CRM KitsExcavation, grading and site work
No bucket in the ground before the locate clears.
A dig-readiness board with a load and haul ledger. Grade puts the utility-locate gate beside the scheduled dig day, counts every load by material and unit, and shows where each machine is booked.
The gate, then the dig day.
Each upcoming job carries the locate ticket reference, requested date and recorded window beside its scheduled dig day. A dig day the gate does not cover is struck through and says why.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Readiness operating view
- Jobs operating view
- Bids operating view
- Locates operating view
- Loads and haul operating view
- Equipment operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable operational checklists and preserved row history
four pipelines
- Site jobs · 8 stages
- Bids and estimating · 7 stages
- Utility locates · 7 stages
- Equipment and haul · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- New bid request
- Bid due reminder
- Bid follow-up
- Contract signed
- Locate request
- Locate expiry check
- Equipment mobilization
- Haul reconciliation
- Closeout and review request
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Site work bid request
- Site access details
- Job completion feedback
- Site work proposal
- Pre-dig checklist
- Load ticket summary
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 14 fictional site jobs: five open bids, nine scheduled or active jobs with six cleared gates and three barred dig days, 22 haul rows across cubic yards and tons, and eight machines with one double booking. 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 record creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, enforce the locate, haul and equipment rules on the server, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked site job holds the site and client labels, scope labels, plan set revision, bid and contract amounts, the locate ticket reference with its requested, valid-from and expires dates, the scheduled dig day, haul rows, equipment assignment rows and an editable checklist.
The gate clears only when a cleared ticket is recorded and the dig day falls inside the recorded window. The kit does not submit, renew or look up a one-call ticket, does not determine that it is safe or lawful to dig, and does not replace the locate service or any duty of care. There is no takeoff from plans, no GPS or telematics, no scale-ticket integration, no scheduling engine and no messaging.
Four optional pipeline templates and nine inactive workflow drafts. 14 fictional in-memory examples.
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.
Get the Excavation & Site Work Kit
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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?
Grade retains its application frame 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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