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johnnyq 57b8ced839 Locations overhaul for daily MSP work: new location page with header actions (Directions, Call, New ticket/contact/asset/network/rack/document/upload/trip prefilled to the location, Move here, Edit, Make primary, Archive/Restore/Delete), Getting there / Ask for / blur-to-save Access notes panels, and People, Assets, Networks, Racks, Tickets (open first), Documents, Files and History tabs with per-record unassign and remembered tab; new location quick look modal (glance, directions, access notes, People/Assets/Networks/Open tickets tabs); new Move here modal to bulk-move contacts, assets, networks and racks to a location showing where each currently is; rebuilt locations list with primary-first sort, photo/pin tile, maps link and Directions button, phone and hours, on-site contact, On site count chips linking to the location page tabs, wider search (phone, notes, contact, tags) and bulk Tags/Archive/Restore/Delete; shared tabbed location form (Details, Address, Contact, Access) with Primary switch, auto-primary for a client's first location, tags and photo removal; ticket detail Site card with address, phone, hours, access notes and directions; ticket location now validated against the ticket's client; documents and files can be linked to locations via new location_documents and location_files tables (database update 2.8.1, db.sql updated) and the generic link modal; location results in global search; client header primary location, network and rack pages link to the location; CSV export adds Primary, On-site Contact, people/asset counts and Access Notes, CSV import checks the file extension and makes the first location primary; primary locations cannot be archived or deleted and bulk archive skips them; deleting a location (including via API) clears its references on assets, contacts, networks, racks, tickets and calendar events; new functions/location.php helpers (LOCATION_KINDS, address/map/directions URLs, tile, counts, form set, tags, primary, photo, assign/unassign, history), new handlers make_location_primary, set_location_records, unset_location_record and ajax location_set_notes, location_model.php removed, demo data gets an on-site contact and linked runbook for the primary location

2026-10-14 22:06:41 -04:00

swap donate link for sponsor services link

2025-02-05 15:15:28 +00:00

Locations overhaul for daily MSP work: new location page with header actions (Directions, Call, New ticket/contact/asset/network/rack/document/upload/trip prefilled to the location, Move here, Edit, Make primary, Archive/Restore/Delete), Getting there / Ask for / blur-to-save Access notes panels, and People, Assets, Networks, Racks, Tickets (open first), Documents, Files and History tabs with per-record unassign and remembered tab; new location quick look modal (glance, directions, access notes, People/Assets/Networks/Open tickets tabs); new Move here modal to bulk-move contacts, assets, networks and racks to a location showing where each currently is; rebuilt locations list with primary-first sort, photo/pin tile, maps link and Directions button, phone and hours, on-site contact, On site count chips linking to the location page tabs, wider search (phone, notes, contact, tags) and bulk Tags/Archive/Restore/Delete; shared tabbed location form (Details, Address, Contact, Access) with Primary switch, auto-primary for a client's first location, tags and photo removal; ticket detail Site card with address, phone, hours, access notes and directions; ticket location now validated against the ticket's client; documents and files can be linked to locations via new location_documents and location_files tables (database update 2.8.1, db.sql updated) and the generic link modal; location results in global search; client header primary location, network and rack pages link to the location; CSV export adds Primary, On-site Contact, people/asset counts and Access Notes, CSV import checks the file extension and makes the first location primary; primary locations cannot be archived or deleted and bulk archive skips them; deleting a location (including via API) clears its references on assets, contacts, networks, racks, tickets and calendar events; new functions/location.php helpers (LOCATION_KINDS, address/map/directions URLs, tile, counts, form set, tags, primary, photo, assign/unassign, history), new handlers make_location_primary, set_location_records, unset_location_record and ajax location_set_notes, location_model.php removed, demo data gets an on-site contact and linked runbook for the primary location

