GoSeedly RV & Trailer Service 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 RV and trailer service helper is required for connected creation, editing and starter setup. It checks the active account, native permissions and the current record state, preserves unrelated custom fields and unknown values, and invokes the native Seedly mutations inside one transaction. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional, and 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 Service and repairs, Warranty claims, Seasonal prep and winterization, Pre-purchase and consignment inspections. 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 twelve fictional unit visits in the separate sample view. All six unit types appear, eleven record a bay and one records an arrival with no bay so the unassigned strip has a row, two record a promised date that has already passed with no release so two red tails are drawn, and four carry warranty work orders across four claim references. Inspection checklists run from zero recorded items to all six. Example edits stay in the current page’s memory and reset on navigation or reload; sample unit visits are never inserted into your CRM. 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-rv-trailer-service/config.ts to set company name, descriptor, and default pipeline name, 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 unit visit is a native contact-linked opportunity with a namespaced unit type, year and make label, unit length in feet, VIN reference, owner label, bay, arrival date, promised date, released date, a fixed six-key inspection checklist where each item holds a done flag, a date and findings, work orders with stable IDs carrying a status, technician label, warranty flag, claim reference and amount, an optional visit total and notes. The same coach coming back in October is a second visit and a second opportunity, and other custom fields are preserved.
A bay assignment, an arrival date and a promised date are decisions somebody typed. They allocate nothing, reserve nothing, create no native Calendar appointment, send no confirmation and prevent no double-booking; there is no scheduling engine or bay optimization. A block’s length is the recorded arrival day through the recorded promised day inclusive and nothing else. The inspection checklist is six items a technician ticked and dated, not a safety inspection, a roadworthiness certificate or a moisture survey, and an unticked item means nobody recorded it. A warranty flag and a claim reference are words somebody typed, with no manufacturer portal integration, claim filing, authorization lookup or payment. A work order records a label and a status; the kit holds no stock, part number or purchase order. The VIN reference, year and make label and length are staff-entered references, with no VIN decoder or vehicle data service. Overdue means a passed recorded promised date with no recorded release, and a released date requires every work order recorded as done. Recorded amounts are references, separate from native opportunity value, invoices and payments. Empty values read as words, never a dash.
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.