CRM KitsHome energy audit and weatherization companies
Every finding as typed. Every rebate form followed up.
An audit-to-upgrade board for home energy audit and weatherization companies: every home in five columns from the audit to the rebate paperwork, with the auditor's findings kept exactly as your office typed them and a paperwork strip for each rebate application. Snugwell keeps the audit schedule, reports and proposals, upgrade work, test-outs and rebate applications in one connected workspace.
See every home from the audit to the rebate paperwork.
Five columns in the order the work happens: audit booked, findings recorded, upgrade work, test-out and rebate paperwork. Each card shows the dates in words, the findings as typed at the audit and at the test-out side by side, the measures and a paperwork strip for each open application. Passed audit days, reports past their promised date, overdue test-outs and overdue paperwork lead.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Board operating view
- Schedule operating view
- Findings operating view
- Proposals operating view
- Upgrades operating view
- Rebates operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable project checklists and preserved row history
four pipelines
- Audits and upgrades · 8 stages
- Rebate paperwork · 7 stages
- Program referrals · 7 stages
- Rental and multifamily · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Audit booking follow-up
- Report due check
- Proposal follow-up
- Work day prep
- Test-out booking
- Paperwork gathering
- Submitted application follow-up
- Returned application check
- Referral update
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Home energy audit request
- Rebate paperwork request
- Upgrade work access details
- Audit findings sheet
- Upgrade scope summary
- Rebate paperwork packet cover
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional homes: one lead, two audits booked (one past its day), two with findings recorded, two in upgrade work, two at the test-out, two with rebate paperwork open and one complete, with 30 findings as typed, 23 measures and 10 rebate applications. 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 project creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep findings exactly as typed, refuse access codes, 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 project holds the site and the home as described, access, the auditor and crew, the audit, the report and its promised date, the proposal and its answer, the upgrade work days, the test-out, findings kept as typed, measures, rebate applications and an editable checklist.
Snugwell records what your office typed and what the program told it. It never calculates energy savings, payback or efficiency scores, never compares or converts a finding, never says a home passed or meets a standard and never decides rebate eligibility or files program forms. It gives no health, combustion or safety advice and does not book calendars, dispatch crews, bill or send messages. Door, lockbox and alarm codes, passwords and 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 projects.
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 Home Energy Audit & Weatherization Kit
Checking access…
DevLaunch All Access
Every kit and every template.
- All 220 CRM kits for Seedly CRM
- All 270 website templates for Seedly Sites
- Every class, course, and product we release, added as it ships
- Private calls with Aaron
Already a member? Open your downloads.
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?
Snugwell keeps its dark evergreen top bar and envelope band 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.
More home services kits
Browse all 220 kits
