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johnny@pittpc.com fb9fe54899 Added Table Bordeless CSS Tag and added HR to mimic other tables 2020-09-25 15:57:16 -04:00
css upgraded PHPMailer, AdminLTE, chartJS, Select2 Libraries 2020-01-21 00:45:16 -05:00
dist Updated AdminLTE to 3.04 assets, added search to side bar, added company select drop down on sidebar. removed extra delete under edit contact 2020-04-04 20:23:44 -04:00
js upgraded PHPMailer, AdminLTE, chartJS, Select2 Libraries 2020-01-21 00:45:16 -05:00
plugins Removed search and company select from sidebar, removed unused plugins 2020-08-29 20:18:35 -04:00
uploads Created a tmp directory, added states array to setup add localhost default database host value to setup, added inputmask to setup 2019-08-22 13:24:36 -04:00
vendor Set correct permssions on files and directories Set Directories to 755 and files to 644. Some other monitor updates and code cleanups 2020-02-02 13:17:07 -05:00
.gitignore Created a tmp directory, added states array to setup add localhost default database host value to setup, added inputmask to setup 2019-08-22 13:24:36 -04:00
README.md Updated README 2020-09-06 14:10:34 -04:00
accounts.php Lots of updates, modal design updates, added notes to many tables, added contact relation to location, moved next_date as primary sorted in recurring, updated database tables, few fixes for transfers and other small bug fixes 2020-02-02 01:08:27 -05:00
add_account_modal.php Lots of updates, modal design updates, added notes to many tables, added contact relation to location, moved next_date as primary sorted in recurring, updated database tables, few fixes for transfers and other small bug fixes 2020-02-02 01:08:27 -05:00
add_asset_modal.php sorted even more dropdowns alphabetically 2020-04-04 23:35:54 -04:00
add_calendar_event_modal.php Removed search and company select from sidebar, removed unused plugins 2020-08-29 20:18:35 -04:00
add_calendar_modal.php Edit Calendar Event Now Works, now you can create calendars and select a color, added bootstrap select to add additnal html content to select boxes and make them look prettier 2019-06-06 13:22:25 -04:00
add_category_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_client_modal.php Added initial country support for Canada 2020-03-30 20:01:59 -04:00
add_company_modal.php Added initial country support for Canada 2020-03-30 20:01:59 -04:00
add_contact_modal.php Started adding delete buttons to edit windows and removing the action column on some tables this will allow for more room to display data 2020-03-02 12:31:07 -05:00
add_domain_modal.php sorted even more dropdowns alphabetically 2020-04-04 23:35:54 -04:00
add_expense_copy_modal.php Sort dropdowns in add/edit/copy expenses alphabetically 2020-04-04 22:57:37 -04:00
add_expense_modal.php Sort dropdowns in add/edit/copy expenses alphabetically 2020-04-04 22:57:37 -04:00
add_expense_refund_modal.php UI Cleanups 2019-06-13 23:32:35 -04:00
add_file_modal.php Added Red * to required fields, fixed blank form dates not erroring out because of not being null, current defaults to 0000-00-00 if blank 2019-07-27 19:58:59 -04:00
add_invoice_copy_modal.php Removed even more static Quote and Invoice Prefixes 2019-08-12 13:28:50 -04:00
add_invoice_modal.php sorted more dropdowns alphabetically and fixed issue in edit trip where it would list all clients from all companies 2020-04-04 23:16:11 -04:00
add_invoice_recurring_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_location_modal.php sorted even more dropdowns alphabetically 2020-04-04 23:35:54 -04:00
add_login_modal.php sorted even more dropdowns alphabetically 2020-04-04 23:35:54 -04:00
add_network_modal.php sorted even more dropdowns alphabetically 2020-04-04 23:35:54 -04:00
add_note_modal.php More updates cosmetic and fixed password decrypt issue under software and assets, fixed encrypting password when adding password via asset or software 2020-02-02 02:09:33 -05:00
add_payment_modal.php sorted even more dropdowns alphabetically 2020-04-04 23:35:54 -04:00
add_product_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
add_quote_copy_modal.php Removed even more static Quote and Invoice Prefixes 2019-08-12 13:28:50 -04:00
add_quote_modal.php Sort dropdowns clients, categories in add, edit quote alphabetically 2020-04-04 23:07:32 -04:00
add_quote_to_invoice_modal.php Removed even more static Quote and Invoice Prefixes 2019-08-12 13:28:50 -04:00
add_recurring_modal.php sorted more dropdowns alphabetically and fixed issue in edit trip where it would list all clients from all companies 2020-04-04 23:16:11 -04:00
add_revenue_modal.php sorted more dropdowns alphabetically and fixed issue in edit trip where it would list all clients from all companies 2020-04-04 23:16:11 -04:00
add_software_modal.php Added Notes to Software 2020-02-24 17:00:19 -05:00
add_ticket_modal.php Updates to tickets added summernote js to textarea, UI updates WIP 2020-04-05 00:48:30 -04:00
