{"id":282102,"date":"2026-06-22T22:29:49","date_gmt":"2026-06-22T20:29:49","guid":{"rendered":"https:\/\/media-met.hr\/wsm-documentation\/"},"modified":"2026-06-26T23:22:24","modified_gmt":"2026-06-26T21:22:24","slug":"wsm-documentation","status":"publish","type":"page","link":"https:\/\/media-met.hr\/en\/wsm-documentation\/","title":{"rendered":"WSM Documentation"},"content":{"rendered":"<div class=\"et_pb_section_0 et_pb_section et_section_regular et_block_section\">\n<div class=\"et_pb_row_0 et_pb_row et_block_row\">\n<div class=\"et_pb_column_0 et_pb_column et_pb_column_4_4 et-last-child et_block_column et_pb_css_mix_blend_mode_passthrough\">\n<div class=\"et_pb_code_0 et_pb_code et_pb_module\"><div class=\"et_pb_code_inner\"><!--\n  WP Maintenance CRM \u2014 DOCUMENTATION (EN, v3.0.0)\n  ===============================================\n  Content for a Divi CODE MODULE on the documentation page.\n  1) Page -> Use Divi Builder -> Build From Scratch\n  2) Section -> Row (1 column) -> CODE module\n  3) Paste EVERYTHING from <div class=\"wsm-doc\"> to the end into the code field (it does not render while you paste -> no freeze)\n  4) Save. 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.foot{background:#0d1b2e !important;-webkit-print-color-adjust:exact;print-color-adjust:exact}}\n<\/style>\n\n<div class=\"hero\">\n  <span class=\"pill\">Documentation \u00b7 v3.0.0<\/span>\n  <h1>WP Maintenance <span class=\"b\">CRM<\/span><\/h1>\n  <p>Clients, tickets, hours, invoices, reports, newsletter and a branded portal \u2014 everything for running WordPress maintenance in one plugin.<\/p>\n<\/div>\n\n<div class=\"toc\">\n  <span class=\"eyebrow\">Contents<\/span>\n  <ol>\n    <li><a href=\"#uvod\">Introduction<\/a><\/li>\n    <li><a href=\"#instalacija\">Installation<\/a><\/li>\n    <li><a href=\"#licenca\">License activation<\/a><\/li>\n    <li><a href=\"#klijenti\">Clients and plans<\/a><\/li>\n    <li><a href=\"#tiketi\">Tickets<\/a><\/li>\n    <li><a href=\"#sati\">Time tracking<\/a><\/li>\n    <li><a href=\"#izvjesca\">Work reports (PDF)<\/a><\/li>\n    <li><a href=\"#racuni\">Invoices<\/a><\/li>\n    <li><a href=\"#newsletter\">Newsletter<\/a><\/li>\n    <li><a href=\"#portal\">Client portal<\/a><\/li>\n    <li><a href=\"#ploca\">Dashboard<\/a><\/li>\n    <li><a href=\"#whitelabel\">White-label and language<\/a><\/li>\n    <li><a href=\"#zahtjevi\">Technical requirements<\/a><\/li>\n    <li><a href=\"#faq\">FAQ<\/a><\/li>\n    <li><a href=\"#kontakt\">Contact and support<\/a><\/li>\n  <\/ol>\n<\/div>\n\n<span class=\"eyebrow\" id=\"uvod\">Overview<\/span>\n<h2>1. Introduction<\/h2>\n<p>WP Maintenance CRM (WSM) is a system that agencies and freelancers use to run WordPress maintenance plans. It brings clients, tickets, time tracking, invoices, work reports, newsletter and a branded client portal into a single plugin \u2014 no spreadsheets, no scattered emails.<\/p>\n<p>The plugin installs on a single WordPress installation from which you manage all your clients. The entire interface and portal are bilingual (Croatian and English).<\/p>\n\n<span class=\"eyebrow\" id=\"instalacija\">Getting started<\/span>\n<h2>2. Installation<\/h2>\n<h3>Option A \u2014 Upload ZIP (recommended)<\/h3>\n<ol class=\"steps\">\n  <li>In the WordPress admin go to <strong>Plugins \u2192 Add New \u2192 Upload Plugin<\/strong>.<\/li>\n  <li>Select <code>wp-maintenance-crm-v3.0.0.zip<\/code> and click <strong>Install Now<\/strong>.<\/li>\n  <li>Activate the plugin. <strong>WP Maintenance CRM<\/strong> appears in the menu.<\/li>\n<\/ol>\n<h3>Option B \u2014 FTP\/SFTP<\/h3>\n<ol class=\"steps\">\n  <li>Unzip the ZIP.<\/li>\n  <li>Upload the plugin folder to <code>\/wp-content\/plugins\/<\/code>.<\/li>\n  <li>Activate the plugin in the WordPress admin.<\/li>\n<\/ol>\n<div class=\"note warn\"><span class=\"nt\">After updating<\/span>If something doesn't work right after an update, deactivate and reactivate the plugin \u2014 this clears the OPcache on your hosting.