CRM KitsSeptic pumping and drain service
Every tank against its own interval.
A pump-interval gauge wall for septic and drain work. Baffle draws every property system against the interval your office recorded for it, puts today's emergency calls beside it, and keeps the tank, the system type and the lid access on the card.
How long it has been, on every card.
Each property carries a gauge spanning its recorded interval with a marker at elapsed time, read out as "3.7 of 3 years", plus the tank size and material, the system type, the household size, the lid access note and the next-due month. Cards sort by fraction elapsed, so anything past its interval leads.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Gauge wall operating view
- Properties operating view
- Due and overdue operating view
- Jobs operating view
- Emergency calls operating view
- Inspections and transfers operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable operational checklists and preserved row history
four pipelines
- Property systems · 8 stages
- Pump-out scheduling · 7 stages
- Emergency and drain calls · 7 stages
- Inspections and transfers · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- New request
- Job booked
- Day-before access reminder
- Pump-out complete
- Interval reminder due
- Second reminder after a wait
- Emergency dispatch
- Inspection report follow-up
- Review request
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Pump-out request
- Emergency call details
- Real-estate inspection request
- Pump-out service record
- Interval reminder letter
- Inspection request acknowledgement
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 18 fictional property systems across the gauge range: six past their recorded interval with five of those unbooked, six due within ninety days, nine job rows on three truck days across two trucks, four calls received today with two not dispatched, and four inspection requests with two closing within fourteen 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 record creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, enforce the gallons, disposal site, truck label, dispatch time and inspection rules on the server, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked property system holds the property and customer labels, tank size in gallons, tank material label, system type label, household size, the recorded interval in months, the last pump-out date and the gallons pumped, the lid access note, reminder attempts with the last contact date, job rows, emergency call rows, inspection request rows and an editable checklist.
Months elapsed counts whole calendar months from the last pump-out plus the fraction of the month in progress, and the due date is that pump-out advanced by the interval your staff typed. The kit never calculates, recommends or validates a pumping interval; the reference table is a count of your own entries. It produces no regulatory or health-department compliance reporting, no inspection certification and no disposal manifest, and there is no GPS or truck telematics, no scheduling engine, no automated messaging, no payments or invoicing and no plumbing or environmental advice.
Four optional pipeline templates and nine inactive workflow drafts. 18 fictional in-memory examples.
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?
Baffle retains its application frame 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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