The Solo Software Group Works -- WordPress 插件

开发者	leifingson
更新时间	2026年11月2日 22:46
PHP版本:	8.3 及以上
WordPress版本:	7.1
版权:	GPL-2.0-or-later
版权网址:	版权信息

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.

2.0.2

The acceptance email's View your signed quote link now opens the signed copy for a quote signed in person before it was sent.

2.0.1

Tax now reaches every stored total on a site where the Include Tax switch was never touched: the quote and invoice documents show the tax line, a percent deposit is taken from the taxed total, and the client's invoice page matches the editor. A record saved before this update recomputes when it is next edited.
The proposal and invoice previews, the client's proposal page and the message editor's preview load their stylesheets in every environment, WordPress Playground included.
The client list prints Individual or Business, the status as a label and the dates formatted, and the type reads Individual or Business on every screen.
Quotes, invoices and receipts address a person as First Last.
An empty list offers Add New, and Create Proposal appears on a new client's page as soon as the client is saved.
Create Job says what it does, a job made from a default-titled quote takes its own title, and its due date stays empty unless the quote's end date differs from its start.
The receipt names a payment recorded by hand by its reference note.
The welcome email, the acceptance confirmation and the receipt, which go to the client on their own, are named where they happen, on the setup wizard and on the dashboard checklist, each with its switch.
The installer no longer logs a duplicate-key error on a site created before August 2026: the message queue's unique key is rebuilt under a new name.

2.0.0

Works is now a suite of apps, and the CRM is its first app. The brand tile in the header opens an app grid; with one app installed the grid has one tile, and every page opens where it always did.
Role names: CRM User, CRM Manager and CRM Admin are now Works User, Works Manager and Works Admin. Servicer is unchanged. What each role may do does not change.
Each person's access to an app is set on the Team tab; everyone who had access to the CRM keeps it.
Under the hood the CRM's code moved into its own namespace, and stored references to it are rewritten once on update. No table changes; your data is untouched.

1.1.11

Payment notices from Stripe are checked field by field before a payment or refund is recorded.
Refunds made in the Stripe dashboard are recorded on every Stripe API version.
The Back link on an activity entry only returns to a page of this plugin.
The plugin no longer ships an unused translation template; your language comes from WordPress.org's language packs.
Housekeeping for the WordPress.org review: the security checks are written in the form its scanner reads, and the edition guard asks WordPress which plugins are active. Nothing changes in use.

1.1.10

The setup wizard's environment checks and the dashboard checklist say when the server's PHP is missing the October 2026 security fixes, with the release to ask your host for. Advisory only; the plugin keeps running.
The Pro page points at the download page for the Pro zip.

1.1.9

The setup wizard no longer places your stored Stripe secret key and webhook secret in the page; it shows the masked form the Settings tabs use. Otherwise keeps this edition's version in step with Pro.

1.1.8

Keeps this edition's version in step with Pro; nothing in the free edition changes.

1.1.7

After each update, the dashboard shows what's new, once for each person, until they dismiss it.

1.1.6

Groundwork so a later switch to the Pro edition keeps every record in place; the Pro page now lists AI app connections.

1.1.5

A message sent "now" goes out on the next page load on every site; on sites ahead of UTC it could wait for the next scheduled run.

1.1.4

"Last saved" in a record's header counts from your site's time zone, rather than reading hours off right after a save.

1.1.3

Going Back to the Calendar from a visit or a log now shows what you changed there, instead of the calendar as you left it.
Unfinished drafts are kept for the full time set in Settings, rather than a few hours less depending on your time zone.

1.1.2

Calendar items are raised cards with a soft shadow, and an empty day lies flat beside them.
An item booked over another one for the same person shows a grey "Overlaps" tag instead of a red outline.

1.1.1

A Week view on the Calendar: the seven days side by side on a computer, with multi-day projects as bars across the top; on a phone, the week as a row of days with the picked day's list below.
The Calendar sits in a panel like the other screens, its dates are in the same type as the rest of the app, and an empty day looks like a busy one: the same heading, then a "Nothing scheduled" row.
The "+" on a day is the gold add button, always at the end of the day's heading.
Rounded buttons and links keep their shape when tapped on a phone, and the month no longer leaves the last-tapped day highlighted.
Clients are named the same way everywhere on the calendar, as the client list names them.
Calendar items are plain cards with a coloured dot for their kind, and an empty day's card matches them.