add_transfer_modal.php Updates to tickets added summernote js to textarea, UI updates WIP 2020-04-05 00:48:30 -04:00
add_trip_copy_modal.php Added Todays date to copy trip 2020-04-04 23:38:46 -04:00
add_trip_modal.php sorted more dropdowns alphabetically and fixed issue in edit trip where it would list all clients from all companies 2020-04-04 23:16:11 -04:00
add_user_modal.php sorted even more dropdowns alphabetically 2020-04-04 23:35:54 -04:00
add_vendor_modal.php Added initial country support for Canada 2020-03-30 20:01:59 -04:00
alerts.php Lots of updates, modal design updates, added notes to many tables, added contact relation to location, moved next_date as primary sorted in recurring, updated database tables, few fixes for transfers and other small bug fixes 2020-02-02 01:08:27 -05:00
alerts_archived.php Lots of updates, modal design updates, added notes to many tables, added contact relation to location, moved next_date as primary sorted in recurring, updated database tables, few fixes for transfers and other small bug fixes 2020-02-02 01:08:27 -05:00
api.php Added amount field to recurring listings 2019-09-18 13:32:37 -04:00
assets.php Started adding delete buttons to edit windows and removing the action column on some tables this will allow for more room to display data 2020-03-02 12:31:07 -05:00
base32static.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
blank.php First commit 2019-03-13 17:40:00 +00:00
calendar_domains.php Added the missing October to Cashflow on the Dashboard, added more calendar events etc 2019-09-21 16:23:35 -04:00
calendar_events.php Added Icons to card headers under user settings, minor change to calendar UI 2020-02-07 02:35:07 -05:00
categories.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
check_login.php More updates to the UI 2019-11-24 20:24:21 -05:00
client.php Added initial country support for Canada 2020-03-30 20:01:59 -04:00
client_add_calendar_event_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
client_add_trip_copy_modal.php Top Search bar now searches clients, added events and trips to client details, started adding trims to trim whitespace on beginning and end of some inputs 2019-11-21 21:23:34 -05:00
client_add_trip_modal.php Top Search bar now searches clients, added events and trips to client details, started adding trims to trim whitespace on beginning and end of some inputs 2019-11-21 21:23:34 -05:00
client_assets.php Started adding delete buttons to edit windows and removing the action column on some tables this will allow for more room to display data 2020-03-02 12:31:07 -05:00
client_contacts.php Added initial country support for Canada 2020-03-30 20:01:59 -04:00
client_domains.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_edit_calendar_event_modal.php finished porting over to select2 2019-11-22 21:17:19 -05:00
client_edit_trip_modal.php Top Search bar now searches clients, added events and trips to client details, started adding trims to trim whitespace on beginning and end of some inputs 2019-11-21 21:23:34 -05:00
client_events.php Initial work on switching companies, added error if not able to connect to database 2020-04-04 20:55:06 -04:00
client_files.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_invoices.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_locations.php Added initial country support for Canada 2020-03-30 20:01:59 -04:00
client_logins.php Added category to logins, added OS and MAC to assets, minor UI updates 2020-02-03 13:55:21 -05:00
client_networks.php Added category to logins, added OS and MAC to assets, minor UI updates 2020-02-03 13:55:21 -05:00
client_notes.php Added category to logins, added OS and MAC to assets, minor UI updates 2020-02-03 13:55:21 -05:00
client_payments.php Added AES Encryption to client Logins Password Fields, updated DB modified field login_password from VARCHAR to VARBINARY to store password as encrypted, added additonal field to settings called config_aes_key the key is used to decrypt client login passwords, removed invoice, vendor, locaiton linkage in trips, other small cleanups fixups and UI updates, NOTE this will break existing install due to the db being updated 2020-01-04 19:52:41 -05:00
client_payments_by_invoice.php Added unpaid and paid invoices to guest URL view 2020-02-06 20:25:28 -05:00
client_print.php Started adding delete buttons to edit windows and removing the action column on some tables this will allow for more room to display data 2020-03-02 12:31:07 -05:00
client_quotes.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_recurring.php Added amount field to recurring listings 2019-09-18 13:32:37 -04:00
client_routes.php Top Search bar now searches clients, added events and trips to client details, started adding trims to trim whitespace on beginning and end of some inputs 2019-11-21 21:23:34 -05:00
client_side_nav.php Removed Logos on top right of the side menus to make better use of space 2020-09-25 15:37:51 -04:00
client_software.php Added Notes to Software 2020-02-24 17:00:19 -05:00
