New CRM Feature Release

There’s a compatibility issue with newer PHP versions that prevents some installations of UCM from logging in. There are two different ways to fix this: Edit the includes/config.php file and change DEMO_MODE to true, then login to your site, visit Settings > Upgrade and upgrade to latest version, then change DEMO_MODE back to false in the config file. Or; Download

Please reach out to me if you are interested in UCM code development. I’m thinking about opening up a github repository and taking community pull requests to improve this software. Send me an email if interested.

A lot of people ask me for hosting. It turns out finding reliable hosting that has all the features needed for UCM to operate successfully is quite tricky. So we decided to create our own. You can now get access to UCM Pro on our own hosting infrastructure for only $5 per month. Check it out over

Hello everyone, There has been a big update to UCM, we have started down the path of re-writing the code in a better and more extendable way. This is paving the way for much better (and quicker) updates and features in the future. Here is a quick summary of what is included in the latest update

The latest UCM Pro update includes a customer statement overview link. You can email this special link to the customer and they can click it to view all their invoices, quotes, jobs and payments in one easy to manage location. Find the link in the “Customer > Advanced” area. Here’s a screenshot:   A special thanks to MZ for this

A lot of people are asking for invoice numbering to be reset at the start of a year (for tax reasons). In the latest version you can go to Settings > Advanced and set the following 3 options: invoice_incrementing 1 invoice_incrementing_next 1 invoice_increment_date_check Y This will reset invoice numbering from 1 for this year.

The job finance table (at the bottom of a job page) now shows the total credit/debit values along with an overall total. Screenshot:

We’re working on an exciting new feature that will let you hide/show fields based on the user role. Here’s a screenshot: Check your UCM system for this update shortly.

We’re excited to release the new timer feature. Check it out in the live demo. Start a timer from any page of the system. Automatic timer starts when you open a job or ticket. Convert a timer into an invoice. More details over here: https://ultimateclientmanager.com/feature/task-timer/

It’s now possible to add a staff drop down list to a Custom Data form: