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itflow
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johnny@pittpc.com 21b714c9d7 Fixed issue with copy invoice where it would not generate a URL Key for guest view 2019-12-06 14:26:50 -05:00
css Remove some old files, updated guest urls to work with the new multi company features, and some other multi company update 2019-08-15 18:29:28 -04:00
dist More updates to the UI 2019-11-24 20:24:21 -05:00
js Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
plugins finished porting over to select2 2019-11-22 21:17:19 -05:00
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
uploads Created a tmp directory, added states array to setup add localhost default database host value to setup, added inputmask to setup 2019-08-22 13:24:36 -04:00
vendor Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
.gitignore Created a tmp directory, added states array to setup add localhost default database host value to setup, added inputmask to setup 2019-08-22 13:24:36 -04:00
README.md updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
accounts.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
add_account_modal.php Added Red * to required fields, fixed blank form dates not erroring out because of not being null, current defaults to 0000-00-00 if blank 2019-07-27 19:58:59 -04:00
add_asset_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
add_calendar_event_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
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 Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_client_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_company_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_contact_modal.php Refinements to ticketting system, Added force recurring option created company_id chile directories for clients, settings, expenses, added dir checks to add client and add contact and much more. 2019-08-21 00:59:27 -04:00
add_domain_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
add_expense_copy_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_expense_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_expense_refund_modal.php UI Cleanups 2019-06-13 23:32:35 -04:00
add_file_modal.php Added Red * to required fields, fixed blank form dates not erroring out because of not being null, current defaults to 0000-00-00 if blank 2019-07-27 19:58:59 -04:00
add_invoice_copy_modal.php Removed even more static Quote and Invoice Prefixes 2019-08-12 13:28:50 -04:00
add_invoice_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_invoice_recurring_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_location_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_login_modal.php Fixed Login Software relation, fixed asset logins etc 2019-08-03 19:41:58 -04:00
add_network_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
add_note_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_payment_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
add_product_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_quote_copy_modal.php Removed even more static Quote and Invoice Prefixes 2019-08-12 13:28:50 -04:00
add_quote_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_quote_to_invoice_modal.php Removed even more static Quote and Invoice Prefixes 2019-08-12 13:28:50 -04:00
add_recurring_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_revenue_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_software_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
add_ticket_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_transfer_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_trip_copy_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_trip_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_user_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_vendor_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
alerts.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
api.php Added amount field to recurring listings 2019-09-18 13:32:37 -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_domains.php Added the missing October to Cashflow on the Dashboard, added more calendar events etc 2019-09-21 16:23:35 -04:00
calendar_events.php Migrated from sbadmin to AdminLTE CSS framework 2019-11-19 18:29:02 -05:00
categories.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
check_login.php More updates to the UI 2019-11-24 20:24:21 -05:00
client.php Top Search bar now searches clients, added events and trips to client details, started adding trims to trim whitespace on beginning and end of some inputs 2019-11-21 21:23:34 -05:00
client_add_calendar_event_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
client_add_trip_copy_modal.php Top Search bar now searches clients, added events and trips to client details, started adding trims to trim whitespace on beginning and end of some inputs 2019-11-21 21:23:34 -05:00
client_add_trip_modal.php Top Search bar now searches clients, added events and trips to client details, started adding trims to trim whitespace on beginning and end of some inputs 2019-11-21 21:23:34 -05:00
client_assets.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
client_contacts.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
client_domains.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_edit_calendar_event_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
client_edit_trip_modal.php Top Search bar now searches clients, added events and trips to client details, started adding trims to trim whitespace on beginning and end of some inputs 2019-11-21 21:23:34 -05:00
client_events.php Top Search bar now searches clients, added events and trips to client details, started adding trims to trim whitespace on beginning and end of some inputs 2019-11-21 21:23:34 -05:00
