- https://demo.itflow.org
- USERNAME: demo@demo
- PASSWORD: demo
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Client Documentation
- Contacts
- Locations (Head Quarters, Satellite locations)
- Vendors (ISP, WebHost, MailHost etc)
- Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc)
- Password Manager (AES Encrypted in DB)
- Domain Names
- Applications Licenses
- Networks
- Files
- Notes
- Tickets
- Single Downloadable PDF of all documentation for a client to give them.
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Client Portal
- Invoice and Payment information
- More to come soon...
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Invoicing
- Automatically Emails Past Due Invoices to clients
- Auto Email Receipts upon receiving payments
- Recurring Invoices
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Quotes
- Automated customer approval process using email
- Turn Quotes into invoices with a signle click
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Accounting
- Expense Tracking
- Profit and Loss Reports
- Income/Expense Summaries
- 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
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Calendar
- Schedule Jobs
- Overview of Invoices, Domains that are expiring, etc
- Schedule Events
- Automatic Email Reminders of upcoming calendar events to customers
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Dashboard
- Gives a clear overview of your business financials using graphs
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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 Emails for Mailing list Integration
- 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)
- Change directory to your webroot
- git clone https://github.com/johnnyq/itflow.git .
- Create a MySQL database
- Point your browser to your web Server
- Go through the Setup Process
- Login
- Start inputing some data
- Webserver (Apache, NGINX)
- PHP7+
- MySQL or MariaDB
- PHP/MySQL
- AdminLTE3
- fontawesome
- chart.js
- moments.js
- Jquery
- PHPmailer
- mPDF
- FullCalendar.io
- Select2
- Date Range Picker
- Bootstrap Typeahead
- SummerNote
- 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.
- 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,
- CalDAV to integrate with 3rd party calendars
- CardDAV to integrate with 3rd party Address books
- Stripe Integration for online payments
- 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)