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ITFlow

IT Documentation, Accounting and Invoicing System for Small MSPs.

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About

ITFlow

ITFlow is a free & open-source solution for IT service management, documentation, and accounting.

The Problem

  • You're a busy MSP with 101 things to do.
  • Information about your clients is unorganised and unstructured: scattered in random tickets or folders - when you do eventually find it, it's out of date.
  • For some tickets, you spend longer looking for the relevant documentation than actually working the ticket.
  • On top of the technical day to day, you also have to take care of the financial side of the business - consistent pricing, quotes/invoicing, and accounting.

The Solution: ITFlow

  • ITFlow consolidates common MSP needs (ticketing, wiki/docs, CMDB and accounting) into one system to help you do what you do best - IT.

In Beta

  • This project is still in early beta and is considered a work in progress. Many changes are being performed and may cause breakage upon updates.
  • We strongly recommend against storing confidential information like passwords in ITFlow at this time.
  • We are hoping to have a stable 1.0 release by July 2022.

Built With

  • Backend / PHP libs

    • PHP
    • MariaDB
    • PHPMailer
  • CSS

    • Bootstrap
    • AdminLTE
    • fontawesome
  • JS Libraries

    • chart.js
    • moments.js
    • jQuery
    • pdfmake
    • Select2
    • SummerNote
    • FullCalendar.io

Getting Started / Installation

ITFlow is self-hosted. There is a full installation guide in the docs, but the main steps are:

  1. Install a a LAMP stack (Linux, Apache, MariaDB, PHP)
    sudo apt install git apache2 php libapache2-mod-php php-intl php-mysqli mariadb-server
  2. Clone the repo
    git clone https://github.com/johnnyq/itflow.git /var/www/html
  3. Create a MariaDB Database
  4. Point your browser to your HTTPS web server to begin setup

Key Features

  • Client documentation - assets, contacts, domains, files, passwords, and more
  • Accounting/Billing - finance dashboard, quotes, invoices, accounting, expenses, etc
  • Client Portal - self service quotes/invoices management for clients (more features to come soon!)
  • Alerting - account balance, invoices, domain/SSL renewals

Roadmap / Future to-do

  • MeshCentral / TacticalRMM (Export Assets Info to ITFlow, Exports common software applications to Software)
  • 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.
  • FIDO2 WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)

See the forum and the open issues for a full list of proposed features & known issues.

Support & Contributions

Forum

For assistance using ITFlow, feature requests, and general ideas/discussions please use the community forum. For bugs, please raise an issue.

Contributing

If you are able to make a contribution that would make ITFlow better, please fork the repo and create a pull request. Please make sure you're following our code standards. For large changes/new features, please discuss the issue with other contributors first.

Contributors

License

ITFlow is distributed under the GPL License in the hope that it will be useful, but WITHOUT ANY WARRANTY. See LICENSE.txt for details.

itflow's People

Contributors

johnnyq avatar wrongecho avatar aftechro avatar brodur avatar

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