mirror of https://github.com/itflow-org/itflow
115 lines
4.3 KiB
Markdown
115 lines
4.3 KiB
Markdown
## IT Documentation Accounting and Invoicing System for Small MSPs.
|
|
|
|
### Online Demo
|
|
|
|
* https://demo.itflow.org
|
|
* USERNAME: demo@demo
|
|
* PASSWORD: demo
|
|
|
|
### Features
|
|
* Client Documentation
|
|
* Contacts
|
|
* Locations (Head Quarters, Satellite locations)
|
|
* Vendors (ISP, WebHost, MailHost etc)
|
|
* Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc)
|
|
* Password Manager (AES Encrypted in DB)
|
|
* Domain Names
|
|
* Software (Manage Applications Licenses)
|
|
* Networks
|
|
* Files (PDF Contracts, Manuals, Router Backup Configs, etc)
|
|
* Documents (Tech Docs, How-tos, Notes, etc)
|
|
* Tickets
|
|
* Client Documentation (Single Downloadable PDF of all documentation for a client)
|
|
* Client Portal
|
|
* Invoice, Quotes and Payment information
|
|
* More to come soon...
|
|
* Invoicing
|
|
* Automatically Emails Past Due Invoices to clients
|
|
* Auto Email Receipts upon receiving payments
|
|
* Automatic Recurring Invoices
|
|
* Quotes
|
|
* Automated customer approval process using a link that sent via email
|
|
* Turn Quotes into invoices with a signle click
|
|
* Accounting
|
|
* Expense Tracking (Track Internal Business Expenses such as Office Supplies, Professional Services, Equipment etc)
|
|
* Profit and Loss Reports
|
|
* Income/Expense Summaries
|
|
* Travel Mileage Tracking (Track your mileage to and from clients and other points of business)
|
|
* Account Transfers / Deposits (Keep track of money transfers from account to account)
|
|
* Accounts
|
|
* Alerting/Notifications
|
|
* Low Account Balances
|
|
* Domains to expire
|
|
* Password reset reminder for customers
|
|
* Past Due Invoices
|
|
* Software License Expiration
|
|
* Calendar
|
|
* Schedule Jobs
|
|
* Overview of Invoices, Domains that are expiring, etc
|
|
* Schedule Events
|
|
* Automatic Email Reminders of upcoming calendar events to customers
|
|
* Dashboard
|
|
* Overview of business financials
|
|
|
|
* 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 Emails for Mailing list Integration
|
|
* Check account Balances using FreePBX IVR
|
|
|
|
* Multi-Tenant - One Instance Multiple Companies and Users
|
|
* Audit Logging - Logs actions of users on the system
|
|
* Permission / Roles
|
|
* 2FA Login Support (TOTP)
|
|
|
|
### Installation Instructions
|
|
|
|
* Change directory to your webroot
|
|
* git clone https://github.com/johnnyq/itflow.git .
|
|
* Create a MySQL/MariaDB database
|
|
* Point your browser to your Web Server
|
|
* Go through the Setup Process
|
|
* Login
|
|
* Start inputing some data
|
|
|
|
#### Requirements
|
|
* Webserver (Apache, NGINX)
|
|
* PHP7+
|
|
* MariaDB / MySQL
|
|
|
|
### Technologies Used
|
|
* Backend / PHP libs
|
|
* PHP
|
|
* MariaDB / MySQL
|
|
* PHPmailer
|
|
|
|
* CSS
|
|
* Bootstrap
|
|
* AdminLTE
|
|
* fontawesome
|
|
|
|
* JS Libraries
|
|
* chart.js
|
|
* moments.js
|
|
* Jquery
|
|
* pdfmake
|
|
* Select2
|
|
* SummerNote
|
|
* FullCalendar.io
|
|
|
|
### API Calls
|
|
* Caller ID lookup (Great for integrating with your phone system like FreePBX, and having your VOIP phone return the client thats calling) - /api.php?api_key=[API_KEY]&cid=[PHONE_NUMBER] - Returns a name
|
|
* XML Phonebook Download (Great for using with VOIP Phones so phpnes have an up to date directory) - /api.php?api_key=[API_KEY]&phonebook
|
|
* Client Email (great for mailing lists) - /api.php?api_key=[API_KEY]&client_emails - Returns Client Name - Email Address
|
|
* Account Balance for Client (can be integrated into multiple places for example in FreePBX Press 3 to check account balance, please enter your client ID your blanace is) - /api.php?api_key=[API_KEY]&client_id=[CLIENT_ID] - Returns Account Balance
|
|
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 / 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,
|
|
* CalDAV to integrate with 3rd party calendars
|
|
* CardDAV to integrate with 3rd party Address books
|
|
* Stripe Integration for online payments
|
|
* 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
|
|
* WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)
|