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johnny@pittpc.com 00906e162c Added Test 2 2019-07-03 00:00:22 -04:00
css Lots of UI cleanups and update, gave a dark look for modals, bunch of icon changes etc 2019-05-13 14:53:17 -04:00
js Edit Calendar Event Now Works, now you can create calendars and select a color, added bootstrap select to add additnal html content to select boxes and make them look prettier 2019-06-06 13:22:25 -04:00
scss Updated SBAdmin Template along with chartjs, boostrap, fontawesome, jquery etc updated numbers to use mono-space, Add buttons are now just a + icon 2019-05-09 22:04:51 -04:00
vendor added input masks 2019-06-14 01:22:46 -04:00
.gitignore Added Folders 2019-07-02 23:50:50 -04:00
README.md Fixed issues with setup.php 2019-06-11 14:53:44 -04:00
accounts.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
add_account_modal.php More UI Cleanups 2019-05-13 16:33:34 -04:00
add_asset_modal.php added input masks 2019-06-14 01:22:46 -04:00
add_calendar_event_modal.php Fixed issues with setup.php 2019-06-11 14:53:44 -04:00
add_calendar_modal.php Edit Calendar Event Now Works, now you can create calendars and select a color, added bootstrap select to add additnal html content to select boxes and make them look prettier 2019-06-06 13:22:25 -04:00
add_category_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_client_modal.php switched clients listing over to the new serverside paging, sorting, searching, updated the table ui as well, started adding red * to required fields 2019-06-14 23:20:51 -04:00
add_contact_modal.php Tons of UI and code cleanups, renamed many sql tables and fields, started adding created_at and updated_at fields 2019-05-17 01:09:16 -04:00
add_domain_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_expense_copy_modal.php UI Cleanups 2019-06-13 23:32:35 -04:00
add_expense_modal.php UI Cleanups 2019-06-13 23:32:35 -04:00
add_expense_refund_modal.php UI Cleanups 2019-06-13 23:32:35 -04:00
add_file_modal.php Tons of UI and code cleanups, renamed many sql tables and fields, started adding created_at and updated_at fields 2019-05-17 01:09:16 -04:00
add_invoice_copy_modal.php UI Cleanups 2019-06-13 23:32:35 -04:00
add_invoice_modal.php UI Cleanups 2019-06-13 23:32:35 -04:00
add_invoice_recurring_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_location_modal.php added input masks 2019-06-14 01:22:46 -04:00
add_login_modal.php added input masks 2019-06-14 01:22:46 -04:00
add_network_modal.php added input masks 2019-06-14 01:22:46 -04:00
add_note_modal.php Tons of UI and code cleanups, renamed many sql tables and fields, started adding created_at and updated_at fields 2019-05-17 01:09:16 -04:00
add_payment_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_product_modal.php Lots of UI cleanups and update, gave a dark look for modals, bunch of icon changes etc 2019-05-13 14:53:17 -04:00
add_quote_copy_modal.php Quotes fully work now, including PDF, Email, Approval, Cancel, Edit, Copy, Copy to Invoice, also added quote_footer config to settings 2019-05-17 22:43:51 -04:00
add_quote_modal.php UI Cleanups 2019-06-13 23:32:35 -04:00
add_quote_to_invoice_modal.php Got rid of the due date and used client_net_terms if not used use the system default net terms 2019-05-18 20:49:30 -04:00
add_recurring_modal.php UI Cleanups 2019-06-13 23:32:35 -04:00
add_software_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_ticket_modal.php Added location to networks 2019-06-13 18:29:06 -04:00
add_transfer_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_trip_copy_modal.php added input masks 2019-06-14 01:22:46 -04:00
add_trip_modal.php UI Cleanups 2019-06-13 23:32:35 -04:00
add_user_modal.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
add_vendor_modal.php added input masks 2019-06-14 01:22:46 -04:00
alerts.php Added an API along with a an API key 2019-05-29 14:14:43 -04:00
api.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
base32static.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
blank.php First commit 2019-03-13 17:40:00 +00:00
calendar_events.php Edit Calendar Event Now Works, now you can create calendars and select a color, added bootstrap select to add additnal html content to select boxes and make them look prettier 2019-06-06 13:22:25 -04:00
categories.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
check_login.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
client.php Got rid of the due date and used client_net_terms if not used use the system default net terms 2019-05-18 20:49:30 -04:00
client_assets.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_contacts.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_domains.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_events.php Edit Calendar Event Now Works, now you can create calendars and select a color, added bootstrap select to add additnal html content to select boxes and make them look prettier 2019-06-06 13:22:25 -04:00
client_files.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_invoices.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_locations.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_logins.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_networks.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_notes.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_payments.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_print.php Tons of UI and code cleanups, renamed many sql tables and fields, started adding created_at and updated_at fields 2019-05-17 01:09:16 -04:00
client_quotes.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_recurring.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_routes.php Tons of UI and code cleanups, renamed many sql tables and fields, started adding created_at and updated_at fields 2019-05-17 01:09:16 -04:00
client_side_nav.php Edit Calendar Event Now Works, now you can create calendars and select a color, added bootstrap select to add additnal html content to select boxes and make them look prettier 2019-06-06 13:22:25 -04:00
client_software.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_tickets.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_vendors.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
clients.php Added Folders 2019-07-02 23:50:50 -04:00
clients_old.php switched clients listing over to the new serverside paging, sorting, searching, updated the table ui as well, started adding red * to required fields 2019-06-14 23:20:51 -04:00
cron.php UI Cleanups 2019-06-13 23:32:35 -04:00
dashboard.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
dashboard2.php Initial Integration of fullcalendar.io JS library, currently can see listed events 2019-05-29 20:05:55 -04:00
db.sql Added Folders 2019-07-02 23:50:50 -04:00
dev-clients-server-side.php Updates to recurring invoices 2019-05-18 18:46:14 -04:00
edit_account_modal.php Tons of UI and code cleanups, renamed many sql tables and fields, started adding created_at and updated_at fields 2019-05-17 01:09:16 -04:00
edit_asset_modal.php added input masks 2019-06-14 01:22:46 -04:00
