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itflow
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johnny@pittpc.com 59a5d3a44f Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
css upgraded PHPMailer, AdminLTE, chartJS, Select2 Libraries 2020-01-21 00:45:16 -05:00
dist Renamed table field trip_starting_location to just trip_source added export trips as CSV in POST, new DB Dump 2021-02-02 19:11:05 -05:00
js upgraded PHPMailer, AdminLTE, chartJS, Select2 Libraries 2020-01-21 00:45:16 -05:00
plugins Removed search and company select from sidebar, removed unused plugins 2020-08-29 20:18:35 -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 Set correct permssions on files and directories Set Directories to 755 and files to 644. Some other monitor updates and code cleanups 2020-02-02 13:17:07 -05:00
.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 Added install information to set permssions 2021-01-20 18:44:06 -05:00
accounts.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
add_account_modal.php Bunch of little fixes to to UI empty vars php errors removed a buch of tags etc. Converted client trip modals with global trip modals 2021-02-03 22:42:03 -05:00
add_asset_modal.php Add Archive to Contacts hiding archived dropdowns in client area 2021-02-07 14:44:00 -05:00
add_calendar_event_modal.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
add_calendar_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
add_category_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
add_certificate_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
add_client_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
add_company_modal.php Added new category buttons to certian dropdowns to quickly add a category without going to setting then category also a few fixes here and there 2021-02-06 15:03:11 -05:00
add_contact_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
add_document_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
add_domain_modal.php More Archive stuff 2021-02-07 21:40:29 -05:00
add_expense_copy_modal.php Sort dropdowns in add/edit/copy expenses alphabetically 2020-04-04 22:57:37 -04:00
add_expense_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
add_expense_refund_modal.php Added new category buttons to certian dropdowns to quickly add a category without going to setting then category also a few fixes here and there 2021-02-06 15:03:11 -05:00
add_file_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
add_invoice_copy_modal.php Added Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
add_invoice_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
add_location_modal.php Add Archive to Contacts hiding archived dropdowns in client area 2021-02-07 14:44:00 -05:00
add_login_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
add_network_modal.php More Archive stuff 2021-02-07 21:40:29 -05:00
add_payment_modal.php Added Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
add_product_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
add_quick_modal.php Added new category buttons to certian dropdowns to quickly add a category without going to setting then category also a few fixes here and there 2021-02-06 15:03:11 -05:00
add_quote_copy_modal.php Added Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
add_quote_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
add_quote_to_invoice_modal.php Added new category buttons to certian dropdowns to quickly add a category without going to setting then category also a few fixes here and there 2021-02-06 15:03:11 -05:00
add_recurring_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
add_revenue_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
add_software_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
add_tax_modal.php Added seperate tax section and added the ability add taxes to invoice this update requires a new table called taxes see the db.sql file for the structure More to come 2021-01-15 15:07:27 -05:00
add_ticket_modal.php Bunch of little fixes to to UI empty vars php errors removed a buch of tags etc. Converted client trip modals with global trip modals 2021-02-03 22:42:03 -05:00
add_transfer_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
add_trip_copy_modal.php Bunch of little fixes to to UI empty vars php errors removed a buch of tags etc. Converted client trip modals with global trip modals 2021-02-03 22:42:03 -05:00
add_trip_modal.php Bunch of little fixes to to UI empty vars php errors removed a buch of tags etc. Converted client trip modals with global trip modals 2021-02-03 22:42:03 -05:00
add_user_modal.php Fix Spelling error 2021-02-07 22:45:11 -05:00
add_vendor_modal.php Cleaned up empty vars and tags in Vendors listing add edit post 2021-02-03 18:31:01 -05:00
alerts.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
alerts_archived.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
api.php Added amount field to recurring listings 2019-09-18 13:32:37 -04:00
assets.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
base32static.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
blank.php Added Company Select Option on top of side Nav Added Client ACL Modal in users, hide side bar elements based off user permission level, if IT Contract level list only clients in users Client ACL 2021-02-02 17:09:31 -05:00
calendar_events.php Added new category buttons to certian dropdowns to quickly add a category without going to setting then category also a few fixes here and there 2021-02-06 15:03:11 -05:00
categories.php Phase 3 Destructive Deletion - Do not show archived data under listings 2021-02-06 17:27:17 -05:00
