The Solo Software Group Works

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/