CRM KitsLand surveying offices
Every survey order, station by station.
An order board for land surveying offices: every open survey order in its current station (research, field, drafting, review or delivery) with the date the office promised. Traverse keeps quotes, deed and plat research, field days, drafting, office review and deliverables in one connected workspace, and records order status and dates only.
See which station every order is waiting at.
Five station columns hold each open order with its reference, survey type, parcel and acres as recorded, the promised date in words and a strip of five station marks. Orders with a promised date passed, a closing near, a field visit not recorded or a record past its expected date lead, and the next 14 days of promised dates, closings and field visits follow.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Order board operating view
- Quotes operating view
- Research operating view
- Field operating view
- Drafting and review operating view
- Deliveries operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable order checklists and preserved row history
four pipelines
- Survey orders · 8 stages
- Construction staking · 7 stages
- Elevation certificates · 7 stages
- Title and attorney accounts · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Quote follow-up
- Records request check
- Field day confirmation
- Drafting handoff
- Office review reminder
- Delivery confirmation
- Staking day confirmation
- Certificate review reminder
- Account check-in
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Survey request
- Site access and field day notes
- Title company or attorney order
- Order confirmation
- Field crew packet
- Delivery transmittal
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional records: eight open survey orders across research, field, drafting, review and delivery, two delivered orders and two open quotes, with 21 research records, 13 field visits and 15 deliverables. 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 order 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 order holds the survey type, the property as recorded (site, parcel, county, legal description and acres), the quoted, ordered, promised and closing dates, the recorded fee, the five station statuses, research records, field visits, deliverables and an editable checklist.
Traverse records order status and dates only. It does not locate, stake, verify, certify or seal a boundary, corner, area, plat or elevation, read instrument or CAD data, read deeds or check title, give legal, title, engineering or licensure advice, file or record anything with a county, dispatch crews, bill or send messages. Gate, lockbox, Supra and alarm codes, county, title and Wi-Fi 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?
Traverse keeps its Prussian blue top bar and station line 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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