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itflow
mirror of https://github.com/itflow-org/itflow
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root 5041ca3dff Invoice is finally functional still more work to go 2019-03-31 16:33:27 -04:00
css First commit 2019-03-13 17:40:00 +00:00
js First commit 2019-03-13 17:40:00 +00:00
uploads/user_avatars remove an s in add and edit mileage 2019-03-30 11:31:03 -04:00
vendor Added PHPMailer library, send invoice email now works, badge colors change based off invoice status add client now adds a location, contact and domain. 2019-03-30 23:28:46 -04:00
.gitignore First commit 2019-03-13 17:40:00 +00:00
README.md updated README with install details and more about the project 2019-03-18 20:24:13 -04:00
accounts.php used PHP number_format() function to make amounts more readable 2019-03-31 14:09:47 -04:00
add_account_modal.php tidying up 2019-03-18 20:13:24 -04:00
add_category_modal.php Added Expense and categories module 2019-03-16 16:38:36 -04:00
add_client_application_modal.php Added Asset,Vendor,Applicaiton 1to1 linkage 2019-03-30 15:15:42 -04:00
add_client_asset_modal.php Added Asset,Vendor,Applicaiton 1to1 linkage 2019-03-30 15:15:42 -04:00
add_client_contact_modal.php tidying up 2019-03-18 20:13:24 -04:00
add_client_domain_modal.php Add CRUD for Client Domain Names 2019-03-22 16:34:50 -04:00
add_client_location_modal.php Added some edit modals for contacts, locations, assets, vendors, logins and some cleanup 2019-03-21 22:53:04 -04:00
add_client_login_modal.php Started rough draft of calendar 2019-03-23 14:24:32 -04:00
add_client_modal.php Added PHPMailer library, send invoice email now works, badge colors change based off invoice status add client now adds a location, contact and domain. 2019-03-30 23:28:46 -04:00
add_client_network_modal.php Add CRUD for Client Networks 2019-03-22 16:09:05 -04:00
add_client_note_modal.php Added Print Client 2019-03-22 23:02:49 -04:00
add_client_vendor_modal.php Added Asset,Vendor,Applicaiton 1to1 linkage 2019-03-30 15:15:42 -04:00
add_expense_copy_modal.php Reverted html in add expenses copy modal 2019-03-16 17:36:25 -04:00
add_expense_modal.php Added Edit Mileage and spiced up the add modal for add mileage 2019-03-16 20:15:02 -04:00
add_expense_refund_modal.php Added copy and refund functions to expenses module 2019-03-16 17:26:13 -04:00
add_invoice_modal.php Further develpment on invoices, added invoice_history, can not add and delete items from invoice more to come... 2019-03-17 02:18:56 -04:00
add_invoice_payment_modal.php More invoice work completed invoice payment module 2019-03-17 13:13:15 -04:00
add_mileage_modal.php remove an s in add and edit mileage 2019-03-30 11:31:03 -04:00
add_transfer_modal.php Added Account Transfer module 2019-03-16 19:32:41 -04:00
add_user_modal.php Implemented user avatar support 2019-03-22 21:38:08 -04:00
add_vendor_modal.php Updated Vendors added description and account number removed address phone email 2019-03-22 20:26:11 -04:00
blank.php First commit 2019-03-13 17:40:00 +00:00
calendar.php Started rough draft of calendar 2019-03-23 14:24:32 -04:00
categories.php Cleanup Changed Add New to just New the add is redundant since there is already a + icon 2019-03-30 23:43:10 -04:00
check_login.php Open up Apple Maps instead of maps.google.com in IOS 2019-03-30 15:44:14 -04:00
client.php Added Print Client 2019-03-22 23:02:49 -04:00
client_applications.php Added Asset,Vendor,Applicaiton 1to1 linkage 2019-03-30 15:15:42 -04:00
client_assets.php Added Asset,Vendor,Applicaiton 1to1 linkage 2019-03-30 15:15:42 -04:00
client_contacts.php Added edit notes, and added a bunch of delete functionality, fixed edit categories not showing correct type 2019-03-22 01:32:34 -04:00
client_details.php Open up Apple Maps instead of maps.google.com in IOS 2019-03-30 15:44:14 -04:00
client_domains.php Add CRUD for Client Domain Names 2019-03-22 16:34:50 -04:00
client_invoices.php missed some number formatting from the last commit 2019-03-31 14:24:54 -04:00
client_locations.php Open up Apple Maps instead of maps.google.com in IOS 2019-03-30 15:44:14 -04:00
client_logins.php Added edit notes, and added a bunch of delete functionality, fixed edit categories not showing correct type 2019-03-22 01:32:34 -04:00
client_nav.php FIXED Issue Do not display Client Nav Tab if records = 0 #23 2019-03-23 00:18:58 -04:00
client_networks.php Add CRUD for Client Networks 2019-03-22 16:09:05 -04:00
client_notes.php Added edit notes, and added a bunch of delete functionality, fixed edit categories not showing correct type 2019-03-22 01:32:34 -04:00
client_print.php missed some number formatting from the last commit 2019-03-31 14:24:54 -04:00
client_routes.php Add CRUD for Client Applications deleted dupe modals 2019-03-22 18:05:37 -04:00
client_vendors.php Added Asset,Vendor,Applicaiton 1to1 linkage 2019-03-30 15:15:42 -04:00
clients.php Cleanup Changed Add New to just New the add is redundant since there is already a + icon 2019-03-30 23:43:10 -04:00
config.php Added PHPMailer library, send invoice email now works, badge colors change based off invoice status add client now adds a location, contact and domain. 2019-03-30 23:28:46 -04:00