client_tickets.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_trips.php updated initial sorting order for more lists 2019-11-29 14:29:49 -05:00
client_vendors.php Added initial country support for Canada 2020-03-30 20:01:59 -04:00
clients.php Added Table Bordeless CSS Tag and added HR to mimic other tables 2020-09-25 15:57:16 -04:00
clients_new.php Migrated from sbadmin to AdminLTE CSS framework 2019-11-19 18:29:02 -05:00
companies.php Added initial country support for Canada 2020-03-30 20:01:59 -04:00
contacts.php Lots of updates, modal design updates, added notes to many tables, added contact relation to location, moved next_date as primary sorted in recurring, updated database tables, few fixes for transfers and other small bug fixes 2020-02-02 01:08:27 -05:00
cron.php Removed search and company select from sidebar, removed unused plugins 2020-08-29 20:18:35 -04:00
dashboard.php Fixed Blank Miles Driven on Dashboard, now displays 0.00 2020-09-25 15:50:47 -04:00
db.sql Added initial country support for Canada 2020-03-30 20:01:59 -04:00
delete_confirm_modal.php Added initial country support for Canada 2020-03-30 20:01:59 -04:00
domains.php Updated Client Detail Header for better mobile fit, lots of progress on stripe pay and some other minor updates 2019-09-13 20:33:00 -04:00
edit_account_modal.php Lots of updates, modal design updates, added notes to many tables, added contact relation to location, moved next_date as primary sorted in recurring, updated database tables, few fixes for transfers and other small bug fixes 2020-02-02 01:08:27 -05:00
edit_asset_modal.php sorted even more dropdowns alphabetically 2020-04-04 23:35:54 -04:00
edit_calendar_event_modal.php Sort dropdowns clients, calendars, in add, edit event alphabetically 2020-04-04 23:05:14 -04:00
edit_category_modal.php Started adding delete buttons to edit windows and removing the action column on some tables this will allow for more room to display data 2020-03-02 12:31:07 -05:00
edit_client_modal.php Removed search and company select from sidebar, removed unused plugins 2020-08-29 20:18:35 -04:00
edit_company_modal.php Added initial country support for Canada 2020-03-30 20:01:59 -04:00
edit_contact_modal.php Updated AdminLTE to 3.04 assets, added search to side bar, added company select drop down on sidebar. removed extra delete under edit contact 2020-04-04 20:23:44 -04:00
edit_domain_modal.php Started adding delete buttons to edit windows and removing the action column on some tables this will allow for more room to display data 2020-03-02 12:31:07 -05:00
edit_expense_modal.php Sort dropdowns in add/edit/copy expenses alphabetically 2020-04-04 22:57:37 -04:00
edit_invoice_item_modal.php Updated recurring as well as quote details to mimic invoice details overhaul 2020-02-07 01:51:49 -05:00
edit_invoice_modal.php sorted more dropdowns alphabetically and fixed issue in edit trip where it would list all clients from all companies 2020-04-04 23:16:11 -04:00
edit_location_modal.php sorted even more dropdowns alphabetically 2020-04-04 23:35:54 -04:00
edit_login_modal.php sorted even more dropdowns alphabetically 2020-04-04 23:35:54 -04:00
edit_network_modal.php sorted even more dropdowns alphabetically 2020-04-04 23:35:54 -04:00
edit_note_modal.php Started adding delete buttons to edit windows and removing the action column on some tables this will allow for more room to display data 2020-03-02 12:31:07 -05:00
edit_product_modal.php Started adding delete buttons to edit windows and removing the action column on some tables this will allow for more room to display data 2020-03-02 12:31:07 -05:00
edit_quote_item_modal.php Updated recurring as well as quote details to mimic invoice details overhaul 2020-02-07 01:51:49 -05:00
edit_quote_modal.php Sort dropdowns clients, categories in add, edit quote alphabetically 2020-04-04 23:07:32 -04:00
edit_recurring_item_modal.php Updated recurring as well as quote details to mimic invoice details overhaul 2020-02-07 01:51:49 -05:00
edit_revenue_modal.php sorted more dropdowns alphabetically and fixed issue in edit trip where it would list all clients from all companies 2020-04-04 23:16:11 -04:00
edit_software_modal.php Started adding delete buttons to edit windows and removing the action column on some tables this will allow for more room to display data 2020-03-02 12:31:07 -05:00
edit_ticket_modal.php Added Red * to required fields, fixed blank form dates not erroring out because of not being null, current defaults to 0000-00-00 if blank 2019-07-27 19:58:59 -04:00
edit_transfer_modal.php sorted even more dropdowns alphabetically 2020-04-04 23:35:54 -04:00
edit_trip_modal.php sorted more dropdowns alphabetically and fixed issue in edit trip where it would list all clients from all companies 2020-04-04 23:16:11 -04:00
edit_user_modal.php Fixed add user and edit as well as update user, which were not working. Added autocomplete=new-password to add/edit user and update password 2020-03-31 14:32:57 -04:00
