ITFlow

IT documentation, ticketing and accounting system for small MSPs.

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About

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

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clients is unorganised and unstructured: scattered in random tickets or folders - when you do eventually find it, it's out of date.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 issues, 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 (documentation, ticketing, and accounting) into one system

In Beta

• This project is in beta with many ongoing changes. Updates may unintentionally introduce bugs/security issues.
• Whilst we are confident the code is safe, nothing in life is 100% safe or risk-free. Use your best judgement before deciding to store highly confidential information in ITFlow.
• We are hoping to have a stable 1.0 release by April/May 2023.

Built With

• Backend / PHP libs

  • PHP
  • MariaDB
  • PHPMailer
  • HTML Purifier
  • PHP Mime Mail Parser

• 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 LAMP stack (Linux, Apache, MariaDB, PHP)

   sudo apt install git apache2 php libapache2-mod-php php-intl php-imap php-mailparse php-mysqli php-curl mariadb-server
   

2. Clone the repo

   git clone https://github.com/itflow-org/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, docs, files, passwords, and more
• Accounting / Billing - finance dashboard, quotes, invoices, accounting, expenses, etc
• Client Portal - self service quote/invoice/ticket management for clients
• Alerting - account balance, invoices, domain/SSL renewals
• Completely free & open-source alternative to ITGlue and Hudu

Roadmap / Future to-do

• MeshCentral (Export common software applications to Software)
• CalDAV to integrate with 3rd party calendars
• CardDAV to integrate with 3rd party Address books
• Recent caller toast alerts to click 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 help 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 "as is" under the GPL License, WITHOUT WARRANTY OF ANY KIND. See LICENSE for details.