mirror of https://github.com/itflow-org/itflow
113 lines
4.0 KiB
Markdown
113 lines
4.0 KiB
Markdown
## IT Documentation Accounting and Invoicing System for Small MSPs.
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### Online Demo
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* https://demo.itflow.org
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* USERNAME: demo@demo
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* PASSWORD: demo
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### Features
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* Client Documentation
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* Contacts
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* Locations (Head Quarters, Satellite locations)
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* Vendors (ISP, WebHost, MailHost etc)
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* Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc)
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* Password Manager (AES Encrypted in DB)
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* Domain Names
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* Applications Licenses
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* Networks
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* Files
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* Notes
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* Tickets
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* Single Downloadable PDF of all documentation for a client to give them.
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* Client Portal
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* Invoice and Payment information
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* More to come soon...
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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
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* Automated customer approval process using email
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* Turn Quotes into invoices with a signle click
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* Accounting
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* Expense Tracking
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* Profit and Loss Reports
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* Income/Expense Summaries
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* Travel Mileage Tracking
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* Account Transfers / Deposits
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* 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
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* Schedule Jobs
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* Overview of Invoices, Domains that are expiring, etc
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* Schedule Events
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* Automatic Email Reminders of upcoming calendar events to customers
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* Dashboard
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* Gives a clear overview of your business financials using graphs
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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 Emails for Mailing list Integration
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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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* 2FA Login Support (TOTP)
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### Installation Instructions
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* Change directory to your webroot
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* git clone https://github.com/johnnyq/itflow.git .
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* Set web owner on public web directory usually chown -R www-data:www-data /var/www
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* Create a MySQL database
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* Point your browser to your Web Server
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* Go through the Setup Process
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* Login
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* Start inputing 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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* Bootstrap
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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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* pdfmake
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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 (Great for integrating with your phone system like FreePBX, and having your VOIP phone return the client thats calling) - /api.php?api_key=[API_KEY]&cid=[PHONE_NUMBER] - Returns a name
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* XML Phonebook Download (Great for using with VOIP Phones so phpnes have an up to date directory) - /api.php?api_key=[API_KEY]&phonebook
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* Client Email (great for mailing lists) - /api.php?api_key=[API_KEY]&client_emails - Returns Client Name - Email Address
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* Account Balance for Client (can be integrated into multiple places for example in FreePBX Press 3 to check account balance, please enter your client ID your blanace is) - /api.php?api_key=[API_KEY]&client_id=[CLIENT_ID] - Returns Account Balance
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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 / TacticalRMM Integation to assign devices to assets and easily access remote desktop within the app, as well as pull vital information such as asset make, model, serial, hostname, Operating System,
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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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* Stripe Integration for online payments
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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
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* WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)
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