CRM KitsRoofing & exteriors
Built around the next roof.
Give your Seedly CRM a workspace made for roofing. Start with a better daily view, choose the building blocks you need, and make the code yours.
A clear view of the day.
Bring the job pipeline, recorded crew schedule, and the next property action into one operations view.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Operations, Sales, and Crew Readiness dashboards, plus inspection and production views
- Shared sidebar, visual theme, and authentication presentation
- Editable company configuration
four pipelines
- Roofing operations · 7 stages
- Repairs & service · 7 stages
- Storm restoration · 7 stages
- Commercial roofing · 8 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Inspection preparation
- Estimate follow-up
- Production handoff
- New lead response
- Material delivery check
- Residential closeout
- Leak and repair intake
- Storm documentation review
- Commercial award handoff
Inactive until you review and publish them. None send customer messages.
Sample workspace
Nine fictional roofing projects let you explore the interface. Example edits stay in memory, separate from your CRM records, and disappear when you 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 and crew 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 content uses an original backend helper and existing Seedly functions. Enable it on your existing backend when you want the pipelines and drafts.
Work through inspections and production with property details, measurements, readiness checks, and job stage updates.
Sample captures show the kit running against a development backend. Crew labels and job dates are recorded metadata, not automatic staff assignments or calendar events.
Four optional pipeline templates and nine inactive workflow drafts. Sample workspace with nine fictional roofing 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.
Get the Roofing 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 roofing operations screens and full CRM modules share one 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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