ServiCore – Laravel Service Management & CRM with Invoicing

1Overview

ServiCore is a modern Laravel CRM and service management solution designed for small to medium businesses, agencies, service companies, maintenance teams, and internal operation teams.

CRM Management

Manage contacts, leads, deals, activities, tasks, pipelines, stages, and follow-up operations.

Sales & Billing

Create invoices, receive payments, track due amounts, and connect sales data with reporting dashboards.

Service Operations

Convert sold services into service jobs and manage technicians, job status, and productivity.

2Core Features

The system includes a complete set of modules required to manage CRM, invoicing, service workflow, and business operations.

Lead management with stages, pipelines, and Kanban board
Deal management with stages, pipelines, products, and services
Contact management with customer/business information
Task and activity tracking for CRM follow-ups
Product and service catalog management
Invoice creation and payment tracking

Service job management with assigned staff workflow
Expense categories and expense management
Sales, invoice, service, productivity, job completion, and expense reports
Dashboard sections for overview, sales, and service operations
General settings, branding, email, financial, and security settings
Role, permission, and access control management

3Complete Business Workflow

ServiCore is designed to handle the full customer journey from lead capture to business reporting.

Lead→ Contact→ Deal→ Products / Services→ Invoice→ Payment→ Service Job→ Expense→ Reports→ Dashboard

4Completed Modules

Module	Completed Sections	Purpose
Dashboard	Overview, Sales, Service Operations	Business summary, sales analytics, and service operations insights.
Contacts	Manage Contacts	Central customer and business contact management.
Leads	Manage Leads, Manage Stages, Manage Pipelines, Kanban Board	Lead tracking, pipeline movement, and lead conversion workflow.
Deals	Manage Deals, Manage Stages, Manage Pipelines, Kanban Board	Sales opportunity tracking with product and service association.
Tasks & Activities	Tasks, Activities	Follow-ups, notes, calls, meetings, reminders, and team task tracking.
Sales	Invoices, Payments	Invoice generation, payment recording, and billing workflow.
Expenses	Expense Category, Manage Expense	Expense tracking and business cost management.
Service Jobs	All Jobs, Kanban Board, My Assigned Jobs	Service execution workflow and staff job assignment.
Products & Services	Manage Products, Product Categories, Manage Services, Service Categories	Catalog management for saleable products and services.
Reports	Sales, Invoice, Service, Staff Productivity, Job Completion, Expense	Operational and financial reporting.
Settings	General Settings, Tags, Permission Groups, Permissions, Roles, Assignments	System configuration, branding, email, financial settings, and access control.
Profile	User Profile Management	Authenticated user profile and account management.

5Server Requirements

Before installation, make sure your hosting/server environment supports a modern Laravel application.

PHP 8.2 or higher recommended
MySQL 8.0 or MariaDB equivalent
Composer installed
Node.js and NPM installed
PHP extensions required by Laravel

Writable storage and bootstrap/cache directories
SSL certificate recommended for production
Cron job access for Laravel scheduler
SMTP credentials for outgoing email
Proper file storage configuration

6Installation Guide

Follow these general Laravel installation steps after uploading the project files to your server.

Step 1: Upload Files

Upload all project files to your hosting account or server directory.

Step 2: Install Dependencies

Run Composer and NPM commands to install backend and frontend dependencies.

Step 3: Configure Environment

Create and update the .env file with database, app URL, mail, queue, and storage details.

Step 4: Run Migration

Run migrations and seeders to prepare the database and initial admin data.

composer install
cp .env.example .env
php artisan key:generate

# Update database credentials inside .env
php artisan migrate --seed

npm install
npm run build

php artisan storage:link
php artisan optimize:clear
php artisan optimize

7Important Configuration

After installation, review these settings from the admin panel and environment file.

Configuration	Where to Update	Notes
Application URL	`.env`	Set `APP_URL` correctly to avoid broken image, asset, and link issues.
Database	`.env`	Update DB host, database name, username, and password.
Email & SMTP	Settings → General Setting → Email & SMTP	Configure SMTP for notifications, password reset, and system emails.
Company Profile	Settings → General Setting → Company Setting	Update company name, address, phone, email, logo, and business details.
Invoice & Billing	Settings → General Setting → Invoice & Billing	Configure invoice prefix, numbering, tax, currency, and billing preferences.
File Storage	Settings → General Setting → File Storage	Check local/public storage and make sure `storage:link` is completed.
Security	Settings → General Setting → Security	Review authentication, access, and security preferences.

8Roles & Permissions

ServiCore includes multi-role access control for managing who can access specific modules and actions.

Admin

Full system access including settings, users, roles, permissions, reports, and all business modules.

Staff

Operational access for assigned tasks, service jobs, CRM activities, and permitted modules.

Client

Limited dashboard access depending on the enabled client portal or business workflow.

Tip: After installation, review permission groups, permissions, roles, assign roles, and assign permissions before adding production users.

9Support & Customization

This product is built with a modular Laravel architecture, making it easier to customize, extend, and adapt to different service businesses.

Use the existing UI components when adding new screens
Keep route names and folder structure consistent
Use permissions for every new protected module
Clear cache after deployment or major configuration changes

Backup the database before updating production files
Do not edit vendor files directly
Use environment variables for sensitive credentials
Test invoice, payment, and email flow after setup