dashboard.php Dashboard do not count draft invoices as recievables 2019-03-31 14:31:50 -04:00
db.sql Added Dashboard, Accounts balance now functional and dumped latest DB Structure 2019-03-31 13:26:51 -04:00
edit_account_modal.php added edit account 2019-03-17 02:42:29 -04:00
edit_category_modal.php Added edit notes, and added a bunch of delete functionality, fixed edit categories not showing correct type 2019-03-22 01:32:34 -04:00
edit_client_application_modal.php Add CRUD for Client Applications deleted dupe modals 2019-03-22 18:05:37 -04:00
edit_client_asset_modal.php Added some edit modals for contacts, locations, assets, vendors, logins and some cleanup 2019-03-21 22:53:04 -04:00
edit_client_contact_modal.php Added some edit modals for contacts, locations, assets, vendors, logins and some cleanup 2019-03-21 22:53:04 -04:00
edit_client_domain_modal.php Add CRUD for Client Domain Names 2019-03-22 16:34:50 -04:00
edit_client_location_modal.php Added some edit modals for contacts, locations, assets, vendors, logins and some cleanup 2019-03-21 22:53:04 -04:00
edit_client_login_modal.php Added some edit modals for contacts, locations, assets, vendors, logins and some cleanup 2019-03-21 22:53:04 -04:00
edit_client_modal.php Added Edit Mileage and spiced up the add modal for add mileage 2019-03-16 20:15:02 -04:00
edit_client_network_modal.php Add CRUD for Client Networks 2019-03-22 16:09:05 -04:00
edit_client_note_modal.php Added edit notes, and added a bunch of delete functionality, fixed edit categories not showing correct type 2019-03-22 01:32:34 -04:00
edit_client_vendor_modal.php Added Asset,Vendor,Applicaiton 1to1 linkage 2019-03-30 15:15:42 -04:00
edit_expense_modal.php Added Expense and categories module 2019-03-16 16:38:36 -04:00
edit_mileage_modal.php remove an s in add and edit mileage 2019-03-30 11:31:03 -04:00
edit_transfer_modal.php Added Account Transfer module 2019-03-16 19:32:41 -04:00
edit_user_modal.php Implemented user avatar support 2019-03-22 21:38:08 -04:00
edit_vendor_modal.php Updated Vendors added description and account number removed address phone email 2019-03-22 20:26:11 -04:00
email_invoice.php Added PHPMailer library, send invoice email now works, badge colors change based off invoice status add client now adds a location, contact and domain. 2019-03-30 23:28:46 -04:00
expenses.php used PHP number_format() function to make amounts more readable 2019-03-31 14:09:47 -04:00
footer.php First commit 2019-03-13 17:40:00 +00:00
header.php First commit 2019-03-13 17:40:00 +00:00
index.php First commit 2019-03-13 17:40:00 +00:00
invoice.php Invoice is finally functional still more work to go 2019-03-31 16:33:27 -04:00
invoices.php Invoice is finally functional still more work to go 2019-03-31 16:33:27 -04:00
login.php Added start_page function in config, Added Contacts and Locations, seperated client nav and page routes out 2019-03-18 15:08:56 -04:00
logout.php First commit 2019-03-13 17:40:00 +00:00
mileage.php Cleanup Changed Add New to just New the add is redundant since there is already a + icon 2019-03-30 23:43:10 -04:00
post.php Invoice is finally functional still more work to go 2019-03-31 16:33:27 -04:00
report_expense_summary.php Added user CRUD functionality added template for reports added delete vendor 2019-03-22 03:01:32 -04:00
report_income_summary.php Added user CRUD functionality added template for reports added delete vendor 2019-03-22 03:01:32 -04:00
report_income_vs_expense.php Added user CRUD functionality added template for reports added delete vendor 2019-03-22 03:01:32 -04:00
report_profit_loss.php Added user CRUD functionality added template for reports added delete vendor 2019-03-22 03:01:32 -04:00
robots.txt First commit 2019-03-13 17:40:00 +00:00
setup.php Added Print Button and hid sidebar, breadcrumbs and button on print client 2019-03-23 11:44:59 -04:00
side_nav.php Added Print Button and hid sidebar, breadcrumbs and button on print client 2019-03-23 11:44:59 -04:00
top_nav.php Implemented user avatar support 2019-03-22 21:38:08 -04:00
transfers.php used PHP number_format() function to make amounts more readable 2019-03-31 14:09:47 -04:00
users.php Cleanup Changed Add New to just New the add is redundant since there is already a + icon 2019-03-30 23:43:10 -04:00
vendors.php Cleanup Changed Add New to just New the add is redundant since there is already a + icon 2019-03-30 23:43:10 -04:00

README.md

CRM

This is a Customer Relationship Management system for small Managed IT Companies. This was developed so we didn't have to worry about managing three different systems. Before we used to use a wiki for internal and client documentation. Accounting software and invoicing software. This is an all in one solution. This is still in early development stages and by no means ready for the primetime. Please report bugs, and send some pulls, if you find this useful.

Features

  • Manage Clients
    • Contacts
    • Locations
    • Assets
    • Licenses
    • Logins
    • Files
    • Technical Notes
  • Invoicing
  • Quotes / Estimates
  • Accounting
    • P&L Reports
    • Income Expense Summary
    • Mileage Tracking

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
  • Jquery