2026-10-14 22:06:41 -04:00

Locations overhaul for daily MSP work: new location page with header actions (Directions, Call, New ticket/contact/asset/network/rack/document/upload/trip prefilled to the location, Move here, Edit, Make primary, Archive/Restore/Delete), Getting there / Ask for / blur-to-save Access notes panels, and People, Assets, Networks, Racks, Tickets (open first), Documents, Files and History tabs with per-record unassign and remembered tab; new location quick look modal (glance, directions, access notes, People/Assets/Networks/Open tickets tabs); new Move here modal to bulk-move contacts, assets, networks and racks to a location showing where each currently is; rebuilt locations list with primary-first sort, photo/pin tile, maps link and Directions button, phone and hours, on-site contact, On site count chips linking to the location page tabs, wider search (phone, notes, contact, tags) and bulk Tags/Archive/Restore/Delete; shared tabbed location form (Details, Address, Contact, Access) with Primary switch, auto-primary for a client's first location, tags and photo removal; ticket detail Site card with address, phone, hours, access notes and directions; ticket location now validated against the ticket's client; documents and files can be linked to locations via new location_documents and location_files tables (database update 2.8.1, db.sql updated) and the generic link modal; location results in global search; client header primary location, network and rack pages link to the location; CSV export adds Primary, On-site Contact, people/asset counts and Access Notes, CSV import checks the file extension and makes the first location primary; primary locations cannot be archived or deleted and bulk archive skips them; deleting a location (including via API) clears its references on assets, contacts, networks, racks, tickets and calendar events; new functions/location.php helpers (LOCATION_KINDS, address/map/directions URLs, tile, counts, form set, tags, primary, photo, assign/unassign, history), new handlers make_location_primary, set_location_records, unset_location_record and ajax location_set_notes, location_model.php removed, demo data gets an on-site contact and linked runbook for the primary location

2026-10-14 22:06:41 -04:00

Locations overhaul for daily MSP work: new location page with header actions (Directions, Call, New ticket/contact/asset/network/rack/document/upload/trip prefilled to the location, Move here, Edit, Make primary, Archive/Restore/Delete), Getting there / Ask for / blur-to-save Access notes panels, and People, Assets, Networks, Racks, Tickets (open first), Documents, Files and History tabs with per-record unassign and remembered tab; new location quick look modal (glance, directions, access notes, People/Assets/Networks/Open tickets tabs); new Move here modal to bulk-move contacts, assets, networks and racks to a location showing where each currently is; rebuilt locations list with primary-first sort, photo/pin tile, maps link and Directions button, phone and hours, on-site contact, On site count chips linking to the location page tabs, wider search (phone, notes, contact, tags) and bulk Tags/Archive/Restore/Delete; shared tabbed location form (Details, Address, Contact, Access) with Primary switch, auto-primary for a client's first location, tags and photo removal; ticket detail Site card with address, phone, hours, access notes and directions; ticket location now validated against the ticket's client; documents and files can be linked to locations via new location_documents and location_files tables (database update 2.8.1, db.sql updated) and the generic link modal; location results in global search; client header primary location, network and rack pages link to the location; CSV export adds Primary, On-site Contact, people/asset counts and Access Notes, CSV import checks the file extension and makes the first location primary; primary locations cannot be archived or deleted and bulk archive skips them; deleting a location (including via API) clears its references on assets, contacts, networks, racks, tickets and calendar events; new functions/location.php helpers (LOCATION_KINDS, address/map/directions URLs, tile, counts, form set, tags, primary, photo, assign/unassign, history), new handlers make_location_primary, set_location_records, unset_location_record and ajax location_set_notes, location_model.php removed, demo data gets an on-site contact and linked runbook for the primary location

2026-10-14 22:06:41 -04:00

Files and documents everywhere else: asset and contact quick looks list their documents and files with the same tiles and rows as the document page, files opening their quick look instead of a raw download; client overview share links show document and file tiles and open the document page or file quick look; service quick look shows linked documents as tiles and leaves out archived ones, service add and edit document pickers carry an icon and summary; global search shows file and document type tiles in the palette and on the results page, and a file result opens its folder narrowed to that file; quote attachments show their tile and size, open the file quick look and download through file.php instead of linking straight into the uploads folder; ticket attachments show their file type tile; client portal documents list shows the document tile, folder and summary with the last updated date; removed unused modals/asset/asset_documents.php