client_files.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_invoices.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_locations.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
client_logins.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_networks.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_notes.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_payments.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_print.php Changes to alerts settings moved enable cron to alerts, updated base url for guest portal 2019-08-24 20:20:38 -04:00
client_quotes.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_recurring.php Added amount field to recurring listings 2019-09-18 13:32:37 -04:00
client_routes.php Top Search bar now searches clients, added events and trips to client details, started adding trims to trim whitespace on beginning and end of some inputs 2019-11-21 21:23:34 -05:00
client_side_nav.php Top Search bar now searches clients, added events and trips to client details, started adding trims to trim whitespace on beginning and end of some inputs 2019-11-21 21:23:34 -05:00
client_software.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_tickets.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_trips.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_vendors.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
clients.php Added Adavnced Filter to customers and expenses, removed some text-mono, ui updates to ticket details, added quick links to reports under dashboard 2019-12-04 20:58:16 -05:00
clients_new.php Migrated from sbadmin to AdminLTE CSS framework 2019-11-19 18:29:02 -05:00
companies.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
contacts.php Updated Client Detail Header for better mobile fit, lots of progress on stripe pay and some other minor updates 2019-09-13 20:33:00 -04:00
cron.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
dashboard.php Added Adavnced Filter to customers and expenses, removed some text-mono, ui updates to ticket details, added quick links to reports under dashboard 2019-12-04 20:58:16 -05:00
db.sql Added category to products, also new db dump to include category_id under products Thanks @kristankenney 2019-09-28 14:16:16 -04:00
domains.php Updated Client Detail Header for better mobile fit, lots of progress on stripe pay and some other minor updates 2019-09-13 20:33:00 -04:00
edit_account_modal.php Fixed Login Software relation, fixed asset logins etc 2019-08-03 19:41:58 -04:00
edit_asset_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
edit_calendar_event_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
edit_category_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
edit_client_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
edit_company_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
edit_contact_modal.php Added Mobile Phone to contacts 2019-08-12 17:45:51 -04:00
edit_domain_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
edit_expense_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
edit_invoice_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
edit_item_modal.php gave recurring invoice details a similair look as quote and invoice reverted the isset note in recurring 2019-09-18 23:28:23 -04:00
edit_location_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
edit_login_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
edit_network_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
edit_note_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
edit_product_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
edit_quote_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
edit_revenue_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
edit_software_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
edit_ticket_modal.php Added Red * to required fields, fixed blank form dates not erroring out because of not being null, current defaults to 0000-00-00 if blank 2019-07-27 19:58:59 -04:00
edit_transfer_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
edit_trip_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
edit_user_modal.php Another Fix setup where user_companies was not creating a record due to user_id being out of the loop 2019-08-16 00:12:47 -04:00
edit_vendor_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
expenses.php Added Adavnced Filter to customers and expenses, removed some text-mono, ui updates to ticket details, added quick links to reports under dashboard 2019-12-04 20:58:16 -05:00
footer.php updated tickets ui, added close buttons on dashboard, other minor ui modifications 2019-11-23 21:34:56 -05:00
functions.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
get_settings.php Updated Client Detail Header for better mobile fit, lots of progress on stripe pay and some other minor updates 2019-09-13 20:33:00 -04:00
global_search.php More Security fixes escaping search and sortby GET vars 2019-08-31 15:38:16 -04:00
guest_footer.php Migrated from sbadmin to AdminLTE CSS framework 2019-11-19 18:29:02 -05:00
guest_header.php Fixed issue with guests requiring a login when viewing invoices by email. Removed check_login from guest header 2019-11-20 11:48:05 -05:00
guest_pay_invoice.php Remove some old files, updated guest urls to work with the new multi company features, and some other multi company update 2019-08-15 18:29:28 -04:00
guest_post.php Added more mysql escapes to more get vars 2019-08-28 22:01:22 -04:00
guest_view_invoice.php Migrated from sbadmin to AdminLTE CSS framework 2019-11-19 18:29:02 -05:00
guest_view_quote.php Migrated from sbadmin to AdminLTE CSS framework 2019-11-19 18:29:02 -05:00
header.php finished porting over to select2 2019-11-22 21:17:19 -05:00
index.php Added get OS Browser Device and IP functions, added these functions to guest view invoice, also added invoice view alert and other minor fixes 2019-08-28 21:47:40 -04:00
