An independent jeweler runs on the numbered envelope a repair or a custom piece travels in. Facet draws every open job as an envelope card sorted by promised date, past-promised first, with the five stops it moves through, and puts the customers’ recorded anniversaries and birthdays in the column beside it. Picked up envelopes stay out of the rack until you filter for them, and the Jobs ledger always lists every stop.
Each open job is an envelope card: the number in large figures, the item in the store’s own words, the job kind, a five-stop line from the counter to picked up, the promised date and the recorded estimate and deposit. Picked up envelopes are hidden here by default and reachable through the stop filter. Beside the rack, the occasions inside their recorded lead days.
Custom commissions counted across sketch, quote, deposit, CAD or wax approval, casting, setting and final approval, with whether an approval has been recorded and on what date.
Envelopes recorded as ready and not collected, with the date they were finished, the days waiting, whether a notification was recorded and the balance due.
Every client with their envelopes, their wish list labels in plain words, and their recorded occasions as a month and a day with the lead days and whether outreach was recorded.
Past promised, awaiting approval, past expected return and no notification recorded, each one a filter back into the rack. No forecasts and no valuations.
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.
Repair and custom jobs · 7 stages
Custom design commissions · 8 stages
Occasion outreach · 7 stages
Watch and clock service · 7 stages
02 / NINE WORKFLOW DRAFTS
Give the next step a shape.
New take-in note
Estimate approval task
Sent to trade shop note
Trade return check task
Custom approval follow-up
Ready for pickup task
Pickup reminder after a wait
Occasion outreach task
Post-pickup review request
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 20 fictional job envelopes across all five stops and all five job kinds, with 5 custom commissions, 4 envelopes out to trade, 5 ready for pickup, 12 clients and 12 recorded occasions. 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.
Repair or resize request
Custom design enquiry
Pickup feedback
Choose forms individually in Setup & resources, then customize and publish them in the native form builder.
02 / WORKING DOCUMENTS
Three reusable templates.
Job envelope take-in receipt
Custom design approval sheet
Ready for pickup call sheet
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 opportunity is one job envelope: envelope number, customer label, the item description in the store’s own words, job kind, the stop it is at with the date it reached it, promised date, estimate and deposit as recorded references, a take-in condition flag and text, the custom stage with its approval flag and date, the trade shop label with sent and expected dates, the notified flag, the picked-up date, recorded occasions, wish list labels and a job checklist.
Rack operating view with the envelope cards and the occasions column
Jobs operating view
Custom design operating view
Out to trade operating view
Ready for pickup operating view
Clients and occasions operating view
Insights operating view
Three native form drafts and three editable document templates
Editable per-envelope checklists and preserved row history
Four optional pipeline templates and nine inactive workflow drafts
20 fictional in-memory job envelopes
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 store 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 envelope creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, check revisions before saving, and enforce the domain rules on the server as well as in the browser. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
Past promised, days at stop, days waiting, trade jobs past their expected return, occasions inside their lead days and balance due are derived when the page is read and are never stored. Occasions record a month and a day with no year. The kit is not an appraisal, valuation, grading or authenticity tool, not insurance documentation, not an inventory or point-of-sale system, not memo or consignment accounting, not a metal or gemstone price feed, not a payment or layaway processor, not a scheduling engine and not a messaging system. It never stores payment card data or government identifiers and refuses free text that looks like either.
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?+
Facet keeps its true-black rail and white canvas 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.
Selected excerpts from reviews of DevLaunch training, software, and services. Individual customer experiences across DevLaunch.
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