2026-10-14 20:47:30 -04:00

Potential fix for Stripe charges being off by a cent

2026-09-22 16:01:46 +00:00

Locations overhaul for daily MSP work: new location page with header actions (Directions, Call, New ticket/contact/asset/network/rack/document/upload/trip prefilled to the location, Move here, Edit, Make primary, Archive/Restore/Delete), Getting there / Ask for / blur-to-save Access notes panels, and People, Assets, Networks, Racks, Tickets (open first), Documents, Files and History tabs with per-record unassign and remembered tab; new location quick look modal (glance, directions, access notes, People/Assets/Networks/Open tickets tabs); new Move here modal to bulk-move contacts, assets, networks and racks to a location showing where each currently is; rebuilt locations list with primary-first sort, photo/pin tile, maps link and Directions button, phone and hours, on-site contact, On site count chips linking to the location page tabs, wider search (phone, notes, contact, tags) and bulk Tags/Archive/Restore/Delete; shared tabbed location form (Details, Address, Contact, Access) with Primary switch, auto-primary for a client's first location, tags and photo removal; ticket detail Site card with address, phone, hours, access notes and directions; ticket location now validated against the ticket's client; documents and files can be linked to locations via new location_documents and location_files tables (database update 2.8.1, db.sql updated) and the generic link modal; location results in global search; client header primary location, network and rack pages link to the location; CSV export adds Primary, On-site Contact, people/asset counts and Access Notes, CSV import checks the file extension and makes the first location primary; primary locations cannot be archived or deleted and bulk archive skips them; deleting a location (including via API) clears its references on assets, contacts, networks, racks, tickets and calendar events; new functions/location.php helpers (LOCATION_KINDS, address/map/directions URLs, tile, counts, form set, tags, primary, photo, assign/unassign, history), new handlers make_location_primary, set_location_records, unset_location_record and ajax location_set_notes, location_model.php removed, demo data gets an on-site contact and linked runbook for the primary location

2026-10-14 22:06:41 -04:00

Locations overhaul for daily MSP work: new location page with header actions (Directions, Call, New ticket/contact/asset/network/rack/document/upload/trip prefilled to the location, Move here, Edit, Make primary, Archive/Restore/Delete), Getting there / Ask for / blur-to-save Access notes panels, and People, Assets, Networks, Racks, Tickets (open first), Documents, Files and History tabs with per-record unassign and remembered tab; new location quick look modal (glance, directions, access notes, People/Assets/Networks/Open tickets tabs); new Move here modal to bulk-move contacts, assets, networks and racks to a location showing where each currently is; rebuilt locations list with primary-first sort, photo/pin tile, maps link and Directions button, phone and hours, on-site contact, On site count chips linking to the location page tabs, wider search (phone, notes, contact, tags) and bulk Tags/Archive/Restore/Delete; shared tabbed location form (Details, Address, Contact, Access) with Primary switch, auto-primary for a client's first location, tags and photo removal; ticket detail Site card with address, phone, hours, access notes and directions; ticket location now validated against the ticket's client; documents and files can be linked to locations via new location_documents and location_files tables (database update 2.8.1, db.sql updated) and the generic link modal; location results in global search; client header primary location, network and rack pages link to the location; CSV export adds Primary, On-site Contact, people/asset counts and Access Notes, CSV import checks the file extension and makes the first location primary; primary locations cannot be archived or deleted and bulk archive skips them; deleting a location (including via API) clears its references on assets, contacts, networks, racks, tickets and calendar events; new functions/location.php helpers (LOCATION_KINDS, address/map/directions URLs, tile, counts, form set, tags, primary, photo, assign/unassign, history), new handlers make_location_primary, set_location_records, unset_location_record and ajax location_set_notes, location_model.php removed, demo data gets an on-site contact and linked runbook for the primary location

2026-10-14 22:06:41 -04:00

Replace Tom Select with ITFlow's own select picker: native select stays the source of truth, search, checklists for multi selects, add-your-own for tag fields, phone sheet, and client/agent/contact avatars, tag and category colours, priority dots and asset icons in the options

2026-10-13 12:41:29 -04:00

Main Side Nav displays logo and company name more effiently

2026-10-14 14:43:30 -04:00

Files and documents everywhere else: asset and contact quick looks list their documents and files with the same tiles and rows as the document page, files opening their quick look instead of a raw download; client overview share links show document and file tiles and open the document page or file quick look; service quick look shows linked documents as tiles and leaves out archived ones, service add and edit document pickers carry an icon and summary; global search shows file and document type tiles in the palette and on the results page, and a file result opens its folder narrowed to that file; quote attachments show their tile and size, open the file quick look and download through file.php instead of linking straight into the uploads folder; ticket attachments show their file type tile; client portal documents list shows the document tile, folder and summary with the last updated date; removed unused modals/asset/asset_documents.php

