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GoSeedly Insulation & Restoration 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 insulation and restoration helper is required for connected creation, editing and starter setup. It checks the active account, native permissions and the current record state, preserves unrelated custom fields and unknown values, and invokes the native Seedly mutations inside one transaction. Existing area records and equipment lines are archived rather than dropped from a save. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional, and no schema migration is required. 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 Water mitigation, Fire and smoke restoration, Mold remediation, Insulation upgrades. 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 eight fictional job records in the separate sample view, across water, fire and smoke, mold and insulation upgrade work. Twenty-three areas each carry five days of readings, three are still above their dry standard, one of those was last read three days ago so the reading-overdue marker is visible, eleven equipment lines are recorded with four not yet pulled, and two claims record all five documentation items. Example edits stay in the current page’s memory and reset on navigation or reload; sample job records 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-insulation-restoration/config.ts to set company name, descriptor, promise line, 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

One job record is a native contact-linked opportunity with a namespaced loss type, property address label, loss date, carrier label, claim number reference, adjuster label, lead technician label, notes, an optional job amount, a fixed five-key documentation checklist of dates, the affected areas with their material label, dry standard percent and ordered readings, and the equipment lines with their quantity, placed date and pulled date. Two jobs at the same address stay independent, and other custom fields are preserved.

Every reading is a percentage and a date somebody typed in after reading their own instrument. There is no moisture meter, sensor, data logger or remote monitoring integration, and nothing in the kit measures a building. A dry standard is the number the assessor recorded; the kit supplies none, validates none and recommends none, and makes no IICRC, certification or compliance claim. The ramp is the ratio of two recorded numbers, not a drying calculation, psychrometrics, dehumidifier sizing or engineering advice. An area at exactly its standard is dry and an area with no readings is reported as not measured rather than counted as dry. Reading overdue means an area above its standard that has not been read for more than two days, and nothing else. The documentation checklist is five dates; the kit submits, transmits and files nothing, and there is no carrier, claim system, adjusting platform or estimating platform integration. Equipment lines are labels, quantities and dates, with no inventory, asset register or rental billing. Job amounts are recorded references, separate from native opportunity value, invoices, supplements and payments. Empty values read as words, never a dash.

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.