IT Documentation Accounting and Invoicing System for Small MSPs.

Online Demo

• https://demo.itflow.org
• USERNAME: demo@demo
• PASSWORD: demo

Features

• Client Documentation

  • Contacts
  • Locations (Head Quarters, Satellite locations)
  • Vendors (ISP, WebHost, MailHost etc)
  • Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc)
  • Password Manager (AES Encrypted in DB)
  • Domain Names
  • Applications Licenses
  • Networks
  • Files
  • Notes
  • Tickets
  • Single Downloadable PDF of all documentation for a client to give them.

• Client Portal

  • Invoice and Payment information
  • More to come soon...

• Invoicing

  • Automatically Emails Past Due Invoices to clients
  • Auto Email Receipts upon receiving payments
  • Recurring Invoices

• Quotes

  • Automated customer approval process using email
  • Turn Quotes into invoices with a signle click

• Accounting

  • Expense Tracking
  • Profit and Loss Reports
  • Income/Expense Summaries
  • Travel Mileage Tracking
  • Account Transfers / Deposits
  • Accounts

• Alerting/Notifications

  • Low Account Balances
  • Domains to expire
  • Password reset reminder for customers
  • Past Due Invoices
  • Software License Expiring

• Calendar

  • Schedule Jobs
  • Overview of Invoices, Domains that are expiring, etc
  • Schedule Events
  • Automatic Email Reminders of upcoming calendar events to customers

• Dashboard

  • Gives a clear overview of your business financials using graphs

• API

  • XML Phonebook download for VOIP Phones
  • FreePBX Integrated called ID (When call comes in it queries the Database and displays the company name on your caller ID as well as alerts you in the CRM)
  • Pull Emails for Mailing list Integration
  • Check account Balances using FreePBX IVR

• Multi-Tenant - One Instance Multiple Companies and Users

• Audit Logging - Logs actions of users on the system

• 2FA Login Support (TOTP)

Installation Instructions

• Change directory to your webroot
• git clone https://github.com/johnnyq/itflow.git .
• Set web owner on public web directory usually chown -R www-data:www-data /var/www
• Create a MySQL database
• Point your browser to your Web Server
• Go through the Setup Process
• Login
• Start inputing some data

Requirements

• Webserver (Apache, NGINX)
• PHP7+
• MySQL or MariaDB

Technologies Used

• PHP/MySQL
• AdminLTE3
• fontawesome
• chart.js
• moments.js
• Jquery
• PHPmailer
• mPDF
• FullCalendar.io
• Select2
• Date Range Picker
• Bootstrap Typeahead
• SummerNote

API Calls

• Caller ID lookup (Great for integrating with your phone system like FreePBX, and having your VOIP phone return the client thats calling) - /api.php?api_key=[API_KEY]&cid=[PHONE_NUMBER] - Returns a name
• XML Phonebook Download (Great for using with VOIP Phones so phpnes have an up to date directory) - /api.php?api_key=[API_KEY]&phonebook
• Client Email (great for mailing lists) - /api.php?api_key=[API_KEY]&client_emails - Returns Client Name - Email Address
• Account Balance for Client (can be integrated into multiple places for example in FreePBX Press 3 to check account balance, please enter your client ID your blanace is) - /api.php?api_key=[API_KEY]&client_id=[CLIENT_ID] - Returns Account Balance NOTE: [API_KEY] - is auto generated when a company is created and shows up in General Settings, this can also be changed manually.

Future Todo

• MeshCentral / TacticalRMM Integation to assign devices to assets and easily access remote desktop within the app, as well as pull vital information such as asset make, model, serial, hostname, Operating System,
• 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.
• Built-in mailing list used for alerts and marketing
• WebAuthn Support for passwordless auth (TPM Fingerprint), (USB Hardware keys such as Yubikey)