You built the site.
Someone else is getting paid to run the business on it.
A WordPress plugin for the businesses on your roster that quote work, schedule it, and invoice for it: solo operators, freelancers, contractors, and small service companies. It runs the whole job, quotes through e-signatures through scheduling through payment. You install it, you maintain it, you bill for it. Flat license per site, unlimited users, and their Stripe and Twilio stay in their own accounts.
The Businesses You Serve Have Two CRM Options, and Both Were Built for Someone Else
Every tool that runs a small contractor’s money is one of two things. Either it lives on someone else’s server, meters the crew, and takes a percentage of every card payment. Or it lives on the business’s own site and covers one slice of the loop, usually invoices only or email only.
The self-hosted ones are not just shallow. They are built for other businesses entirely: a marketing list for someone sending newsletters, or a full ERP for a company with an HR department. Nothing sits at the size of a business that runs jobs.
So nothing runs the whole loop, quote through signature through job through invoice through payment, on infrastructure the business owns, at a price that does not scale with headcount. And nothing in the category is installable, maintainable, and billable by the developer who already holds the relationship. That is the gap this was written to fill.
The Line Item You Are Not On
For most of them it goes to a company that meters seats, holds the data, and takes a percentage of every card payment. For the rest it goes nowhere, because what exists as a plugin is either a marketing list or a full ERP, and neither one runs a job.
Margin you keep
A business on seat-metered field service software is paying $700 to $1,800 a year for it. A flat $399 folded into your retainer at your rate is margin instead of somebody else’s revenue.
Stickiness you cannot buy another way
A care plan holding backups and plugin updates is replaceable in an afternoon by anyone cheaper. A care plan holding signed proposals, invoice history, and payment records is not. Nobody churns off the retainer that holds their invoices.
Liability that never reaches you
Their Stripe account, their Twilio number, their WordPress, their client list. You are never the processor of record and never the sender of record, so card disputes and consent obligations stay where they belong.
Support calls that have an answer
Message logs with per-send delivery status, activity logs on every record, and a consent ledger. “It never arrived” stops being an argument and becomes a lookup, which is the difference between a two-minute reply and an afternoon.
It is a real plugin
PHP 8.3 and up, WordPress 6.0 and up, real classes, hooks, Blade templates, GPL v2+. No proprietary runtime, no phone-home requirement, and nothing external needed to run the core. Extend it, restyle it, or leave it alone.
Run your own shop on it first
The same license runs your own practice. Quote the build, take the deposit, invoice the retainer. Then put it on a client site already knowing how it behaves and what setup actually takes.
From First Call to Paid, and After
Every part works on its own and they work together. A business can start on the module it needs this month and turn the rest on later, with no migration in between.
Clients
Residential and commercial records with contacts, service addresses, files, and notes. Every quote, job, invoice, and message attaches to the name, so the whole history sits in one place instead of five.
Proposals
Estimates, quotes, change orders, and signed service agreements, with line items, deposits, discounts, expiry, and their own terms on the document. Every acceptance stores the signature, the date, and the originating IP address.
Jobs
Projects with tasks and cost tracking, and recurring service with visits generated on the schedule, assigned to a crew member, and logged on site. Billing follows the same schedule, so repeat work is never re-entered by hand.
Invoices
Deposits, partial payments, late fees, refunds, credit notes, and recurring billing. Cards run through the business’s own Stripe account, and cash, checks, and payment apps record the same way, so the books hold no matter how the money arrived.
Messaging
Quote follow-ups, overdue notices, appointment confirmations, and receipts, by email or SMS from the business’s own Twilio number. Templates and merge tags are editable, and every send carries a delivery status.
AI Assistant
Reads and writes records from a plain-language prompt, in the admin or over text message, with a confirmation step before anything is saved. Runs on their own provider keys, or on managed keys at the Sovereign tier.
Repeat Work
Review requests when a job closes well, testimonials published back to the site you built through a shortcode, and seasonal campaigns to past clients with promo codes attached.
What They Pay Now, and What This Costs
Published list prices, annualized. The seat count is the part that matters, because it is the only number that grows when the business does.
Published list prices, annualized, verified August 2026 and subject to change by their publishers. Check current pricing before you quote a business. Every row above the last one is capped at a seat count. The last one is not. Card processing is billed separately by the payment processor in every row, including this one.
Free
The whole manual loop. Quote it, send it, get paid, send the receipt. No credit card, no time limit, no cap on record counts.
- Unlimited clients, contacts, and files
- Quotes and estimates with e-sign approval pages
- Invoices with Stripe checkout, receipts, and refunds
- Projects, tasks, and meetings
- Email notifications on every send
- Runs on the business’s own WordPress site
Premium
Everything in Free, plus the parts that repeat. Overdue notices, quote follow-ups, service visits, and next month’s invoice go out on schedule without anyone starting them.
- Automatic reminders, quote follow-ups, and late fees
- Recurring invoices, consolidation, and credit notes
- Text messaging through their own Twilio number
- Campaigns, promo codes, surveys, and testimonials
- Service schedules with generated visits and logs
- Bulk send, presets, custom proposals, and team seats
- AI assistant with their own API keys
Sovereign
Everything in Premium, with the AI assistant already connected. No API keys to go get, no provider account to open, nothing to configure.
- Everything in Premium
- Managed AI works out of the box
- Drafts campaigns, replies, and survey content
- Works the records by chat or text message
- Their own keys and connectors stay available
- Priority support
One license per business site. You can purchase on the business’s behalf and bill it inside a retainer, or they purchase and you install and maintain. The license moves with the site, and if it ever lapses the plugin returns to Free with every record still in place.
Built by The Solo Software Group
One developer, no venture capital, no acquisition timeline, and no roadmap written by a growth team. The code is GPL v2+ and it installs like any other plugin, because that is what it is.
Pre-1.0 and honest about it. No install base yet and no track record yet, and setup on Twilio, Stripe, and email deliverability takes real work. That work is exactly why you are reading this page and a business owner is not.