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CRM KitsBoat and marine service yards

Every vessel hauled, wintered, and back in the water on time.

A marine service yard does not run on a day. It runs on one season, and the season is the same every year for every boat: it comes out of the water, it gets winterized, it sits somewhere in the yard for months, it gets commissioned in the spring, and it goes back in. In February the question is not what is happening today, it is which of your vessels are still where you put them. Mooring answers that as a band: one row per vessel, twelve months from September to August, five phase blocks, and the storage location code at the row start in monospace, because nobody says "the Beneteau", they say "RACK-B3".

Season band in the GoSeedly Boat & Marine Service Kit with fictional sample records

The whole season, vessel by vessel.

Every vessel in the selected pipeline is one row: the recorded storage location code in monospace, the vessel label with its recorded type and length, then a twelve month band from September to August. Phases before the recorded one are solid lime, the recorded phase is a wash carrying a thin marker at today’s position inside it, and later phases are a hairline outline.

Actual interface captures with fictional sample data. Open a screenshot to see it full size.

What’s in the kit

Screens

  • Season band board with one row per vessel, five phase blocks sized to their own months, and a marker that moves through the current phase as the season passes
  • Storage location codes in monospace whose rack, yard row, slip or indoor bay kind is derived from the code itself
  • Vessel sheet beside the band with the vessel record, the phase checklist as labelled toggles, the work orders and the storage record
  • Vessel register grouped by native pipeline stage, with the native stage control and no stage model of the kit’s own
  • Work orders grouped by recorded phase and storage grouped by derived location kind, both read across every loaded vessel
  • Archive-only checklist rows and work orders with stable IDs, so a recorded tick and a completed job are never erased
  • Spruce and lime Mooring application frame with full permission-filtered CRM tools

four pipelines

  • Seasonal storage contracts · 9 stages
  • Repair and service work · 7 stages
  • New customer vessels · 7 stages
  • Dealer and marina accounts · 6 stages

Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.

nine workflow drafts

  • Haul-out booking task
  • Winterization checklist task
  • Storage in note
  • Mid-winter check task
  • Commissioning booking task
  • Launch complete note
  • Commissioning checklist task
  • Launch confirmation task
  • Next-season contract reminder

Inactive until you review and publish them. None send customer messages.

Sample workspace

Explore eleven fictional vessels covering all five recorded phases and all four storage location kinds, with 50 checklist rows across the winterization and commissioning lists and 10 recorded work orders: five open, two in progress and three complete. One vessel records no storage code and one is recorded in storage with an out date that has already passed, so both observations are visible without editing anything. Example edits stay in the current page’s memory and reset on navigation or reload; sample vessels are never inserted into your CRM.

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
Read the installation guide
  1. Check your Seedly

    Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.

  2. Connect the helper

    Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.

  3. Make it yours

    Set company 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 vessel helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, re-checks every field bound and the storage cross-field rules, and compares the current record timestamp and a server-owned revision before saving. Existing checklist rows and work orders cannot disappear from a save: archive and unarchive instead. Deploy the helper from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.

One vessel under service for one season is a native contact-linked opportunity with namespaced vessel type, make and model label, recorded length in whole feet, engine label, hull ID reference, owner label, recorded season phase, storage location code, storage in and out dates, a season contract reference, yard notes, checklist rows and work order rows. Two seasons for the same boat stay independent, and so do two boats belonging to one owner. Other custom fields are preserved.

A storage location code looks like RACK-B3, YARD-R4, SLIP-12 or BAY-2, and its location kind is derived from the prefix rather than stored, so a code and its kind can never disagree. A code is a label your yard wrote down: the kit holds no yard map, capacity figure, dimensions or occupancy limit, and two vessels recording one code are both listed, because that happens. The season band is a fixed twelve month reading frame, not a schedule the kit maintains, and the recorded phase is always what a person last wrote down. A recorded storage in date needs a recorded code, a recorded out date needs a recorded in date and cannot precede it, and a vessel recorded in the storage phase needs both; commissioning and launch do not, because a boat can arrive in the spring without having wintered with you. Checklist rows belong to the winterization or commissioning list, and the sheet reads whichever list the recorded phase works from. Insights reports how many vessels record a phase that differs from the current month’s phase and how many are recorded in storage past their recorded out date; both are observations that two records disagree, never a claim that work is late, and nothing is corrected automatically. There is no slip or berth management, no parts inventory or supplier catalog, no weather or tide data, no scheduling engine, and no invoicing, payments or owner messaging. A recorded date reserves no lift, bay, slip or technician and creates no calendar entry. Season contract and work order amounts are recorded references, separate from native opportunity value, and totals are grouped by currency and never added across currencies. The pipeline stage stays your CRM’s own: saving a vessel record never moves it, and a native stage change never rewrites a recorded phase.

Four optional pipeline templates and nine inactive workflow drafts. Eleven fictional in-memory vessels with 50 checklist rows and 10 recorded work orders.

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?

Mooring keeps its marine service navigation across the original yard views and native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. 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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