README.md
ITFlow
IT Documentation, Accounting and Invoicing System for Small MSPs.
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About
A free ITGlue alternative, with additional ticketing / accounting features.
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clients is unorganised and unstructured: scattered in random tickets or folders - when you do eventually find it, it's out of date.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 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.
- Currently, we strongly recommend against storing confidential information in ITFlow; ITFlow has not undergone a third-party security assessment.
- We are hoping to have a stable 1.0 release by July 2022.
Built With
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Backend / PHP libs
- PHP
- MariaDB
- PHPMailer
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CSS
- Bootstrap
- AdminLTE
- fontawesome
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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:
- Install a LAMP stack (Linux, Apache, MariaDB, PHP)
sudo apt install git apache2 php libapache2-mod-php php-intl php-mysqli mariadb-server - Clone the repo
git clone https://github.com/itflow-org/itflow.git /var/www/html - Create a MariaDB Database
- 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
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
- Stripe Integration for online payments
- 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.