edit_calendar_event_modal.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
edit_category_modal.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
edit_client_modal.php added input masks 2019-06-14 01:22:46 -04:00
edit_contact_modal.php Moved invoice logo to general settings, fixed invoice and quote not displaying invoice logo, added a switch to enable disable invoice reminders 2019-06-12 12:56:51 -04:00
edit_domain_modal.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
edit_expense_modal.php UI Cleanups 2019-06-13 23:32:35 -04:00
edit_invoice_modal.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
edit_location_modal.php added input masks 2019-06-14 01:22:46 -04:00
edit_login_modal.php Tons of UI and code cleanups, renamed many sql tables and fields, started adding created_at and updated_at fields 2019-05-17 01:09:16 -04:00
edit_network_modal.php added input masks 2019-06-14 01:22:46 -04:00
edit_note_modal.php Tons of UI and code cleanups, renamed many sql tables and fields, started adding created_at and updated_at fields 2019-05-17 01:09:16 -04:00
edit_product_modal.php Tons of UI and code cleanups, renamed many sql tables and fields, started adding created_at and updated_at fields 2019-05-17 01:09:16 -04:00
edit_quote_modal.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
edit_software_modal.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
edit_ticket_modal.php Added location to networks 2019-06-13 18:29:06 -04:00
edit_transfer_modal.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
edit_trip_modal.php UI Cleanups 2019-06-13 23:32:35 -04:00
edit_user_modal.php Changed upload paths 2019-05-27 13:45:47 -04:00
edit_vendor_modal.php added input masks 2019-06-14 01:22:46 -04:00
expenses.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
footer.php added input masks 2019-06-14 01:22:46 -04:00
functions.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
get_settings.php Added Folders 2019-07-02 23:50:50 -04:00
global_search.php Tons of UI and code cleanups, renamed many sql tables and fields, started adding created_at and updated_at fields 2019-05-17 01:09:16 -04:00
guest_footer.php started work on guest invoice view using a url key 2019-05-30 12:35:58 -04:00
guest_header.php started work on guest invoice view using a url key 2019-05-30 12:35:58 -04:00
guest_post.php Added contact name to vendors 2019-06-13 17:37:08 -04:00
guest_view_invoice.php Added contact name to vendors 2019-06-13 17:37:08 -04:00
guest_view_quote.php Added contact name to vendors 2019-06-13 17:37:08 -04:00
header.php Ported Invoices and client contacts over to the new serverside table listing instead of datatables 2019-06-16 01:36:01 -04:00
index.php First commit 2019-03-13 17:40:00 +00:00
invoice.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
invoices.php Ported Invoices and client contacts over to the new serverside table listing instead of datatables 2019-06-16 01:36:01 -04:00
invoices_old.php Ported Invoices and client contacts over to the new serverside table listing instead of datatables 2019-06-16 01:36:01 -04:00
login.php Updated 2FA UI 2019-06-16 23:56:40 -04:00
logout.php The start of client logins has begun, now can link a user with a client to allow client logins, clients can only view client.php there is more work to be done 2019-05-27 12:28:41 -04:00
pagination.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
pay_invoice.php More UI Cleanups, added a ticketing system, added milage linking with client, invoice, vendor or location, new DB dump 2019-05-14 19:03:42 -04:00
payments.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
post.php Added Folders 2019-07-02 23:50:50 -04:00
products.php moved vendors away from datatables to server side listing 2019-06-17 23:29:48 -04:00
quote.php Updated Email Quote and Invoice Templates, Invoice and Quote Guest view fully work, along with the ability for a guest to approve or reject a quote. PDF are no longer attached to emails they are provided as a link within an email and are recorded when viewed. Once viewed they can be printed or Downloaded as a PDF from the guest view pages. New option config_recurring_auto_email to automatically email the invoice on auto generated recurring Invoices 2019-06-02 00:52:56 -04:00
quotes.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
recurring.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
recurring_invoice.php Added alert feedback boxes, little ui fixes for quote invoice and recurring added rejected instead of cancelled for quotes, and other little ui cleanups 2019-05-25 21:14:08 -04:00
report_expense_summary.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
report_income_summary.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
report_profit_loss.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
rfc6238.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
robots.txt First commit 2019-03-13 17:40:00 +00:00
settings-backup.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
settings-carddav.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
settings-company.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
settings-defaults.php Started adding settings and made icons bigger under client details nav 2019-04-23 10:37:44 -04:00
settings-general.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
settings-invoice.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
settings-mail.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
settings-nav.php Moved invoice logo to general settings, fixed invoice and quote not displaying invoice logo, added a switch to enable disable invoice reminders 2019-06-12 12:56:51 -04:00
settings-user.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
setup.php Moved invoice logo to general settings, fixed invoice and quote not displaying invoice logo, added a switch to enable disable invoice reminders 2019-06-12 12:56:51 -04:00
side_nav.php rearranged side nav a little bit 2019-05-18 19:37:40 -04:00
test.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
test2.php Added Test 2 2019-07-03 00:00:22 -04:00
tickets.php moved tickets away from datatables to server side listing 2019-06-17 23:04:17 -04:00
top_nav.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
transactions.php Cleaned up unused files, did some code tidying 2019-05-10 21:56:13 -04:00
transfers.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
trips.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
users.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
vendors.php moved vendors away from datatables to server side listing 2019-06-17 23:29:48 -04:00
view_file_modal.php Tons of UI and code cleanups, renamed many sql tables and fields, started adding created_at and updated_at fields 2019-05-17 01:09:16 -04:00
view_note_modal.php Tons of UI and code cleanups, renamed many sql tables and fields, started adding created_at and updated_at fields 2019-05-17 01:09:16 -04:00
view_ticket_modal.php More UI Cleanups, added a ticketing system, added milage linking with client, invoice, vendor or location, new DB dump 2019-05-14 19:03:42 -04:00

