A test roster for backflow testing companies: every assembly on every site grouped by its due month, with this cycle's test, the result exactly as the tester marked it and the filing of each report. Heldtight keeps the schedule, the test log with readings as typed, report filings, repairs and retests in one connected workspace, and never says an assembly or a property is compliant.
Assemblies sit in due bands: due month passed, this month, next month, in 2 to 3 months and later. Each row shows the type and size tag, the serial, the due month, this cycle's scheduled test, the latest result exactly as the tester marked it and the filing of that report. A passed due month, a passed test date, a fail with no retest, an unfiled or returned report and a repair past its promise lead.
Scheduled tests grouped by date with the tester, where the assembly is and how the tester gets there, then every assembly due this month or next with nothing scheduled.
Keep every reading exactly as the tester wrote it.
Recorded tests newest first, each with the kind and cycle year, the readings as typed in psid, the result as marked, the tester and gauge labels and the filing. Readings are never sorted, added, compared or checked against a threshold.
Four lanes: not filed with the planned filing date, returned, filed and acknowledged, each report with the water authority label, the test date, the result as recorded and the filing reference.
Each site with its kind, roster status, water authority and reference, assembly count, recorded price per test, filing window, next due month and checklist progress.
Assemblies by type, due band and service, the latest result label per assembly, filings by status, repairs by kind and status, recorded repair amounts and sites by water authority. Readings, days and dollars are never added together or drawn on one scale.
YOUR PROCESS, YOUR STARTING POINT
Useful structure. Only what you choose.
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
01 / FOUR PIPELINES
Choose your starting structure.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Annual testing · 8 stages
Repair and retest · 7 stages
New assembly installs · 7 stages
New accounts · 7 stages
02 / NINE WORKFLOW DRAFTS
Give the next step a shape.
Notice follow-up
Test day confirmation
Report write-up
Filing status check
Repair quote
Repair approval follow-up
Retest booking
Initial test after install
Roster setup
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
03 / SAMPLE WORKSPACE
Explore before adding records.
Explore 10 fictional sites: nine active and one former, with 20 assemblies (18 on the roster: 1 due month passed, 3 due this month, 3 next month, 3 in 2 to 3 months and 8 later), 32 tests, 3 repairs and 80 checklist steps. Sample edits stay in memory and reset on navigation or reload.
No sample customers are inserted into your CRM.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
MORE OF THE WORKING DAY
From the first inquiry to the final handoff.
Editable native forms and document templates give your team a practical starting point.
01 / INTAKE & FOLLOW-UP
Three ready-to-edit forms.
Backflow test request
Repair or retest request
Property roster request
Choose forms individually in Setup & resources, then customize and publish them in the native form builder.
02 / WORKING DOCUMENTS
Three reusable templates.
Assembly test worksheet
Filing record
Repair and retest note
Open each template in Documents and complete it for the actual job or visit.
03 / THE NEXT STEP
Checklists alongside the work.
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
Your workspace. Your starting point. Your code to edit.
One contact-linked site holds its kind, roster status, address, water authority and reference, access described without codes, the recorded price per test and the filing window, plus every assembly with its type, size, serial and due month, every test with its cycle year, readings as typed and result as marked, its filing, repairs and an editable checklist.
Test roster operating view
Schedule operating view
Test log operating view
Filings operating view
Repairs operating view
Sites operating view
Insights operating view
Three native form drafts and three editable document templates
Editable site checklists and preserved row history
Four optional pipeline templates and nine inactive workflow drafts
10 fictional in-memory sites
Guided setup, compatibility report, and private rollback receipt
AI-agent documentation for customized installations
Original editable source, configuration, and tests
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
02
Connect the required helper.
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.
03
Set up your own team.
Edit business name, descriptor and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
Compatibility and operational details
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 site creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep every reading exactly as typed, refuse access codes, logins, card numbers and Social Security numbers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
Heldtight records what was scheduled, tested, written, filed and repaired. It never states or implies that an assembly, a site or a property is compliant, approved or safe, makes no certified-tester claim and promises no pass; a result is the tester's own mark and a reading is text as typed, never checked against a threshold. It does not connect to a water authority portal, file reports, connect to test kits or gauges, route testers, book calendars, bill or send messages. Gate, cage, vault, lockbox, door and alarm codes, Wi-Fi, controller and portal logins and passwords, payment card numbers and Social Security numbers are refused in recorded text and in the native form drafts.
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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DevLaunch All Access
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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
Good questions. Clear answers.
How do I receive the kit?+
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.
Does this include Seedly CRM?+
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.
Is this one connected workspace?+
Heldtight keeps its dark gauge olive side 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.
Can I use it with existing customizations?+
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.
Do I have to import all the starter content?+
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.
Can I remove the examples and starter content?+
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.
Can different subaccounts use different kits?+
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.
Selected excerpts from reviews of DevLaunch training, software, and services. Individual customer experiences across DevLaunch.
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