CRM KitsPatio cover, pergola and shade structure companies
Design to install, with the HOA in view.
A project board for patio cover and pergola companies: every structure in four stage columns (design, approvals, fabrication, install), each card led by the HOA status your office recorded and the permit line under it, followed by a projects ledger, HOA and permit reviews as recorded, design options, fabrication parts against their promised dates, an install calendar and insights. Purlin keeps each project in one connected workspace, never states that a structure is approved or compliant, and never stores gate codes or portal logins.
See every project and its HOA status at once.
Four stage columns for design, approvals, fabrication and install. Every card starts with a tag showing the HOA status as the office recorded it (submitted with the reply expected, changes requested, approval recorded, not submitted, not needed) and the permit line, then the structure, size, posts, material and the next step. Projects with changes requested, fabrication ahead of a recorded HOA approval, a late part or an install day not closed out lead.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Project board operating view
- Projects operating view
- Approvals operating view
- Designs operating view
- Fabrication operating view
- Install operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable checklist per project, with preserved row history
four pipelines
- Structure projects · 8 stages
- HOA and permit · 7 stages
- Fabrication and delivery · 7 stages
- Service and add-ons · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Site visit preparation
- Design options follow-up
- HOA packet check
- HOA reply record
- Permit comments review
- Shop start check
- Delivery date check
- Install day preparation
- Service request review
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Patio cover inquiry
- HOA details request
- Service or add-on request
- Design option sheet
- HOA and permit packet cover sheet
- Install day sheet
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional patio covers and pergolas: three in design, three in approvals, two in fabrication, two in install and two complete, with 17 design options, 21 HOA and permit reviews, 27 parts and 28 install days. 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 project creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse access codes, portal logins, 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 project holds its site, structure kind, attached or freestanding, material and color, width and projection, posts, the recorded stage, whether an HOA and a permit are needed, target install date and contract amount, design options, HOA and permit reviews as recorded, parts, install days and an editable project checklist.
Purlin records what the office entered. It does not design or engineer structures, give span, load, wind, footing or attachment advice, size posts or beams, calculate areas or materials, prepare drawings, submit HOA or permit applications, decide or state that a structure is approved, allowed or compliant, book inspections, schedule crews, order parts, invoice, take payments or send messages. Gate, lockbox, garage and alarm codes, HOA or permit portal logins, passwords, 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 patio projects.
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?
Purlin keeps its pale aqua rail and filled teal current view 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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