CRM KitsShed, barn and post-frame builders
Every build, by crew and week.
A build board for shed, barn, garage and post-frame builders: every order from the quote to the final walkthrough with its size, style, siding and roof colors, option lines at your recorded prices, and the permit and the customer's site prep exactly as you recorded them, laid out by crew and build week beside the units on your sales lot. Builds scheduled without a ready site or permit, and builds past their date, lead the page. Truebay makes no engineering, code or permit-approval claim, processes no payment, and keeps gate codes, logins and card and Social Security numbers out.
See what holds up a build before the crew rolls.
A ticker of today's counts, then the orders holding up a build (a build date passed, or a build within 14 days whose permit or site prep is still open) and the orders ready to schedule. Below, crews as rows and six build weeks as columns, each order card with its size and style, the customer, the siding and roof colors, the permit and site as recorded, the build day and arrival time, and the final walkthrough.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Build board operating view
- Orders operating view
- Build calendar operating view
- Quotes operating view
- Permits and site prep operating view
- Sales lot operating view
- Financing operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable order and lot unit checklists and preserved row history
four pipelines
- Orders · 8 stages
- Lot inventory · 7 stages
- Permits and site prep · 7 stages
- Financing and rent-to-own · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Quote follow-up
- Order intake
- Permit check-in
- Site prep check-in
- Build date confirmation
- Crew handoff
- Final walkthrough
- Lot hold follow-up
- Financing status check
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Shed or barn quote request
- Site prep and permit check-in
- Build day and walkthrough request
- Building quote
- Site prep and permit checklist
- Build day and walkthrough sheet
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 31 fictional orders and 8 lot units: four quoted, five ordered, fifteen scheduled across four crews, three built with the walkthrough ahead, two signed off and two lost or cancelled, with five recorded alerts on four orders. The lot units stand as one in the shop, four on the lot, one on hold, one sold and one delivered. Sample edits stay in memory and reset on navigation or reload.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set business name, descriptor and the names of the Orders and Lot inventory pipelines. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
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 order and lot unit creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse codes, logins and card, bank and Social Security numbers, refuse fields Truebay does not know and any lot unit link that is not a lot unit in the same account, keep an order from turning into a lot unit, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional; add the Lot inventory pipeline to keep your sales lot.
One contact-linked order holds the customer, the address and town, the parcel number with its label, the style, the size in feet, the siding, roof and trim colors, the model, how it gets there, the quote and base price, the signed order and deposit, the permit and site prep as recorded, the crew, build date, build days and arrival time, the build, the final walkthrough and its result, the outcome, the payment type and financing status as recorded, option lines and an editable checklist. One lot unit holds its stock label, spot, serial, size, colors, tag price, hold, sale and delivery.
Truebay records what your office wrote down. It makes no engineering, wind-load, snow-load, foundation, code-compliance or permit-approval claim, never decides whether a permit is needed, never inspects or approves a pad or a site, and processes no payment or financing. It does not design or price buildings, order materials, route trucks, schedule crews automatically, send texts, mail or calls, or reserve lot units. Gate, door, garage and keypad codes, portal and financing logins, Social Security numbers, dates of birth and card, security code and bank numbers are refused in recorded text and in the native form drafts, while building and door sizes, pitch, gauge, colors, model and serial numbers, prices, permit, parcel, lot and unit numbers, dates and phone numbers are kept. The guard catches accidental entries; it is not a guarantee against every way of writing a code.
Four optional pipeline templates and nine inactive workflow drafts. 31 fictional in-memory orders and 8 lot units.
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.
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Questions
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?
Truebay keeps its ribbed steel top bar and level-vial view marker 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.
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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