<\/div>\n\n<span class=\"eyebrow\" id=\"licenca\">License<\/span>\n<h2>3. License activation<\/h2>\n<ol class=\"steps\">\n  <li>Open <strong>WP Maintenance CRM \u2192 Settings<\/strong>.<\/li>\n  <li>Paste the license key you received by email and click <strong>Activate<\/strong>.<\/li>\n  <li>The license status (Active \/ Expired) is shown in Settings.<\/li>\n<\/ol>\n<p>Key format: <code>WSMC-XXXX-XXXX-XXXX<\/code><\/p>\n<div class=\"note ok\"><span class=\"nt\">License terms<\/span>\n<ul style=\"margin:6px 0 0\">\n  <li>The license is valid for <strong>one domain<\/strong> and is verified weekly via the media-met license server.<\/li>\n  <li>The <strong>annual<\/strong> license (\u20ac99\/year) includes all updates and support during the subscription.<\/li>\n  <li>The <strong>lifetime<\/strong> license (\u20ac249 one-time) includes lifetime updates, with no recurring payment.<\/li>\n  <li>Updates work as long as the license is active.<\/li>\n<\/ul><\/div>\n\n<span class=\"eyebrow\" id=\"klijenti\">CRM<\/span>\n<h2>4. Clients and plans<\/h2>\n<p>Link your WordPress users to maintenance plans and manage them from one place.<\/p>\n<ul>\n  <li><strong>Adding a client:<\/strong> WP Maintenance CRM \u2192 Clients \u2192 Add Client (name, email, plan, custom price, start date). On creation the client receives a welcome email.<\/li>\n  <li><strong>Plans:<\/strong> customizable prices and billing cycles per client.<\/li>\n  <li><strong>Bulk operations:<\/strong> change plan, send reminders, export and delete for multiple clients at once.<\/li>\n  <li><strong>CSV import:<\/strong> quickly bring in your existing client base from a CSV file.<\/li>\n  <li><strong>Maintenance mode:<\/strong> toggle maintenance mode on\/off per individual client.<\/li>\n<\/ul>\n\n<span class=\"eyebrow\" id=\"tiketi\">Support<\/span>\n<h2>5. Tickets<\/h2>\n<p>Every client request is a ticket with a status and priority \u2014 no more scattered emails.<\/p>\n<ul>\n  <li>Statuses, priorities and categories for organization.<\/li>\n  <li>TinyMCE editor for replies.<\/li>\n  <li>File attachments (images and PDF), with ZIP download.<\/li>\n  <li>Automatic email notifications on a new ticket and reply.<\/li>\n<\/ul>\n\n<span class=\"eyebrow\" id=\"sati\">Tracking<\/span>\n<h2>6. Time tracking<\/h2>\n<p>Log hours per client and, optionally, tied to a specific ticket.<\/p>\n<ul>\n  <li>Fast AJAX form for logging hours.<\/li>\n  <li>Monthly summaries per client.<\/li>\n  <li>Hours are automatically pulled into work reports.<\/li>\n<\/ul>\n\n<span class=\"eyebrow\" id=\"izvjesca\">Reports<\/span>\n<h2>7. Work reports (PDF)<\/h2>\n<p>Structured reports that automatically pull data from the CRM.<\/p>\n<ul>\n  <li>Date range picker (from\u2013to).<\/li>\n  <li>Export to PDF with your logo \u2014 ready to send to the client.<\/li>\n  <li>The client also sees reports in their portal.<\/li>\n<\/ul>\n\n<span class=\"eyebrow\" id=\"racuni\">Billing<\/span>\n<h2>8. Invoices<\/h2>\n<p>Upload PDF invoices for a client; the client views and downloads them in the portal, in the Invoices tab.<\/p>\n\n<span class=\"eyebrow\" id=\"newsletter\">Communication<\/span>\n<h2>9. Newsletter<\/h2>\n<p>Send messages to all clients, by plan or manual selection.<\/p>\n<ul>\n  <li>TinyMCE editor, merge tags and templates.<\/li>\n  <li>Recipient filtering before sending.<\/li>\n  <li>Log of sent messages.<\/li>\n<\/ul>\n\n<span class=\"eyebrow\" id=\"portal\">Portal<\/span>\n<h2>10. Client portal<\/h2>\n<p>Clients log in and see everything themselves \u2014 fewer questions for you, a more professional impression for them.<\/p>\n<ul>\n  <li>Six tabs: Overview, Tickets, Hours, Reports, Invoices, Settings.<\/li>\n  <li>Portal theme: Dark \/ Light \/ Auto.<\/li>\n  <li>Custom password reset flow with branded portal pages.<\/li>\n<\/ul>\n<p>The portal and login are set up with shortcodes on pages:<\/p>\n<ul>\n  <li><code>[wsm\u200b_portal]<\/code> \u2014 client portal<\/li>\n  <li><code>[wsm\u200b_login]<\/code> \u2014 client login<\/li>\n<\/ul>\n\n<span class=\"eyebrow\" id=\"ploca\">Dashboard<\/span>\n<h2>11. Dashboard<\/h2>\n<p>You see maintenance revenue on the first screen.