check_login.php Fix Ignoring session_start() because a session is already active added action menu under contacts 2021-02-04 13:40:33 -05:00
client.php More Archive stuff 2021-02-07 21:40:29 -05:00
client_assets.php Make Asset Name Clickable 2021-02-07 23:40:03 -05:00
client_certificates.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
client_contact_details_modal.php Number of Records per page is now configurable 2021-01-15 19:51:40 -05:00
client_contacts.php Add Archive to Contacts hiding archived dropdowns in client area 2021-02-07 14:44:00 -05:00
client_documents.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
client_domains.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
client_events.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
client_files.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
client_invoices.php Allow searching by Invoice Quote Prefix and number ex inv-1 2021-02-08 17:28:50 -05:00
client_locations.php Add Archive to Contacts hiding archived dropdowns in client area 2021-02-07 14:44:00 -05:00
client_logins.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
client_networks.php More Archive stuff 2021-02-07 21:40:29 -05:00
client_payments.php Allow searching by Invoice Quote Prefix and number ex inv-1 2021-02-08 17:28:50 -05:00
client_print.php Allow searching by Invoice Quote Prefix and number ex inv-1 2021-02-08 17:28:50 -05:00
client_quotes.php Allow searching by Invoice Quote Prefix and number ex inv-1 2021-02-08 17:28:50 -05:00
client_recurring.php Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
client_routes.php Changed notes to documents DB Structure updated 2021-01-26 19:16:51 -05:00
client_side_nav.php Added Permision level and more options to user profile 2021-02-02 18:34:14 -05:00
client_software.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
client_tickets.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
client_trips.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
client_vendors.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
clients.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
companies.php Phase 2 - Non Destructive Deletion - Removed Delete and replaced with Archive on certain entities, post and buttons done Pending Listing 2021-02-06 17:18:02 -05:00
cron.php Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
dashboard.php Added Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
db.sql Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
domains.php More Archive stuff 2021-02-07 21:40:29 -05:00
edit_account_modal.php Bunch of little fixes to to UI empty vars php errors removed a buch of tags etc. Converted client trip modals with global trip modals 2021-02-03 22:42:03 -05:00
edit_asset_modal.php More Archive stuff 2021-02-07 21:40:29 -05:00
edit_calendar_event_modal.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
edit_category_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
edit_certificate_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
edit_client_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
edit_company_modal.php Moved Company info out of settings and into the companies table, updated pdf, invoice, quotes, guest view, post, setup 2021-02-04 21:54:50 -05:00
edit_contact_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
edit_document_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
edit_domain_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
edit_expense_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
edit_invoice_modal.php Added Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
edit_item_modal.php Combined edit invoice, quote and recurring item into 1 edit item 2021-02-08 13:11:56 -05:00
edit_location_modal.php Add Archive to Contacts hiding archived dropdowns in client area 2021-02-07 14:44:00 -05:00
edit_login_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
edit_network_modal.php More Archive stuff 2021-02-07 21:40:29 -05:00
edit_product_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
edit_quote_modal.php Added Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
edit_recurring_modal.php Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
edit_revenue_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
edit_software_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
edit_tax_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
edit_ticket_modal.php Bunch of little fixes to to UI empty vars php errors removed a buch of tags etc. Converted client trip modals with global trip modals 2021-02-03 22:42:03 -05:00
edit_transfer_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
edit_trip_modal.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
edit_user_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
edit_vendor_modal.php Cleaned up empty vars and tags in Vendors listing add edit post 2021-02-03 18:31:01 -05:00
expenses.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
footer.php Added category to logins, added OS and MAC to assets, minor UI updates 2020-02-03 13:55:21 -05:00
functions.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
get_settings.php Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
global_search.php More Security fixes escaping search and sortby GET vars 2019-08-31 15:38:16 -04:00
guest_footer.php Migrated from sbadmin to AdminLTE CSS framework 2019-11-19 18:29:02 -05:00
guest_header.php Fixed issue with guests requiring a login when viewing invoices by email. Removed check_login from guest header 2019-11-20 11:48:05 -05:00
guest_pay_invoice.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
