CRM KitsHot tub and swim spa dealers
From the showroom to the first soak.
A delivery board for hot tub and swim spa dealers: every sold spa with its unit, electrical and pad prep exactly as the office recorded them, then a service-plan roster for the water care visits after delivery. Soakhouse keeps quotes, wet tests, site prep, the delivery run sheet, plans and repairs in one connected workspace.
See what each delivery is waiting on.
Every sold spa shows a spa tile with its recorded seats and gallons, three stacked prep lanes for the unit, electrical and pad, and a delivery box with crew, crane, access width and prep ready out of three. Records with prep not ready, a passed delivery date, an overdue water care visit or a repair past its promise lead, and the service-plan roster follows.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Delivery board operating view
- Showroom operating view
- Site prep operating view
- Deliveries operating view
- Service plans operating view
- Repairs operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable sale checklists and preserved row history
four pipelines
- Spa sales · 8 stages
- Service plans · 7 stages
- Repairs · 7 stages
- Trade-ins and removals · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Wet test preparation
- Quote follow-up
- Site prep check
- Delivery confirmation
- Startup and water care orientation
- Service plan offer
- Plan renewal review
- Repair triage
- Trade-in offer follow-up
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Showroom visit and wet test request
- Delivery site survey
- Water care or repair request
- Site prep sheet
- Delivery and startup record
- Water care visit summary
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional records: six sold spas awaiting delivery, two open quotes, three delivered spas and one service-only home, with 14 accessories, 9 water care visits and 4 repairs. 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 sale creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, 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 sale holds the spa as sold, the showroom quote and wet test, the unit, electrical and pad status as recorded, the delivery details, the service plan, accessories, water care visits, repairs and an editable checklist.
Soakhouse records what the office was told and saw. It does not size circuits, choose breakers, check electrical code, engineer or approve a pad, test water, order from a factory, route trucks or book cranes, connect to a spa or its app, register warranties, bill or send messages. Gate, lockbox 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 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?
Soakhouse keeps its ink-slate top bar 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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