<\/p>\n<ul>\n  <li>MRR and ARR charts (monthly and annual revenue).<\/li>\n  <li>Client cards and widgets with key figures.<\/li>\n  <li>Overview of open tickets and hours in the current month.<\/li>\n<\/ul>\n\n<span class=\"eyebrow\" id=\"whitelabel\">Customization<\/span>\n<h2>12. White-label and language<\/h2>\n<ul>\n  <li><strong>White-label:<\/strong> replace all references to the plugin with your agency's name, logo and brand color \u2014 in the admin and in the portal.<\/li>\n  <li><strong>Email customization:<\/strong> header color, footer and signature, with a preview button.<\/li>\n  <li><strong>Language:<\/strong> fully bilingual (HR\/EN, 350+ translated strings) \u2014 you choose the language in Settings.<\/li>\n<\/ul>\n\n<span class=\"eyebrow\" id=\"zahtjevi\">Requirements<\/span>\n<h2>13. Technical requirements<\/h2>\n<div class=\"stats\">\n  <div class=\"stat\"><b>5.8+<\/b><span>WordPress (6.x tested)<\/span><\/div>\n  <div class=\"stat\"><b>7.4+<\/b><span>PHP (8.x recommended)<\/span><\/div>\n  <div class=\"stat\"><b>5.7+<\/b><span>MySQL \/ MariaDB 10.3+<\/span><\/div>\n  <div class=\"stat\"><b>EN \/ HR<\/b><span>350+ strings<\/span><\/div>\n  <div class=\"stat\"><b>1 domain<\/b><span>per license<\/span><\/div>\n<\/div>\n\n<span class=\"eyebrow\" id=\"faq\">Questions<\/span>\n<h2>14. FAQ<\/h2>\n<details><summary>How many domains does the license cover?<\/summary><div class=\"ans\">One license is valid for one domain and is checked weekly via the license server. For multiple domains you need multiple licenses.<\/div><\/details>\n<details><summary>Do I get updates?<\/summary><div class=\"ans\">The annual license includes all updates during the subscription. The lifetime license includes lifetime updates, with no recurring payment.<\/div><\/details>\n<details><summary>Can I display it under my own brand?<\/summary><div class=\"ans\">Yes. White-label replaces all references to the plugin with your agency's name, logo and colors \u2014 in the admin and in the client portal.<\/div><\/details>\n<details><summary>Is it available in other languages?<\/summary><div class=\"ans\">Yes, the plugin is fully bilingual (HR\/EN) with over 350 translated strings. You choose the language in Settings.<\/div><\/details>\n<details><summary>How does a client access the portal?<\/summary><div class=\"ans\">You set up pages with the [wsm\u200b_login] and [wsm\u200b_portal] shortcodes. The client logs in and sees their plan, tickets, hours, reports and invoices in the portal.<\/div><\/details>\n<details><summary>What if something doesn't work after an update?<\/summary><div class=\"ans\">Deactivate and reactivate the plugin \u2014 this clears the OPcache on your hosting.<\/div><\/details>\n\n<span class=\"eyebrow\" id=\"kontakt\">Contact<\/span>\n<h2>15. Contact and support<\/h2>\n<p>For questions and help, reach out to <a href=\"mailto:info@media-met.hr\">info@media-met.hr<\/a>. More about products and services at <a href=\"https:\/\/media-met.hr\/en\/\">media-met.hr<\/a>.<\/p>\n<p style=\"color:var(--muted);font-size:14.5px\">Support hours: Mon\u2013Fri, 9:00\u201317:00 (CET). We reply within one business day; Lifetime customers get priority.<\/p>\n\n<div class=\"foot\">\n  <b>media-met, obrt za ra\u010dunalne usluge<\/b> \u00b7 OIB 98877392843<br>\n  WP Maintenance CRM \u00b7 v3.0.0 \u00b7 <a href=\"https:\/\/media-met.hr\/en\/\">media-met.hr<\/a>\n  <br>\n  <button class=\"printbtn\" onclick=\"window.print()\">Print \/ save as PDF<\/button>\n<\/div>\n<\/div><\/div><\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-282102","page","type-page","status-publish","hentry"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"Documentation \u00b7 v3.0.0 WP Maintenance CRM Clients, tickets, hours, invoices, reports, newsletter and a branded portal \u2014 everything for running WordPress maintenance in one plugin. 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