1.1.0

A calendar. The dashboard opens on today's schedule, and the new Calendar page shows your tasks, projects and meetings by agenda, day or month. Tap an item to see it and open its record.
A personal calendar feed in My Profile adds your schedule to Google, Outlook or Apple Calendar. It is off until you turn it on, shows titles only unless you include client names and addresses, and stops working when you regenerate or turn it off. You can also download it once as an .ics file.
Meetings remember who sent them, and a meeting with no time is an all-day event in calendar files. Accepted meetings now stay as history instead of being moved to the trash once their day passes.
Fixed: a task with only a title disappeared from its job.
Fixed: restoring a trashed record brings back its scheduled reminders.
Fixed: a project that starts on its start date is started, and noted in its activity, once instead of twice.
Fixed: a name with an ampersand, such as "Pat & Lee", showed a stray "amp;" after the "&" on the calendar, lists and messages, and in the email sender name, and a site title like "Smith & Sons" reached the setup wizard's company name the same way. Names now show as typed.
Pale grey hints, captions, labels and counts, and amber warnings, are now dark enough to read comfortably (WCAG AA). Gold badge text, the outlines of checkboxes, and the edges of text boxes, search boxes and dropdowns (on the pages your clients open too) are a shade darker for the same reason; other borders, icons and placeholders keep their lighter look.
Invoice, quote and job pages open faster with a large client list.
The setup wizard, Settings and the invoice page no longer mention recurring invoices, which this plugin does not include.
Fixed: the email you get when a client declines a meeting showed the reason's formatting as code. It now shows the reason, and a test email shows a decline reason and notes as the real email does.
Fixed: searching jobs, proposals and invoices by a team member's name now finds names with &, < or > in them, such as "B&B Hauling".
Fixed: copying a client's address onto a job showed "Done" instead of saying so.
Fixed: on a phone, the file viewer's title and description ran past the edge of the screen and hid the edit pencil.
Links you send clients (invoices, quotes, receipts, files, opt-in and unsubscribe pages) now open directly instead of passing through a redirect first; links already sent keep working.
Private files are kept out of the WordPress media library and its REST endpoint.
If an update cannot finish, Settings > System and the setup checklist say so, and it is retried a few minutes later.

1.0.12

The plugin opens straight onto its setup wizard, inside WordPress's own toolbar and admin menu. The terms screen that stood in front of it is gone; the Terms and Privacy Policy stay linked under Settings > System.
Fixed: the setup wizard showed without its styles, and offered to turn on pretty permalinks when they were already on.
Skip setup keeps your site title as the company name and names you as the owner, so a first quote can go out straight away.
The Report a Bug button is gone; ask in the support forum instead.
The sign-in page at /tssg no longer links to The Solo Software Group, and the dashboard no longer shows its logo.
Settings, preset fields, and list filters for recurring invoices, services, and service plans no longer appear, since this plugin does not include those features.

1.0.11

Translations come from WordPress.org language packs, which WordPress loads by itself; the plugin no longer loads its own translation files.
Admin requests check their security token with WordPress's own nonce check wherever a value is read. Nothing changes in use.

1.0.10

Presets fill a new record's terms, tax rate, follow-up, and reminder even where the site defaults were already filled in, and undo puts those defaults back.
Saving a record as a preset no longer captures the site's default terms or a zero tax rate, so applying it later keeps the record's own.
The apply-preset list shows every preset instead of the first 20.

1.0.9

Fixed: a sent quote or proposal could stop accepting a signature after its edit page was merely opened or a line's price field was tapped, because those saves marked it revised. Saves that change nothing no longer revise it.
A proposal edited after sending now tells the client it is being updated, instead of showing the document with nowhere to sign, and the change is recorded in its activity.
Send now refuses a proposal whose expiry date has passed, with a note to choose a new one first.
Fixed: accepting a quote with a deposit due immediately, without Stripe connected, showed a bare page; it now links to the deposit invoice.

