GoSeedly Landscaping 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.
01Start 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.
02Run 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.
03Build 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 backend helper is required for connected visit edits. It checks the active location, permissions, and the expected record state before merging its namespace through the native Seedly update function. Deploy it from your authoritative backend source before testing saves. The pipeline and workflow presets remain optional; 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 Recurring property care, Irrigation service, Seasonal cleanup, Landscape installations. 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 nine fictional properties across ten independent visits, including a previous-visit record. Examples stay in memory, separate from your CRM, and reset when you navigate or reload. 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-landscaping/config.ts to set company details, crew labels, capacity target, default pipeline, locale, and currency, 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
Each opportunity is one service visit. A stable property ID groups related visits; address, access instructions, care cadence, scope, crew label, and service checks are recorded on each visit. Planning the next visit preserves the earlier record.
Property information is a per-visit snapshot rather than a separately synchronized property master record. Cadence records intent; it does not create repeat jobs or calendar appointments automatically. The route schematic is illustrative, not GPS or geographic routing. Capacity counts planned service minutes against your configured target, excluding travel, breaks, and weather. Crew labels and overlap checks do not reserve staff resources.
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.