Every booking placed. Every report delivered.

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 booking helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, and checks the current record timestamp and revision before saving. It deliberately exposes no stage mutation, so a stage change goes through your own Seedly move function under its own permission. Deploy the helper from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional and no schema migration is required.

One booking is a native contact-linked opportunity with namespaced property address, property type, year built and floor area references, booking date, an HH:mm arrival window, inspector, referring agent and brokerage labels, client side, up to eight recorded add-on labels, a fee reference in integer minor units, the recorded report delivery step, report due and delivered dates, notes and follow-up rows with stable IDs. Other custom fields are preserved, and archived follow-up rows are kept rather than dropped.

This kit never contains the report. There is no report writing, no report template, no narrative library, no defect rating, no photo storage, no image annotation and no lab result; it records only that a report is drafted and delivered. There is no scheduling engine, availability model, double-booking prevention or travel-time calculation: booking dates and arrival windows are recorded plans that reserve nothing and create no Calendar appointment, and two cards may overlap on the same day without comment. Recording radon, a sewer scope, termite, pool and spa, mold sampling, well water, thermal imaging or crawlspace work orders nothing, schedules no subcontractor, prices nothing and records no result. There is no agent or client portal, no shared link and no messaging: the referrals ledger is an internal view of labels somebody typed, and nothing texts, calls or emails a client, an agent or an inspector. It makes no claim about any jurisdiction’s inspector licensing, standards of practice, report content requirements, retention rules or insurance. The recorded delivery step is a staff entry independent of the native pipeline stage, and saving booking details never moves a deal. A booking counts as due only when it has been inspected or drafted and records a due date, and the recorded on-time delivery rate excludes any delivered booking missing either date rather than counting it late. The fee reference is a recorded planning number, separate from opportunity value, estimates, invoices and payments.

Four optional pipeline templates and nine inactive workflow drafts. Ten fictional in-memory bookings across two board days and one past-due report.

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.