itflow/README.md

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ITFlow

IT documentation, ticketing and accounting system for small MSPs.

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Username: demo@demo | Password: demo

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

About

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

ITFlow

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clients is unorganised and unstructured: scattered in random tickets or folders - when you do eventually find it, it's out of date.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

In Beta

  • This project is in beta with many ongoing changes. Updates may unintentionally introduce bugs/security issues. Writing functional, secure code is very difficult.
  • 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 December 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
    • TinyMCE
    • FullCalendar.io

Getting Started

ITFlow is self-hosted. There is a full installation guide in the docs.

Requirements

  • Clean Install of Debian 12 or Ubuntu 22.04
  • A public IP Address
  • Ports 80 (HTTP) and 443 (HTTPS) TCP accessible from the outside in
  • A Fully Qualified Domain Name pointing to the public IP Address example itflow.example.com, NOT itflow.xyz.example.com

Process

  • Login as root
  • Download & run install script
    wget -O - https://github.com/itflow-org/itflow-install-script/raw/main/itflow_install.sh | bash
    
  • Follow Instructions & navigate to setup URL shown
  • Leave us feedback in the forum

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

  • Comprehensive API to allow custom third party integration
  • 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.