README.md

CRM

CRM, Accounting and Invoicing System for small managed IT companies

Features

  • Manage Clients
    • Contacts
    • Locations
    • Vendors
    • Assets
    • Licenses
    • Logins
    • Domains
    • Apps
    • Networks
    • Files
    • Technical Notes
  • Invoicing
    • Email Past Due Reminders
    • Auto Email Receipts upon payments
    • Recurring Invoices
  • Quotes / Estimates
    • Automated customer approval
    • Turn Quotes into invoices with a click
  • Vendors
  • Accounting
    • Track Business Expenses
    • P&L Reports
    • Income/Expense Summary
    • Mileage Tracking
    • Account Transfers
    • Bank Accounts
  • Alerting/Notifications
    • Low Account Balances
    • Domains to expire
    • Password reset reminder for customers
    • Past Due Invoices
    • Software License Expiring
    • Many more...
  • Calendar Integration
    • Schedule Jobs
    • Overview of Invoices Domains
    • Schedule Events
  • Dashboard
    • Gives a clear overview of your business

Installation Instructions

  • Download the files in this repository
  • Create a Mysql database
  • Point your browser to setup.php fill in the info
  • Your Done! that easy..

Requirements

  • Webserver (Apache, NGINX)
  • PHP7+
  • Mysql or MariaDB

Technologies Used

  • PHP/MySQL
  • SB Admin Bootstrap CSS Framework
  • fontawesome
  • datatables
  • chart.js
  • moments.js
  • Jquery
  • PHPmailer
  • mPDF
  • FullCalendar.io
  • bootstrap-select
  • Date Range Picker
  • Bootstrap Typeahead
  • EasyMDE forked from SimpleMDE
  • parsedown

Future Todo

  • FreePBX "Asterisk" Integration (For CallerID and to track client calls within the app)
  • MeshCentral Integation to assign devices and easily access remote desktop within the app
  • HestiaCP Integration for intergrating domains and webclients
  • CalDAV to integrate with 3rd party calendars
  • CardDAV to integrate with 3rd party Address books
  • Unifi and UNMS integration