2026-10-14 20:47:30 -04:00

Replace Tom Select with ITFlow's own select picker: native select stays the source of truth, search, checklists for multi selects, add-your-own for tag fields, phone sheet, and client/agent/contact avatars, tag and category colours, priority dots and asset icons in the options

2026-10-13 12:41:29 -04:00

Rebuild notifications: bell panel and full page

2026-10-09 15:52:40 -04:00

Implemented Check for updates which removs the last shell exec from web ui, and reimplemented db_update switch to update_cli.php

2026-08-26 23:38:23 -04:00

Replace Tom Select with ITFlow's own select picker: native select stays the source of truth, search, checklists for multi selects, add-your-own for tag fields, phone sheet, and client/agent/contact avatars, tag and category colours, priority dots and asset icons in the options

2026-10-13 12:41:29 -04:00

Enhance .htaccess rules

2026-08-03 17:51:04 +01:00

.editorconfig

Normalize line endings to LF; add .gitattributes and .editorconfig

2026-07-28 17:45:52 -04:00

.gitattributes

Normalize line endings to LF; add .gitattributes and .editorconfig

2026-07-28 17:45:52 -04:00

.gitignore

Enhance .htaccess rules

2026-08-03 17:51:04 +01:00

.htaccess

Enhance .htaccess rules

2026-08-03 17:51:04 +01:00

CHANGELOG.md

Update changelog

2026-10-01 15:13:36 -04:00

CODE_OF_CONDUCT.md

Update CODE_OF_CONDUCT.md

2024-09-20 23:32:05 +01:00

CONTRIBUTING.md

rm mention of GH Issues

2026-09-01 11:07:36 +00:00

db.sql

Locations overhaul for daily MSP work: new location page with header actions (Directions, Call, New ticket/contact/asset/network/rack/document/upload/trip prefilled to the location, Move here, Edit, Make primary, Archive/Restore/Delete), Getting there / Ask for / blur-to-save Access notes panels, and People, Assets, Networks, Racks, Tickets (open first), Documents, Files and History tabs with per-record unassign and remembered tab; new location quick look modal (glance, directions, access notes, People/Assets/Networks/Open tickets tabs); new Move here modal to bulk-move contacts, assets, networks and racks to a location showing where each currently is; rebuilt locations list with primary-first sort, photo/pin tile, maps link and Directions button, phone and hours, on-site contact, On site count chips linking to the location page tabs, wider search (phone, notes, contact, tags) and bulk Tags/Archive/Restore/Delete; shared tabbed location form (Details, Address, Contact, Access) with Primary switch, auto-primary for a client's first location, tags and photo removal; ticket detail Site card with address, phone, hours, access notes and directions; ticket location now validated against the ticket's client; documents and files can be linked to locations via new location_documents and location_files tables (database update 2.8.1, db.sql updated) and the generic link modal; location results in global search; client header primary location, network and rack pages link to the location; CSV export adds Primary, On-site Contact, people/asset counts and Access Notes, CSV import checks the file extension and makes the first location primary; primary locations cannot be archived or deleted and bulk archive skips them; deleting a location (including via API) clears its references on assets, contacts, networks, racks, tickets and calendar events; new functions/location.php helpers (LOCATION_KINDS, address/map/directions URLs, tile, counts, form set, tags, primary, photo, assign/unassign, history), new handlers make_location_primary, set_location_records, unset_location_record and ajax location_set_notes, location_model.php removed, demo data gets an on-site contact and linked runbook for the primary location

