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itflow
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root cb2eefe8d4 Added Expense Reciept upload functionality new db dump as well 2019-04-09 16:18:03 -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 Added Account Balance to all account select forms 2019-04-08 11:41:50 -04:00
add_account_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
add_category_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
add_client_application_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
add_client_asset_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
add_client_contact_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
add_client_domain_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
add_client_invoice_modal.php Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -04:00
add_client_location_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
add_client_login_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
add_client_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
add_client_network_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
add_client_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
add_client_vendor_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
add_expense_copy_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
add_expense_modal.php Added Expense Reciept upload functionality new db dump as well 2019-04-09 16:18:03 -04:00
add_expense_refund_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
add_invoice_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
add_mileage_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
add_payment_modal.php Started Alerts and the cron php script to trigger the alerts as well as check payment amount is greater than balance in invoice 2019-04-08 15:31:15 -04:00
add_product_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
add_recurring_invoice_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
add_transfer_modal.php Added Account Balance to all account select forms 2019-04-08 11:41:50 -04:00
add_user_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
add_vendor_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
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 Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -04:00
client_applications.php Added Asset,Vendor,Applicaiton 1to1 linkage 2019-03-30 15:15:42 -04:00
client_assets.php Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -04:00
client_contacts.php Cleaned up UI a bit invoice, side_menu, client, started working on bank transfers 2019-04-06 17:45:52 -04:00
client_domains.php Add CRUD for Client Domain Names 2019-03-22 16:34:50 -04:00
client_invoices.php Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -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 Cleaned up UI a bit invoice, side_menu, client, started working on bank transfers 2019-04-06 17:45:52 -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 Cleaned up UI a bit invoice, side_menu, client, started working on bank transfers 2019-04-06 17:45:52 -04:00
client_vendors.php Added Asset,Vendor,Applicaiton 1to1 linkage 2019-03-30 15:15:42 -04:00
clients.php Balance now works under clients and client as well as well as a paid to date total under client 2019-04-07 13:28:20 -04:00
config.php Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -04:00
cron.php Started Alerts and the cron php script to trigger the alerts as well as check payment amount is greater than balance in invoice 2019-04-08 15:31:15 -04:00
dashboard.php Transfers now fully work and Fixed some math on the dashboard and new DB dump 2019-04-08 01:17:45 -04:00
db.sql Added Expense Reciept upload functionality new db dump as well 2019-04-09 16:18:03 -04:00
edit_account_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_category_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_client_application_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_client_asset_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_client_contact_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_client_domain_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_client_location_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_client_login_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_client_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_client_network_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_client_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_client_vendor_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_expense_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_invoice_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_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_mileage_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_product_modal.php Added Products CRUD and new DB dump to include products 2019-04-08 00:26:49 -04:00
edit_transfer_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_user_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_vendor_modal.php Added Products CRUD and new DB dump to include products 2019-04-08 00:26:49 -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 Added Expense Reciept upload functionality new db dump as well 2019-04-09 16:18:03 -04:00
footer.php First commit 2019-03-13 17:40:00 +00:00
global_search.php Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -04:00
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 Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -04:00
invoices.php Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -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
payments.php Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -04:00
post.php Added Expense Reciept upload functionality new db dump as well 2019-04-09 16:18:03 -04:00
products.php Added Products CRUD and new DB dump to include products 2019-04-08 00:26:49 -04:00
recurring.php Added Products CRUD and new DB dump to include products 2019-04-08 00:26:49 -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 Products CRUD and new DB dump to include products 2019-04-08 00:26:49 -04:00
top_nav.php Started working on Global Search and did some tidying up 2019-04-09 13:26:46 -04:00
transfers.php Transfers now fully work and Fixed some math on the dashboard and new DB dump 2019-04-08 01:17:45 -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 Initial work on recurring invoices some ui cleanup new DB dump 2019-04-07 23:41:11 -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