edit_vendor_modal.php Added initial country support for Canada 2020-03-30 20:01:59 -04:00
expenses.php Added AES Encryption to client Logins Password Fields, updated DB modified field login_password from VARCHAR to VARBINARY to store password as encrypted, added additonal field to settings called config_aes_key the key is used to decrypt client login passwords, removed invoice, vendor, locaiton linkage in trips, other small cleanups fixups and UI updates, NOTE this will break existing install due to the db being updated 2020-01-04 19:52:41 -05:00
export_excel_example.php Lots of updates, modal design updates, added notes to many tables, added contact relation to location, moved next_date as primary sorted in recurring, updated database tables, few fixes for transfers and other small bug fixes 2020-02-02 01:08:27 -05:00
footer.php Added category to logins, added OS and MAC to assets, minor UI updates 2020-02-03 13:55:21 -05:00
functions.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
get_settings.php Added initial country support for Canada 2020-03-30 20:01:59 -04:00
global_search.php More Security fixes escaping search and sortby GET vars 2019-08-31 15:38:16 -04:00
guest_footer.php Migrated from sbadmin to AdminLTE CSS framework 2019-11-19 18:29:02 -05:00
guest_header.php Fixed issue with guests requiring a login when viewing invoices by email. Removed check_login from guest header 2019-11-20 11:48:05 -05:00
guest_pay_invoice.php Remove some old files, updated guest urls to work with the new multi company features, and some other multi company update 2019-08-15 18:29:28 -04:00
guest_post.php Added more mysql escapes to more get vars 2019-08-28 22:01:22 -04:00
guest_view_invoice.php Added Notes to Software 2020-02-24 17:00:19 -05:00
guest_view_quote.php Migrated from sbadmin to AdminLTE CSS framework 2019-11-19 18:29:02 -05:00
header.php Added category to logins, added OS and MAC to assets, minor UI updates 2020-02-03 13:55:21 -05:00
index.php Added get OS Browser Device and IP functions, added these functions to guest view invoice, also added invoice view alert and other minor fixes 2019-08-28 21:47:40 -04:00
invoice.php Added Notes to Software 2020-02-24 17:00:19 -05:00
invoice_note_modal.php Invoice Overhaul, added edit item, reorganized drop down menus etc 2020-02-06 23:08:41 -05:00
invoices.php Sort dropdowns in add/edit/copy expenses alphabetically 2020-04-04 22:57:37 -04:00
login.php updated UI of the login screen, app name. changed username to email changed button from back to blue 2020-03-31 17:42:15 -04:00
logout.php The start of client logins has begun, now can link a user with a client to allow client logins, clients can only view client.php there is more work to be done 2019-05-27 12:28:41 -04:00
logs.php Updated User Settings Page and added logging to most functions 2019-09-06 03:03:16 -04:00
noclients.php Refinements to ticketting system, Added force recurring option created company_id chile directories for clients, settings, expenses, added dir checks to add client and add contact and much more. 2019-08-21 00:59:27 -04:00
pagination.php Added AES Encryption to client Logins Password Fields, updated DB modified field login_password from VARCHAR to VARBINARY to store password as encrypted, added additonal field to settings called config_aes_key the key is used to decrypt client login passwords, removed invoice, vendor, locaiton linkage in trips, other small cleanups fixups and UI updates, NOTE this will break existing install due to the db being updated 2020-01-04 19:52:41 -05:00
payments.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
post.php Removed search and company select from sidebar, removed unused plugins 2020-08-29 20:18:35 -04:00
print_profit_loss.php Refinements to ticketting system, Added force recurring option created company_id chile directories for clients, settings, expenses, added dir checks to add client and add contact and much more. 2019-08-21 00:59:27 -04:00
products.php Started adding delete buttons to edit windows and removing the action column on some tables this will allow for more room to display data 2020-03-02 12:31:07 -05:00
quote.php Removed search and company select from sidebar, removed unused plugins 2020-08-29 20:18:35 -04:00
quote_note_modal.php Updated recurring as well as quote details to mimic invoice details overhaul 2020-02-07 01:51:49 -05:00
quotes.php Added Adavnced Filter to customers and expenses, removed some text-mono, ui updates to ticket details, added quick links to reports under dashboard 2019-12-04 20:58:16 -05:00
recurring.php Lots of updates, modal design updates, added notes to many tables, added contact relation to location, moved next_date as primary sorted in recurring, updated database tables, few fixes for transfers and other small bug fixes 2020-02-02 01:08:27 -05:00
recurring_invoice.php Fixed Add item under invoice 2020-02-07 19:29:37 -05:00
