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

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

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.

com

com/legal/ssa

com/privacy

The setup wizard’s environment check makes one request to

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,

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;

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,

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.

com/terms-of-service/

com/privacy-policy/