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root 4b86947dd7 Removed invoice_id > 0 this was used to differentiate betweeen a recurring invoice and a normal invoice, recurring invoices have their own seperate table 2019-05-29 17:54:04 -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 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
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
vendor More tidying up, added category to invoices, invoice delete now deletes invoice, pyaments, history and items associated with invoice. Exclude Cancelled invoice under dashboard income recieveables 2019-05-17 15:33:01 -04:00
.gitignore Added badge count to client side nav, switched from js active nav to using php 2019-05-10 18:04:03 -04:00
Akaunting to PittPC CRM Conversion Added SMTP Port field, Set invoice naming YYYY-MM-DD-COMPANY-Invoice##, and some other little cleanups 2019-04-28 14:38:10 -04:00
README.md 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
accounts.php More UI Cleanups 2019-05-13 16:33:34 -04:00
add_account_modal.php More UI Cleanups 2019-05-13 16:33:34 -04:00
add_asset_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
add_calendar_event_modal.php 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
add_category_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
add_client_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
add_contact_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
add_domain_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
add_expense_copy_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
add_expense_modal.php More tidying up, added category to invoices, invoice delete now deletes invoice, pyaments, history and items associated with invoice. Exclude Cancelled invoice under dashboard income recieveables 2019-05-17 15:33:01 -04:00
add_expense_refund_modal.php 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
add_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
add_invoice_copy_modal.php Got rid of the due date and used client_net_terms if not used use the system default net terms 2019-05-18 20:49:30 -04:00
add_invoice_modal.php Fixed add invoice, quote, recurring under client area, added alternative contact photo if one is not present using fontawesome stacked circle with contact initials inside 2019-05-18 23:27:15 -04:00
add_invoice_recurring_modal.php Updates to recurring invoices 2019-05-18 18:46:14 -04:00
add_location_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
add_login_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
add_network_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
add_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
add_payment_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
add_product_modal.php 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
add_quote_copy_modal.php Quotes fully work now, including PDF, Email, Approval, Cancel, Edit, Copy, Copy to Invoice, also added quote_footer config to settings 2019-05-17 22:43:51 -04:00
add_quote_modal.php Fixed add invoice, quote, recurring under client area, added alternative contact photo if one is not present using fontawesome stacked circle with contact initials inside 2019-05-18 23:27:15 -04:00
add_quote_to_invoice_modal.php Got rid of the due date and used client_net_terms if not used use the system default net terms 2019-05-18 20:49:30 -04:00
add_recurring_modal.php Fixed add invoice, quote, recurring under client area, added alternative contact photo if one is not present using fontawesome stacked circle with contact initials inside 2019-05-18 23:27:15 -04:00
add_software_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
add_ticket_modal.php Added cancelled status to invoice, invoice copy now works, minor ui cleanups, added tickets to client page 2019-05-15 02:06:58 -04:00
add_transfer_modal.php 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
add_trip_modal.php Updates to recurring invoices 2019-05-18 18:46:14 -04:00
add_user_modal.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
add_vendor_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
alerts.php Added an API along with a an API key 2019-05-29 14:14:43 -04:00
api.php Fixed expense by Category Pie chart on dashboard 2019-05-29 17:28:20 -04:00
blank.php First commit 2019-03-13 17:40:00 +00:00
calendar_events.php 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
categories.php 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
check_login.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
client.php Got rid of the due date and used client_net_terms if not used use the system default net terms 2019-05-18 20:49:30 -04:00
client_assets.php Added delete quotes which also deletes all history of that quote added status to recurring under client, changed password view to from its own th button to just an icon 2019-05-18 00:01:21 -04:00
client_contacts.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
client_domains.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_files.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_invoices.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
client_locations.php Added delete quotes which also deletes all history of that quote added status to recurring under client, changed password view to from its own th button to just an icon 2019-05-18 00:01:21 -04:00
client_logins.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_networks.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_notes.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_payments.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
client_print.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_quotes.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
client_recurring.php Updates to recurring invoices 2019-05-18 18:46:14 -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 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
client_software.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_tickets.php Added cancelled status to invoice, invoice copy now works, minor ui cleanups, added tickets to client page 2019-05-15 02:06:58 -04:00
client_vendors.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
clients.php Got rid of the due date and used client_net_terms if not used use the system default net terms 2019-05-18 20:49:30 -04:00
composer.json Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done 2019-04-13 21:34:25 -04:00
composer.lock Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done 2019-04-13 21:34:25 -04:00
config.php Added an API along with a an API key 2019-05-29 14:14:43 -04:00