recurring_note_modal.php Updated recurring as well as quote details to mimic invoice details overhaul 2020-02-07 01:51:49 -05:00
report_expense_summary.php Added Adavnced Filter to customers and expenses, removed some text-mono, ui updates to ticket details, added quick links to reports under dashboard 2019-12-04 20:58:16 -05:00
report_income_summary.php Added Adavnced Filter to customers and expenses, removed some text-mono, ui updates to ticket details, added quick links to reports under dashboard 2019-12-04 20:58:16 -05:00
report_income_summary_2.php Refinements to ticketting system, Added force recurring option created company_id chile directories for clients, settings, expenses, added dir checks to add client and add contact and much more. 2019-08-21 00:59:27 -04:00
report_profit_loss.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00
revenues.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
rfc6238.php Implemented 2FA TOTP with Google Authenticator 2019-06-16 22:33:55 -04:00
robots.txt First commit 2019-03-13 17:40:00 +00:00
settings-alerts.php Changes to alerts settings moved enable cron to alerts, updated base url for guest portal 2019-08-24 20:20:38 -04:00
settings-backup.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
settings-company.php Fix country not posting under company settings 2020-03-30 20:11:47 -04:00
settings-defaults.php sorted even more dropdowns alphabetically 2020-04-04 23:35:54 -04:00
settings-general.php Added AES Encryption to client Logins Password Fields, updated DB modified field login_password from VARCHAR to VARBINARY to store password as encrypted, added additonal field to settings called config_aes_key the key is used to decrypt client login passwords, removed invoice, vendor, locaiton linkage in trips, other small cleanups fixups and UI updates, NOTE this will break existing install due to the db being updated 2020-01-04 19:52:41 -05:00
settings-invoice.php Changes to alerts settings moved enable cron to alerts, updated base url for guest portal 2019-08-24 20:20:38 -04:00
settings-mail.php Changes to alerts settings moved enable cron to alerts, updated base url for guest portal 2019-08-24 20:20:38 -04:00
settings-nav.php Updated Client Detail Header for better mobile fit, lots of progress on stripe pay and some other minor updates 2019-09-13 20:33:00 -04:00
settings-online-payment.php Updated Client Detail Header for better mobile fit, lots of progress on stripe pay and some other minor updates 2019-09-13 20:33:00 -04:00
settings-quote.php Modified the way the app detects setup mode, added an alerts setting page and other minor fixes and cleanups 2019-08-23 16:32:15 -04:00
settings-ticket.php Refinements to ticketting system, Added force recurring option created company_id chile directories for clients, settings, expenses, added dir checks to add client and add contact and much more. 2019-08-21 00:59:27 -04:00
settings-user.php Fixed add user and edit as well as update user, which were not working. Added autocomplete=new-password to add/edit user and update password 2020-03-31 14:32:57 -04:00
setup.php Added Auto Focus to first fields in Setup 2020-09-25 15:34:13 -04:00
side_nav.php Removed Logos on top right of the side menus to make better use of space 2020-09-25 15:37:51 -04:00
starter_new.php Migrated from sbadmin to AdminLTE CSS framework 2019-11-19 18:29:02 -05:00
ticket.php Updates to tickets added summernote js to textarea, UI updates WIP 2020-04-05 00:48:30 -04:00
tickets.php Updates to tickets added summernote js to textarea, UI updates WIP 2020-04-05 00:48:30 -04:00
top_nav.php Moved Norification Badge count 2 spaces from the bell 2020-09-25 15:47:47 -04:00
transactions.php Added further refinements to multi-company feature 2019-08-14 13:28:25 -04:00
transfers.php Lots of updates, modal design updates, added notes to many tables, added contact relation to location, moved next_date as primary sorted in recurring, updated database tables, few fixes for transfers and other small bug fixes 2020-02-02 01:08:27 -05:00
trips.php Added AES Encryption to client Logins Password Fields, updated DB modified field login_password from VARCHAR to VARBINARY to store password as encrypted, added additonal field to settings called config_aes_key the key is used to decrypt client login passwords, removed invoice, vendor, locaiton linkage in trips, other small cleanups fixups and UI updates, NOTE this will break existing install due to the db being updated 2020-01-04 19:52:41 -05:00
users.php updated initial sorting order for some lists 2019-11-29 14:08:32 -05:00
vendors.php Added initial country support for Canada 2020-03-30 20:01:59 -04:00
view_client_note.php Added a no records placeholder to all tables 2019-09-01 21:49:13 -04:00
view_file_modal.php Tons of UI and code cleanups, renamed many sql tables and fields, started adding created_at and updated_at fields 2019-05-17 01:09:16 -04:00
view_note_modal.php Minor UI cleanups started porting selects from bootstrap-select to select2 2019-11-22 20:37:55 -05:00

