A shop-floor traveler board for a custom cabinet and millwork shop. Every job is a row behind a drawing gate, every cabinet group or millwork item is a traveler ticket with a punched six-station strip, and nothing moves past cut until the drawings are recorded as approved.
Each row opens with its drawing gate, its revision letter and the revision the approval on file belongs to, then the traveler tickets. A row whose current revision has no recorded approval is hatched and its tickets stay at cut.
Jobs waiting on a recorded approval, ordered by days waiting since the set went out, with the revision each approval on file covers, beside the log of revisions already approved.
Four job-state counts you can open, then the jobs behind them with past-due tickets, lines not received and open punch.
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.
Cabinet and millwork jobs · 7 stages
Commercial millwork · 7 stages
Built-ins and casework · 6 stages
Builder accounts · 6 stages
02 / NINE WORKFLOW DRAFTS
Give the next step a shape.
Field measure
Drawings sent
Approval follow-up
Release to shop
Hardware ordered
Install scheduled
Punch walk
Finish complete
Warranty check-in
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 nine fictional cabinet and millwork jobs carrying thirty-one traveler tickets across all six stations, three rows held by the drawing gate, one of them waiting on an approval for a newer revision letter, four tickets past their recorded due date, seven hardware or finish lines not received and five open punch items. 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.
Project inquiry and field measure request
Drawing approval response record
Install feedback
Choose forms individually in Setup & resources, then customize and publish them in the native form builder.
02 / WORKING DOCUMENTS
Three reusable templates.
Shop traveler ticket
Hardware and finish schedule
Install punch list
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 job holds the site label, the designer or builder, the drawing revision letter, the sent and approval dates, the revision letter the approval was recorded for, the install date and crew label, plus traveler tickets, hardware and finish lines, punch items and an editable checklist.
Shop floor traveler board with per-row drawing gates
Punched six-station strips on every traveler ticket
Jobs ledger with revision letters and derived job state
Drawings view by days waiting, with the approval log
Stations, Hardware and finish, and Installs operating views
Insights counts that open the jobs behind them
Three native form drafts and three editable document templates
Editable per-job checklists and preserved row history
Four optional pipeline templates and nine inactive workflow drafts
9 fictional in-memory jobs with 31 traveler tickets
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 record creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, check revisions before saving, and enforce the drawing gate and every cross-field rule on the server. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
The drawing gate is enforced in the shared record model, so the included backend helper refuses a ticket past cut while the drawings are not approved. An approval belongs to the revision letter it was recorded for, so changing the letter closes the gate until an approval is recorded for the new one, and a job with tickets past cut cannot change its revision letter without either recording that approval or returning the tickets to cut. Approval is a fact a staff member records with a date and a revision letter; the kit collects no signature. It does not produce CAD, CNC output or cut lists, does not nest or optimize material, holds no inventory, places no supplier orders, and is not a scheduling engine, a payment system or a messaging tool.
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
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?+
Joinery keeps its application frame across the seven kit views and the 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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