GoSeedly Home Inspection Kit
An inspection is only half the job. The booking sits inside somebody else’s transaction, the report has a deadline measured in hours, and an agent usually sent the work. Walkthrough puts the next two working days side by side, prints the report delivery step on the face of every card, and gives the referring agent its own ledger.
YOUR WALKTHROUGH BOOKING BOARD
01 — TWO-DAY 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 / Two-day boardThe working date you choose and the next calendar day, side by side, as two columns of time-ticked cards. Each card carries the recorded arrival window, the property and its type, the inspector and referring agent labels, the recorded add-on chips, the four-step report delivery stepper and the date that report is due.
02 / Booking registerOne table grouped by recorded booking date, newest day first, with the window, property, type, inspector, referring agent, side, delivery step, report due date and fee reference. Bookings with no recorded date are grouped last and stated as such, never guessed into a day.
03 / Reports dueBookings that have been inspected or drafted and record a due date, banded into past due, due today, due tomorrow and later against the working date you choose. A delivered booking is never due. This is the only place besides the board where red appears.
04 / Referrals ledgerRecorded referring agent labels grouped with the brokerage label, how many bookings that agent sent, the last referral date and the buyer and seller side split. Bookings with no recorded agent label are listed separately as direct work rather than folded into somebody else’s count.
05 / Follow-upsEvery recorded follow-up row across the loaded bookings, grouped by recorded type: agent thank-you, client question, reinspection, maintenance reminder, referral check-in and document request. Archived rows stay preserved on their booking instead of being listed here.
06 / Recorded insightsCounts by delivery step, property type and recorded side, the recorded add-on label counts, and the recorded on-time delivery rate with its denominator stated. Fee references are totalled once per currency present and never added across currencies.
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 ten fictional bookings: nine across the two board days and one earlier walkthrough whose report is already past due. All four delivery steps appear, four referring agents are recorded plus one direct booking with none, and exactly two reports are due. Sample edits stay in the current page’s memory and reset on navigation or reload; sample bookings are never inserted into your CRM.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
THE KIT, UNPACKED
One booking is a native contact-linked opportunity with namespaced property address, property type, year built and floor area references, booking date, an HH:mm arrival window, inspector, referring agent and brokerage labels, client side, up to eight recorded add-on labels, a fee reference in integer minor units, the recorded report delivery step, report due and delivered dates, notes and follow-up rows with stable IDs. Other custom fields are preserved, and archived follow-up rows are kept rather than dropped.
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 company 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 booking helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, and checks the current record timestamp and revision before saving. It deliberately exposes no stage mutation, so a stage change goes through your own Seedly move function under its own permission. Deploy the helper from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional and no schema migration is required.
This kit never contains the report. There is no report writing, no report template, no narrative library, no defect rating, no photo storage, no image annotation and no lab result; it records only that a report is drafted and delivered. There is no scheduling engine, availability model, double-booking prevention or travel-time calculation: booking dates and arrival windows are recorded plans that reserve nothing and create no Calendar appointment, and two cards may overlap on the same day without comment. Recording radon, a sewer scope, termite, pool and spa, mold sampling, well water, thermal imaging or crawlspace work orders nothing, schedules no subcontractor, prices nothing and records no result. There is no agent or client portal, no shared link and no messaging: the referrals ledger is an internal view of labels somebody typed, and nothing texts, calls or emails a client, an agent or an inspector. It makes no claim about any jurisdiction’s inspector licensing, standards of practice, report content requirements, retention rules or insurance. The recorded delivery step is a staff entry independent of the native pipeline stage, and saving booking details never moves a deal. A booking counts as due only when it has been inspected or drafted and records a due date, and the recorded on-time delivery rate excludes any delivered booking missing either date rather than counting it late. The fee reference is a recorded planning number, separate from opportunity value, estimates, invoices and payments.
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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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.
Walkthrough keeps its inspection navigation across the original booking views and native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. 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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