PBJ Dispatch & Appointments — Changelog
Every release of PBJ Dispatch & Appointments, in plain words.
Current release: 1.0.0 (August 2026). One-time purchase per major version; requires PBJ CRM 1.10.0 or newer.
1.0.0
First release. One record with a switch: a visit is when you go to the customer, an appointment is when they come to you, and everything else about the two is identical — one form, one list, one detail screen. Both kinds share one run of reference numbers, V-1, V-2, V-3, so nobody has to know which kind a booking is before they can look the number up.
You book a time and everybody is told a window. Set the width once — thirty minutes to start with — and every screen quotes that window centred on the time you picked: book two o’clock and the customer is told quarter to two until quarter past. Set the width to zero and everybody is told the exact time instead.
The address is copied onto the booking when you make it, not looked up later, so correcting a customer’s postcode on Tuesday does not silently move Monday’s job. Gate codes and “park on the verge” sit on the job where the driver reads them. Stages — New, Booked in, On the way, On site, Done, Cancelled — can all be renamed, and what a stage means is stored separately from what it is called. Kinds of work are optional and can route to a team.
The portal adds a Visits section with Today, Next 14 days, To be booked and Nobody on it, plus a one-tap stage change; unassigned work in your team has an “I will do it” button. Contacts and companies get a Visits tab, and settings live on their own screen inside the CRM. Who sees what comes from the CRM — there is no second staff list and no second set of roles — and it is enforced in the database query.
Not in 1.0.0, and named as later phases rather than implied: reminder emails, calendar (.ics) invites, map links on a job, and turning a support ticket into a site visit. The notification ledger table exists in the database, but nothing writes to it in this release.