The Solo Software Group Works Plugin

Works, from The Solo Software Group, is a CRM that runs entirely on your own WordPress install. Your client records live in your database on your host. Nothing is uploaded to us, there is no account to create, and no usage data is sent anywhere.

It is built for the person who runs a small service business and does their own paperwork: the client calls, you send a quote, they sign it on their phone, you do the work, you send the invoice, they pay it by card, and the whole trail stays in one place.

Clients

Residential and business clients, each with contacts, addresses, files, and a full activity history
Company relationships: which contact works for which business
Import from CSV, XLSX, ODS, or vCard, and export back out

Quotes and estimates

Line items, taxes, discounts, deposits, optional items, and terms
Custom proposals: free-form documents beyond quote and estimate
A public link the client opens on any device
E-signature on the page, or signed in person on your own device
Change orders against an accepted quote, with a redline showing what moved
Presets: save any quote, job, or invoice and apply it to the next one in one tap

Invoices

One-off invoices, created from a quote or from scratch
Card payment through Stripe Checkout on the client’s link
Receipts, partial payments, adjustments, and refunds
Receipt and refund records the client can open any time

Jobs and tasks

Projects with tasks, cost tracking, files, and notes
Meetings proposed to the client, accepted or rescheduled on their link, with calendar files

Calendar

Your meetings, project dates, and task due dates in one calendar, as an agenda, a day, a week, or a month
Today and the week ahead on the dashboard
A private feed you can subscribe to in Google, Apple, or Outlook calendar, and an .ics download

Notifications

Email templates for every step: proposal sent, viewed, accepted, invoice sent, paid, receipt, meeting booked, and more
Merge tags, your own wording, your own sign-off
A queue you can see, with a log of everything that went out

Reminders and follow-ups

Proposal expiry reminders and follow-ups
Project and task reminders
Overdue invoice reminders and late fees
All on your site’s own schedule; nothing is sent to an outside service

Everything else

A dashboard that opens every module, with a setup checklist that tracks what is left to configure
A setup wizard; company name is the only required field
Activity log, message log, and an append-only consent ledger
Branded sign-in at /tssg on your own site

The Solo Software Group Works Pro

The Solo Software Group Works Pro is a separate plugin, sold from thesolosoftwaregroup.com. It adds recurring invoices, credit notes, text messaging through your own Twilio account, campaigns and promo codes, surveys and testimonials, recurring services with visit schedules, service plans, bulk sending, team seats, and an assistant.

Both editions share the same database tables, so upgrading keeps every client, quote, invoice, and file you already have: upload the Pro plugin and activate it, and this plugin steps aside on its own (it deactivates itself, never the other one). Nothing in this free plugin is locked, trial-limited, or waiting on a purchase; a card on the dashboard and a link on the Plugins screen point to the paid plugin.

Third-Party Services

This plugin connects to one outside service, and only after you configure it. Until then it contacts nothing, apart from the one reachability check described below.

Stripe processes card payments through Stripe Checkout. You supply your own Stripe account credentials. When a client pays, the invoice amount, currency, and reference are sent to Stripe, and the client completes payment on a page hosted by Stripe. When they return, the plugin asks Stripe whether that checkout was paid and records the answer; a Stripe webhook can deliver the same confirmation if you set one up. No card details ever pass through this plugin or your server. Your Stripe account is your own relationship with them. Service: https://stripe.com Terms: https://stripe.com/legal/ssa Privacy: https://stripe.com/privacy

The setup wizard’s environment check makes one request to api.stripe.com to confirm your server can reach the internet over HTTPS. It sends no data.

Fonts

The plugin’s typefaces (Outfit and Cormorant Garamond) are bundled with the plugin under the SIL Open Font License. Nothing is loaded from a font service.

Bundled libraries and data

Cropper.js 2.2.0 (image cropping), MIT License, https://github.com/fengyuanchen/cropperjs
illuminate/view, illuminate/container and illuminate/events (the Blade template engine), MIT License, with the packages they depend on, all MIT License: illuminate/bus, collections, conditionable, contracts, filesystem, macroable, pipeline, reflection and support; symfony/clock, finder, translation, translation-contracts, deprecation-contracts, polyfill-mbstring and polyfill-php83 through polyfill-php86; psr/clock, container and simple-cache; doctrine/inflector; voku/portable-ascii; carbonphp/carbon-doctrine-types
openspout/openspout (spreadsheet import and export), MIT License; one component under the Apache License 2.0, whose licence text ships with it
nesbot/carbon (dates), MIT License
Outfit and Cormorant Garamond typefaces, SIL Open Font License
The US ZIP code table, from SimpleMaps US Zips, CC BY 4.0, https://creativecommons.org/licenses/by/4.0/

Each ships with its licence text, and the unminified source sits next to any minified file.

Privacy

Client records stay in your WordPress database. Public links carry an unguessable token and are marked noindex. A personal calendar feed is off until you turn it on in My Profile; its address is a private, unguessable link, and its events carry titles only unless you switch on client names and addresses. Regenerate or turn off the feed and the old address stops working. The plugin sends nothing to The Solo Software Group: no telemetry, no usage statistics, and no error reports.

Terms of Service: https://thesolosoftwaregroup.com/terms-of-service/ Privacy Policy: https://thesolosoftwaregroup.com/privacy-policy/