invoice.php More updates to the UI 2019-11-24 20:24:21 -05:00
invoices.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
login.php Migrated from sbadmin to AdminLTE CSS framework 2019-11-19 18:29:02 -05:00
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
logs.php Updated User Settings Page and added logging to most functions 2019-09-06 03:03:16 -04:00
noclients.php Refinements to ticketting system, Added force recurring option created company_id chile directories for clients, settings, expenses, added dir checks to add client and add contact and much more. 2019-08-21 00:59:27 -04:00
pagination.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
payments.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
post.php Fixed issue with copy invoice where it would not generate a URL Key for guest view 2019-12-06 14:26:50 -05:00
print_profit_loss.php Refinements to ticketting system, Added force recurring option created company_id chile directories for clients, settings, expenses, added dir checks to add client and add contact and much more. 2019-08-21 00:59:27 -04:00
products.php Added Adavnced Filter to customers and expenses, removed some text-mono, ui updates to ticket details, added quick links to reports under dashboard 2019-12-04 20:58:16 -05:00
quote.php Migrated from sbadmin to AdminLTE CSS framework 2019-11-19 18:29:02 -05:00
quotes.php Added Adavnced Filter to customers and expenses, removed some text-mono, ui updates to ticket details, added quick links to reports under dashboard 2019-12-04 20:58:16 -05:00
recurring.php Added amount field to recurring listings 2019-09-18 13:32:37 -04:00
recurring_invoice.php Migrated from sbadmin to AdminLTE CSS framework 2019-11-19 18:29:02 -05:00
report_expense_summary.php Added Adavnced Filter to customers and expenses, removed some text-mono, ui updates to ticket details, added quick links to reports under dashboard 2019-12-04 20:58:16 -05:00
report_income_summary.php Added Adavnced Filter to customers and expenses, removed some text-mono, ui updates to ticket details, added quick links to reports under dashboard 2019-12-04 20:58:16 -05:00
report_income_summary_2.php Refinements to ticketting system, Added force recurring option created company_id chile directories for clients, settings, expenses, added dir checks to add client and add contact and much more. 2019-08-21 00:59:27 -04:00
report_profit_loss.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
revenues.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
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-alerts.php Changes to alerts settings moved enable cron to alerts, updated base url for guest portal 2019-08-24 20:20:38 -04:00
settings-backup.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
settings-company.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
settings-defaults.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
settings-general.php Added Adavnced Filter to customers and expenses, removed some text-mono, ui updates to ticket details, added quick links to reports under dashboard 2019-12-04 20:58:16 -05:00
settings-invoice.php Changes to alerts settings moved enable cron to alerts, updated base url for guest portal 2019-08-24 20:20:38 -04:00
settings-mail.php Changes to alerts settings moved enable cron to alerts, updated base url for guest portal 2019-08-24 20:20:38 -04:00
settings-nav.php Updated Client Detail Header for better mobile fit, lots of progress on stripe pay and some other minor updates 2019-09-13 20:33:00 -04:00
settings-online-payment.php Updated Client Detail Header for better mobile fit, lots of progress on stripe pay and some other minor updates 2019-09-13 20:33:00 -04:00
settings-quote.php Modified the way the app detects setup mode, added an alerts setting page and other minor fixes and cleanups 2019-08-23 16:32:15 -04:00
settings-ticket.php Refinements to ticketting system, Added force recurring option created company_id chile directories for clients, settings, expenses, added dir checks to add client and add contact and much more. 2019-08-21 00:59:27 -04:00
settings-user.php Added Adavnced Filter to customers and expenses, removed some text-mono, ui updates to ticket details, added quick links to reports under dashboard 2019-12-04 20:58:16 -05:00
setup.php finished porting over to select2 2019-11-22 21:17:19 -05:00
side_nav.php updated side nav active links to use PHP_SELF instead of REQUEST_URI so the navs stay active even when you do a search or sort or page through 2019-11-29 14:46:53 -05:00
starter_new.php Migrated from sbadmin to AdminLTE CSS framework 2019-11-19 18:29:02 -05:00
ticket.php Added Adavnced Filter to customers and expenses, removed some text-mono, ui updates to ticket details, added quick links to reports under dashboard 2019-12-04 20:58:16 -05:00
tickets.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
top_nav.php Top Search bar now searches clients, added events and trips to client details, started adding trims to trim whitespace on beginning and end of some inputs 2019-11-21 21:23:34 -05:00
transactions.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
transfers.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
trips.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
users.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
vendors.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
view_client_note.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -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 Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00

README.md

IT Documentation Accounting and Invoicing System for Small Managed IT Companies

Features

  • Manage Clients

    • Contacts
    • Locations
    • Vendors
    • Assets
    • Password Manager
    • 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