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README.md
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README.md
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## IT Documentation, Accounting and Invoicing System for Small MSPs.
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<div id="top"></div>
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### Online Demo
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<!-- PROJECT SHIELDS -->
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[![Contributors][contributors-shield]][contributors-url]
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[![Stargazers][stars-shield]][stars-url]
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[![Issues][issues-shield]][issues-url]
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[![Commits][commit-shield]][commit-url]
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[![GPL License][license-shield]][license-url]
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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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<!-- PROJECT LOGO -->
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<div align="center">
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<!-- <a href="https://github.com/johnnyq/itflow">
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<img src="images/logo.png" alt="Logo" width="80" height="80">
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</a> -->
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### Notice
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* This project is still in early Beta stages and is considered a **work in progress**. Many changes are being performed and may cause breakage upon updates.
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<h3 align="center">ITFlow</h3>
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<p align="center">
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IT Documentation, Accounting and Invoicing System for Small MSPs.
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<br />
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<br />
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<a href="https://demo.itflow.org"><strong>View demo</strong></a>
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<br />
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Username: <b>demo@demo</b> | Password: <b>demo</b>
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<br />
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<br />
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<a href="https://github.com/johnnyq/itflow">Docs</a>
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·
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<a href="https://forum.itflow.org/">Forum</a>
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·
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<a href="https://github.com/johnnyq/itflow/issues">Report Bug</a>
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·
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<a href="https://github.com/johnnyq/itflow/issues">Request Feature</a>
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</p>
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</div>
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<!-- ABOUT THE PROJECT -->
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## About
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[![ITFlow][product-screenshot]]()
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<b>ITFlow is a free & open-source solution for IT service management, documentation, and accounting & invoicing.</b>
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- ITFlow consolidates common MSP requirements (ticketing, wiki/docs, CMDB and accounting) into one tool.
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- ITFlow is primarily targeted towards Managed Service Providers but may also be suitable for internal IT departments.
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### In Beta
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* 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.
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* We strongly recommend against storing confidential information like passwords in ITFlow at this time.
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* We are hoping to have a stable 1.0 release by July 2022.
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### Features
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<!-- BUILT WITH -->
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### Built With
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* Backend / PHP libs
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* PHP
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* MariaDB
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* PHPMailer
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* CSS
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* Bootstrap
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* AdminLTE
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* fontawesome
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* JS Libraries
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* chart.js
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* moments.js
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* jQuery
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* pdfmake
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* Select2
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* SummerNote
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* FullCalendar.io
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<!-- GETTING STARTED -->
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## Getting Started
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ITFlow is self-hosted. There is a full installation guide in the [docs](https://itflow.org/docs.php?doc_id=1), but the main steps are:
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### Prerequisites
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This is an example of how to list things you need to use the software and how to install them.
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* Git
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```sh
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sudo apt install git
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```
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* Apache
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```sh
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sudo apt install apache2
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```
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* PHP
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```sh
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sudo apt install php libapache2-mod-php
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```
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* MariaDB
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```sh
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sudo apt install mariadb-server
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```
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### Installation
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1. Login to your server, change directory to your web root
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2. Clone the repo
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```sh
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git clone https://github.com/johnnyq/itflow.git .
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```
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3. Create a MariaDB Database
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4. Point your browser to your HTTPS web server to begin setup
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<!-- FEATURES -->
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## Features
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* Client Documentation
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* Contacts - Keep track of important individuals
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* Locations (Head Quarters, Satellite locations)
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* Vendors (ISP, WebHost, MailHost, Software Company, VOIP company, etc.)
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* Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc.)
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* Password Manager (AES Encrypted in database)
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* Domain Names & SSL Certificates
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* Software (Manage Applications Licenses, Renewals etc.)
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* Networks
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* Files (PDF Contracts, Manuals, Firewall Backup Configs, etc.)
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* Documents (Tech Docs, How-tos, Processes, Procedures, Notes, etc.)
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* Tickets
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* Client Documentation (Single Downloadable IT Documentation for a client)
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* <b>Contacts</b> - Keep track of important individuals
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* <b>Locations</b> (Head Quarters, Satellite locations)
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* <b>Vendors</b> (ISP, WebHost, MailHost, Software Company, VOIP company, etc.)
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* <b>Assets</b> (Laptop, Workstations, Routers, Switches, Access Points, phones, etc.)
