GoSeedly Boat & Marine Service Kit / INSTALLATION
A clear path
to your workspace.
Bring the kit into your compatible Seedly installation, preserve existing work, and choose the starter content that fits your team.
01Start with your Seedly project.
Use your separately obtained Seedly CRM 5.8.4 installation with extension API 1, a configured backend, and working authentication. Keep a private source checkpoint, including existing customizations. Use Node.js 20 or newer.
02Run guided setup.
Extract the kit outside the Seedly source folder. From the kit directory, run node setup.mjs. The check identifies supported integration files, changed files, and destination conflicts before installation.
03Build and connect.
Deploy the included required helper from your authoritative backend source before connected edits. Follow QUICKSTART.md with your project’s existing package manager. Build the web app, sign in, and open your existing /location/YOUR_LOCATION_ID address. Verify access, navigation, and your important CRM flows.
Install the interface.
Choose the starting content.
Frontend installation and optional account content are separate. 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. Follow QUICKSTART.md and STARTER_CONTENT.md for the exact integration. The frontend installer does not deploy your backend.
Pick your starting structure.
Starter setup offers Seasonal storage contracts, Repair and service work, New customer vessels, Dealer and marina accounts. Select individual pipelines and drafts, or use a suitable existing pipeline with the exact stage needed by the chosen draft.
Adapt each workflow.
All nine workflows remain inactive drafts. Review their native triggers, internal tasks, notes, timing, and assignments before publishing in Seedly. Timed waits do not check whether a task is complete or the stage has changed. These examples do not send customer messages.
Explore sample mode.
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. Add ?example=1 to the home or custom-view URL. Leave sample mode to return to your real account.
INSTALLING WITH AN AI AGENT?
Give it the context.
Keep your custom work.
Existing records and unrelated custom source do not require starting over. Modified integration files need a deliberate merge.
Start with the copy-and-paste prompt in INSTALL_WITH_AI.md.
Read AGENT_INSTALL.md for routes, permissions, provider wiring, backend contracts, and compatibility requirements.
Run node setup.mjs check "/path/to/seedly" before modifying files.
Preserve existing extensions, providers, account controls, custom pages, and unrelated data.
Use a reviewed merge for changed integration files; never replace them with clean copies or bypass the installer’s fingerprints.
Deploy the required write helper from the authoritative backend source before connected edits; preserve existing functions and authorization.
Build and verify account access, original CRM modules, new screens, saving, and reload behavior before publishing.
Make the workspace
feel like your team.
Edit apps/web/components/devlaunch-boat-marine-service/config.ts to set company name, descriptor, and default pipeline name, then rebuild. The design applies to the entire web installation. Use separate web installations to evaluate different full-interface kits, rather than stacking their installers.
Starter removal, updates, and rollback
Review unused starter additions for removal in Starter setup before removing the frontend. Server checks preserve edited or published workflows and pipelines with jobs or references. The process targets recorded kit additions rather than sweeping account records.
Preserve your local configuration and source edits. Preview frontend removal with node setup.mjs remove "/path/to/seedly" --dry-run. The automatic uninstaller uses a private restoration receipt and refuses to overwrite later edits. Keep that receipt private and out of public hosting or source exports. Removing frontend files does not remove account data or undeploy backend functions.
For an update, follow the documented removal/install process and reapply your preserved changes. A manually merged installation needs its own private change ledger and reviewed source rollback.
What the workspace records
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.
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.
The kit’s original operational screens share the frame with full CRM modules from your own Seedly source. Existing account permissions, feature gates, and configured providers still determine access to those modules.