CRM KitsProcess servers
Every knock logged. Every serve-by date in view.
A service board for process serving offices: every job from the papers arriving to the affidavit going back, each attempt logged with its date, time and outcome, serve-by dates in plain words and affidavit status by job. Knockbook keeps jobs, attempts, due dates and affidavits in one connected workspace, and keeps the respondent to a name and the address your client supplied.
See missed serve-by dates, missed attempts and late affidavits first.
Jobs past the client's serve-by date, planned attempts nobody logged and affidavits past the client's return date lead. Then every job sits in its lane, new, attempting, delivery recorded, affidavit returned or closed, with one tally mark per logged attempt.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Board operating view
- Attempts operating view
- Due dates operating view
- Affidavits operating view
- Clients operating view
- Servers operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable job checklists and preserved row history
four pipelines
- Service jobs · 8 stages
- Affidavits · 7 stages
- Unserved returns · 7 stages
- Client accounts · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Intake check
- Server assignment
- Attempt follow-up
- Client update
- Affidavit draft
- Notary check
- Return to client
- Unserved update
- Account review
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Service request
- Address update from the client
- New client inquiry
- Job intake sheet
- Attempt log sheet
- Affidavit return cover sheet
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional service jobs: two new, four attempting, three with a delivery recorded, two with the affidavit returned and one closed unserved, with 21 logged attempts and 22 recorded charges. 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 service job creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse access codes, logins, card numbers, Social Security numbers and respondent identifiers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked service job holds the client and their reference, the case or docket number and court as labels, the papers, the service level, the server, the respondent's name and the address the client supplied, the received, serve-by, court and planned attempt dates, every attempt with its outcome and recorded miles, the affidavit status, recorded charges and an editable checklist.
Knockbook records what your office and servers wrote down. It gives no legal advice and makes no valid-service, court-acceptance or statutory-compliance claim; an attempt outcome is a label. It does not draft, sign, notarize or file affidavits, calculate legal deadlines, locate people, verify identities, track GPS, dispatch servers, bill or send messages. Dates of birth, ages, license and ID numbers, vehicle plates and physical descriptions of the respondent, gate, lobby and call box codes, passwords and 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 service jobs.
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?
Knockbook keeps its petrol top bar and highlighter tabs 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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