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Cross-cutting guides

Per-tool guides

Human-written guides live in the repository under guides/tools/. Generated tool pages link to them and include metadata automatically.

Some tools have detailed pilot guides; others have a short outline or no published guide. Check each tool’s guide and research status. A planned guide has no published page.

25 full installation guides

  • Authentik — Flexible identity provider with flows suited to smaller self-hosted stacks
  • BookStack — Simple wiki for SOPs, member FAQs, and multi-site runbooks
  • BorgBackup — Deduplicating encrypted backups with strong ops pedigree
  • Caddy — Automatic HTTPS reverse proxy for self-hosted apps
  • Cal.com — Hosted scheduling for prospect tours and sales consultations
  • Chatwoot — Open-source customer engagement for website chat and shared inboxes
  • ERPNext — Full open-source ERP adaptable to memberships, invoicing, and inventory
  • FreeScout — Lightweight self-hosted help desk and shared mailbox
  • Google Workspace — Freemium/paid productivity suite many spaces already use
  • Keycloak — Open-source identity and access management for staff and member apps
  • listmonk — Self-hosted newsletter and mailing-list manager
  • Metabase — Business intelligence on top of your operational databases
  • n8n — Workflow automation connecting CRM, billing, chat, and sheets
  • Nextcloud — Self-hosted files, calendars, Talk, and Forms for operator teams
  • Notion — Freemium docs/wiki used heavily by community and ops teams
  • Odoo Community — Modular open-core ERP/CRM used by some flexible-workspace operators
  • Paperless-ngx — Document digitization for contracts, invoices, and mailroom scans
  • Restic — Encrypted backups for critical operator data
  • Seatsurfing — Open-source desk and space booking for hybrid offices and coworking floors
  • Stripe — Payments infrastructure (proprietary) commonly paired with open tools
  • Umami — Privacy-friendly web analytics for marketing sites
  • UniFi Network — Free controller software for UniFi networking hardware (proprietary ecosystem)
  • Uptime Kuma — Friendly self-hosted uptime monitoring for member-facing services
  • Vaultwarden — Lightweight Bitwarden-compatible password server for staff secrets
  • WordPress — Ubiquitous CMS for marketing sites, blogs, and membership plugins
26 guide outlines

Outlines are starting points, not full installation instructions.

Handoffs and implementation packs