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CRM Kits Pest control

GoSeedly Pest Control Kit

Every account treated,
every re-treat on time.

A pest control company does not sell one job. It sells a perimeter it keeps coming back to, and it reads its work by area, not by stage. Perimeter makes the zone board the main screen: one column per service zone label recorded on the accounts, and the treatment history of the selected account directly underneath it, in deep green and white.

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

YOUR PERIMETER ZONE BOARD

01 — ZONE BOARD
Perimeter pest control zone board with a column per recorded service zone, compact account cards showing plan labels, next service dates and pest flag chips, and a red chip on the account with an infestation flagged, using fictional sample data

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

TAKE A CLOSER LOOK

From the first inspection to the re-treat that closes it out.

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

Zone board in the GoSeedly Pest Control Kit with fictional sample records01 / Zone board

The perimeter, by area.

Columns are generated from the service zone labels on the accounts themselves, so there is no zone table to maintain. Each header carries the zone, how many accounts sit in it, how many are due and how many have a re-treat outstanding. Cards stay compact: account name, address, plan label, the recorded next service date behind a bright green marker, and pest flag chips with a single red chip when an infestation is flagged.

Treatment history in the GoSeedly Pest Control Kit with fictional sample records02 / Treatment history

What happened last time, in order.

Selecting a card opens that account’s treatment history as a horizontal strip, newest visit first: date, target pest, product label, method, technician label and the recorded outcome as a chip. Below it the account sheet lays out the property, the service record, the re-treat record, the access notes and the warranty label, each one shown as what somebody typed.

Re-treats in the GoSeedly Pest Control Kit with fictional sample records03 / Re-treats

The ones that came back.

Every account with a recorded re-treat date, oldest first, with the visit behind it named on the same row and the dates already reached separated from the ones still ahead. A re-treat date only exists where a treatment was recorded as partial or re-treat scheduled, so the queue always points at the visit that caused it.

Service schedule in the GoSeedly Pest Control Kit with fictional sample records04 / Service schedule

By week, then by technician label.

The recorded next service dates grouped into weeks and, inside a week, under the technician label written on each account. It reads the same field the board reads. Nothing is booked, dispatched or written to a calendar.

Account book in the GoSeedly Pest Control Kit with fictional sample records05 / Account book

Every account on the books.

One table with property type, zone, plan, technician label, next service date, re-treat date, the count of recorded treatments and the recorded price reference. Existing CRM opportunities that have no pest control details yet are listed separately, so one can be opened and given a record without losing its other fields.

Technicians in the GoSeedly Pest Control Kit with fictional sample records06 / Technicians

Labels, not a roster.

Technician labels derived from the accounts and their treatments, with how many accounts name each label, how many treatments it recorded, the zones it covers and the next recorded service date carrying it. There is no separate technician table, and nothing here assigns, dispatches or schedules anybody.

Insights in the GoSeedly Pest Control Kit with fictional sample records07 / Insights

Read the service book honestly.

Accounts by plan, property type and zone, treatments by recorded outcome and method, and a resolved share that divides resolved by resolved plus partial and reports none recorded rather than inventing a zero. Price references are grouped by currency and never added across currencies.

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. Recurring service accounts · 8 stages
  2. One-time treatments · 7 stages
  3. Termite and wood-destroying inspections · 7 stages
  4. Commercial accounts · 7 stages
02 / NINE WORKFLOW DRAFTS

Give the next step a shape.

  • Inspection scheduling task
  • Quote follow-up
  • First treatment prep note
  • Re-treat check task
  • Quarterly service reminder task
  • Renewal review task
  • Termite inspection follow-up
  • Commercial site review note
  • Warranty 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 twelve fictional service accounts across four recorded zone labels, from a quarterly residential perimeter to a restaurant on monthly service and a duplex with an open rodent program, with 26 treatment records between them and two re-treats due. Example edits stay in the current page’s memory and reset on navigation or reload; sample accounts are never inserted into your CRM.

No sample customers are inserted into your CRM.

Starter setup checks selected kit additions before removal and preserves edited records and live work.

THE KIT, UNPACKED

Your workspace.
Your starting point.
Your code to edit.

A service account is a native contact-linked opportunity with a namespaced property address and type, service zone label, plan label, recorded target pest labels, technician label, next service date, re-treat due date, an infestation flag, access notes, warranty label, an optional per-visit price reference, a next step note, and treatment child rows holding date, target pest, product label, method, technician label, outcome and notes. Other custom fields are preserved.

Zone board whose columns are generated from the service zone labels on the accounts
Treatment history strip and account sheet for the selected account, newest visit first
Re-treat queue that names the visit behind every recorded re-treat date
Recorded service schedule by week and technician label, an account book, and a derived technician roll-up
Archive-only treatments with stable IDs, preserved unknown fields, and immutable currency
Deep green and white Perimeter application frame with the full permission-filtered CRM tools
Four optional pipeline templates and nine inactive workflow drafts
Twelve fictional in-memory service accounts with 26 treatment records across four zones
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 company 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 pest control helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, re-checks every field rule and all four cross-field rules, and compares the current record state before saving. It exposes no stage mutation at all, so pipeline stages stay in your CRM’s own views under your existing roles. Deploy the helper from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.

A zone is a label somebody typed, so the board has no map, no GPS, no route order and no drive-time estimate. A plan label records a cadence and creates no future visit or reminder. Product labels are free text and the kit stores no chemical registration data: no registration number, active ingredient, concentration, application rate or label document, and no inventory or regulatory report. Next service dates and technician labels reserve nobody and create no calendar entry. Nothing invoices, takes a deposit or collects a payment, and the price reference stays separate from native opportunity value. Nothing messages a customer or a technician. Four cross-field rules are enforced in the editor and again on the server: a re-treat date needs a treatment recorded as partial or re-treat scheduled, a re-treat date cannot precede the latest recorded treatment, the infestation flag needs a recorded target pest label, and a no access visit cannot record a product label. Pipeline stages stay your CRM’s own, through its own mutation and its own permissions.

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.

Checking access…

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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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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?+

Perimeter keeps its pest control navigation across the original service account views and the native CRM modules. Full CRM tools remain available inside 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.

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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