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itflow
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johnny@pittpc.com 42918e90ae Fix for Auto Recurring Duplicate Invoice Numbers 2019-10-06 14:56:22 -04:00
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
js 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
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 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
.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 Fix for Auto Recurring Duplicate Invoice Numbers 2019-10-06 14:56:22 -04:00
accounts.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -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 Linking client to calendar events, added email event to add event, and many other small small fixes 2019-09-17 13:54:46 -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 GUI Touchups in Invoice, Quote, clients, vendors, client. Added 2 new fields to client mobile and contact_name, added more pictyure extension in file jpeg anb JPEG and other fixesincluding a new DB dump 2019-09-14 20:40:22 -04:00
add_company_modal.php Added more values to company edit and add 2019-09-14 23:34:11 -04:00
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 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 Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
add_expense_modal.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -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 Removed even more static Quote and Invoice Prefixes 2019-08-12 13:28:50 -04:00
add_invoice_modal.php Add viewed status to invoice and quote when viewed via the guest portal 2019-08-26 18:20:37 -04:00
add_invoice_recurring_modal.php Removed even more static Quote and Invoice Prefixes 2019-08-12 13:28:50 -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 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_product_modal.php Added category to products, also new db dump to include category_id under products Thanks @kristankenney 2019-09-28 14:16:16 -04:00
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 Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
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 Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
add_revenue_modal.php Fixed incorrect account balance under add revenue 2019-08-26 17:14:11 -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 further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
add_transfer_modal.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
add_trip_copy_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_trip_modal.php Code Formating fix 2019-08-31 16:04:56 -04:00
add_user_modal.php Add User to company now works, Security: all edits and deletes now check to make sure they belong to the session_company_id. Security: started work on checking session_company when data is pulled from Get VARS, added clickable invoice status, dashboard session_company_id fixes 2019-09-05 23:27:11 -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 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 Added Linking client to calendar events, added email event to add event, and many other small small fixes 2019-09-17 13:54:46 -04:00
categories.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
check_login.php Updated User Settings Page and added logging to most functions 2019-09-06 03:03:16 -04:00
client.php GUI Touchups in Invoice, Quote, clients, vendors, client. Added 2 new fields to client mobile and contact_name, added more pictyure extension in file jpeg anb JPEG and other fixesincluding a new DB dump 2019-09-14 20:40:22 -04:00
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 Added a no records placeholder to all tables 2019-09-01 21:49:13 -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 GUI Touchups in Invoice, Quote, clients, vendors, client. Added 2 new fields to client mobile and contact_name, added more pictyure extension in file jpeg anb JPEG and other fixesincluding a new DB dump 2019-09-14 20:40:22 -04:00
client_invoices.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
client_locations.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
client_logins.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
client_networks.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
client_notes.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
client_payments.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
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 Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
client_recurring.php Added amount field to recurring listings 2019-09-18 13:32:37 -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 Updated the Readme 2019-08-29 18:00:16 -04:00
client_software.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
client_tickets.php Mysql escaped notes and itew name and descriptions when you copy an invoice to a recurring invoice as well as fix the cron.php when it converts Recurring into regular invoices 2019-09-18 18:13:14 -04:00
client_vendors.php GUI Touchups in Invoice, Quote, clients, vendors, client. Added 2 new fields to client mobile and contact_name, added more pictyure extension in file jpeg anb JPEG and other fixesincluding a new DB dump 2019-09-14 20:40:22 -04:00
clients.php GUI Touchups in Invoice, Quote, clients, vendors, client. Added 2 new fields to client mobile and contact_name, added more pictyure extension in file jpeg anb JPEG and other fixesincluding a new DB dump 2019-09-14 20:40:22 -04:00
companies.php Added more values to company edit and add 2019-09-14 23:34:11 -04:00
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 Fix for Auto Recurring Duplicate Invoice Numbers 2019-10-06 14:56:22 -04:00
dashboard.php Added the missing October to Cashflow on the Dashboard, added more calendar events etc 2019-09-21 16:23:35 -04:00
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 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 Linking client to calendar events, added email event to add event, and many other small small fixes 2019-09-17 13:54:46 -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 GUI Touchups in Invoice, Quote, clients, vendors, client. Added 2 new fields to client mobile and contact_name, added more pictyure extension in file jpeg anb JPEG and other fixesincluding a new DB dump 2019-09-14 20:40:22 -04:00
