CRM KitsGarage door companies
Four windows. One board.
A garage door company runs on a promise, not a route. Lift puts the four arrival windows side by side on one white board, with the part-on-truck chip and the assigned technician on every tile, so the office can see what is still unfilled without opening a single record.
The whole day in four columns.
Tickets recorded for the selected day sit in their arrival window, ordered urgent, then today, then routine. Every tile carries the address, the door problem, the parts chip and the technician label. A strip under the board lists anything recorded for the day with no window, so a ticket nobody slotted stays visible.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Four-column arrival-window board with a CSS parts-on-truck chip and taller install tiles
- Ticket sheet with the door record, the six-check fault checklist, part lines and the visit log
- All tickets, scheduled installs, and waiting-on-parts views
- Service insights drawn from recorded workspace data only
- Charcoal and cobalt Lift application frame with the permission-filtered CRM tools drawer
four pipelines
- Same-day repairs · 7 stages
- Door and opener installs · 8 stages
- Tune-up and maintenance plans · 7 stages
- Builder and property manager accounts · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Dispatch confirmation task
- Arrival window reminder
- Return visit task
- Install measure task
- Part ordered note
- Install day confirmation task
- Post-install walkthrough note
- Part arrived check task
- Annual tune-up reminder
Inactive until you review and publish them. None send customer messages.
Sample workspace
Explore fourteen fictional tickets in the separate sample view. Thirteen record today and an arrival window, split four, three, three and three across the columns, two of those are scheduled installs, one is urgent, and one records yesterday with no completed visit so the overdue marker is visible. Three record a part line that is not on the truck. Example edits stay in the current page’s memory and reset on navigation or reload; sample tickets 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 garage door helper is required for connected creation, editing and starter setup. It checks the active account, native permissions and the current record state, preserves unrelated custom fields and unknown values, and invokes the native Seedly mutations inside one transaction. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional, and no schema migration is required.
One ticket is a native contact-linked opportunity with a namespaced ticket type, service address label, door problem label, recorded service date and arrival window, technician label, priority, door count, opener brand label, spring type, door age reference, door model label, a fixed six-key fault checklist, an optional quoted amount, notes, part lines and visit lines. Two tickets at the same address stay independent, and other custom fields are preserved.
An arrival window is a promise typed in by the office. It reserves no technician, books no appointment, creates no native Calendar event and sends no confirmation, and there is no dispatch engine, GPS or route optimization. The on-truck flag is staff-entered: the kit holds no inventory, truck stock, supplier catalog, part number or purchase order, and a ticket with no recorded part lines reads "No parts recorded" rather than being counted as ready. The fault checklist is six boxes a technician ticked, not a diagnosis, balance test, safety certification or code compliance record. A warranty ticket type and an opener brand label are recorded labels, with no manufacturer lookup or claim submission. Quoted amounts are recorded references, separate from native opportunity value, invoices and payments. Overdue means a past recorded service date with no completed visit line and nothing else. Empty values read as words, never a dash.
Four optional pipeline templates and nine inactive workflow drafts. Fourteen fictional in-memory tickets with recorded part lines, fault checks and visits.
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?
Lift keeps its window-board navigation across the original garage door 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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