A two-pass service board that puts both passes of the plan year for the same property side by side, with the linear feet somebody measured on site, the crew day, and the install and repair work sold by the foot. Downspout keeps the round and the quotes in one connected workspace.
Each property on a plan appears under both passes of the plan year on the board, labelled the way the office records its own two season windows, with its linear feet, storeys, pass state, downspouts and guards. Open work leads and a completed pass sorts last. A narrow column beside them stacks the install and repair jobs, material on order first.
Linear feet on record, downspouts and guards, the plan and the passes done this year against it, the quote state and the derived state the office should act on.
Only the quotes recorded as sent, with the feet quoted, the date it went out, its age in days and the follow-up attempts. A quote older than the days your office recorded carries the reserved red.
Every recorded crew day with its stops, the storeys the crew has to reach and the ladder or lift note exactly as somebody typed it. Scheduled passes and scheduled jobs both appear.
Job rows grouped by state, with the material and colour labels as your office types them, the linear feet, the crew day and the amount recorded against each one.
Recorded counts and recorded linear feet with a filter behind each number. Feet and money are never drawn on one scale and never totalled 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.
Recurring gutter plans · 8 stages
Gutter quotes · 7 stages
Gutter installs · 7 stages
Guard and repair work · 7 stages
02 / NINE WORKFLOW DRAFTS
Give the next step a shape.
New quote request task
Quote follow-up after a wait
Plan started note
Spring pass scheduling task
Autumn pass scheduling task
Skipped pass follow-up task
Material arrival check task
Plan renewal task
Review request task
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 twenty fictional properties working through the current plan year, sixteen of them on a recurring plan: fourteen first passes done and two skipped, five second passes done, six booked and five with nothing booked, seven install and repair rows, six open quotes and four plans renewing inside sixty days. The sample dates itself from the day you open it. 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.
Gutter quote request
Recurring plan sign-up request
Job feedback
Choose forms individually in Setup & resources, then customize and publish them in the native form builder.
02 / WORKING DOCUMENTS
Three reusable templates.
Linear-foot quote
Pass completion note
Plan renewal letter
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 property holds the customer, the linear feet measured on site, the storeys label, the downspout count, a guards flag, the recurring plan with its passes a year, renewal month and price per pass, each season pass with its state, crew day, completed date, skip reason and photographs flag, the install and repair rows with their material and colour labels, the quote state with its sent date and follow-up attempts, access directions, a ladder or lift note and an editable checklist.
Two-pass board operating view
Properties operating view
Quotes operating view
Schedule operating view
Installs and repairs operating view
Recurring plans operating view
Insights operating view
A revision-guarded office settings record for the season windows and follow-up days
Three native form drafts and three editable document templates
Editable per-property checklists and preserved row history
Four optional pipeline templates and nine inactive workflow drafts
20 fictional in-memory examples
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 property creation, edits, the office settings record and resource setup. They preserve native account permissions, unrelated custom fields and row history, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
The season windows and the follow-up days are your office policy, recorded in a small revision-guarded settings record rather than decided by the kit. Nothing is measured from aerial imagery, no roof or structure is inspected, no route is optimized, no GPS or weather feed is read, a crew day is a date somebody typed, and no message, payment or invoice is sent or taken. The kit records no gate, keypad, lockbox or alarm code and refuses the obvious accidental entries in every free-text field, which is a guard against accidental entry rather than a guarantee.
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?+
Downspout keeps one mid-slate bar across the top of the workspace, with the 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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