edit_company_modal.php Added more values to company edit and add 2019-09-14 23:34:11 -04:00
edit_contact_modal.php Added Mobile Phone to contacts 2019-08-12 17:45:51 -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 Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
edit_invoice_modal.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
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 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 category to products, also new db dump to include category_id under products Thanks @kristankenney 2019-09-28 14:16:16 -04:00
edit_quote_modal.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
edit_revenue_modal.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -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 Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
edit_trip_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
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 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 Added Linking client to calendar events, added email event to add event, and many other small small fixes 2019-09-17 13:54:46 -04:00
footer.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
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 started work on guest invoice view using a url key 2019-05-30 12:35:58 -04:00
guest_header.php Fixed Alerts 2019-08-25 00:09:40 -04:00
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 Fixups 2019-09-19 16:12:41 -04:00
guest_view_quote.php Fixups 2019-09-19 16:12:41 -04:00
header.php Removed Datatables library from footer and headers we no longer use this as we use a customer server side option 2019-08-28 22:09:16 -04:00
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 Added Inbound call logging and alerting when phone system is configured for database 2019-09-17 15:22:57 -04:00
invoices.php Fixed Partial Payment Total Calculation in invoices it was calculating partial payments instead of partial invoice amounts 2019-09-18 14:27:42 -04:00
login.php Fixed password issue causing SQL escape characters to add slashes remove mysqli_real_escape_string as its not needs, md5 produces no sql escape characters by default so it it does not need santized 2019-09-24 14:52:53 -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
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 Removed Cancelled and added Viewed to Invoice. Client Links mirror their accompanied tabs in the client portal, minor UI fixes on ticket view, client view of ticket sorted tickets DESC via ticket_id 2019-09-06 16:56:26 -04:00
post.php Added category to products, also new db dump to include category_id under products Thanks @kristankenney 2019-09-28 14:16:16 -04:00
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 category to products, also new db dump to include category_id under products Thanks @kristankenney 2019-09-28 14:16:16 -04:00
quote.php Added Linking client to calendar events, added email event to add event, and many other small small fixes 2019-09-17 13:54:46 -04:00
quotes.php Removed Cancelled and added Viewed to Invoice. Client Links mirror their accompanied tabs in the client portal, minor UI fixes on ticket view, client view of ticket sorted tickets DESC via ticket_id 2019-09-06 16:56:26 -04:00
recurring.php Added amount field to recurring listings 2019-09-18 13:32:37 -04:00
recurring_invoice.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
report_expense_summary.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
report_income_summary.php Added Created By toticket details 2019-09-30 09:48:35 -04:00
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 Added Created By toticket details 2019-09-30 09:48:35 -04:00
revenues.php More Security fixes escaping search and sortby GET vars 2019-08-31 15:38:16 -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-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 Changes to alerts settings moved enable cron to alerts, updated base url for guest portal 2019-08-24 20:20:38 -04:00
settings-defaults.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-general.php Updated Quote and Invoice GUI further adding footers to the html printables, added Quote view with details and an alert 2019-09-14 22:57:48 -04:00
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 more values to company edit and add 2019-09-14 23:34:11 -04:00
setup.php Fixed password issue causing SQL escape characters to add slashes remove mysqli_real_escape_string as its not needs, md5 produces no sql escape characters by default so it it does not need santized 2019-09-24 14:52:53 -04:00
side_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
ticket.php Fix for Auto Recurring Duplicate Invoice Numbers 2019-10-06 14:56:22 -04:00
tickets.php Removed Cancelled and added Viewed to Invoice. Client Links mirror their accompanied tabs in the client portal, minor UI fixes on ticket view, client view of ticket sorted tickets DESC via ticket_id 2019-09-06 16:56:26 -04:00
top_nav.php Add User to company now works, Security: all edits and deletes now check to make sure they belong to the session_company_id. Security: started work on checking session_company when data is pulled from Get VARS, added clickable invoice status, dashboard session_company_id fixes 2019-09-05 23:27:11 -04:00
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 Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
users.php GUI Touchups in Invoice, Quote, clients, vendors, client. Added 2 new fields to client mobile and contact_name, added more pictyure extension in file jpeg anb JPEG and other fixesincluding a new DB dump 2019-09-14 20:40:22 -04:00
vendors.php GUI Touchups in Invoice, Quote, clients, vendors, client. Added 2 new fields to client mobile and contact_name, added more pictyure extension in file jpeg anb JPEG and other fixesincluding a new DB dump 2019-09-14 20:40:22 -04:00
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 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

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

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