GoSeedly Senior Move Manager Kit
A move plan board for senior move managers: every plan in its phase column, from the new home's floor plan through the room-by-room sort, packing, move day and the settle-in, with each plan's rooms drawn as a small floor plan and the family contact who decides on the card. Nestward keeps the 21-day dates, consults and proposals, rooms, leave-behind pickups and family contacts in one connected workspace. It records rooms, furniture and boxes, never health information.
YOUR NESTWARD WORKSPACE
01 — BOARD
Actual interface captures with fictional sample data. Open a screenshot for a closer look.
TAKE A CLOSER LOOK
One connected workspace, with views built around the decisions your team makes each day.
01 / BoardPlans with a passed consult, move day or pickup, or a move within 7 days and no floor plan placed, lead. Then five phase columns, each card with its next step in words, its rooms as a small floor plan with a status for each, furniture pieces and boxes in separate tags and the decision contact.
02 / DatesConsults, the day each new home becomes available, move days and leave-behind pickups day by day, with anything booked, passed and not recorded done in a first block.
03 / Consults and proposalsFirst calls with no consult booked and the family contact who called, consults booked with the move manager, proposals out with days open and the recorded fee, and every answer in the last 60 days.
04 / Floor plans and roomsEach plan's floor plan status, new home available date and move day, then every room with its status, furniture pieces going and boxes packed in their own columns.
05 / Leave-behind pickupsFamily, donation, sale partner and haul-away pickups not done yet, with a passed one first, then pickups done in the last 60 days and pickups by destination with pieces in their own column.
06 / Family contactsOne card per plan with each family contact's role, relationship and preferred way to reach them, and open plans with no decision contact recorded.
07 / InsightsPlans by phase, rooms by status, furniture pieces and boxes by phase in separate ledgers, pickups by status, proposals by status with recorded fees and family contacts by role.
YOUR PROCESS, YOUR STARTING POINT
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
Explore 12 fictional move plans: one first call, two consults booked (one past its date), one proposal out, two waiting on the floor plan (one moving within 7 days), one sorting, one packing, two at move day (one past its date), one settling in and one settled, with 37 rooms, 12 leave-behind pickups and 19 family contacts. Sample edits stay in memory and reset on navigation or reload.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
MORE OF THE WORKING DAY
Editable native forms and document templates give your team a practical starting point.
Choose forms individually in Setup & resources, then customize and publish them in the native form builder.
Open each template in Documents and complete it for the actual job or visit.
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
One contact-linked move plan holds the client, the current home and the new home by name, who called, the consult, the proposal and recorded fee, the floor plan and the new home available date, move day with the mover, the settle-in, rooms with their status, furniture pieces going and boxes packed, leave-behind pickups, family contacts with their roles and an editable checklist.
FROM KIT TO CONNECTED WORKSPACE
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
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.
Edit business name, descriptor and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
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 plan creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse access codes, passwords, card, account and Social Security numbers, care levels and health information, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
Nestward is not a care or medical record and not a HIPAA compliance product. Diagnoses, conditions, medications, care levels, memory or cognitive details, mobility details, falls, ages, dates of birth and insurance or account numbers are refused in recorded text and in the native form drafts, along with gate, door and lockbox codes, passwords, payment card numbers and Social Security numbers. Nestward records what the office wrote down. It gives no financial, legal or estate advice, recommends no community or care level, values or sells nothing, books no mover and sends no messages.
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.
DEVLAUNCH ALL ACCESS
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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
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.
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.
Nestward keeps its floor-plan side rail 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.
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.
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.
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.
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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