cron.php Fixed date error in cron.php regarding past due invoices 2019-05-29 12:47:16 -04:00
dashboard.php Removed invoice_id > 0 this was used to differentiate betweeen a recurring invoice and a normal invoice, recurring invoices have their own seperate table 2019-05-29 17:54:04 -04:00
db.sql New DB dump to reflect the many changes in the last commit 2019-05-17 01:10:24 -04:00
dev-clients-server-side.php Updates to recurring invoices 2019-05-18 18:46:14 -04:00
edit_account_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
edit_asset_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
edit_calendar_event_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
edit_category_modal.php More tidying up, added category to invoices, invoice delete now deletes invoice, pyaments, history and items associated with invoice. Exclude Cancelled invoice under dashboard income recieveables 2019-05-17 15:33:01 -04:00
edit_client_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
edit_contact_modal.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
edit_domain_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
edit_expense_modal.php Edit Expense now deletes old receipt and adds new receipt when attached 2019-05-17 17:56:04 -04:00
edit_invoice_modal.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
edit_invoice_note_modal.php Removed fade from modal classes due to autofocus bug and its just more pleasent experience modified autofocus='autofocus' to just autofocus 2019-04-08 11:11:04 -04:00
edit_location_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
edit_login_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
edit_network_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
edit_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
edit_product_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
edit_quote_modal.php Quotes fully work now, including PDF, Email, Approval, Cancel, Edit, Copy, Copy to Invoice, also added quote_footer config to settings 2019-05-17 22:43:51 -04:00
edit_software_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
edit_ticket_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
edit_transfer_modal.php 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
edit_trip_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
edit_user_modal.php Changed upload paths 2019-05-27 13:45:47 -04:00
edit_vendor_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
expenses.php More tidying up, added category to invoices, invoice delete now deletes invoice, pyaments, history and items associated with invoice. Exclude Cancelled invoice under dashboard income recieveables 2019-05-17 15:33:01 -04:00
footer.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
functions.php Added remove directory function 2019-05-27 13:49:13 -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
header.php Fixed date error in cron.php regarding past due invoices 2019-05-29 12:47:16 -04:00
index.php First commit 2019-03-13 17:40:00 +00:00
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
invoices.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
login.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
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
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 More UI Cleanups 2019-05-13 16:33:34 -04:00
post.php Added an API along with a an API key 2019-05-29 14:14:43 -04:00
products.php 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
quote.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
quotes.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
recurring.php Updates to recurring invoices 2019-05-18 18:46:14 -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 More UI Cleanups 2019-05-13 16:33:34 -04:00
report_income_summary.php More UI Cleanups 2019-05-13 16:33:34 -04:00
report_profit_loss.php More UI Cleanups 2019-05-13 16:33:34 -04:00
robots.txt First commit 2019-03-13 17:40:00 +00:00
settings-backup.php 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
settings-carddav.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
settings-company.php More tidying up, added category to invoices, invoice delete now deletes invoice, pyaments, history and items associated with invoice. Exclude Cancelled invoice under dashboard income recieveables 2019-05-17 15:33:01 -04:00
settings-defaults.php Started adding settings and made icons bigger under client details nav 2019-04-23 10:37:44 -04:00
settings-general.php Added an API along with a an API key 2019-05-29 14:14:43 -04:00
settings-invoice.php Quotes fully work now, including PDF, Email, Approval, Cancel, Edit, Copy, Copy to Invoice, also added quote_footer config to settings 2019-05-17 22:43:51 -04:00
settings-logo.php Changed upload paths 2019-05-27 13:45:47 -04:00
settings-mail.php 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
settings-nav.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
setup.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
setup_side_nav.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
setup_top_nav.php Fixed up client files can now download and delete files, added web link to client logins added payments, quotes and recurring to client print and lots of little ui cleanups here and there 2019-05-11 20:06:01 -04:00
side_nav.php rearranged side nav a little bit 2019-05-18 19:37:40 -04:00
test.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
tickets.php Added cancelled status to invoice, invoice copy now works, minor ui cleanups, added tickets to client page 2019-05-15 02:06:58 -04:00
top_nav.php Added delete quotes which also deletes all history of that quote added status to recurring under client, changed password view to from its own th button to just an icon 2019-05-18 00:01:21 -04:00
transactions.php Cleaned up unused files, did some code tidying 2019-05-10 21:56:13 -04:00
transfers.php More UI Cleanups 2019-05-13 16:33:34 -04:00
trips.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
users.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
vendors.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_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...

Installation Instructions

  • Create a mysql database dump db.sql into it
  • Set db user and password in config.php
  • Point your browser and away you go

Requirements

  • Linux
  • Webserver (Apache, NGINX)
  • PHP7+
  • Mysql or MariaDB

Technologies Used

  • PHP/MySQL
  • SB Admin Bootstrap CSS Framework
  • fontawesome
  • datatables
  • chart.js
  • Jquery
  • PHPmailer
  • mPDF
  • 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