README.md

IT Documentation Accounting and Invoicing System for Small Managed IT Companies

Features

  • Manage Clients

    • Contacts
    • Locations
    • Vendors
    • Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc)
    • Password Manager (AES Encrypted in DB)
    • Domain Names
    • Applications
    • Networks
    • Files
    • Documentation
    • Tickets
    • Single Downloadable PDF of all documentation for a client to give them.
  • Invoicing

    • Automatically Emails Past Due Invoices to clients
    • Auto Email Receipts upon receiving payments
    • Recurring Invoices
  • Quotes / Estimates

    • Automated customer approval
    • Turn Quotes into invoices with a click
  • Vendors

  • Accounting

    • Expense Tracking
    • Profit and Loss Reports (Quarterly and Annually)
    • Income/Expense Summary
    • Travel Mileage Tracking
    • Account Transfers / Deposits
    • 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 that are expiring
    • Schedule Events
    • Automatic Email Reminders of upcoming calendar events to customers
  • Dashboard

    • Gives a clear overview of your business financials using graphs and such
  • 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 as well as alerts you in the CRM)
    • Pull Email Lists
    • Check account Balances using FreePBX IVR
  • Multi-Tenant - One Instance Multiple Companies and Users

  • Audit Logging - Logs actions of users on the system

  • 2 Factor Authentication (TOTP)

Installation Instructions

  • Change directory to your webroot
  • git clone https://github.com/johnnyq/pittpc_crm.git .
  • Create a MySQL database
  • Point your browser to your web Server
  • Go through the Setup Process
  • Login
  • Start inputing some data

Requirements

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

Technologies Used

  • PHP/MySQL
  • AdminLTE3
  • fontawesome
  • chart.js
  • moments.js
  • Jquery
  • PHPmailer
  • mPDF
  • FullCalendar.io
  • Select2
  • Date Range Picker
  • Bootstrap Typeahead
  • SummerNote

API Calls

  • 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
  • XML Phonebook Download (Great for using with VOIP Phones so phpnes have an up to date directory) - /api.php?api_key=[API_KEY]&phonebook
  • Client Email (great for mailing lists) - /api.php?api_key=[API_KEY]&client_emails - Returns Client Name - Email Address
  • 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 NOTE: [API_KEY] - is auto generated when a company is created and shows up in General Settings, this can also be changed manually.

Future Todo

  • MeshCentral 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,
  • CalDAV to integrate with 3rd party calendars
  • CardDAV to integrate with 3rd party Address books
  • Stripe Integration for online payments
  • Client Portal
  • 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.
  • Built-in mailing list used for alerts and marketing
  • WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)