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itflow
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updated README to include demo and other changes

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johnny@pittpc.com 2021-01-08 20:44:37 -05:00
parent 665c8e24f7
commit d39e2d9bfa
2 changed files with 35 additions and 22 deletions
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49
README.md
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@ -1,31 +1,39 @@
## IT Documentation Accounting and Invoicing System for Small Managed IT Companies
Online Demo Available
https://demo.itflow.org
USERNAME: demo@demo
PASSWORD: demo
### Features
* Manage Clients
* Client Documentation
* Contacts
* Locations
* Vendors
* Locations (Head Quarters, Satellite locaitons)
* Vendors (ISP, WebHost, MailHost etc)
* Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc)
* Password Manager (AES Encrypted in DB)
* Domain Names
* Applications
* Domain Names
* Applications Licenses
* Networks
* Files
* Documentation
* Notes
* Tickets
* Single Downloadable PDF of all documentation for a client to give them.
* Client Portal
* Invoice and Payment information
* More to come soon...
* Invoicing
* Automatically Emails Past Due Invoices to clients
* Auto Email Receipts upon receiving payments
* Recurring Invoices
* Quotes / Estimates
* Automated customer approval
* Turn Quotes into invoices with a click
* Vendors
* Quotes
* Automated customer approval process using email
* Turn Quotes into invoices with a signle click
* Accounting
* Expense Tracking
* Profit and Loss Reports (Quarterly and Annually)
* Income/Expense Summary
* Profit and Loss Reports
* Income/Expense Summaries
* Travel Mileage Tracking
* Account Transfers / Deposits
* Accounts
@ -35,30 +43,30 @@
* Password reset reminder for customers
* Past Due Invoices
* Software License Expiring
* Calendar Integration
* Calendar
* Schedule Jobs
* Overview of Invoices Domains that are expiring
* Overview of Invoices, Domains that are expiring, etc
* Schedule Events
* Automatic Email Reminders of upcoming calendar events to customers
* Dashboard
* Gives a clear overview of your business financials using graphs and such
* Gives a clear overview of your business financials using graphs
* API
* XML Phonebook download for VOIP Phones
* FreePBX Integrated called ID (When call comes in it queries the Database and displays the company name on your caller ID as well as alerts you in the CRM)
* Pull Email Lists
* Pull Emails for Mailing list Integration
* Check account Balances using FreePBX IVR
* Multi-Tenant - One Instance Multiple Companies and Users
* Audit Logging - Logs actions of users on the system
* 2 Factor Authentication (TOTP)
* 2FA Login Support (TOTP)
### Installation Instructions
* Change directory to your webroot
* git clone https://github.com/johnnyq/pittpc_crm.git .
* git clone https://github.com/johnnyq/itflow.git .
* Create a MySQL database
* Point your browser to your web Server
* Go through the Setup Process
@ -93,11 +101,10 @@
NOTE: [API_KEY] - is auto generated when a company is created and shows up in General Settings, this can also be changed manually.
### Future Todo
* MeshCentral Integation to assign devices to assets and easily access remote desktop within the app, as well as pull vital information such as asset make, model, serial, hostname, Operating System,
* MeshCentral / TacticalRMM Integation to assign devices to assets and easily access remote desktop within the app, as well as pull vital information such as asset make, model, serial, hostname, Operating System,
* CalDAV to integrate with 3rd party calendars
* CardDAV to integrate with 3rd party Address books
* Stripe Integration for online payments
* Client Portal
* Toast Alerts with recent caller that matches caller ID in database which allows you to click on the toast alerts and bring up the clients account right away.
* Built-in mailing list used for alerts and marketing
* WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)
* WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)

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ticket.php
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@ -175,7 +175,13 @@ if(isset($_GET['ticket_id'])){
<div class="ml-1"><i class="fa fa-fw fa-clock text-secondary mr-2 mb-2"></i> <?php echo $ticket_created_at; ?></div>
</div>
<a href="post.php?close_ticket=<?php echo $ticket_id; ?>" class="btn btn-secondary btn-block">Close Ticket</a>
<?php
if($ticket_status !== "Closed"){
?>
<a href="post.php?close_ticket=<?php echo $ticket_id; ?>" class="btn btn-secondary btn-block">Close Ticket</a>
<?php
}
?>
</div>