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CRM Kits Home standby generator dealers and installers

GoSeedly Generator Dealer Kit

Every install on track.
Every plan serviced on time.

An install track board for home standby generator dealers: each home's nameplate as recorded, then site assessment, permit, gas and electrical rough-in side by side, set, inspection and startup, followed by maintenance plans, service calls and dealer stock. Standby keeps the whole life of the install in one connected workspace.

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

YOUR STANDBY WORKSPACE

01 — INSTALL BOARD
Graphite icon rail beside a needs-attention strip and install track rows, each with a dark nameplate block showing the recorded kW, model, fuel and transfer switch, then assessment, permit, a gas and electrical rough-in fork, set, inspection and startup stations with dates, 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 install and everything after it.

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

Install board in the GoSeedly Generator Dealer Kit with fictional sample records01 / Install board

See where every install is waiting.

Each open install shows its nameplate and a track from assessment to startup, with gas and electrical rough-in in parallel. Jobs with a permit not issued, a missing reinspection, an overdue plan service or a call past its promise lead.

Site assessments in the GoSeedly Generator Dealer Kit with fictional sample records02 / Site assessments

Keep what the assessor recorded.

Fuel, electrical service, gas meter or propane tank, placement, transfer switch and the coverage the homeowner chose, as written on site. Standby does not size generators or calculate loads.

Permits & inspections in the GoSeedly Generator Dealer Kit with fictional sample records03 / Permits & inspections

Group permits by jurisdiction.

One ledger per jurisdiction label with permit status, reference, applied and issued dates, the set date and every inspection result.

Maintenance plans in the GoSeedly Generator Dealer Kit with fictional sample records04 / Maintenance plans

Know when each plan is due.

Next due comes from the last visit or plan start plus the interval in calendar months, with engine hours as read kept in their own column.

Service calls in the GoSeedly Generator Dealer Kit with fictional sample records05 / Service calls

Hold every call to its promised date.

Open calls past their promised date come first, with the fault exactly as the controller displayed it.

Dealer stock in the GoSeedly Generator Dealer Kit with fictional sample records06 / Dealer stock

Count units by model label.

Each model label shows units ordered, in stock, delivered to site, installed and returned, with serials and the job or stock record they sit on.

Insights in the GoSeedly Generator Dealer Kit with fictional sample records07 / Insights

Read each ledger in its own unit.

Open installs by waiting station, jobs per recorded size, recorded contract amounts, units by state and plans by status, never added across units.

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. Standby installs · 8 stages
  2. Maintenance plans · 7 stages
  3. Service calls · 7 stages
  4. Replacement quotes · 7 stages
02 / NINE WORKFLOW DRAFTS

Give the next step a shape.

  • Assessment preparation
  • Quote follow-up
  • Permit and utility check
  • Rough-in coordination
  • Startup walkthrough
  • Maintenance plan offer
  • Plan renewal reminder
  • Service call triage
  • Replacement quote 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: six open installs, five started-up homes with plans and service calls, and a dealer stock record with 13 units. 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.

  • Standby generator quote request
  • Maintenance plan sign-up
  • Service call request

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

02 / WORKING DOCUMENTS

Three reusable templates.

  • Site assessment record
  • Install handoff and startup sheet
  • Annual service summary

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 nameplate as recorded, assessment labels, permit status and dates, install steps, inspections, units, maintenance visits, service calls and an editable checklist.

Install board operating view
Site assessments operating view
Permits & inspections operating view
Maintenance plans operating view
Service calls operating view
Dealer stock operating view
Insights operating view
Three native form drafts and three editable document templates
Editable job checklists and preserved row 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, app passwords, card numbers and Social Security numbers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.

Standby records what the office agreed and saw. It does not size generators, calculate loads, recommend a model, check clearances or code compliance, apply for permits, schedule inspections, connect to a generator or its app, register warranties, run inventory, dispatch crews, bill or send messages. Access codes, controller PINs, app passwords, payment card numbers and Social Security numbers are refused in recorded text.

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?+

Standby keeps its graphite rail 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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