1.0.8

Fixed: on a brand-new install, one database link between proposals and jobs was skipped. Updating adds it.

1.0.7

Every link and form that creates or changes a record now carries its own security token: the Add New menu, the pickers' Add New links, and the background requests on the client-facing pages. A page left open for more than a day asks for a reload instead of failing quietly.
When the Pro edition is activated over this plugin, this plugin deactivates itself and leaves a notice; it never touches the other one. Every record is kept.
Scheduled maintenance (reminders, the message queue, the external cron endpoint) works within the host's own time limit instead of asking for more.
Exports, reports and attachments are written straight to the download; the email previews load their styling from a stylesheet.
Fixed: filtering survey responses by status, score, source or question failed with an error; the import clean-up task had been matching nothing since the rename; a soft-deleted client's verification link still worked; the licence text of one bundled component now ships with a .txt extension.

1.0.6

The bundled libraries now ship under this plugin's own namespace, so another plugin or theme carrying a different version of the same library can no longer change which copy this plugin runs. Nothing about how the plugin works changed.

1.0.5

Renamed to The Solo Software Group Works; the paid edition is The Solo Software Group Works Pro. Menus, the setup wizard, the sign-in page, and the Plugins screen use the new name. The CRM is the first module of Works; nothing about how it works changed

1.0.4

Changes from the WordPress.org plugin review: every request value is sanitized where it is read and every printed value is escaped where it is printed, every public form carries a nonce, and the client-facing pages load their styles and scripts through WordPress
Reminders, follow-ups, proposal expiry, overdue sequences and late fees are part of the free edition
The free edition carries no locked pages or padlocks; one Pro page describes what The Solo Software Group Works Pro adds
The crop tool for the profile photo and the company logo runs on Cropper.js 2.2.0; the bundled Blade and OpenSpout libraries are updated
Requires WordPress 6.4 or newer
Every request input is unslashed before it is sanitized

1.0.3

The plugin header no longer repeats the author's site as the Author URI, which the WordPress.org upload check refuses

1.0.2

The return from Stripe Checkout no longer trips host firewalls that block a parameter named session_id

1.0.1

Card payments are recorded the moment the client returns from Stripe, with or without a webhook

1.0.0

First release on WordPress.org
Presets and custom proposals are included
The Solo Software Group Works Pro replaces this plugin on activation and keeps every record; one Pro page in the menu describes what it adds
Typefaces are bundled with the plugin instead of loaded from a font service
Settings > System has a Data section with an opt-in delete on uninstall

0.1.13

The About panel's Check for updates button no longer changes size while it works, and the maker link sits on its own row, pointing at the plain-language page about the plugin

0.1.12

Settings > System has an About panel showing the version you are running, a link to The Solo Software Group, and an Update button when a newer version is available
Check for updates from that panel instead of waiting for the next scheduled check

0.1.11

The dashboard shows only the modules your role can open
An unverified email address no longer hides a client's email notifiers or drops them from a bulk send; both warn instead
Converting a proposal to an invoice no longer copies the proposal's personal note through its preset
The toolbar's WordPress menu handle is drawn from the standard WordPress icon font rather than a bundled copy of the logo

0.1.10

Meetings can be cancelled
The update runner clears compiled templates again
Scheduled jobs start on their start date again
The setup check reports the real PHP floor, 8.3

0.1.9

Schema version bumped so new tables install on update, not only on a fresh activation

0.1.8

Proposal type conversion between quote and contract
Notification templates no longer send with nothing to report

0.1.7

Tested against WordPress 7.1

0.1.6

Plugin icon on the updates screen and in the version details modal

0.1.5

Requires PHP 8.3, matching the dependency tree the plugin has always shipped

0.1.3

Security pass: merge tag escaping, sandboxed log previews, export tokens gated at mint, import ownership checks, and one source for visitor IP
Branded sign-in at /tssg, carrying the site's own identity
Header navigation, account menu, and list pills reworked
WordPress account details stay off client-facing documents and invites
Invoices: a corrected refundable ceiling and a past due filter

0.1.2

Append-only consent ledger
Third-party service disclosure

The Solo Software Group Works

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