CRM KitsEV charger installers
Every charger surveyed, permitted, installed and claimed.
A charge board for EV charger installers: every job as a card with five status lights for the site survey, panel check, permit, install and utility rebate, the panel label exactly as the electrician wrote it, and each charger's amps and kW as recorded. Plugbay keeps surveys, permits by jurisdiction, install days, rebate deadlines and service calls in one connected workspace.
See which gate each job is waiting on.
Every accepted job with a gate still open is a card with a faceplate of five status lights, each with a glyph, words and the recorded date, the panel label as recorded and each charger's amps and kW chips. Jobs installing soon without a panel check or an issued permit, rebate claims due and service calls past their promise lead the board.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Charge board operating view
- Surveys and panels operating view
- Permits operating view
- Install days operating view
- Rebates operating view
- Service calls operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable job checklists and preserved charger and service call history
four pipelines
- Charger installs · 8 stages
- Utility rebates · 7 stages
- Service calls · 7 stages
- Fleet and multi-unit bids · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Site survey preparation
- Estimate follow-up
- Panel check request
- Permit application
- Install date confirmation
- Rebate pre-approval
- Rebate claim reminder
- Service call triage
- Bid follow-up
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Charger install inquiry
- Site survey photos
- Charger service request
- Site survey and panel label sheet
- Install day handoff
- Rebate paperwork checklist
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional records: two open estimates, eight accepted jobs with a gate still open and two closed-out jobs, with 21 chargers and 3 service calls. 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 job creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse access codes, charger PINs, logins, utility account numbers, 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 job holds the estimate and accepted dates, the site survey, the panel check with its label exactly as recorded, the permit and inspection, the install dates, the utility rebate with its recorded deadline and amount, every charger with its amps, kW and install stage, service calls and an editable checklist.
Plugbay records what the electrician wrote, what the jurisdiction and utility said and what the crew reported. It does not size circuits or panels, calculate load, claim electrical code compliance, decide rebate eligibility or submit anything to a utility, set up chargers or apps, book calendars, bill or send messages. Gate, door, garage and lockbox codes, charger PINs, Wi-Fi, app and utility portal logins, utility account numbers, 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. 12 fictional in-memory records.
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?
Plugbay keeps its white top bar and pill tabs 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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