CRM KitsBackflow testing companies
Every assembly. Every due month.
A test roster for backflow testing companies: every assembly on every site grouped by its due month, with this cycle's test, the result exactly as the tester marked it and the filing of each report. Heldtight keeps the schedule, the test log with readings as typed, report filings, repairs and retests in one connected workspace, and never says an assembly or a property is compliant.
See every assembly by its due month.
Assemblies sit in due bands: due month passed, this month, next month, in 2 to 3 months and later. Each row shows the type and size tag, the serial, the due month, this cycle's scheduled test, the latest result exactly as the tester marked it and the filing of that report. A passed due month, a passed test date, a fail with no retest, an unfiled or returned report and a repair past its promise lead.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Test roster operating view
- Schedule operating view
- Test log operating view
- Filings operating view
- Repairs operating view
- Sites operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable site checklists and preserved row history
four pipelines
- Annual testing · 8 stages
- Repair and retest · 7 stages
- New assembly installs · 7 stages
- New accounts · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Notice follow-up
- Test day confirmation
- Report write-up
- Filing status check
- Repair quote
- Repair approval follow-up
- Retest booking
- Initial test after install
- Roster setup
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Backflow test request
- Repair or retest request
- Property roster request
- Assembly test worksheet
- Filing record
- Repair and retest note
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 10 fictional sites: nine active and one former, with 20 assemblies (18 on the roster: 1 due month passed, 3 due this month, 3 next month, 3 in 2 to 3 months and 8 later), 32 tests, 3 repairs and 80 checklist steps. 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 default pipeline name. 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 site creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep every reading exactly as typed, refuse access codes, logins, card numbers and Social Security numbers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked site holds its kind, roster status, address, water authority and reference, access described without codes, the recorded price per test and the filing window, plus every assembly with its type, size, serial and due month, every test with its cycle year, readings as typed and result as marked, its filing, repairs and an editable checklist.
Heldtight records what was scheduled, tested, written, filed and repaired. It never states or implies that an assembly, a site or a property is compliant, approved or safe, makes no certified-tester claim and promises no pass; a result is the tester's own mark and a reading is text as typed, never checked against a threshold. It does not connect to a water authority portal, file reports, connect to test kits or gauges, route testers, book calendars, bill or send messages. Gate, cage, vault, lockbox, door and alarm codes, Wi-Fi, controller and portal logins and passwords, payment card numbers and Social Security numbers are refused in recorded text and in the native form drafts.
Four optional pipeline templates and nine inactive workflow drafts. 10 fictional in-memory sites.
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?
Heldtight keeps its dark gauge olive 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.
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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