Itflow Save

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clients is unorganised and unstructured: scattered in random tickets or folders - when you do eventually find it, it's out of date.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 (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 early 2024.

Built With

• Backend / PHP libs

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

• 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.

Installation via Script (Recommended Method)

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

Process

• Login as root
• Download & run install script

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

• 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, bugs, feature requests, and general ideas / discussions please use the community forum.

Contributing

If you want to improve ITFlow, feel free to fork the repo and create a pull request, but make sure to discuss significant changes or new features with fellow contributors on the forum first. This helps ensure that your contributions are aligned with project goals, and saves time for everyone. All contributions should follow our code standards.

Contributors

License

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