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GoSeedly Solar Installer 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 solar helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, keeps the seven recorded phase keys and stable site visit IDs, and checks the current record state before saving. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain 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 Residential solar, Commercial solar, Battery storage retrofit, Service and warranty follow-up. 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 ten fictional solar projects sitting at different phases, with recorded site visits, permit and interconnection records, install days and inspection results. Example edits stay in the current page’s memory and reset on navigation or reload; sample projects 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-solar-installer/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 project is a native contact-linked opportunity with recorded system size in kilowatts, panel count, inverter and roof type labels, AHJ and permit references, permit dates, utility label, interconnection status, crew label, inspection result, survey notes, a contract reference and the seven recorded phases. Site visits are stable-ID child records. Unrelated custom fields are preserved and stale record versions are rejected.

Phases and site visits are staff-entered records; nothing advances on its own. The kit does no solar design, shading analysis or production modelling. It files no permits and reads no AHJ portal. It contacts no utility and submits no interconnection application. It books no calendar, reserves no crew and orders no equipment. It schedules no inspection and makes no code compliance judgement. It reads no inverter or monitoring data. The contract reference is a recorded number, separate from opportunity value, invoicing and payments.

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.

See the interface and everything included.

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