
CRM KitsGlass and shower door companies
Every opening, measured to hung.
An opening tracker for glass and shower door shops: every shower, tub and mirror opening with its measure exactly as typed, its glass order against the supplier's quoted lead time, its hardware and its install. Sightline keeps estimates, measure sheets, glass orders, install days and door service in one connected workspace.
See what every opening is waiting on.
Each job in progress is a card, and each opening is a row with a plan glyph and four station cells: measure with the widths and heights as typed, glass with its lead days quoted and due date, hardware and install. Glass past its quoted lead time, an install booked without the glass in, a passed install date and service 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
- Opening tracker operating view
- Estimates operating view
- Measures operating view
- Glass orders operating view
- Installs operating view
- Service operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable job checklists and preserved row history
four pipelines
- Glass jobs · 8 stages
- Builder and remodeler jobs · 7 stages
- Mirrors and specialty glass · 7 stages
- Service and adjustments · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Estimate visit preparation
- Quote follow-up
- Final measure review
- Glass order record check
- Install confirmation
- Care and cleaning walkthrough
- Builder bid follow-up
- Tile readiness check
- Service triage
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Shower glass estimate request
- Tile finished, ready to measure
- Shower door service request
- Measure sheet
- Glass order record
- Install and care handoff
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional jobs: seven in progress, two complete, two open estimates and one declined, with 17 openings, 3 service tickets and 96 checklist steps. 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, keep measurements exactly as typed, refuse access codes, logins, 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 quote, the tile status, and each opening with its kind, glass and hardware as selected, its measure as typed, its glass order and lead days, its hardware and its install, plus service tickets and an editable checklist.
Sightline records what the office measured, ordered and was told. It does not calculate cut sizes or glass sizes, convert units, place or track orders with a supplier, make safety glazing, code or water-tightness claims, route crews, book calendars, register warranties, bill or send messages. Gate, lockbox, Supra, door and alarm codes, Wi-Fi and app logins, 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 jobs.
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?
Sightline keeps its smoke-slate side 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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