GoSeedly Chimney & Fireplace 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 chimney and fireplace helper is required for connected creation, editing and starter setup. It checks the active account, native permissions and the current record state, preserves unrelated custom fields and unknown values, and invokes the native Seedly mutations inside one transaction. It exposes no stage mutation of its own, so a stage change stays the host’s own control. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional, and no schema migration is required. 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 Annual inspections and sweeps, Repairs and relining, Real estate transaction inspections, Gas fireplace service. 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 thirteen fictional systems in the separate sample view: five wood fireplaces, four gas fireplaces, two stove inserts and two furnace flues, split four, four, three and two across September, October, November and off-season. They carry 18 recorded inspections at all three levels, 14 recorded sweeps and 10 repair recommendations. Two systems read overdue, one records no sweep at all, and four recommendations are still open. Example edits stay in the current page’s memory and reset on navigation or reload; sample systems 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-chimney-fireplace/config.ts to set company name, descriptor, the promise printed in the chrome bar, 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 system is a native contact-linked opportunity with a namespaced service address label, system type, construction, liner label, cap flag, preferred fall service month, technician label, an optional recorded service price, notes, and three child collections: inspections with a date, level 1, 2 or 3, technician label, condition label and findings note; sweeps with a date, technician label and creosote level label; and repair recommendations with a label, priority and status. Two systems at the same address stay independent, and other custom fields are preserved.
Nothing in this kit certifies a system. Inspection levels, condition labels and creosote level labels are what a person typed; there is no code text, standard, certification register, inspection form, certificate or compliance status anywhere. The preferred service month is a recorded customer preference and the season countdown is calendar arithmetic on it, run at UTC noon so a window never shifts across a daylight saving boundary: nothing books a visit, reserves a technician, creates a native Calendar appointment or optimizes a route. A repair recommendation is a label, a priority and a status with no date at all, so nothing holds stock, orders a liner or cap, prices a part or tracks a delivery. Recorded service prices are references, separate from native opportunity value, invoices and payments. Three rules are enforced on both the client and the server: a level 2 or level 3 inspection requires a recorded findings note, a recorded liner label requires a recorded construction, and a gas fireplace may record no creosote level, because gas appliances produce none. The cap flag is a strict boolean with two drawn states, and "No cap recorded" means nobody recorded a cap rather than that a cap was confirmed absent. Empty values read as words, never a dash, and counts are pluralized against their own value.
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.