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* <b>Password Manager</b> (AES Encrypted in database)
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* <b>Domain Names & SSL Certificates</b>
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* <b>Software</b> (Manage Applications Licenses, Renewals etc.)
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* <b>Networks</b>
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* <b>Files</b> (PDF Contracts, Manuals, Firewall Backup Configs, etc.)
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* <b>Documents</b> (Tech Docs, How-tos, Processes, Procedures, Notes, etc.)
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* <b>Services</b> (Relate all of the above together, e.g. Active Directory, a web app, etc.)
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* <b>Tickets</b>
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* Single Downloadable IT Documentation for a client
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* Client Portal
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* Invoice, Quotes and Payment information
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* More to come soon...
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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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* Create a MariaDB database (Note MySQL is broken)
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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 inputting some data
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#### Requirements
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* Webserver (Apache, NGINX)
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* PHP7+
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* MariaDB (MySQL is broken)
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### Technologies Used
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* Backend / PHP libs
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* PHP
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* MariaDB
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* PHPMailer
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* CSS
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* Bootstrap
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* AdminLTE
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* fontawesome
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* JS Libraries
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* chart.js
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* moments.js
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* jQuery
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* pdfmake
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* Select2
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* SummerNote
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* FullCalendar.io
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### API Calls
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## API
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* Caller ID lookup (Great for integrating with your phone system like FreePBX, and having your VOIP phone return the client's name thats calling in) - /api.php?api_key=[API_KEY]&cid=[PHONE_NUMBER] - Returns a name
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* XML Phonebook Download - /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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* Required: api_key, client_id, add_asset (name)
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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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<!-- ROADMAP -->
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## Roadmap / Future to-do
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* MeshCentral / TacticalRMM (Export Assets Info to ITFlow, Exports common software applications to Software)
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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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* FIDO2 WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)
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See the [forum](https://forum.itflow.org) and the [open issues](https://github.com/johnnyq/itflow/issues) for a full list of proposed features & known issues.
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<!-- CONTRIBUTING -->
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## Support & Contributions
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### Forum
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For assistance using ITFlow, general discussions, and feature requests please use the community <a href="https://forum.itflow.org">forum</a>.
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For bugs, please raise an [issue](https://github.com/johnnyq/itflow/issues).
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### Contributing
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If you are able to make a contribution that would make ITFlow better, please fork the repo and create a pull request.
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1. Fork the Project
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2. Create your Feature Branch (`git checkout -b feature`)
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3. Commit your Changes (`git commit -m 'Add some'`)
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4. Push to the Branch (`git push origin feature`)
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5. Open a Pull Request
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#### Contributors
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<a href="https://github.com/johnnyq/itflow/graphs/contributors">
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<img src="https://contrib.rocks/image?repo=johnnyq/itflow" />
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</a>
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<!-- LICENSE -->
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## License
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ITFlow is distributed under the GPL License in the hope that it will be useful, but WITHOUT ANY WARRANTY. See `LICENSE.txt` for details.
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<!-- MARKDOWN LINKS & IMAGES -->
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<!-- https://www.markdownguide.org/basic-syntax/#reference-style-links -->
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[contributors-shield]: https://img.shields.io/github/contributors/johnnyq/itflow.svg?style=for-the-badge
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[contributors-url]: https://github.com/johnnyq/itflow/graphs/contributors
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[forks-shield]: https://img.shields.io/github/forks/johnnyq/itflow.svg?style=for-the-badge
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[forks-url]: https://github.com/johnnyq/itflow/network/members
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[stars-shield]: https://img.shields.io/github/stars/johnnyq/itflow.svg?style=for-the-badge
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[stars-url]: https://github.com/johnnyq/itflow/stargazers
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[issues-shield]: https://img.shields.io/github/issues/johnnyq/itflow.svg?style=for-the-badge
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[issues-url]: https://github.com/johnnyq/itflow/issues
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[license-shield]: https://img.shields.io/github/license/johnnyq/itflow.svg?style=for-the-badge
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[license-url]: https://github.com/johnnyq/itflow/blob/master/LICENSE.txt
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[commit-shield]: https://img.shields.io/github/last-commit/johnnyq/itflow?style=for-the-badge
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[commit-url]: https://github.com/johnnyq/itflow/commits/master
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[product-screenshot]: .github/dash.png
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<!-- https://github.com/othneildrew/Best-README-Template -->
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