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itflow
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root 5fe485a28c 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
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 Fixed incorrect account balance under add revenue 2019-08-26 17:14:11 -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 Fixed Alerts 2019-08-25 00:09:40 -04:00
accounts.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -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 further refinements to multi-company feature 2019-08-14 13:28:25 -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 get settings vars updates added default net_terms to settings and some php var fixes in dashboard 2019-08-23 00:35:56 -04:00
add_company_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
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 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_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 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_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
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 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
api.php Security Added some mysql escapes to some get vars in api and guest view invoice and quote 2019-08-28 21:54:27 -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 further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
calendar_events.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
categories.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
check_login.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
client.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
client_assets.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -04:00
client_contacts.php Fixed total tax not displaying for quote 2019-08-26 18:42:11 -04:00
client_domains.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -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 Invalid Get var in API redirect back to login Instead of showing error 2019-07-20 16:20:19 -04:00
client_invoices.php Add viewed status to invoice and quote when viewed via the guest portal 2019-08-26 18:20:37 -04:00
client_locations.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -04:00
client_logins.php Fixed Login Software relation, fixed asset logins etc 2019-08-03 19:41:58 -04:00
client_networks.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -04:00
client_notes.php moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
client_payments.php Fixed receipt uploads on copy expense modal 2019-08-12 12:00:13 -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 Removed static Quote Prefixes 2019-08-12 13:23:36 -04:00
client_recurring.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
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 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
client_software.php Fixed Login Software relation, fixed asset logins etc 2019-08-03 19:41:58 -04:00
client_tickets.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_vendors.php Changes to alerts settings moved enable cron to alerts, updated base url for guest portal 2019-08-24 20:20:38 -04:00
clients.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
companies.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
cron.php Readded config_base_url as it broke cron.php 2019-08-24 22:12:48 -04:00
dashboard.php get settings vars updates added default net_terms to settings and some php var fixes in dashboard 2019-08-23 00:35:56 -04:00
db.sql Readded config_base_url as it broke cron.php 2019-08-24 22:12:48 -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 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_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 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_company_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_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_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 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_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 further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
footer.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
functions.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
get_settings.php Fixed incorrect account balance under add revenue 2019-08-26 17:14:11 -04:00
global_search.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -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 Security Added some mysql escapes to some get vars in api and guest view invoice and quote 2019-08-28 21:54:27 -04:00
guest_view_quote.php Security Added some mysql escapes to some get vars in api and guest view invoice and quote 2019-08-28 21:54:27 -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 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
invoices.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
login.php Security Mysql Escaped current_code POST var under login 2019-08-28 21:56:45 -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
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 get settings vars updates added default net_terms to settings and some php var fixes in dashboard 2019-08-23 00:35:56 -04:00
payments.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
post.php Add viewed status to invoice and quote when viewed via the guest portal 2019-08-26 18:20:37 -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 further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
quote.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
quotes.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
recurring.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
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 Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
report_income_summary.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -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 further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
revenues.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -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 Fixed incorrect account balance under add revenue 2019-08-26 17:14:11 -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 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-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 moved all table listing to server side tables and set the header to dark for better contrast 2019-06-18 18:31:13 -04:00
setup.php Fixed incorrect account balance under add revenue 2019-08-26 17:14:11 -04:00
side_nav.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
ticket.php 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
tickets.php Changes to alerts settings moved enable cron to alerts, updated base url for guest portal 2019-08-24 20:20:38 -04:00
top_nav.php Login and Top Nav Refinements 2019-08-16 00:28:54 -04:00
transactions.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
transfers.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
trips.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
users.php Made first field in record listings clickable to edit modal 2019-07-30 15:14:51 -04:00
vendors.php Changes to alerts settings moved enable cron to alerts, updated base url for guest portal 2019-08-24 20:20:38 -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

CRM

CRM, Accounting and Invoicing System for small managed IT companies

Features

  • Manage Clients
    • Contacts
    • Locations
    • Vendors
    • Assets
    • Licenses
    • Logins
    • Domains
    • Apps
    • Networks
    • Files
    • Documentation
  • 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...
  • Calendar Integration
    • Schedule Jobs
    • Overview of Invoices Domains
    • Schedule Events
  • Dashboard
    • Gives a clear overview of your business

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

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