PBJ Form Builder 2.4.0 is out — a free update for everyone who owns PBJ Form Builder 2.x. Forms stay exactly as they are; Products grow into a full shop. Your saved settings are kept, and new settings start with sensible defaults. Take a backup before you update, as always.
Setup is a hub of switches
Forms and Products are now two separate parts, and Setup gives every part its own card and switch. The parts are Forms, Products and shop, Cart and checkout, each payment service, Coupons, Tax, Shipping, Customer emails, Spam protection and Appearance. Turning one on opens a short...
PBJ CRM 7.85 and Vault 7.08 — sign in with your phone, and your passkey opens the Vault
PBJ CRM 7.85 and PBJ Vault 7.08 are out — free updates for everyone who owns PBJ CRM 7.x and PBJ Vault 7.x. Signing in gets two more ways in, and the Vault popup works the way it should. There is no database change; take a backup before you update, as always.
Sign in with your phone or this device’s passcode
The CRM sign-in page now has Use my phone (show a QR code) and Use this device’s passcode beside Sign in with a passkey. Signing in on a computer that has no passkey? Scan the code with the phone that has yours. Or use the computer’s own PIN, fingerprint...
PBJ De-Theme 2.0.0: leave your page builder and keep your look
PBJ De-Theme 2.0.0 is out. Until now, De-Theme freed your content from a page builder and left the design behind. 2.0 brings the design along.
Restyle
Restyle reads your YOOtheme Pro design — colours, fonts, font sizes, spacing, buttons, link colours, section colours and padding, the header with its logo, split menu and sticky bar, and the footer — and recreates it on WordPress’s own Twenty Twenty-Five theme. It is stored the way WordPress stores design: global styles, header and footer template parts, a Navigation menu and Font Library fonts. No theme files are written....
PBJ CRM 7.84 — safer app sign-out and clearer due dates
PBJ CRM 7.84 is out — a free update for everyone who owns PBJ CRM 7.x. It makes signing out of the CRM app mean what it says, and makes task due dates in the app easy to read. There is no database change; take a backup before you update, as always.
Signing a device out now really signs it out
When someone taps Sign out in the CRM app, or you remove a device under My settings › Phones signed in, the CRM now tells its modules. With PBJ Remote 0.3.5, that device’s Remote approvals are revoked on the server at the same moment, so a signed-out phone or computer can no...
PBJ CRM 7.83 — a new default icon
PBJ CRM 7.83 is out — a free update for everyone who owns PBJ CRM 7.x. It gives the CRM its own icon, so a site that has not set a logo or a favicon still looks finished. There is no database change; take a backup before you update, as always.
A new default icon
The new PBJ CRM icon shows four signs of the work the CRM keeps track of — money, a calendar, people and a clock — in red on black.
The logo, when you have not set one. With no logo under Theming, the icon sits across the top of the CRM and above the sign-in card, in place of the “PBJ CRM”...
PBJ CRM 7.69 and eight updates — Projects, one client portal, and a security review
PBJ CRM 7.69 is out, with eight module updates alongside it: PBJ Helpdesk 7.33, PBJ Invoicing 7.38, PBJ Events (Dispatch & Appointments) 7.15, PBJ Omada 7.16, PBJ RingCentral 7.21, PBJ Templates 1.13.7, PBJ Forms & Products 2.3.0 and PBJ Vault 7.06. All are free updates within their major version. PBJ CRM and PBJ Invoicing update their databases on first load, so take a backup before you update.
PBJ CRM 7.69 (with 7.67 and 7.68)
Projects. A project groups the tasks you already have, with milestones and client access. The Tasks list gains a Project filter, and New task an...
PBJ CRM 7.66 — passkeys instead of passwords, the PBJ CRM phone app and notifications on every licensed site
PBJ CRM 7.66 is out — a free update for everyone who owns PBJ CRM 7.x. It carries every change since 7.56 (7.57 to 7.66). It adds one database table (DB 31 to 32, for the phones signed in to the app), so take a backup before you update, as always. No add-on module needs updating for it.
Sign in with a passkey, not a password (7.63)
The CRM sign-in page leads with Sign in with a passkey: Face ID, Touch ID or a fingerprint. My settings has a Passkeys card to add one on each phone or computer and remove one you no longer have.The other way in is an emailed link that works once,...
PBJ Helpdesk 7.31, Invoicing 7.36 and Vault 7.04 — deposits in estimate emails, Vault fixes and network-alert tickets
PBJ Helpdesk 7.31, PBJ Invoicing 7.36 and PBJ Vault 7.04 are out — free updates for everyone who owns the 7.x versions. None of them changes the database, and none needs a newer PBJ CRM than the one you already run for these modules. Take a backup before you update, as always.
PBJ Invoicing 7.36: the estimate email names its deposit
An estimate that takes a deposit now shows Deposit due now and the same deposit sentence as the customer’s estimate page, in both the plain and the designed email.The email’s button says what it opens: View and accept estimate with a...
PBJ CRM 7.56 and four modules — the CRM as an app on your phone, with notifications
PBJ CRM 7.56, PBJ Helpdesk 7.29, PBJ Invoicing 7.35, PBJ Dispatch 7.13 and PBJ RingCentral 7.20 are out — free updates for everyone who owns the 7.x versions. Update PBJ CRM first, then the modules. The CRM has two small database steps (new indexes on the contacts table, and a table for the devices people turn notifications on for) and Helpdesk has one (new indexes on the tickets table). All three only add; nothing is moved or removed. Take a backup before you update, as always.
The CRM is an app now
Where your browser can install it, My settings shows an Install app button; on...
PBJ CRM 7.52 and PBJ Invoicing 7.32 — a Manager area, and late fees you can delete
PBJ CRM 7.52 and PBJ Invoicing 7.32 are out — free updates for everyone who owns the 7.x versions. Update PBJ CRM first, then PBJ Invoicing. The CRM has no database change. Invoicing has one, and it has already run on a live MySQL host — take a backup before you update, as always.
Late fees are lines you can delete
A late fee used to be a figure on the invoice with nothing you could do about it. It is a line now. Open Edit invoice and it sits with the work, titled “Late fee”. Delete the line, save, and the fee is gone from the invoice and from what the...