From d39e2d9bfa7625110d23ca65731d085ae560a146 Mon Sep 17 00:00:00 2001 From: "johnny@pittpc.com" Date: Fri, 8 Jan 2021 20:44:37 -0500 Subject: [PATCH] updated README to include demo and other changes --- README.md | 49 ++++++++++++++++++++++++++++--------------------- ticket.php | 8 +++++++- 2 files changed, 35 insertions(+), 22 deletions(-) diff --git a/README.md b/README.md index f710a021..814c38b6 100644 --- a/README.md +++ b/README.md @@ -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) \ No newline at end of file +* WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey) diff --git a/ticket.php b/ticket.php index a5143070..e6825432 100644 --- a/ticket.php +++ b/ticket.php @@ -175,7 +175,13 @@ if(isset($_GET['ticket_id'])){
- Close Ticket + + Close Ticket +