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root d3ca5792a0 Updated client recurring to reflect recent changes to recurring list 2019-04-17 01:48:26 -04:00
css First commit 2019-03-13 17:40:00 +00:00
js highlight current page on side nav 2019-04-09 17:45:28 -04:00
uploads moved email_invoice.php into post.php along with pdf_invoice.php 2019-04-16 14:44:02 -04:00
vendor Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done 2019-04-13 21:34:25 -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 Added Option to Email Thank you for your payment! under add payment 2019-04-16 14:11:30 -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 Added Option to Email Thank you for your payment! under add payment 2019-04-16 14:11:30 -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 fixed spelling error 2019-04-13 23:38:40 -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 added roundtrip option to add_mileage 2019-04-16 15:06:31 -04:00
add_payment_modal.php Added Disable/Enable for Recurring Invoices, now sets proper due date on recurring, recurring freq updated, invoice pdf can be activated from lists 2019-04-17 01:42:07 -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 Added Disable/Enable for Recurring Invoices, now sets proper due date on recurring, recurring freq updated, invoice pdf can be activated from lists 2019-04-17 01:42:07 -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 Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done 2019-04-13 21:34:25 -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 Added Disable/Enable for Recurring Invoices, now sets proper due date on recurring, recurring freq updated, invoice pdf can be activated from lists 2019-04-17 01:42:07 -04:00
client_applications.php Added Asset,Vendor,Applicaiton 1to1 linkage 2019-03-30 15:15:42 -04:00
client_assets.php Added Option to Email Thank you for your payment! under add payment 2019-04-16 14:11:30 -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 Added Disable/Enable for Recurring Invoices, now sets proper due date on recurring, recurring freq updated, invoice pdf can be activated from lists 2019-04-17 01:42:07 -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 added client_recurring listing 2019-04-16 20:18:01 -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_recurring.php Updated client recurring to reflect recent changes to recurring list 2019-04-17 01:48:26 -04:00
client_routes.php added client_recurring listing 2019-04-16 20:18:01 -04:00
client_vendors.php Added Option to Email Thank you for your payment! under add payment 2019-04-16 14:11:30 -04:00
clients.php Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done 2019-04-13 21:34:25 -04:00
composer.json Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done 2019-04-13 21:34:25 -04:00
composer.lock Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done 2019-04-13 21:34:25 -04:00
config.php Added Option to Email Thank you for your payment! under add payment 2019-04-16 14:11:30 -04:00
create_recurring_invoices.php Added Disable/Enable for Recurring Invoices, now sets proper due date on recurring, recurring freq updated, invoice pdf can be activated from lists 2019-04-17 01:42:07 -04:00
cron.php Cron.php now creates recurring invoices when ran 2019-04-16 19:52:46 -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 New DB Dump to reflect recurring invoice changes 2019-04-16 19:58:49 -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 Bunch of changes including mpdf library for creating pdf of invoices. It now attaches a PDF invoice when marked sent. Don't mark invoice_status sent if it partial or paid, removed green text from balance under clients only use red if the client has a balance and some other cleanups were done 2019-04-13 21:34:25 -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 Added Disable/Enable for Recurring Invoices, now sets proper due date on recurring, recurring freq updated, invoice pdf can be activated from lists 2019-04-17 01:42:07 -04:00
invoices.php Added Disable/Enable for Recurring Invoices, now sets proper due date on recurring, recurring freq updated, invoice pdf can be activated from lists 2019-04-17 01:42:07 -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 Disable/Enable for Recurring Invoices, now sets proper due date on recurring, recurring freq updated, invoice pdf can be activated from lists 2019-04-17 01:42:07 -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 Disable/Enable for Recurring Invoices, now sets proper due date on recurring, recurring freq updated, invoice pdf can be activated from lists 2019-04-17 01:42:07 -04:00
recurring_invoice.php Added Disable/Enable for Recurring Invoices, now sets proper due date on recurring, recurring freq updated, invoice pdf can be activated from lists 2019-04-17 01:42:07 -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 highlight current page on side nav 2019-04-09 17:45:28 -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