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CRM Kits Land surveying offices

GoSeedly Land Surveying Kit

Every survey order,
station by station.

An order board for land surveying offices: every open survey order in its current station (research, field, drafting, review or delivery) with the date the office promised. Traverse keeps quotes, deed and plat research, field days, drafting, office review and deliverables in one connected workspace, and records order status and dates only.

Checking access…See the interface
One-time purchase · USD · Your Seedly backend · Editable kit source

YOUR TRAVERSE WORKSPACE

01 — ORDER BOARD
Prussian blue top bar with a faint drafting grid and numbered station tabs on a white chain-tick line above a needs-attention strip and five station columns for research, field, drafting, review and delivery, each order card showing its reference, survey type, parcel and acres as recorded, promised date and five square station marks, using fictional sample data

Actual interface captures with fictional sample data. Open a screenshot for a closer look.

TAKE A CLOSER LOOK

Built around the promised date on every order.

One connected workspace, with views built around the decisions your team makes each day.

Order board in the GoSeedly Land Surveying Kit with fictional sample records01 / Order board

See which station every order is waiting at.

Five station columns hold each open order with its reference, survey type, parcel and acres as recorded, the promised date in words and a strip of five station marks. Orders with a promised date passed, a closing near, a field visit not recorded or a record past its expected date lead, and the next 14 days of promised dates, closings and field visits follow.

Quotes in the GoSeedly Land Surveying Kit with fictional sample records02 / Quotes

Keep quotes and new orders in view.

Open quotes with days open, who requested the survey, the referring firm and the recorded fee, then every order placed in the last 60 days and where it sits now.

Research in the GoSeedly Land Surveying Kit with fictional sample records03 / Research

Chase deeds, plats and title records.

Records to request or still waiting, with the late one first, then everything received. Traverse lists what the office requested; it does not read deeds or check title.

Field in the GoSeedly Land Surveying Kit with fictional sample records04 / Field

Plan field days from one schedule.

Scheduled field visits grouped by date with crew, planned crew hours, the parcel and the access notes as recorded, then a field log of visits done, weathered out or cancelled.

Drafting and review in the GoSeedly Land Surveying Kit with fictional sample records05 / Drafting and review

Move field notes through drafting and review.

Orders at drafting or office review with the field done date, drafter, reviewer, each deliverable with its format and copies, and the promised date. Office review is a step the office records, not a seal.

Deliveries in the GoSeedly Land Surveying Kit with fictional sample records06 / Deliveries

Send deliverables and keep the record.

Orders at the delivery station with their deliverables and recipients, then every deliverable sent in the last 90 days with its format, recipient and copies.

Insights in the GoSeedly Land Surveying Kit with fictional sample records07 / Insights

Read each ledger in its own unit.

Open orders by station, orders by survey type with recorded fees, research records by status, field visits with crew hours and deliverables with copies. Acres, hours, copies, days and dollars are never added 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.

  1. Survey orders · 8 stages
  2. Construction staking · 7 stages
  3. Elevation certificates · 7 stages
  4. Title and attorney accounts · 7 stages
02 / NINE WORKFLOW DRAFTS

Give the next step a shape.

  • Quote follow-up
  • Records request check
  • Field day confirmation
  • Drafting handoff
  • Office review reminder
  • Delivery confirmation
  • Staking day confirmation
  • Certificate review reminder
  • Account check-in

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 12 fictional records: eight open survey orders across research, field, drafting, review and delivery, two delivered orders and two open quotes, with 21 research records, 13 field visits and 15 deliverables. 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.

  • Survey request
  • Site access and field day notes
  • Title company or attorney order

Choose forms individually in Setup & resources, then customize and publish them in the native form builder.

02 / WORKING DOCUMENTS

Three reusable templates.

  • Order confirmation
  • Field crew packet
  • Delivery transmittal

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 order holds the survey type, the property as recorded (site, parcel, county, legal description and acres), the quoted, ordered, promised and closing dates, the recorded fee, the five station statuses, research records, field visits, deliverables and an editable checklist.

Order board operating view
Quotes operating view
Research operating view
Field operating view
Drafting and review operating view
Deliveries operating view
Insights operating view
Three native form drafts and three editable document templates
Editable order checklists and preserved row history
Four optional pipeline templates and nine inactive workflow drafts
12 fictional in-memory records
Guided setup, compatibility report, and private rollback receipt
AI-agent documentation for customized installations
Original editable source, configuration, and tests
Read the installation guide

FROM KIT TO CONNECTED WORKSPACE

Check. Connect.
Make it yours.

01

Check your Seedly project.

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 order creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse access codes, logins, card numbers and Social Security numbers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.

Traverse records order status and dates only. It does not locate, stake, verify, certify or seal a boundary, corner, area, plat or elevation, read instrument or CAD data, read deeds or check title, give legal, title, engineering or licensure advice, file or record anything with a county, dispatch crews, bill or send messages. Gate, lockbox, Supra and alarm codes, county, title and Wi-Fi logins, 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.

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And everything else.

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.

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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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    The full DevLaunch library and software collection, plus each eligible release during your access year, added to your portal as it ships.

  • Private calls with Aaron

    Bring the idea, the offer, or the bottleneck, and leave with a plan you can follow.

DevLaunch All Access

Want more than one kit? All Access covers the whole CRM kit library and the rest of what we make. See everything it includes on the All Access page.

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Already a member? Open your downloads.

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?+

Traverse keeps its Prussian blue top bar and station line 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.

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