2026-10-14 22:06:41 -04:00

favicon.ico

Add Default Fav icon for now

2024-02-03 13:02:24 -05:00

functions.php

Locations overhaul for daily MSP work: new location page with header actions (Directions, Call, New ticket/contact/asset/network/rack/document/upload/trip prefilled to the location, Move here, Edit, Make primary, Archive/Restore/Delete), Getting there / Ask for / blur-to-save Access notes panels, and People, Assets, Networks, Racks, Tickets (open first), Documents, Files and History tabs with per-record unassign and remembered tab; new location quick look modal (glance, directions, access notes, People/Assets/Networks/Open tickets tabs); new Move here modal to bulk-move contacts, assets, networks and racks to a location showing where each currently is; rebuilt locations list with primary-first sort, photo/pin tile, maps link and Directions button, phone and hours, on-site contact, On site count chips linking to the location page tabs, wider search (phone, notes, contact, tags) and bulk Tags/Archive/Restore/Delete; shared tabbed location form (Details, Address, Contact, Access) with Primary switch, auto-primary for a client's first location, tags and photo removal; ticket detail Site card with address, phone, hours, access notes and directions; ticket location now validated against the ticket's client; documents and files can be linked to locations via new location_documents and location_files tables (database update 2.8.1, db.sql updated) and the generic link modal; location results in global search; client header primary location, network and rack pages link to the location; CSV export adds Primary, On-site Contact, people/asset counts and Access Notes, CSV import checks the file extension and makes the first location primary; primary locations cannot be archived or deleted and bulk archive skips them; deleting a location (including via API) clears its references on assets, contacts, networks, racks, tickets and calendar events; new functions/location.php helpers (LOCATION_KINDS, address/map/directions URLs, tile, counts, form set, tags, primary, photo, assign/unassign, history), new handlers make_location_primary, set_location_records, unset_location_record and ajax location_set_notes, location_model.php removed, demo data gets an on-site contact and linked runbook for the primary location

2026-10-14 22:06:41 -04:00

index.php

Fix to properly redirect to the setup page if config_enable_setup is not set or is 1

2025-10-06 14:19:49 -04:00

keepalive.php

Rotate session ID on login and fix client portal Entra SSO

2026-07-27 23:49:09 -04:00

LICENSE

Remove additonal 'how to use' info

2022-01-09 22:46:27 +00:00

login.php

Fix Light mode Initialization flash when in dark mode

2026-08-26 22:09:29 -04:00

README.md

Update readme

2026-08-12 15:20:48 +01:00

robots.txt

Initialized migrating modals into entity folders and modals out of ajax and start working on moving admin items to new admin directory

2025-07-27 21:24:14 -04:00

SECURITY.md

Bump security version

2026-09-01 11:15:27 +00:00

README.md

ITFlow

IT documentation, ticketing and accounting system for small MSPs.

View demo
Username: demo@demo.com | Password: demo

About · Docs · Forum · Report Bug · Suggest Feature · Security

About

A comprehensive, free & open-source documentation, ticket management, and accounting platform.

The Problem

You're a small but busy managed service provider with 101 things to do. Information about your clients is unorganised, unstructured and outdated.
For some work, you seem to spend longer looking for the relevant documentation than actually working on the issue/project.
MSP tools can be expensive, with recurring licensing costs adding up quickly.
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 (documentation, ticketing and billing) into one unified, free platform that you control.

Getting Started

Self Hosting

The best installation method is to use the install script on Ubuntu/Debian. See the video walk through.

  wget -O itflow_install.sh https://github.com/itflow-org/itflow-install-script/raw/main/itflow_install.sh
  bash itflow_install.sh

Other manual installation methods are available in the docs.

Managed Hosting

If you'd prefer, we can host ITFlow for you (coming soon).

Key Features

Client documentation - assets, contacts, domains, docs/files, passwords, tickets, and more
Billing - quotes, invoices and expenses, with Stripe integration for online payments
Alerting - domain and SSL expiry/renewals
Client Portal - self service quote, invoice, and ticket management for clients

Roadmap / Future to-do

We track the implementation of confirmed features and bugs via TaskFlow. Use the forum to suggest new features or report bugs.

Support & Contributions

Forum

For help using ITFlow, bugs, feature suggestions, and other general ideas or discussions, please use the community forum.

Contributing

We have temporarily paused PRs from the community.

Contributors

Supporters

We’re incredibly grateful to the organizations and individuals who sponsor the project - a big thank you to:

CompuMatter
F1 for HELP
digiBandit

License

ITFlow is distributed "as is" under the GPL License, WITHOUT WARRANTY OF ANY KIND. See LICENSE for details.

Security

We've had a stable release of the project since Jan 2025.
Whilst we are confident in the safety of the code, no system is risk-free. Nearly all software has bugs. Use your best judgement before storing highly confidential information in ITFlow.
If you have a security concern, privately report it here.