guest_post.php Added Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
guest_view_invoice.php Added Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
guest_view_quote.php Added Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
header.php Some changes 2020-12-28 08:01:35 -05:00
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 Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
invoice_note_modal.php Invoice Overhaul, added edit item, reorganized drop down menus etc 2020-02-06 23:08:41 -05:00
invoices.php Allow searching by Invoice Quote Prefix and number ex inv-1 2021-02-08 17:28:50 -05:00
login.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
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 Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
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 Fixed asset so you can see all assets to all clients also started the addition of records per page 2021-01-15 19:38:04 -05:00
payments.php Allow searching by Invoice Quote Prefix and number ex inv-1 2021-02-08 17:28:50 -05:00
post.php Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
products.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
quote.php Added Invoice and Quote Prefix field to fix sorting issues 2021-02-08 16:57:29 -05:00
quote_note_modal.php Updated recurring as well as quote details to mimic invoice details overhaul 2020-02-07 01:51:49 -05:00
quotes.php Allow searching by Invoice Quote Prefix and number ex inv-1 2021-02-08 17:28:50 -05:00
recurring.php Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
recurring_invoice.php Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
recurring_note_modal.php Updated recurring as well as quote details to mimic invoice details overhaul 2020-02-07 01:51:49 -05:00
report_expense_summary.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
report_income_summary.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
report_profit_loss.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
report_tax_summary.php Added new category buttons to certian dropdowns to quickly add a category without going to setting then category also a few fixes here and there 2021-02-06 15:03:11 -05:00
revenues.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
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 Fix alert settings switch buttons not working 2021-02-06 19:42:45 -05:00
settings-backup.php Settings UI Tocuh ups 2021-02-04 11:56:25 -05:00
settings-defaults.php Settings UI Tocuh ups 2021-02-04 11:56:25 -05:00
settings-general.php Settings UI Tocuh ups 2021-02-04 11:56:25 -05:00
settings-invoice-quotes.php Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
settings-mail.php Settings UI Tocuh ups 2021-02-04 11:56:25 -05:00
settings-nav.php Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
settings-online-payment.php Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
settings-ticket.php Settings UI Tocuh ups 2021-02-04 11:56:25 -05:00
settings-user.php Fixed editing user profile 2021-02-07 22:38:24 -05:00
setup.php Added Recurring Auto Increment Number and Prefix DB Structure Updated 2021-02-08 20:01:08 -05:00
side_nav.php Added Company Select Option on top of side Nav Added Client ACL Modal in users, hide side bar elements based off user permission level, if IT Contract level list only clients in users Client ACL 2021-02-02 17:09:31 -05:00
taxes.php Phase 3 Destructive Deletion - Do not show archived data under listings 2021-02-06 17:27:17 -05:00
test_calendar_domains.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_client_payments_by_invoice.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_client_print_side_nav.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_contacts.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_delete_confirm_modal.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_export_excel_example.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_print_profit_loss.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_report_income_summary_2.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_starter_new.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
test_transactions.php Combined Client Add/Edit Events and other cleanup 2021-02-08 14:34:00 -05:00
ticket.php Updated ticket status display logic to conform to the ticket priority display logic 2021-01-22 18:35:47 -05:00
tickets.php Shrunk the card header down to a more reasonable size which made a big difference the card header are not so over bearing 2021-02-06 02:35:58 -05:00
top_nav.php Added Company Select Option on top of side Nav Added Client ACL Modal in users, hide side bar elements based off user permission level, if IT Contract level list only clients in users Client ACL 2021-02-02 17:09:31 -05:00
transfers.php Hide Archived dropdowns when adding adding a new item, except when you are editing an item from before the archived date, Do not allow archiving account until balance is 0. 2021-02-07 13:58:42 -05:00
trips.php Fix alert settings switch buttons not working 2021-02-06 19:42:45 -05:00
user_clients_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
user_companies_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00
user_logs.php Number of Records per page is now configurable 2021-01-15 19:51:40 -05:00
users.php fix from last commit 2021-02-07 22:49:30 -05:00
vendors.php Phase 3 Destructive Deletion - Do not show archived data under listings 2021-02-06 17:27:17 -05:00
view_document_modal.php Changed notes to documents DB Structure updated 2021-01-26 19:16:51 -05:00
view_file_modal.php Fixed more php errors empty vars updated more ui search headers 2021-02-04 17:42:21 -05:00

