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itflow
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itflow/README.md

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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