GoSeedly Tree Service Kit
A tree service does not quote a job, it quotes trees. Canopy gives each property its own tree inventory, with a size bar scaled to the trunk diameter your crew recorded, the hazard rating your staff entered, the equipment each tree needs, and a flag for anything near the lines.
YOUR CANOPY TREE INVENTORY
01 — PROPERTIES
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 / PropertiesEach panel is headed by the property label and the recorded crew day. Every tree row carries its tag, species, a size bar scaled to the recorded trunk diameter in inches, the work type, the hazard rating your staff recorded, equipment chips and a near-lines flag. The foot totals trees, estimated crew hours and the recorded quote.
02 / JobsA ledger line for every tree job: property and customer, crew day, scheduled or emergency, tree count, the highest hazard rating recorded on it, estimated crew hours, the quote and the recorded state.
03 / TreesAll trees across all jobs, sorted by the hazard rating your staff recorded and then by trunk diameter. Species, size, work type, equipment and the near-lines flag travel with each row.
04 / Equipment daysJobs holding a tree flagged for a crane or a bucket, grouped by recorded crew day, with the count of flagged trees on each one. The flags are records your staff enter; the kit does not book or hire anything.
05 / Utility and permitsTrees recorded near power lines with the date staff notified the utility, and any tree with no date recorded. Below it, permit rows with their applied and approved dates and which ones are still outstanding.
06 / Storm and emergencyEmergency jobs ranked by days since the recorded crew day, with tree counts, estimated crew hours and the recorded state. A call leaves the list when every recorded tree on it is marked done.
07 / InsightsState counts that filter the ledger beneath them, plus totals for trees near lines with no notification recorded, required permits with no approval date, trees your staff rated high or extreme, and estimated crew hours still outstanding.
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 ten fictional tree jobs holding forty-three trees across prune, removal, stump grind, cabling and storm work. Six are rated high or extreme, four jobs need a crane or bucket, five trees sit near lines with two missing a notification, three permits are open and two storm calls are still running. 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 opportunity is one tree job at one property. It holds the property label, access notes, crew label, crew day, job type, debris handling and the quote, plus a row per tree with its tag, species, trunk diameter, height reference, work type, recorded hazard rating, near-lines flag, utility notification date, equipment flags, estimated crew hours and completion flag. Permit rows and an editable crew checklist sit alongside them.
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 record creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse a utility notification date on a tree not recorded near lines, refuse duplicate active tree tags and a tree with no recorded trunk diameter, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional and install inactive.
The hazard rating on every tree is a value your staff record from their own assessment. This kit never computes, suggests or implies a risk assessment, an arborist report, ANSI or ISA standards compliance, or that work near power lines is cleared. A utility notification date records that your staff notified the utility on that date and nothing more. Crew labels and crew days are recorded metadata, not staff assignments or calendar events. There is no permit system integration, no equipment booking, no route or crew scheduling engine, no payments and no customer messaging. The quote is a recorded reference amount, independent of native opportunity value.
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
DevLaunch All Access includes every GoSeedly CRM kit, all 195 available today, along with every class, course, and product we release, and private calls with Aaron.
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.
Canopy keeps its application frame across the seven kit views and the 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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