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GoSeedly Flooring 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.

01

Start 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.

02

Run 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.

03

Build 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 flooring helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, re-checks the whole quantity arithmetic along with the install week, crew and job stage rules, and compares the current record state before saving. It exposes no stage mutation at all, so pipeline stages stay in your CRM’s own views under your existing roles. 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 Residential flooring, Commercial flooring, Repairs and refinishing, Builder 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 ten fictional flooring jobs across three install weeks, with 19 recorded rooms and 8 recorded material orders spanning hardwood, LVP, tile, carpet and laminate work. One order is past its recorded expected date and has not arrived, so the late marking is visible without editing anything. Example edits stay in the current page’s memory and reset on navigation or reload; sample jobs 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-flooring/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

A job is a native contact-linked opportunity with a namespaced job type, site address label, material type, product and supplier labels, crew label, recorded install week and day, the recorded job stage, job notes, an immutable supported currency, rooms with their measurements and material orders with their dates and received flag. The recorded quote reference stays separate from native opportunity value. Other custom fields are preserved.

Every number is something somebody measured or typed, or arithmetic on it. A room’s ordered quantity equals its recorded square footage plus the recorded waste percent of it, rounded up, and is nothing at all when either input is unrecorded. The job’s measured and ordered totals equal the sums across the rooms that are not archived. The editor computes all three and the server re-checks them, so a sheet that does not add up cannot be stored. An archived room keeps its measurements and stops counting. The quote reference is deliberately allowed to disagree with every measured figure, and the recorded order quantities are deliberately not forced to add up to the ordered total, because contractors order extra and reorder damaged boxes. The recorded job stage is evidence based: measured needs a measured room, ordered needs an order row, received needs a received order, installed needs a recorded install week. A recorded install week must start on a Monday, an install day must fall inside it, and a crew label needs a week. There is no supplier catalog, product database, SKU lookup, pricing feed or ordering integration, no inventory, cut list or remnant tracking, no takeoff from plans, and no delivery tracking or carrier feed. A late order is a comparison of a date the supplier gave with today. Nothing is invoiced, deposited, collected or ordered, nothing messages a client or a supplier, and crew labels reserve nobody and create no calendar entry. Totals are grouped by currency and never added across currencies. The pipeline stage stays your CRM’s own: the kit adds no stage model and no stage mutation, so recording that material arrived never moves a card.

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.