup and configuration instructions are included in the documentation.