GoSeedly Home Energy Audit & Weatherization Kit
An audit-to-upgrade board for home energy audit and weatherization companies: every home in five columns from the audit to the rebate paperwork, with the auditor's findings kept exactly as your office typed them and a paperwork strip for each rebate application. Snugwell keeps the audit schedule, reports and proposals, upgrade work, test-outs and rebate applications in one connected workspace.
YOUR SNUGWELL WORKSPACE
01 — BOARD
Actual interface captures with fictional sample data. Open a screenshot for a closer look.
TAKE A CLOSER LOOK
One connected workspace, with views built around the decisions your team makes each day.
01 / BoardFive columns in the order the work happens: audit booked, findings recorded, upgrade work, test-out and rebate paperwork. Each card shows the dates in words, the findings as typed at the audit and at the test-out side by side, the measures and a paperwork strip for each open application. Passed audit days, reports past their promised date, overdue test-outs and overdue paperwork lead.
02 / ScheduleAudits, work starts and ends, and test-outs for the next 14 days, with passed audits and test-outs first and work in progress on its own.
03 / FindingsBlower-door numbers, R-values, duct leakage and equipment ages grouped by area, with the value at the audit and at the test-out side by side. Nothing is compared, converted or scored.
04 / ProposalsReports not sent with their promised date, proposals waiting for an answer with their measures and days open, and the answers recorded in the last 60 days.
05 / UpgradesAccepted projects with their work days, crew and measures, then measures by kind and status: proposed, accepted, declined and done.
06 / RebatesOpen applications grouped by program with the paperwork strip, submitted date, days waiting, follow-up and deadline, the amount on the application and the program reference, then closed ones. Status is what the program told your office.
07 / InsightsProjects by stage, findings by area, measures by kind, proposals and applications by status and applications by days waiting. Findings, days and dollars are never added together.
YOUR PROCESS, YOUR STARTING POINT
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
Explore 12 fictional homes: one lead, two audits booked (one past its day), two with findings recorded, two in upgrade work, two at the test-out, two with rebate paperwork open and one complete, with 30 findings as typed, 23 measures and 10 rebate applications. Sample edits stay in memory and reset on navigation or reload.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
MORE OF THE WORKING DAY
Editable native forms and document templates give your team a practical starting point.
Choose forms individually in Setup & resources, then customize and publish them in the native form builder.
Open each template in Documents and complete it for the actual job or visit.
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
One contact-linked project holds the site and the home as described, access, the auditor and crew, the audit, the report and its promised date, the proposal and its answer, the upgrade work days, the test-out, findings kept as typed, measures, rebate applications and an editable checklist.
FROM KIT TO CONNECTED WORKSPACE
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
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.
Edit business name, descriptor and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
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 project creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep findings exactly as typed, refuse access codes, 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.
Snugwell records what your office typed and what the program told it. It never calculates energy savings, payback or efficiency scores, never compares or converts a finding, never says a home passed or meets a standard and never decides rebate eligibility or files program forms. It gives no health, combustion or safety advice and does not book calendars, dispatch crews, bill or send messages. Door, lockbox and alarm codes, passwords and 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.
DEVLAUNCH ALL ACCESS
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.
Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits
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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
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.
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.
Snugwell keeps its dark evergreen top bar and envelope band 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.
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.
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.
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.
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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