mirror of
https://github.com/itflow-org/itflow
synced 2026-02-28 19:04:52 +00:00
1ee9fb427c318b01369f43c7e174c6137c8768bf
updated UI of the login screen, app name. changed username to email changed button from back to blue
IT Documentation Accounting and Invoicing System for Small Managed IT Companies
Features
-
Manage Clients
- Contacts
- Locations
- Vendors
- Assets
- Password Manager (AES Encrypted in DB)
- Domain Names
- Applications
- Networks
- Files
- Documentation
- Tickets
-
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
-
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
-
Calendar Integration
- Schedule Jobs
- Overview of Invoices Domains that are expiring
- Schedule Events
- Automatic Email Reminders of upcomming calendar events to customers
-
Dashboard
- Gives a clear overview of your business financials using graphs and such
-
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
- 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)
Installation Instructions
- Clone this repo
- Create a Mysql database
- Point your browser to the URL where you downloaded the crm
- Go through the Setup Process
- Login
- Start inputting some data
Requirements
- Webserver (Apache, NGINX)
- PHP7+
- Mysql or MariaDB
Technologies Used
- PHP/MySQL
- AdminLTE3
- fontawesome
- chart.js
- moments.js
- Jquery
- PHPmailer
- mPDF
- FullCalendar.io
- Select2
- Date Range Picker
- Bootstrap Typeahead
- SummerNote
API Calls
- Caller ID lookup (Returns a Name) - /api.php?api_key=[API_KEY]&cid=[PHONE_NUMBER]
- XML Phonebook Download - /api.php?api_key=[API_KEY]&phonebook
- Client Email (Returns Client Name - Email Address) - /api.php?api_key=[API_KEY]&client_emails
- Account Balance for Client (Returns Account Balance) - /api.php?api_key=[API_KEY]&client_id=[CLIENT_ID] 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 Operating System,
- 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
- 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
Description
Languages
PHP
90.8%
JavaScript
9%
CSS
0.2%