ITFlow

IT Documentation, Accounting and Invoicing System for Small MSPs.

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About

ITFlow is a free & open-source solution for IT service management, documentation, and accounting.

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clients is unorganised and unstructured: scattered in random tickets or folders - when you do eventually find it, it's out of date.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 tickets, 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 (ticketing, wiki/docs, CMDB 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.
• We strongly recommend against storing confidential information like passwords in ITFlow at this time.
• We are hoping to have a stable 1.0 release by July 2022.

Built With

• Backend / PHP libs

  • PHP
  • MariaDB
  • PHPMailer

• CSS

  • Bootstrap
  • AdminLTE
  • fontawesome

• JS Libraries

  • chart.js
  • moments.js
  • jQuery
  • pdfmake
  • Select2
  • SummerNote
  • FullCalendar.io

Getting Started

ITFlow is self-hosted. There is a full installation guide in the docs, but the main steps are:

Prerequisites

• Git

  sudo apt install git

• Apache

  sudo apt install apache2

• PHP

  sudo apt install php libapache2-mod-php

• MariaDB

  sudo apt install mariadb-server

Installation

1. Login to your server, change directory to your web root
2. Clone the repo

   git clone https://github.com/johnnyq/itflow.git .

3. Create a MariaDB Database
4. Point your browser to your HTTPS web server to begin setup

Features

• Client Documentation

  • Contacts - Keep track of important individuals
  • Locations (Head Quarters, Satellite locations)
  • Vendors (ISP, WebHost, MailHost, Software Company, VOIP company, etc.)
  • Assets (Laptop, Workstations, Routers, Switches, Access Points, phones, etc.)
  • Password Manager (AES Encrypted in database)
  • Domain Names & SSL Certificates
  • Software (Manage Applications Licenses, Renewals etc.)
  • Networks
  • Files (PDF Contracts, Manuals, Firewall Backup Configs, etc.)
  • Documents (Tech Docs, How-tos, Processes, Procedures, Notes, etc.)
  • Services (Relate all of the above together, e.g. Active Directory, a web app, etc.)
  • Tickets
  • Single Downloadable IT Documentation for a client

• Client Portal

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

• Invoicing

  • Automatically Emails Past Due Invoices to clients
  • Automatically Email Receipts upon marking invoices paid
  • Automatic Recurring Invoices

• Quotes

  • Automated customer approval process using a link that is sent via email to the primary contact
  • One Click turn Quotes into Invoices

• Accounting

  • Expense Tracking (Track internal business expenses such as Office Supplies, Professional Services, Equipment, etc.)
  • Profit and Loss Reports
  • Income/Expense Summaries
  • Travel Mileage Tracking
  • Accounts (Manage several accounts including cash on hand, bank accounts, etc.)
  • Account Transfers (Keep track of money transfers from account to account including deposits)

• Alerting/Notifications

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

• Calendar

  • Schedule Jobs
  • Overview of Invoices, Domains, Asset Warranty Expiry, etc.
  • Schedule Events
  • Automatic Email Reminders of upcoming calendar events to customers

• Dashboard

  • Overview of business financials

• Mailing List - Notify users of upcoming change controls, marketing, etc.

• 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 detailed actions of users and events

• Permissions / Roles

• 2FA Login Support (TOTP)

API

• Caller ID lookup (Great for integrating with your phone system like FreePBX, and having your VOIP phone return the client's name thats calling in) - /api.php?api_key=[API_KEY]&cid=[PHONE_NUMBER] - Returns a name
• XML Phonebook Download - /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 balance is) - /api.php?api_key=[API_KEY]&client_id=[CLIENT_ID] - Returns Account Balance
• Add new asset for a client - /api.php?api_key=[API_KEY]&client_id=ClientID&add_asset=Name&type=[Desktop|Laptop|Server]&make=Make&model=Model&serial=Serial&os=OS
  • Required: api_key, client_id, add_asset (name)
• NOTE: [API_KEY] - is auto generated when a company is created and shows up in General Settings, this can also be changed manually.

Roadmap / Future to-do

• MeshCentral / TacticalRMM (Export Assets Info to ITFlow, Exports 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
• 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.
• 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 assistance 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.

1. Fork the Project
2. Create your Feature Branch (git checkout -b feature)
3. Commit your Changes (git commit -m 'Add some')
4. Push to the Branch (git push origin feature)
5. Open a Pull Request

Contributors

License

ITFlow is distributed under the GPL License in the hope that it will be useful, but WITHOUT ANY WARRANTY. See LICENSE.txt for details.