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root 99e7307c62 Consolidated setup files into one setup.php, creates default content and tables 2019-06-10 18:09:53 -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 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
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 Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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 Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
accounts.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
add_account_modal.php More UI Cleanups 2019-05-13 16:33:34 -04:00
add_asset_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_calendar_event_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -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 select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_client_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -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 Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_expense_copy_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_expense_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -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 Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_invoice_recurring_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_location_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -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 Added select2 classes to all New records 2019-06-07 23:47:11 -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 Added select2 classes to all New records 2019-06-07 23:47:11 -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 Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_software_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_ticket_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_transfer_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_trip_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
add_user_modal.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
add_vendor_modal.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
alerts.php Added an API along with a an API key 2019-05-29 14:14:43 -04:00
api.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
blank.php First commit 2019-03-13 17:40:00 +00:00
calendar_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
calendar_events_w_side.php started work on guest invoice view using a url key 2019-05-30 12:35:58 -04:00
categories.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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 more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
client_contacts.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
client_domains.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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 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 more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
client_locations.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
client_logins.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
client_networks.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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 more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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 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_software.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
client_tickets.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
client_vendors.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
clients.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
config.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
createtables.php Consolidated setup files into one setup.php, creates default content and tables 2019-06-10 18:09:53 -04:00
cron.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
dashboard.php Added select2 classes to all New records 2019-06-07 23:47:11 -04:00
dashboard2.php Initial Integration of fullcalendar.io JS library, currently can see listed events 2019-05-29 20:05:55 -04:00
db.sql Fixes for setup.php 2019-06-10 01:01:10 -04:00
dbconnect.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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 Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
edit_calendar_event_modal.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
edit_category_modal.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
edit_client_modal.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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 Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
edit_expense_modal.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
edit_invoice_modal.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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 Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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 Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
edit_software_modal.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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 Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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 Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
expenses.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
footer.php Consolidated setup files into one setup.php, creates default content and tables 2019-06-10 18:09:53 -04:00
functions.php Added remove directory function 2019-05-27 13:49:13 -04:00
get_settings.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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
guest_footer.php started work on guest invoice view using a url key 2019-05-30 12:35:58 -04:00
guest_header.php started work on guest invoice view using a url key 2019-05-30 12:35:58 -04:00
guest_post.php Updated Email Quote and Invoice Templates, Invoice and Quote Guest view fully work, along with the ability for a guest to approve or reject a quote. PDF are no longer attached to emails they are provided as a link within an email and are recorded when viewed. Once viewed they can be printed or Downloaded as a PDF from the guest view pages. New option config_recurring_auto_email to automatically email the invoice on auto generated recurring Invoices 2019-06-02 00:52:56 -04:00
guest_post_old.php Updated Email Quote and Invoice Templates, Invoice and Quote Guest view fully work, along with the ability for a guest to approve or reject a quote. PDF are no longer attached to emails they are provided as a link within an email and are recorded when viewed. Once viewed they can be printed or Downloaded as a PDF from the guest view pages. New option config_recurring_auto_email to automatically email the invoice on auto generated recurring Invoices 2019-06-02 00:52:56 -04:00
guest_view_invoice.php Updated Email Quote and Invoice Templates, Invoice and Quote Guest view fully work, along with the ability for a guest to approve or reject a quote. PDF are no longer attached to emails they are provided as a link within an email and are recorded when viewed. Once viewed they can be printed or Downloaded as a PDF from the guest view pages. New option config_recurring_auto_email to automatically email the invoice on auto generated recurring Invoices 2019-06-02 00:52:56 -04:00
guest_view_quote.php Updated Email Quote and Invoice Templates, Invoice and Quote Guest view fully work, along with the ability for a guest to approve or reject a quote. PDF are no longer attached to emails they are provided as a link within an email and are recorded when viewed. Once viewed they can be printed or Downloaded as a PDF from the guest view pages. New option config_recurring_auto_email to automatically email the invoice on auto generated recurring Invoices 2019-06-02 00:52:56 -04:00
header.php Consolidated setup files into one setup.php, creates default content and tables 2019-06-10 18:09:53 -04:00
index.php First commit 2019-03-13 17:40:00 +00:00
invoice.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
invoices.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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
phonebook.xml Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
post.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
products.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
quote.php Updated Email Quote and Invoice Templates, Invoice and Quote Guest view fully work, along with the ability for a guest to approve or reject a quote. PDF are no longer attached to emails they are provided as a link within an email and are recorded when viewed. Once viewed they can be printed or Downloaded as a PDF from the guest view pages. New option config_recurring_auto_email to automatically email the invoice on auto generated recurring Invoices 2019-06-02 00:52:56 -04:00
quotes.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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 Initial Integration of fullcalendar.io JS library, currently can see listed events 2019-05-29 20:05:55 -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 Consolidated setup files into one setup.php, creates default content and tables 2019-06-10 18:09:53 -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 Consolidated setup files into one setup.php, creates default content and tables 2019-06-10 18:09:53 -04:00
side_nav.php rearranged side nav a little bit 2019-05-18 19:37:40 -04:00
test.php Updated Email Quote and Invoice Templates, Invoice and Quote Guest view fully work, along with the ability for a guest to approve or reject a quote. PDF are no longer attached to emails they are provided as a link within an email and are recorded when viewed. Once viewed they can be printed or Downloaded as a PDF from the guest view pages. New option config_recurring_auto_email to automatically email the invoice on auto generated recurring Invoices 2019-06-02 00:52:56 -04:00
tickets.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
top_nav.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
transactions.php Cleaned up unused files, did some code tidying 2019-05-10 21:56:13 -04:00
transfers.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
trips.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
users.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -04:00
vendors.php Added more created_at and updated_at to post finalizing setup 2019-06-10 00:24:22 -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...
  • Calendar Integration
    • Schedule Jobs
    • Overview of Invoices Domains
    • Schedule Events
  • Dashboard
    • Gives a clear overview of your business

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

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

Technologies Used

  • PHP/MySQL
  • SB Admin Bootstrap CSS Framework
  • fontawesome
  • datatables
  • 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