README.md

IT Documentation Accounting and Invoicing System for Small MSPs.

Online Demo

Features

  • Client Documentation

    • Contacts
    • Locations (Head Quarters, Satellite locations)
    • Vendors (ISP, WebHost, MailHost etc)
    • Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc)
    • Password Manager (AES Encrypted in DB)
    • Domain Names
    • Applications Licenses
    • Networks
    • Files
    • Notes
    • Tickets
    • Single Downloadable PDF of all documentation for a client to give them.

  • Client Portal

    • Invoice and Payment information
    • More to come soon...

  • Invoicing

    • Automatically Emails Past Due Invoices to clients
    • Auto Email Receipts upon receiving payments
    • Recurring Invoices

  • Quotes

    • Automated customer approval process using email
    • Turn Quotes into invoices with a signle click

  • Accounting

    • Expense Tracking
    • Profit and Loss Reports
    • Income/Expense Summaries
    • Travel Mileage Tracking
    • Account Transfers / Deposits
    • Accounts

  • Alerting/Notifications

    • Low Account Balances
    • Domains to expire
    • Password reset reminder for customers
    • Past Due Invoices
    • Software License Expiring

  • Calendar

    • Schedule Jobs
    • Overview of Invoices, Domains that are expiring, etc
    • Schedule Events
    • Automatic Email Reminders of upcoming calendar events to customers

  • Dashboard

    • Gives a clear overview of your business financials using graphs

  • 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 Emails for Mailing list Integration
    • Check account Balances using FreePBX IVR

  • Multi-Tenant - One Instance Multiple Companies and Users

  • Audit Logging - Logs actions of users on the system

  • 2FA Login Support (TOTP)

Installation Instructions

  • Change directory to your webroot
  • git clone https://github.com/johnnyq/itflow.git .
  • Set web owner on public web directory usually chown -R www-data:www-data /var/www
  • Create a MySQL database
  • Point your browser to your Web Server
  • Go through the Setup Process
  • Login
  • Start inputing some data

Requirements

  • Webserver (Apache, NGINX)
  • PHP7+
  • MySQL or MariaDB

Technologies Used

  • PHP/MySQL
  • AdminLTE3
  • fontawesome
  • chart.js
  • moments.js
  • Jquery
  • PHPmailer
  • mPDF
  • FullCalendar.io
  • Select2
  • Date Range Picker
  • Bootstrap Typeahead
  • SummerNote

API Calls

  • Caller ID lookup (Great for integrating with your phone system like FreePBX, and having your VOIP phone return the client thats calling) - /api.php?api_key=[API_KEY]&cid=[PHONE_NUMBER] - Returns a name
  • XML Phonebook Download (Great for using with VOIP Phones so phpnes have an up to date directory) - /api.php?api_key=[API_KEY]&phonebook
  • Client Email (great for mailing lists) - /api.php?api_key=[API_KEY]&client_emails - Returns Client Name - Email Address
  • Account Balance for Client (can be integrated into multiple places for example in FreePBX Press 3 to check account balance, please enter your client ID your blanace is) - /api.php?api_key=[API_KEY]&client_id=[CLIENT_ID] - Returns Account Balance 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 / TacticalRMM Integation to assign devices to assets and easily access remote desktop within the app, as well as pull vital information such as asset make, model, serial, hostname, Operating System,
  • CalDAV to integrate with 3rd party calendars
  • CardDAV to integrate with 3rd party Address books
  • Stripe Integration for online payments
  • 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
  • WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)