CRM KitsCleaning services
Every visit. Every checklist.
Give recurring cleaning work a calendar instead of a funnel. Spotless puts a month of recorded visits on a white sky-blue grid, with a day drawer beside it and the selected property record underneath.
See the whole month at once.
Every recorded visit appears as a small chip on its day, coloured by team label. Choose a day and the drawer lists that day’s visits in start-time order with a completion ring drawn from recorded checklist counts.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Month grid of recorded visits with a day drawer and checklist completion rings
- Property record panel with cadence, access, supplies, checklist, and visit history
- Visit list, property records grouped by type, and recorded team labels with day load
- Recorded checklists and service insights drawn from entered records
- White and sky-blue Spotless application frame with permission-filtered All CRM tools
four pipelines
- Residential recurring · 8 stages
- Commercial accounts · 7 stages
- Deep clean and move-out · 7 stages
- Post-construction cleaning · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Walkthrough scheduling
- Quote follow-up
- First visit preparation
- Checklist review
- Missed visit follow-up
- Quality check-in
- Supplies restock review
- Commercial renewal review
- Post-construction closeout
Inactive until you review and publish them. None send customer messages.
Sample workspace
Explore ten fictional properties with recorded visits spread across the current month, three team labels, and checklists of five to eight items. Example edits stay in the current page’s memory and reset on navigation or reload; sample properties 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
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 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 cleaning helper is required for connected creation, editing, and starter setup. It preserves native account permissions and unrelated custom fields, checks the current record timestamp and namespace revision before saving, and archives checklist items and visits instead of dropping them. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.
A property care agreement is a native contact-linked opportunity with namespaced property details: address, property type, service type, cadence label, team label, access and supplies notes, preferred window, floor area, a visit rate reference, a next review date and note, a recorded checklist with stable IDs, and recorded visits with stable IDs. Two agreements at the same address stay independent.
Cadence is a recorded label. It creates no future visit, no series, and no reminder. Visits, team labels, and checklist completion are staff-entered records: they reserve no crew, book no calendar, route no vehicle, order no supplies, and send nothing to a customer. A visit can never record more finished items than its active checklist holds, and recorded completion excludes booked and cancelled visits from its denominator. The visit rate is a planning reference, separate from opportunity value, invoicing, and payment.
Four optional pipeline templates and nine inactive workflow drafts. Ten fictional in-memory property records with visits across the current month.
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?
Spotless keeps its horizontal cleaning navigation across the original views and the 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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