GoSeedly Architecture Firm Kit
A phase fee burn board for an architecture practice. Each project is one wide row whose five phase cells are sized to the recorded share of the fee, and each cell compares recorded hours at the recorded blended rate against the recorded percent complete. Section brings the fee, the consultants and the submittals into one connected workspace.
YOUR SECTION BURN BOARD
01 — BURN BOARD
Actual interface captures with fictional sample data. Open a screenshot for a closer look.
TAKE A CLOSER LOOK
One connected workspace, with views built around the decisions your team makes each day.
01 / Burn boardEach cell is that phase’s recorded share of the fee, so the strip is the shape of the fee agreement. The bar is the phase fee, the fill is recorded hours at the recorded blended rate, and the tick is the recorded percent complete. A cell past the tick by more than the recorded tolerance reads over burn.
02 / ProjectsReview the client label, project type, fee basis, total fee, current phase and derived state for every loaded project.
03 / PhasesEvery phase across every project in one ledger, over burn first, with the phase fee, the burned amount, the burn percent and the recorded percent complete side by side.
04 / ConsultantsStructural, MEP, civil and landscape coordination items ordered by their recorded due date, with the item label and status.
05 / Submittals and RFIsOpen submittals and RFIs by days outstanding, longest first, with the ball-in-court label. Anything past its recorded response due date is flagged.
06 / ProposalsRecorded pursuits for additional or future scope, ordered by decision date, with their fee basis and proposed fee.
07 / InsightsCounts per derived project state, each opening the matching projects.
YOUR PROCESS, YOUR STARTING POINT
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
Explore 9 fictional projects with 45 phase entries, 6 of them over burn, 14 consultant items, 17 submittals and RFIs with 5 past their response due date, and 6 recorded proposals. Sample edits stay in memory and reset on navigation or reload.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
MORE OF THE WORKING DAY
Editable native forms and document templates give your team a practical starting point.
Choose forms individually in Setup & resources, then customize and publish them in the native form builder.
Open each template in Documents and complete it for the actual job or visit.
Record progress and notes in the kit’s operating views. Keep earlier rows by archiving them, and retain the context for the next person.
Forms collect information for staff review. They do not automatically change the kit’s custom records. Repeating setup preserves existing resource edits.
THE KIT, UNPACKED
One contact-linked project holds the client label, project type, fee basis, total fee, blended rate, current phase, a fixed set of five phase entries with their fee share, hours to date, percent complete and dates, consultant items, submittals and RFIs, recorded proposals and a checklist.
FROM KIT TO CONNECTED WORKSPACE
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
Deploy the included helper from your authoritative backend source before connected edits. Build your web app, then choose any optional pipelines and drafts you need.
Edit practice name, descriptor and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected project creation, edits, the practice over-burn tolerance and resource setup. They preserve native account permissions, unrelated custom fields and row history, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
Every burn figure is arithmetic on numbers your team records: phase fee is the total fee times the recorded share, the burned amount is recorded hours times the recorded blended rate, and over burn compares that against the recorded percent complete plus a tolerance. The kit does not track time or keep timesheets, does not invoice or do accounting, holds no drawings, BIM or CAD, handles no contracts or signatures, and is not a scheduling engine or a client portal.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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For your own compatible Seedly CRM. Seedly software, hosting and installation services are separate. Each full-interface kit uses its own web installation.
BEFORE YOU MAKE IT YOURS
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Section keeps a numbered index rail across the kit views and native CRM tools in the same signed-in account. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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