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johnny@pittpc.com 421b2b997c Removed more static Quote and Invoice Prefixes 2019-08-12 13:27:14 -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
uploads even more gitignore fixes 2019-08-05 17:39:19 -04:00
vendor added input masks 2019-06-14 01:22:46 -04:00
.gitignore even more gitignore fixes 2019-08-05 17:39:19 -04:00
README.md reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
accounts.php reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
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 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_calendar_event_modal.php Added Defaults for common tasks fex Default Calendar, default expense account 2019-08-03 20:11:57 -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 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_client_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_contact_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_domain_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_expense_copy_modal.php Fixed receipt uploads on copy expense modal 2019-08-12 12:00:13 -04:00
add_expense_modal.php reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
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 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_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_recurring_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_location_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_login_modal.php Fixed Login Software relation, fixed asset logins etc 2019-08-03 19:41:58 -04:00
add_network_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_note_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_payment_modal.php reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
add_product_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_quote_copy_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_quote_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_quote_to_invoice_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_recurring_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_revenue_modal.php reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
add_software_modal.php Fixed Login Software relation, fixed asset logins etc 2019-08-03 19:41:58 -04:00
add_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
add_transfer_modal.php reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
add_trip_copy_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_trip_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_user_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_vendor_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
alerts.php Added an API along with a an API key 2019-05-29 14:14:43 -04:00
api.php tocuhed up avatar icon and placement on top nav 2019-08-03 16:46:12 -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 Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -04:00
check_login.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
client.php tocuhed up avatar icon and placement on top nav 2019-08-03 16:46:12 -04:00
client_assets.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -04:00
client_contacts.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -04:00
client_domains.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -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 Invalid Get var in API redirect back to login Instead of showing error 2019-07-20 16:20:19 -04:00
client_invoices.php Fixed receipt uploads on copy expense modal 2019-08-12 12:00:13 -04:00
client_locations.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -04:00
client_logins.php Fixed Login Software relation, fixed asset logins etc 2019-08-03 19:41:58 -04:00
client_networks.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -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 Fixed receipt uploads on copy expense modal 2019-08-12 12:00:13 -04:00
client_print.php Fixed receipt uploads on copy expense modal 2019-08-12 12:00:13 -04:00
client_quotes.php Removed static Quote Prefixes 2019-08-12 13:23:36 -04:00
client_recurring.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
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 Fixed Login Software relation, fixed asset logins etc 2019-08-03 19:41:58 -04:00
client_tickets.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
client_vendors.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -04:00
clients.php Fixed Login Software relation, fixed asset logins etc 2019-08-03 19:41:58 -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 Some UI Enhancements, Fixed issue where dashboard was calculating transfers as well as payment as income, fixed missing syntax in cron.php, fixed issue where invoice notes were not showing under guest invoice view, updated the db to comply with mysql strict mode 2019-07-12 17:53:34 -04:00
dashboard.php Fixed receipt uploads on copy expense modal 2019-08-12 12:00:13 -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 New Database dump to include the reworkings of transfers, and the addition of revenues 2019-08-11 13:47:46 -04:00
dev-clients-server-side.php Updates to recurring invoices 2019-05-18 18:46:14 -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 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_calendar_event_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_category_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_client_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_contact_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_domain_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_expense_modal.php reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
edit_invoice_modal.php Removed more static Quote and Invoice Prefixes 2019-08-12 13:27:14 -04:00
edit_location_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_login_modal.php Fixed Login Software relation, fixed asset logins etc 2019-08-03 19:41:58 -04:00
edit_network_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_note_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_product_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_quote_modal.php Removed more static Quote and Invoice Prefixes 2019-08-12 13:27:14 -04:00
edit_revenue_modal.php Fixed overdue status in invoice also added description under edit revenue 2019-08-12 12:19:44 -04:00
edit_software_modal.php Fixed Login Software relation, fixed asset logins etc 2019-08-03 19:41:58 -04:00
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 reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
edit_trip_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_user_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_vendor_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
expenses.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -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 Updated the way quotes get incremented using settings next number with prefix instead of just adding 1 to the latest quote 2019-08-12 13:19:15 -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 Some UI Enhancements, Fixed issue where dashboard was calculating transfers as well as payment as income, fixed missing syntax in cron.php, fixed issue where invoice notes were not showing under guest invoice view, updated the db to comply with mysql strict mode 2019-07-12 17:53:34 -04:00
guest_view_quote.php Added contact name to vendors 2019-06-13 17:37:08 -04:00
header.php Check to see if config.php exists in header.php else redirect to setup.php, removed the else conditions as they were unessessary 2019-07-20 16:51:18 -04:00
index.php Check to see if config.php exists in header.php else redirect to setup.php, removed the else conditions as they were unessessary 2019-07-20 16:51:18 -04:00
invoice.php Fixed overdue status in invoice also added description under edit revenue 2019-08-12 12:19:44 -04:00
invoices.php Fixed receipt uploads on copy expense modal 2019-08-12 12:00:13 -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 reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
login_no_label.php Fixed Login Software relation, fixed asset logins etc 2019-08-03 19:41:58 -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 Fixed receipt uploads on copy expense modal 2019-08-12 12:00:13 -04:00
post.php Updated the way quotes get incremented using settings next number with prefix instead of just adding 1 to the latest quote 2019-08-12 13:19:15 -04:00
products.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -04:00
quote.php Removed static Quote Prefixes 2019-08-12 13:23:36 -04:00
quotes.php Removed static Quote Prefixes 2019-08-12 13:23:36 -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 reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
report_income_summary.php reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
report_profit_loss.php reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
revenues.php reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -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 Added Defaults for common tasks fex Default Calendar, default expense account 2019-08-03 20:11:57 -04:00
settings-general.php Added transfer_id to both payments and expenses tables, updated gitignore to include config.php and files in uploads folder 2019-08-05 17:26:07 -04:00
settings-invoice.php Updated the way quotes get incremented using settings next number with prefix instead of just adding 1 to the latest quote 2019-08-12 13:19:15 -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 Updated the way quotes get incremented using settings next number with prefix instead of just adding 1 to the latest quote 2019-08-12 13:19:15 -04:00
settings-quote.php Updated the way quotes get incremented using settings next number with prefix instead of just adding 1 to the latest quote 2019-08-12 13:19:15 -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 Updated the way quotes get incremented using settings next number with prefix instead of just adding 1 to the latest quote 2019-08-12 13:19:15 -04:00
side_nav.php reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
test.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
tickets.php moved tickets away from datatables to server side listing 2019-06-17 23:04:17 -04:00
top_nav.php Fixed Login Software relation, fixed asset logins etc 2019-08-03 19:41:58 -04:00
transactions.php Cleaned up unused files, did some code tidying 2019-05-10 21:56:13 -04:00
transfers.php reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
trips.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -04:00
update_revenues.php reworked transfers, added revenues to add income in other ways besides just invoices, reports now uses a compact table to see all data clearly and some other minor fixes. 2019-08-11 13:42:35 -04:00
users.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -04:00
vendors.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -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

  • Clone this repo
  • Create a Mysql database
  • Point your browser to setup.php fill in the info
  • Your Done!

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