PBJ CRM suite — communication, completion and mobile workflow release

Five coordinated PBJ CRM-suite updates are now live: PBJ CRM 1.49.0, Helpdesk 2.37.0, Invoicing 1.28.0, Dispatch 1.18.0, and RingCentral 1.0.1.

Communication that follows the work

Tickets, invoices and dispatch records can default replies to the usable inbound method—email, text or phone—and require an explicit choice when there is no usable origin. RingCentral adds separate Text messages and Calls & voicemail workspaces, shared or personal connections, searchable CRM phone recipients, and Text/Call choices from a CRM phone number.

Safer completion and invoicing

Helpdesk saves or delivers before closing and cannot redispatch a provider-accepted reply. Newly completed tickets and visits offer invoice creation only once and only to permitted agents. Dispatch respects saved company mileage without asking again.

Phone-sized work

Invoice line items are labeled full-width cards on small screens, business names hydrate authoritatively, native date inputs stay inside their cards, and permitted agents can Find or Create invoices from the mobile menu. Queue and Triage now show complete editable task checklists without duplicate completion boxes.

All five packages are available through their normal licensed update paths.