CRM KitsHVAC & home service
Every call. A clearer day.
Bring the service desk into focus. A compact navy and cool-blue workspace puts the technician dayboard, customer calls, and equipment details beside the work that needs attention.
The service day, in one place.
Move between the technician dayboard, searchable call desk, and service-record inspector. Filter by date or technician label and update the selected call without losing your place.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Dispatch, Sales, and Team Readiness dashboards
- Assessment and installation views with editable service details
- Shared application frame, sidebar, theme, and authentication presentation
four pipelines
- HVAC service dispatch · 7 stages
- Emergency & repair service · 7 stages
- Seasonal maintenance · 7 stages
- Commercial HVAC projects · 8 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Assessment preparation
- Estimate follow-up
- Installation handoff
- New call callback
- Parts review
- Closeout
- Urgent repair intake
- Seasonal visit preparation
- Commercial award handoff
Inactive until you review and publish them. None send customer messages.
Sample workspace
Explore nine fictional service calls, from maintenance visits to commercial installations. Sample changes stay in memory and reset when you reload or leave the sample view.
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.
Build and connect
Build your web app. Turn on the optional starter helper from your backend source if you want the pipelines and drafts.
Make it yours
Set company details, city, currency, locale, and technician labels. 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. Optional starter management uses an original backend helper and existing Seedly functions, without a schema migration. Deploy that helper from your authoritative backend source when enabling starter content.
Record system type, equipment model, age, capacity, service address, technician label, visit window, checklist, and notes alongside the opportunity. Other custom fields are preserved.
Technician labels and visit windows are recorded metadata, not automatic staff assignments or calendar events. The dayboard displays 08:00–18:00; the call desk and Calendar remain available for work outside that range. Overlap checks are advisory. Equipment details are team-entered; route optimization, telemetry, ordering, and emergency monitoring are not included.
Four optional pipeline templates and nine inactive workflow drafts. Nine fictional in-memory service calls for exploring the interface.
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 HVAC Kit
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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?
The original operations dashboards and full CRM modules use one persistent application frame, sidebar, account, and backend. 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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