itflow/README.md

IT Documentation Accounting and Invoicing System for Small Managed IT Companies

Features

• Manage Clients

  • Contacts
  • Locations
  • Vendors
  • Assets
  • Licenses
  • Logins
  • Domains
  • Apps
  • Networks
  • Files
  • Documentation

• 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

• Calendar Integration

  • Schedule Jobs
  • Overview of Invoices Domains
  • Schedule Events

• Dashboard

  • Gives a clear overview of your business

• API

  • XML Phonebook download for VOIP Phones
  • FreePBX Integrated called ID (When call comes in it queries the Database and displays the company name on your caller ID)
  • Pull Email Lists
  • Check account Balances using FreePBX IVR

Installation Instructions

• Clone this repo
• Create a Mysql database
• Point your browser to the URL where you downloaded the crm
• Go through the Setup Process
• Login
• Start inputting some data

Requirements

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

Technologies Used

• PHP/MySQL
• SB Admin Bootstrap CSS Framework
• fontawesome
• chart.js
• moments.js
• Jquery
• PHPmailer
• mPDF
• FullCalendar.io
• bootstrap-select
• Date Range Picker
• Bootstrap Typeahead
• EasyMDE forked from SimpleMDE
• parsedown

API Calls

• Caller ID lookup (Returns a Name) - /api.php?api_key=[API_KEY]&cid=[PHONE_NUMBER]
• XML Phonebook Download - /api.php?api_key=[API_KEY]&phonebook
• Client Email (Returns Client Name - Email Address) - /api.php?api_key=[API_KEY]&client_emails
• Account Balance for Client (Returns Account Balance) - /api.php?api_key=[API_KEY]&client_id=[CLIENT_ID] NOTE: [API_KEY] - is auto generated when a company is created and shows up in General Settings.

Future Todo

• 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
• Stripe Integration for online payments