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https://github.com/itflow-org/itflow
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updated README to include demo and other changes
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README.md
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README.md
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## IT Documentation Accounting and Invoicing System for Small Managed IT Companies
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## IT Documentation Accounting and Invoicing System for Small Managed IT Companies
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Online Demo Available
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https://demo.itflow.org
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USERNAME: demo@demo
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PASSWORD: demo
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### Features
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### Features
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* Manage Clients
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* Client Documentation
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* Contacts
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* Contacts
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* Locations
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* Locations (Head Quarters, Satellite locaitons)
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* Vendors
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* Vendors (ISP, WebHost, MailHost etc)
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* Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc)
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* Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc)
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* Password Manager (AES Encrypted in DB)
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* Password Manager (AES Encrypted in DB)
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* Domain Names
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* Domain Names
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* Applications
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* Applications Licenses
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* Networks
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* Networks
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* Files
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* Files
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* Documentation
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* Notes
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* Tickets
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* Tickets
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* Single Downloadable PDF of all documentation for a client to give them.
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* Single Downloadable PDF of all documentation for a client to give them.
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* Client Portal
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* Invoice and Payment information
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* More to come soon...
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* Invoicing
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* Invoicing
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* Automatically Emails Past Due Invoices to clients
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* Automatically Emails Past Due Invoices to clients
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* Auto Email Receipts upon receiving payments
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* Auto Email Receipts upon receiving payments
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* Recurring Invoices
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* Recurring Invoices
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* Quotes / Estimates
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* Quotes
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* Automated customer approval
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* Automated customer approval process using email
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* Turn Quotes into invoices with a click
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* Turn Quotes into invoices with a signle click
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* Vendors
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* Accounting
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* Accounting
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* Expense Tracking
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* Expense Tracking
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* Profit and Loss Reports (Quarterly and Annually)
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* Profit and Loss Reports
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* Income/Expense Summary
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* Income/Expense Summaries
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* Travel Mileage Tracking
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* Travel Mileage Tracking
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* Account Transfers / Deposits
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* Account Transfers / Deposits
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* Accounts
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* Accounts
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* Password reset reminder for customers
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* Password reset reminder for customers
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* Past Due Invoices
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* Past Due Invoices
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* Software License Expiring
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* Software License Expiring
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* Calendar Integration
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* Calendar
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* Schedule Jobs
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* Schedule Jobs
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* Overview of Invoices Domains that are expiring
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* Overview of Invoices, Domains that are expiring, etc
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* Schedule Events
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* Schedule Events
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* Automatic Email Reminders of upcoming calendar events to customers
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* Automatic Email Reminders of upcoming calendar events to customers
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* Dashboard
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* Dashboard
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* Gives a clear overview of your business financials using graphs and such
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* Gives a clear overview of your business financials using graphs
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* API
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* API
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* XML Phonebook download for VOIP Phones
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* XML Phonebook download for VOIP Phones
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* 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)
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* 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)
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* Pull Email Lists
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* Pull Emails for Mailing list Integration
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* Check account Balances using FreePBX IVR
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* Check account Balances using FreePBX IVR
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* Multi-Tenant - One Instance Multiple Companies and Users
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* Multi-Tenant - One Instance Multiple Companies and Users
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* Audit Logging - Logs actions of users on the system
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* Audit Logging - Logs actions of users on the system
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* 2 Factor Authentication (TOTP)
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* 2FA Login Support (TOTP)
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### Installation Instructions
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### Installation Instructions
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* Change directory to your webroot
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* Change directory to your webroot
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* git clone https://github.com/johnnyq/pittpc_crm.git .
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* git clone https://github.com/johnnyq/itflow.git .
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* Create a MySQL database
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* Create a MySQL database
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* Point your browser to your web Server
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* Point your browser to your web Server
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* Go through the Setup Process
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* Go through the Setup Process
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NOTE: [API_KEY] - is auto generated when a company is created and shows up in General Settings, this can also be changed manually.
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NOTE: [API_KEY] - is auto generated when a company is created and shows up in General Settings, this can also be changed manually.
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### Future Todo
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### Future Todo
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* 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,
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* 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,
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* CalDAV to integrate with 3rd party calendars
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* CalDAV to integrate with 3rd party calendars
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* CardDAV to integrate with 3rd party Address books
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* CardDAV to integrate with 3rd party Address books
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* Stripe Integration for online payments
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* Stripe Integration for online payments
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* Client Portal
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* 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.
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* 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.
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* Built-in mailing list used for alerts and marketing
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* Built-in mailing list used for alerts and marketing
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* WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)
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* WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)
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@@ -175,7 +175,13 @@ if(isset($_GET['ticket_id'])){
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<div class="ml-1"><i class="fa fa-fw fa-clock text-secondary mr-2 mb-2"></i> <?php echo $ticket_created_at; ?></div>
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<div class="ml-1"><i class="fa fa-fw fa-clock text-secondary mr-2 mb-2"></i> <?php echo $ticket_created_at; ?></div>
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</div>
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</div>
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<a href="post.php?close_ticket=<?php echo $ticket_id; ?>" class="btn btn-secondary btn-block">Close Ticket</a>
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<?php
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if($ticket_status !== "Closed"){
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?>
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<a href="post.php?close_ticket=<?php echo $ticket_id; ?>" class="btn btn-secondary btn-block">Close Ticket</a>
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<?php
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}
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?>
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</div>
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</div>
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