About

ITFlow is a free & open-source solution for IT service management, documentation, and accounting & invoicing.
- ITFlow consolidates common MSP requirements (ticketing, wiki/docs, CMDB and accounting) into one tool.
- ITFlow is primarily targeted towards Managed Service Providers but may also be suitable for internal IT departments.

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

This is an example of how to list things you need to use the software and how to install them.
* Git
sh sudo apt install git
* Apache
sh sudo apt install apache2
* PHP
sh sudo apt install php libapache2-mod-php
* MariaDB
sh sudo apt install mariadb-server

Installation

1. Login to your server, change directory to your web root
2. Clone the repo
   sh 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, general discussions, and feature requests 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.