mirror of https://github.com/itflow-org/itflow
102 lines
3.1 KiB
Markdown
102 lines
3.1 KiB
Markdown
## IT Documentation Accounting and Invoicing System for Small Managed IT Companies
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### Features
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* Manage Clients
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* Contacts
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* Locations
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* Vendors
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* Assets
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* Password Manager (AES Encrypted in DB)
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* Domain Names
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* Applications
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* Networks
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* Files
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* Documentation
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* Tickets
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* Invoicing
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* Automatically Emails Past Due Invoices to clients
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* Auto Email Receipts upon receiving payments
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* Recurring Invoices
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* Quotes / Estimates
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* Automated customer approval
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* Turn Quotes into invoices with a click
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* Vendors
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* Accounting
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* Track Business Expenses
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* P&L Reports
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* Income/Expense Summary
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* Mileage Tracking
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* Account Transfers
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* Bank Accounts
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* Alerting/Notifications
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* Low Account Balances
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* Domains to expire
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* Password reset reminder for customers
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* Past Due Invoices
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* Software License Expiring
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* Calendar Integration
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* Schedule Jobs
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* Overview of Invoices Domains that are expiring
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* Schedule Events
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* Automatic Email Reminders of upcomming calendar events to customers
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* Dashboard
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* Gives a clear overview of your business financials using graphs and such
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* API
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* XML Phonebook download for VOIP Phones
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* 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)
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* Pull Email Lists
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* Check account Balances using FreePBX IVR
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* Multi-Tenant - One Instance Multiple Companies and Users
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* Audit Logging - Logs actions of users on the system
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* 2 Factor Authentication (TOTP)
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### Installation Instructions
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* Clone this repo
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* Create a Mysql database
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* Point your browser to the URL where you downloaded the crm
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* Go through the Setup Process
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* Login
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* Start inputting some data
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#### Requirements
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* Webserver (Apache, NGINX)
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* PHP7+
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* Mysql or MariaDB
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### Technologies Used
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* PHP/MySQL
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* AdminLTE3
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* fontawesome
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* chart.js
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* moments.js
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* Jquery
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* PHPmailer
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* mPDF
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* FullCalendar.io
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* Select2
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* Date Range Picker
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* Bootstrap Typeahead
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* SummerNote
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### API Calls
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* Caller ID lookup (Returns a Name) - /api.php?api_key=[API_KEY]&cid=[PHONE_NUMBER]
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* XML Phonebook Download - /api.php?api_key=[API_KEY]&phonebook
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* Client Email (Returns Client Name - Email Address) - /api.php?api_key=[API_KEY]&client_emails
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* Account Balance for Client (Returns Account Balance) - /api.php?api_key=[API_KEY]&client_id=[CLIENT_ID]
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NOTE: [API_KEY] - is auto generated when a company is created and shows up in General Settings, this can also be changed manually.
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### Future Todo
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* MeshCentral Integation to assign devices to assets and easily access remote desktop within the app, as well as pull vital information such as Operating System,
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* HestiaCP Integration for intergrating domains and webclients
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* CalDAV to integrate with 3rd party calendars
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* CardDAV to integrate with 3rd party Address books
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* Unifi and UNMS integration
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* Stripe Integration for online payments
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* Client Portal
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* 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.
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* Built-in mailing list used for alerts and marketing |