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CRM Kits EV charger installers

GoSeedly EV Charger Installer Kit

Every charger surveyed, permitted,
installed and claimed.

A charge board for EV charger installers: every job as a card with five status lights for the site survey, panel check, permit, install and utility rebate, the panel label exactly as the electrician wrote it, and each charger's amps and kW as recorded. Plugbay keeps surveys, permits by jurisdiction, install days, rebate deadlines and service calls in one connected workspace.

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

YOUR PLUGBAY WORKSPACE

01 — CHARGE BOARD
White top bar with a dark charger-housing brand block and green pill tabs over a needs-attention strip and charger cards, each with a dark faceplate of five status lights for site survey, panel check, permit, install and utility rebate, a panel label strip as recorded and separate amps and kW chips, using fictional sample data

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

TAKE A CLOSER LOOK

Built around the five gates, not the invoice.

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

Charge board in the GoSeedly EV Charger Installer Kit with fictional sample records01 / Charge board

See which gate each job is waiting on.

Every accepted job with a gate still open is a card with a faceplate of five status lights, each with a glyph, words and the recorded date, the panel label as recorded and each charger's amps and kW chips. Jobs installing soon without a panel check or an issued permit, rebate claims due and service calls past their promise lead the board.

Surveys and panels in the GoSeedly EV Charger Installer Kit with fictional sample records02 / Surveys and panels

Keep the panel label exactly as written.

Open estimates with the survey and chargers as quoted, then every job not yet installed with its panel check, the panel label as the electrician wrote it, who checked it, and circuit amps and charger kW in their own columns. Plugbay never sizes a circuit or calculates load.

Permits in the GoSeedly EV Charger Installer Kit with fictional sample records03 / Permits

Track permits by jurisdiction.

Jobs grouped by jurisdiction with the permit status and dates, days waiting in words, the reference as typed, the inspection as recorded and the install date.

Install days in the GoSeedly EV Charger Installer Kit with fictional sample records04 / Install days

Read the install weeks at a glance.

Scheduled installs grouped by the week they fall in, each with its crew, site access as described and every charger's stage, then jobs not scheduled yet and installed jobs with the gates still open.

Rebates in the GoSeedly EV Charger Installer Kit with fictional sample records05 / Rebates

Get every rebate claim in before its deadline.

Rebates in four lanes from not started to claim sent, with the utility and program, the recorded deadline in words and the recorded amount, then paid and denied rebates as the utility answered. Plugbay does not decide eligibility.

Service calls in the GoSeedly EV Charger Installer Kit with fictional sample records06 / Service calls

Hold every service call to its promise.

Open calls past their promised date come first, with the charger and the issue as the customer described it, then the resolved and cancelled ledger.

Insights in the GoSeedly EV Charger Installer Kit with fictional sample records07 / Insights

Read each ledger in its own unit.

Jobs by gate, chargers by stage, rebates by status with recorded amounts in their own column, service calls by issue and jobs by where they sit. Amps, kW, days and dollars are never added together.

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. Charger installs · 8 stages
  2. Utility rebates · 7 stages
  3. Service calls · 7 stages
  4. Fleet and multi-unit bids · 7 stages
02 / NINE WORKFLOW DRAFTS

Give the next step a shape.

  • Site survey preparation
  • Estimate follow-up
  • Panel check request
  • Permit application
  • Install date confirmation
  • Rebate pre-approval
  • Rebate claim reminder
  • Service call triage
  • Bid follow-up

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 12 fictional records: two open estimates, eight accepted jobs with a gate still open and two closed-out jobs, with 21 chargers and 3 service calls. 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.

  • Charger install inquiry
  • Site survey photos
  • Charger service request

Choose forms individually in Setup & resources, then customize and publish them in the native form builder.

02 / WORKING DOCUMENTS

Three reusable templates.

  • Site survey and panel label sheet
  • Install day handoff
  • Rebate paperwork checklist

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 estimate and accepted dates, the site survey, the panel check with its label exactly as recorded, the permit and inspection, the install dates, the utility rebate with its recorded deadline and amount, every charger with its amps, kW and install stage, service calls and an editable checklist.

Charge board operating view
Surveys and panels operating view
Permits operating view
Install days operating view
Rebates operating view
Service calls operating view
Insights operating view
Three native form drafts and three editable document templates
Editable job checklists and preserved charger and service call history
Four optional pipeline templates and nine inactive workflow drafts
12 fictional in-memory records
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 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 job creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse access codes, charger PINs, logins, utility account numbers, card numbers and Social Security numbers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.

Plugbay records what the electrician wrote, what the jurisdiction and utility said and what the crew reported. It does not size circuits or panels, calculate load, claim electrical code compliance, decide rebate eligibility or submit anything to a utility, set up chargers or apps, book calendars, bill or send messages. Gate, door, garage and lockbox codes, charger PINs, Wi-Fi, app and utility portal logins, utility account numbers, 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.

Checking access…

DEVLAUNCH ALL ACCESS

Every kit.
And everything else.

DevLaunch All Access includes every GoSeedly CRM kit, all 195 available today, along with every class, course, and product we release, and private calls with Aaron.

  • All 195 CRM kits

    Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits

  • Every class, course, and product

    The full DevLaunch library and software collection, plus each eligible release during your access year, added to your portal as it ships.

  • Private calls with Aaron

    Bring the idea, the offer, or the bottleneck, and leave with a plan you can follow.

DevLaunch All Access

Want more than one kit? All Access covers the whole CRM kit library and the rest of what we make. See everything it includes on the All Access page.

See DevLaunch All Access

Already a member? Open your downloads.

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?+

Plugbay keeps its white top bar and pill tabs 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.

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