prepare("INSERT INTO customers (name, contact_email, status) VALUES (?, ?, 'onboarding')"); $stmt->execute([$name, $email]); $customer_id = db()->lastInsertId(); // Seed onboarding tasks $tasks = [ 'Initial Kick-off Meeting', 'Discovery & Asset Inventory', 'Agent Deployment (RMM)', 'Network Security Audit', 'Backup & Disaster Recovery Setup', 'Microsoft 365 Tenant Review', 'Final Configuration Handover' ]; $stmt_task = db()->prepare("INSERT INTO onboarding_tasks (customer_id, task_name) VALUES (?, ?)"); foreach ($tasks as $task) { $stmt_task->execute([$customer_id, $task]); } $message = "Customer added successfully! View Onboarding Checklist"; } catch (PDOException $e) { $error = "Error adding customer: " . $e->getMessage(); } } } ?>

Add New Customer

Enter details to start the onboarding process.

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Adding a customer will automatically generate a standard 7-step onboarding checklist to track progress.