CRM KitsIndependent jewelers and watch repair
Every open envelope, in promised order.
An independent jeweler runs on the numbered envelope a repair or a custom piece travels in. Facet draws every open job as an envelope card sorted by promised date, past-promised first, with the five stops it moves through, and puts the customers’ recorded anniversaries and birthdays in the column beside it. Picked up envelopes stay out of the rack until you filter for them, and the Jobs ledger always lists every stop.
The rack, in promised order.
Each open job is an envelope card: the number in large figures, the item in the store’s own words, the job kind, a five-stop line from the counter to picked up, the promised date and the recorded estimate and deposit. Picked up envelopes are hidden here by default and reachable through the stop filter. Beside the rack, the occasions inside their recorded lead days.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Rack operating view with the envelope cards and the occasions column
- Jobs operating view
- Custom design operating view
- Out to trade operating view
- Ready for pickup operating view
- Clients and occasions operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable per-envelope checklists and preserved row history
four pipelines
- Repair and custom jobs · 7 stages
- Custom design commissions · 8 stages
- Occasion outreach · 7 stages
- Watch and clock service · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- New take-in note
- Estimate approval task
- Sent to trade shop note
- Trade return check task
- Custom approval follow-up
- Ready for pickup task
- Pickup reminder after a wait
- Occasion outreach task
- Post-pickup review request
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Repair or resize request
- Custom design enquiry
- Pickup feedback
- Job envelope take-in receipt
- Custom design approval sheet
- Ready for pickup call sheet
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 20 fictional job envelopes across all five stops and all five job kinds, with 5 custom commissions, 4 envelopes out to trade, 5 ready for pickup, 12 clients and 12 recorded occasions. 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 store 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 envelope creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, check revisions before saving, and enforce the domain rules on the server as well as in the browser. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked opportunity is one job envelope: envelope number, customer label, the item description in the store’s own words, job kind, the stop it is at with the date it reached it, promised date, estimate and deposit as recorded references, a take-in condition flag and text, the custom stage with its approval flag and date, the trade shop label with sent and expected dates, the notified flag, the picked-up date, recorded occasions, wish list labels and a job checklist.
Past promised, days at stop, days waiting, trade jobs past their expected return, occasions inside their lead days and balance due are derived when the page is read and are never stored. Occasions record a month and a day with no year. The kit is not an appraisal, valuation, grading or authenticity tool, not insurance documentation, not an inventory or point-of-sale system, not memo or consignment accounting, not a metal or gemstone price feed, not a payment or layaway processor, not a scheduling engine and not a messaging system. It never stores payment card data or government identifiers and refuses free text that looks like either.
Four optional pipeline templates and nine inactive workflow drafts. 20 fictional in-memory job envelopes.
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?
Facet keeps its true-black rail and white canvas 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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