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PBJ CRM 1.9.0: imports can now update people you already have

PBJ CRM 1.9.0 is out. Importing from Square, Google Contacts or Microsoft Outlook can now bring people you already have in the CRM up to date, instead of only filling in blanks. One tick box on each import card Each of the three import cards now carries Bring people who are already here up to date too. Leave it off, which is still the recommendation, and an import behaves exactly as it always has: it fills in blanks and never contradicts anything your team has typed. Tick it and the other service wins where the two disagree, so the name, email, phone, company and address on records...

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PBJ CRM suite: a full code review, and the fixes it found

The whole PBJ CRM suite has been through a full code review, and the fixes are out. PBJ CRM 1.8.0, PBJ Helpdesk 2.3.0, PBJ Invoicing 1.12.0 and PBJ Archive 1.1.0 are available now. Every one is a free update if you already own that major version.This release is not new features. It is the result of reading all four plugins end to end, line by line, and fixing what that turned up — including several things that had never shown themselves in day-to-day use but would have, eventually, at the worst moment.The ones worth knowing aboutMerging two customer records no longer fails. If the two...

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The PBJ CRM Suite is here: CRM, Helpdesk, Invoicing and Archive

The PBJ CRM Suite is out. Four plugins that turn your own WordPress site into your customer database, your email marketing engine, your helpdesk, your billing office and your encrypted client vault — with no subscriptions, no per-seat fees, and no third party holding your data.PBJ CRM — $50The hub. People and businesses in one contact book with photos, custom fields, tags, notes and timelines. Imports from Square, Google, Microsoft and CSV, plus two-way sync where every change waits for your approval. A real drip email marketing engine (10–50 emails an hour, through your own mailbox) with...

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PBJ Studio Sync 3.6.0 — the push now drives itself

PBJ Studio Sync 3.6.0 is out. One change, and it is the one every long push has been asking for: the push now drives itself. The push no longer needs your browser Until now, the moving of files and settings from your Studio site to your live site was steered by the admin page in your browser — background the tab and the push paused; close it and the push sat waiting. That made a browser tab a load-bearing part of a server-to-server transfer, which was never where the responsibility belonged. From 3.6.0, clicking any Push button hands the whole run to the server itself, using the...

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PBJ License Manager 1.3.0: The Menu Is Now the Instructions

PBJ License Manager 1.3.0 is out. If you sell a WordPress plugin from your own site, this is the release that stops the licence server feeling like a licence server. Nothing about how it works has changed. Everything you look at has. The menu is now the instructions Before, you got one page with six tabs and a fair guess at which to open first. Now the menu opens on Start here and the screens sit in the order the job is actually done: 1. What you sell — one entry per plugin. You do this once. 2. Upload the file — the zip your buyers install. This is the only screen most...

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PBJ Forms & Products 1.6.0: A Guide Inside the Plugin, a Theme Builder, and Products Without a Shop

PBJ Forms & Products 1.6.0 is out. You may know it as PBJ Form Builder — that is the same plugin, renamed, because it now builds more than forms. This release adds a complete guide inside the plugin, a theme builder, and the ability to turn any form into a product page. If you are updating from 1.4.0, you also get the spam-blocking work from 1.5.x in the same step, so this post covers all of it. Why the new name It started as a form builder. Then it learned to take payment, then to issue licence keys, and now to present the thing you are selling. Calling it a form builder...

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PBJ SEO & Security 4.3.0 — a Caching tab, and pages that are never saved

PBJ SEO & Security 4.3.0 is out. It adds a Caching tab, and with it a list of the pages on your site that must never be saved and re-served to somebody else. Everything about caching, in one place To make a site fast, the server can build a page once, keep the finished copy, and hand that copy straight to the next visitor. It is why a busy site stays quick, and nearly always it is invisible and helpful. The switch that allows it, the button that throws all the copies away, and the new never-save list now sit together on a single Caching tab instead of being scattered around Options....

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PBJ Sheets Sync 1.0.0: Google Sheets and Your WordPress Database, Finally in Sync

PBJ Sheets Sync 1.0.0 is out. Your WordPress database and a Google Sheet, finally speaking the same language: two-way sync, living backups of any WordPress table, and CSV in and out — with a five-minute Apps Script bridge in your own Google account instead of a Google Cloud project or a monthly sync service. Two-way synced tables The plugin creates and manages its own database tables. Edit a row in the Sheet or in WordPress — at the next sync the most recent change wins, per row. New rows added at the bottom of the sheet are inserted and get their id written back automatically. Deletions...

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PBJ SEO & Security 4.1.0: The Master SEO Checklist

PBJ SEO & Security 4.1.0 is out. The Checklist tab is no longer just an audit — it is now a complete, guided master SEO checklist: everything a site needs for SEO in five sections, with the plugin verifying what it can see, fixing what it controls, and walking you through the rest. The whole job, in one place SEO Basics, Keyword Research, Technical SEO, On-Site & Content, and Off-Site SEO — around forty items with live progress counts per section. It is the same checklist an SEO consultant would run through, built into the dashboard. Green checks you don’t have to...

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Free Scripts: Square Dump + Notion Backup — and a New Legacy Software Page

Two changes on the site today: the two Google Apps Script projects on our Scripting page are now free downloads — complete source plus a line-by-line code explainer for each — and there’s a new Legacy Software page under Programming & Web.Square Dump and Notion Backup — free, source includedSquare Dump catches every webhook event Square emits — payments, invoices, bookings, customer edits, inventory changes — and files each one into a Google Sheet you own: one tab per event type, one row per event, every payload field in its own labelled column. It...

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