CRM KitsSiding contractors and exterior remodelers
Every wall measured. Selected and finished.
An elevation board for siding contractors: every job shows its front, rear, left and right sides, each with its own recorded squares, trim footage, material and color selection and install stage. Clapboard keeps measurements, selections, material orders, start dates and the punch list in one connected workspace.
Four sides, one card.
Each job shows its four elevations with the recorded squares, trim feet, selection and stage in words, led by jobs with an alert, then jobs in production, then jobs before production.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Elevation board with four sides per job and a needs-attention strip
- Squares and trim measurement tables with a recorded waste allowance
- Selections with an approval gate before ordering
- Material order ledger that keeps every unit apart
- Schedule of recorded start dates and jobs on site now
- Punch list by job and side
- Insights ledgers in separate units
- Three native form drafts and three editable document templates
- Editable per-job checklists and a guard against access codes, card numbers and Social Security numbers
four pipelines
- Siding jobs · 8 stages
- Storm repairs · 7 stages
- Builder and new construction · 7 stages
- Punch and warranty · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Measure preparation
- Measurement review
- Selection follow-up
- Order check
- Production start
- Closeout review
- Storm scope review
- Builder takeoff review
- Punch follow-up
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Siding estimate request
- Selection choices
- Punch item report
- Elevation measurement sheet
- Selection sheet
- Crew start sheet
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional siding jobs with 42 recorded elevations, 19 selections, 18 material orders and 6 punch items. 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 job creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse gate, lockbox and garage codes, payment card numbers and Social Security numbers, refuse a side at Ordered without an approved selection, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked job holds the address, scope, crew label, start date, crew days, waste allowance and an optional contract amount, its four elevations with squares, trim feet, selection and stage, material and color selections with approval dates, material orders in their own units, punch items and an editable job checklist.
Everything shown is what the office recorded. The kit does not measure walls from photos or aerial imagery, calculate material takeoffs or recommend waste, order from suppliers or track deliveries, dispatch crews or plan routes, apply for permits, handle insurance claims, invoice or take payments, render colors, register manufacturer warranties or send messages.
Four optional pipeline templates and nine inactive workflow drafts. 12 fictional in-memory siding 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?
Clapboard keeps its pale violet-grey rail and ink brand block across the kit views and the 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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