CRM KitsHome watch and absentee home checking companies
Every home checked on schedule. Every owner's return ready.
A check-in route for home watch companies: every watched home with its visit frequency, last and next check, the owner's departure and return dates and its open issues, followed by a visit log with a checklist per visit, issues and vendors, an owner calendar and agreements. Keyholder keeps homes, visits and owner travel in one connected workspace, and never stores access codes.
See which homes are due today.
Every home under watch is a stop with its zone and route position, frequency, last and next check, the owner's travel dates and open issues, grouped into overdue or due today, the next 7 days, later, and owner home. Homes with an overdue check, an issue past follow-up, arrival prep not done or an agreement past its end lead.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Check-in route operating view
- Watched homes operating view
- Visit log operating view
- Issues & vendors operating view
- Owner calendar operating view
- Agreements & renewals operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable checklists per visit and per home, with preserved row history
four pipelines
- Home watch agreements · 8 stages
- Owner departures and returns · 7 stages
- Issues and vendors · 7 stages
- Renewals · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Walkthrough preparation
- Agreement follow-up
- Key tag and home details intake
- Departure close-up visit
- Arrival prep
- Next trip check-in
- Issue owner update
- Vendor follow-up
- Renewal reminder
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Home watch inquiry
- Owner travel dates
- Vendor access request
- Home watch visit report
- Home details sheet
- Vendor dispatch record
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional homes: nine under watch, two with the owner home and one ended agreement, with 14 owner absences, 37 visits, 185 visit checks and 6 issues. 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 home creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse access codes, Wi-Fi 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 home holds its zone and route position, visit frequency, key tag label, alarm company name, shutoff location, agreed thermostat setting, agreement dates and fee, owner absences, visits with an editable checklist per visit, issues with vendors and a setup checklist.
Keyholder records what the office saw and agreed. It does not monitor a home or read sensors, cameras, thermostats or alarms, secure or insure a property, hold or track keys, dispatch or pay vendors, plan routes on a map, send reports or messages, or bill. Door, garage, gate, lockbox and alarm codes, Wi-Fi 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 homes.
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?
Keyholder keeps its deep ocean top bar and key-tag tabs 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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