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CRM Kits Boat and marine service yards

GoSeedly Boat & Marine Service Kit

Every vessel hauled, wintered,
and back in the water on time.

A marine service yard does not run on a day. It runs on one season, and the season is the same every year for every boat: it comes out of the water, it gets winterized, it sits somewhere in the yard for months, it gets commissioned in the spring, and it goes back in. In February the question is not what is happening today, it is which of your vessels are still where you put them. Mooring answers that as a band: one row per vessel, twelve months from September to August, five phase blocks, and the storage location code at the row start in monospace, because nobody says "the Beneteau", they say "RACK-B3".

Checking access…See the interface
One-time purchase · USD · Your Seedly backend · Editable kit source

YOUR MOORING SEASON BAND

01 — SEASON BAND
Mooring season band board with one row per vessel, five phase blocks across twelve months and monospace storage location codes, using fictional sample data

Actual interface captures with fictional sample data. Open a screenshot for a closer look.

TAKE A CLOSER LOOK

From the haul-out to the launch, one row at a time.

One connected workspace, with views built around the decisions your team makes each day.

Season band in the GoSeedly Boat & Marine Service Kit with fictional sample records01 / Season band

The whole season, vessel by vessel.

Every vessel in the selected pipeline is one row: the recorded storage location code in monospace, the vessel label with its recorded type and length, then a twelve month band from September to August. Phases before the recorded one are solid lime, the recorded phase is a wash carrying a thin marker at today’s position inside it, and later phases are a hairline outline.

Vessel register in the GoSeedly Boat & Marine Service Kit with fictional sample records02 / Vessel register

Every hull in one register.

Every vessel grouped by its native pipeline stage, in stage order, with the recorded type, make and model, length, engine label, hull ID reference, owner label, phase and storage code. The stage select beside each row calls your CRM’s own stage mutation under your own roles, and it never touches the recorded phase.

Work orders in the GoSeedly Boat & Marine Service Kit with fictional sample records03 / Work orders

The work each phase is carrying.

Every recorded work order across the loaded vessels, grouped by the phase it records in season order, with open rows before in progress rows before complete ones. Each row carries the vessel, its storage code, the recorded technician label and the recorded amount reference. A work order in progress or complete requires a technician label.

Storage record in the GoSeedly Boat & Marine Service Kit with fictional sample records04 / Storage record

Where every hull actually sits.

Vessels with a recorded storage location code, grouped by the kind the code prefix records: rack, yard row, slip or indoor bay. Each row carries the code, the vessel, the owner label, the recorded in and out dates and the recorded phase. Vessels with no recorded code are listed as unrecorded rather than quietly dropped.

Yard insights in the GoSeedly Boat & Marine Service Kit with fictional sample records05 / Yard insights

Read the yard records honestly.

Vessel counts by recorded phase and type, the winterization and commissioning checklist completion rates, work order counts by status and by phase, storage counts by location kind, recorded season contract totals grouped by currency, and the two places where records disagree with each other.

Vessel record in the GoSeedly Boat & Marine Service Kit with fictional sample records06 / Vessel record

One record, one season, one boat.

The record editor holds the vessel fields, the storage location code and its dates, the season contract reference, the phase checklist rows and the work orders. Checklist rows and work orders carry stable IDs and are archived, never deleted, so a row somebody ticked and a job a technician did are never erased.

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.

  1. Seasonal storage contracts · 9 stages
  2. Repair and service work · 7 stages
  3. New customer vessels · 7 stages
  4. Dealer and marina accounts · 6 stages
02 / NINE WORKFLOW DRAFTS

Give the next step a shape.

  • Haul-out booking task
  • Winterization checklist task
  • Storage in note
  • Mid-winter check task
  • Commissioning booking task
  • Launch complete note
  • Commissioning checklist task
  • Launch confirmation task
  • Next-season contract reminder

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 eleven fictional vessels covering all five recorded phases and all four storage location kinds, with 50 checklist rows across the winterization and commissioning lists and 10 recorded work orders: five open, two in progress and three complete. One vessel records no storage code and one is recorded in storage with an out date that has already passed, so both observations are visible without editing anything. Example edits stay in the current page’s memory and reset on navigation or reload; sample vessels are never inserted into your CRM.

No sample customers are inserted into your CRM.

Starter setup checks selected kit additions before removal and preserves edited records and live work.

THE KIT, UNPACKED

Your workspace.
Your starting point.
Your code to edit.

One vessel under service for one season is a native contact-linked opportunity with namespaced vessel type, make and model label, recorded length in whole feet, engine label, hull ID reference, owner label, recorded season phase, storage location code, storage in and out dates, a season contract reference, yard notes, checklist rows and work order rows. Two seasons for the same boat stay independent, and so do two boats belonging to one owner. Other custom fields are preserved.

Season band board with one row per vessel, five phase blocks sized to their own months, and a marker that moves through the current phase as the season passes
Storage location codes in monospace whose rack, yard row, slip or indoor bay kind is derived from the code itself
Vessel sheet beside the band with the vessel record, the phase checklist as labelled toggles, the work orders and the storage record
Vessel register grouped by native pipeline stage, with the native stage control and no stage model of the kit’s own
Work orders grouped by recorded phase and storage grouped by derived location kind, both read across every loaded vessel
Archive-only checklist rows and work orders with stable IDs, so a recorded tick and a completed job are never erased
Spruce and lime Mooring application frame with full permission-filtered CRM tools
Four optional pipeline templates and nine inactive workflow drafts
Eleven fictional in-memory vessels with 50 checklist rows and 10 recorded work orders
Guided setup, compatibility report, and private rollback receipt
AI-agent documentation for customized installations
Original editable source, configuration, and tests
Read the installation guide

FROM KIT TO CONNECTED WORKSPACE

Check. Connect.
Make it yours.

01

Check your Seedly project.

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 company 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 vessel helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, re-checks every field bound and the storage cross-field rules, and compares the current record timestamp and a server-owned revision before saving. Existing checklist rows and work orders cannot disappear from a save: archive and unarchive instead. Deploy the helper from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.

A storage location code looks like RACK-B3, YARD-R4, SLIP-12 or BAY-2, and its location kind is derived from the prefix rather than stored, so a code and its kind can never disagree. A code is a label your yard wrote down: the kit holds no yard map, capacity figure, dimensions or occupancy limit, and two vessels recording one code are both listed, because that happens. The season band is a fixed twelve month reading frame, not a schedule the kit maintains, and the recorded phase is always what a person last wrote down. A recorded storage in date needs a recorded code, a recorded out date needs a recorded in date and cannot precede it, and a vessel recorded in the storage phase needs both; commissioning and launch do not, because a boat can arrive in the spring without having wintered with you. Checklist rows belong to the winterization or commissioning list, and the sheet reads whichever list the recorded phase works from. Insights reports how many vessels record a phase that differs from the current month’s phase and how many are recorded in storage past their recorded out date; both are observations that two records disagree, never a claim that work is late, and nothing is corrected automatically. There is no slip or berth management, no parts inventory or supplier catalog, no weather or tide data, no scheduling engine, and no invoicing, payments or owner messaging. A recorded date reserves no lift, bay, slip or technician and creates no calendar entry. Season contract and work order amounts are recorded references, separate from native opportunity value, and totals are grouped by currency and never added across currencies. The pipeline stage stays your CRM’s own: saving a vessel record never moves it, and a native stage change never rewrites a recorded phase.

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.

Checking 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?+

Mooring keeps its marine service navigation across the original yard views and native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. 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.

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