RevenuePilot CRM
Setup Wizard / v1.0.0
STEP 2 OF 8
1
Requirements
2
App
3
Database
4
DB Setup
5
Channels
6
Admin
7
Branding
8
Finish
Installer

App Settings

Set install profile, identity, localization, URL, and currency. Branding comes later.

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Required
Install Profile

Choose defaults for environment, queue, mail, and demo data

Profile defaults
Production uses database queues and safe provider switches. Demo also seeds sample data. Local uses debug mode and log mail.
Required
Identity

Name and basic app information

Shown in titles, emails, and invoices.
Used in compact UI areas.
One-line summary of the product.
Required
Localization

Timezone, locale, and display formats

Example: Asia/Karachi, UTC
Example: d M Y -> 09 Feb 2026
Use the domain root, not a /public URL.
Web root requirement
Point the hosting document root to the application's public directory. Do not add /public to the App URL.
Required
Currency

How amounts appear on invoices and reports

Tip: You can change these later from Settings. Keep them correct for initial setup.
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