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GoSeedly Propane & Heating Oil Delivery 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 backend helpers are required for connected account creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep gallons, days and money in their own units, refuse access codes, passes, logins, bank and autopay details, card numbers, Social Security numbers and other ID numbers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional. 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 Delivery accounts, Will-call deliveries, Service calls, Budget and pre-buy. 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 12 fictional accounts with 14 tanks (10 propane, 4 heating oil) on four routes, 11 automatic and 3 will-call, across two heating years, with the gallons the sample drivers recorded, will-call requests, service calls, budget plans and pre-buy contracts. Every sample date is a real calendar day, so the board reads like the season on any date: winter routes, a summer panel with next season's sign-ups and a new customer each fall. Sample edits stay in memory and reset on navigation or reload. Add ?example=1 to the home or custom-view URL. Leave sample mode to return to your real account.

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.

  • Will-call delivery request
  • New customer and tank set inquiry
  • Service call request

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

02 / WORKING DOCUMENTS

Three reusable templates.

  • Route day sheet
  • Budget plan or pre-buy summary
  • Tank record 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.

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-propane-heating-oil/config.ts to set company name, descriptor, default pipeline name and the heating season dates, 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 contact-linked account holds the account kind and status, the customer, the service address and account number, every tank with its size in gallons, fuel, owned or leased, automatic or will-call, the heating and summer intervals in days, the route and stop, where to find it and its set and inspection dates as recorded, every delivery with the gallons, price per gallon, ticket and driver as recorded, every will-call request with its requested, promised and scheduled dates, every service call with its kind, the customer's words and its dates, every budget plan and pre-buy contract for a heating year as recorded, and an editable checklist.

Lastfill records accounts, tanks, deliveries, will-call requests, service calls, budget plans, pre-buy contracts and inspection dates as your office typed them. Overdue means only that the days since the last recorded fill are more than the tank's recorded interval for the season, and in the heating season a tank with no fill recorded since the season opened counts from the open date, so opening day starts every tank on its interval instead of flooding the board; Lastfill never estimates a tank level, a fill percentage or a run-out date, reads no weather, degree days, tank monitor or meter, and never says a tank, a regulator, a line, an appliance or an installation is safe or meets any rule. It plans no routes, dispatches no trucks, bills, charges or collects nothing, runs no autopay and messages no one. Gate, garage, door, keypad and alarm codes, passes, portal and tank monitor logins and passwords, budget plan autopay bank details, card numbers and Social Security numbers are refused in recorded text and in the native form drafts, whose answers are capped so the whole answer is checked, while tank sizes, gallons, prices per gallon, routes, stops, county roads and account numbers under six digits are accepted.

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.