'Alabama', 'AK'=>'Alaska', 'AZ'=>'Arizona', 'AR'=>'Arkansas', 'CA'=>'California', 'CO'=>'Colorado', 'CT'=>'Connecticut', 'DE'=>'Delaware', 'DC'=>'District of Columbia', 'FL'=>'Florida', 'GA'=>'Georgia', 'HI'=>'Hawaii', 'ID'=>'Idaho', 'IL'=>'Illinois', 'IN'=>'Indiana', 'IA'=>'Iowa', 'KS'=>'Kansas', 'KY'=>'Kentucky', 'LA'=>'Louisiana', 'ME'=>'Maine', 'MD'=>'Maryland', 'MA'=>'Massachusetts', 'MI'=>'Michigan', 'MN'=>'Minnesota', 'MS'=>'Mississippi', 'MO'=>'Missouri', 'MT'=>'Montana', 'NE'=>'Nebraska', 'NV'=>'Nevada', 'NH'=>'New Hampshire', 'NJ'=>'New Jersey', 'NM'=>'New Mexico', 'NY'=>'New York', 'NC'=>'North Carolina', 'ND'=>'North Dakota', 'OH'=>'Ohio', 'OK'=>'Oklahoma', 'OR'=>'Oregon', 'PA'=>'Pennsylvania', 'RI'=>'Rhode Island', 'SC'=>'South Carolina', 'SD'=>'South Dakota', 'TN'=>'Tennessee', 'TX'=>'Texas', 'UT'=>'Utah', 'VT'=>'Vermont', 'VA'=>'Virginia', 'WA'=>'Washington', 'WV'=>'West Virginia', 'WI'=>'Wisconsin', 'WY'=>'Wyoming', 'ON'=>'Ontario', 'QC'=>'Quebec', 'NS'=>'Nova Scotia', 'NB'=>'New Brunswick', 'MB'=>'Manitoba', 'BC'=>'British Columbia', 'PE'=>'Prince Edward Island', 'SK'=>'Saskatchewan', 'AB'=>'Alberta', 'NL'=>'Newfoundland and Labrador' ); if(isset($_POST['add_database'])){ $host = $_POST['host']; $database = $_POST['database']; $username = $_POST['username']; $password = $_POST['password']; $config_base_url = $_SERVER['HTTP_HOST'] . dirname($_SERVER['REQUEST_URI']); $myfile = fopen("config.php", "w"); $txt = "$name created!"; header("Location: setup.php?company"); } if(isset($_POST['add_company_settings'])){ $sql = mysqli_query($mysqli,"SELECT user_id FROM users"); $row = mysqli_fetch_array($sql); $user_id = $row['user_id']; $name = strip_tags(mysqli_real_escape_string($mysqli,$_POST['name'])); $country = strip_tags(mysqli_real_escape_string($mysqli,$_POST['country'])); $address = strip_tags(mysqli_real_escape_string($mysqli,$_POST['address'])); $city = strip_tags(mysqli_real_escape_string($mysqli,$_POST['city'])); $state = strip_tags(mysqli_real_escape_string($mysqli,$_POST['state'])); $zip = strip_tags(mysqli_real_escape_string($mysqli,$_POST['zip'])); $phone = preg_replace("/[^0-9]/", '',$_POST['phone']); $website = strip_tags(mysqli_real_escape_string($mysqli,$_POST['website'])); $email = strip_tags(mysqli_real_escape_string($mysqli,$_POST['email'])); mysqli_query($mysqli,"INSERT INTO companies SET company_name = '$name', company_address = '$address', company_city = '$city', company_state = '$state', company_zip = '$zip', company_country = '$country', company_phone = '$phone', company_email = '$email', company_website = '$website', company_logo = '$path', company_created_at = NOW()"); $company_id = mysqli_insert_id($mysqli); $config_api_key = keygen(); $config_base_url = $_SERVER['HTTP_HOST'] . dirname($_SERVER['REQUEST_URI']); mkdir("uploads/clients/$company_id"); mkdir("uploads/expenses/$company_id"); mkdir("uploads/settings/$company_id"); mkdir("uploads/tmp/$company_id"); if($_FILES['file']['tmp_name']!='') { $path = "uploads/settings/$company_id/"; $path = $path . time() . basename( $_FILES['file']['name']); $file_name = basename($path); move_uploaded_file($_FILES['file']['tmp_name'], $path); mysqli_query($mysqli,"UPDATE companies SET company_logo = '$path' WHERE company_id = $company_id"); } //Create Permissions mysqli_query($mysqli,"INSERT INTO permissions SET permission_level = 5, permission_default_company = $company_id, permission_companies = $company_id, user_id = $user_id"); mysqli_query($mysqli,"INSERT INTO settings SET company_id = $company_id, config_invoice_prefix = 'INV-', config_invoice_next_number = 1, config_invoice_overdue_reminders = '1,3,7', config_quote_prefix = 'QUO-', config_quote_next_number = 1, config_api_key = '$config_api_key', config_recurring_auto_send_invoice = 1, config_default_net_terms = 7, config_records_per_page = 10, config_send_invoice_reminders = 0, config_enable_cron = 0, config_ticket_next_number = 1, config_base_url = '$config_base_url'"); //Create Some Data mysqli_query($mysqli,"INSERT INTO accounts SET account_name = 'Cash', account_created_at = NOW(), company_id = $company_id"); mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Office Supplies', category_type = 'Expense', category_color = 'blue', category_created_at = NOW(), company_id = $company_id"); mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Travel', category_type = 'Expense', category_color = 'red', category_created_at = NOW(), company_id = $company_id"); mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Advertising', category_type = 'Expense', category_color = 'green', category_created_at = NOW(), company_id = $company_id"); mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Service', category_type = 'Income', category_color = 'orange', category_created_at = NOW(), company_id = $company_id"); mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Cash', category_type = 'Payment Method', category_color = 'purple', category_created_at = NOW(), company_id = $company_id"); mysqli_query($mysqli,"INSERT INTO categories SET category_name = 'Check', category_type = 'Payment Method', category_color = 'brown', category_created_at = NOW(), company_id = $company_id"); mysqli_query($mysqli,"INSERT INTO calendars SET calendar_name = 'Default', calendar_color = 'blue', calendar_created_at = NOW(), company_id = $company_id"); $myfile = fopen("config.php", "a"); $txt = "\$config_enable_setup = 0;\n\n"; fwrite($myfile, $txt); $txt = "?>\n"; fwrite($myfile, $txt); fclose($myfile); header("Location: login.php"); } ?> Install IT CRM
Setup Checks
  • Upload is readable and writeable
  • PHP 7+ Installed
Install
Setup Database
Create your first user
Company Settings
Start Install

Click on the install button to start the install process, you must create a database before proceeding

This process will accomplish the following

  • Create a config.php
  • Creates the following expense cataegories (Office Supplies, Advertising, Travel)
  • Creates the following payment methods (Cash, Check)
  • Creates an account named Cash
  • Creates an income category

After install add cron.php to your cron and set it to run once everyday at 11:00PM. This is so recurring invoices will automatically be sent out and created. This will also trigger late payment reminders, along with alerts such as domains expiration, etc.

An API is present to allow integration with other third pary apps. An API Key will be auto generated, and can be changed in settings after install. The API will give you the following capabilities

  • Address book XML for VOIP Phones
  • Caller ID Lookup
  • Get List of Emails in CSV to export to a mailing list
  • Get Balance, can be useful for customer's to get balances by phone
Install