CRM KitsHome standby generator dealers and installers
Every install on track. Every plan serviced on time.
An install track board for home standby generator dealers: each home's nameplate as recorded, then site assessment, permit, gas and electrical rough-in side by side, set, inspection and startup, followed by maintenance plans, service calls and dealer stock. Standby keeps the whole life of the install in one connected workspace.
See where every install is waiting.
Each open install shows its nameplate and a track from assessment to startup, with gas and electrical rough-in in parallel. Jobs with a permit not issued, a missing reinspection, an overdue plan service or a call past its promise lead.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Install board operating view
- Site assessments operating view
- Permits & inspections operating view
- Maintenance plans operating view
- Service calls operating view
- Dealer stock operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable job checklists and preserved row history
four pipelines
- Standby installs · 8 stages
- Maintenance plans · 7 stages
- Service calls · 7 stages
- Replacement quotes · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Assessment preparation
- Quote follow-up
- Permit and utility check
- Rough-in coordination
- Startup walkthrough
- Maintenance plan offer
- Plan renewal reminder
- Service call triage
- Replacement quote follow-up
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Standby generator quote request
- Maintenance plan sign-up
- Service call request
- Site assessment record
- Install handoff and startup sheet
- Annual service summary
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional records: six open installs, five started-up homes with plans and service calls, and a dealer stock record with 13 units. 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, app passwords, 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 nameplate as recorded, assessment labels, permit status and dates, install steps, inspections, units, maintenance visits, service calls and an editable checklist.
Standby records what the office agreed and saw. It does not size generators, calculate loads, recommend a model, check clearances or code compliance, apply for permits, schedule inspections, connect to a generator or its app, register warranties, run inventory, dispatch crews, bill or send messages. Access codes, controller PINs, app passwords, payment card numbers and Social Security numbers are refused in recorded text.
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?
Standby keeps its graphite rail 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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