CRM KitsTree services and arborists
Every tree walked, rated and quoted.
A tree service does not quote a job, it quotes trees. Canopy gives each property its own tree inventory, with a size bar scaled to the trunk diameter your crew recorded, the hazard rating your staff entered, the equipment each tree needs, and a flag for anything near the lines.
One panel per property, one row per tree.
Each panel is headed by the property label and the recorded crew day. Every tree row carries its tag, species, a size bar scaled to the recorded trunk diameter in inches, the work type, the hazard rating your staff recorded, equipment chips and a near-lines flag. The foot totals trees, estimated crew hours and the recorded quote.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Properties tree inventory with size bars, chevron hazard ratings and equipment chips
- Jobs ledger, Trees list and Equipment days operating views
- Utility and permits view with notification dates and permit status
- Storm and emergency view that ages open calls
- Insights counts that filter the ledger below them
- Three native form drafts and three editable document templates
- Editable crew checklists and preserved row history through archiving
four pipelines
- Tree work · 7 stages
- Storm and emergency · 6 stages
- Removals and permits · 6 stages
- Commercial and municipal accounts · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Estimate visit
- Quote follow-up
- Permit application
- Utility notification
- Equipment booking
- Crew day confirmation
- Job complete
- Stump follow-up
- Storm season outreach
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Tree work estimate request
- Property access and hazard details
- Job completion feedback
- Tree inventory and work order
- Crew job briefing sheet
- Completion and cleanup checklist
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore ten fictional tree jobs holding forty-three trees across prune, removal, stump grind, cabling and storm work. Six are rated high or extreme, four jobs need a crane or bucket, five trees sit near lines with two missing a notification, three permits are open and two storm calls are still running. 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, refuse a utility notification date on a tree not recorded near lines, refuse duplicate active tree tags and a tree with no recorded trunk diameter, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional and install inactive.
One contact-linked opportunity is one tree job at one property. It holds the property label, access notes, crew label, crew day, job type, debris handling and the quote, plus a row per tree with its tag, species, trunk diameter, height reference, work type, recorded hazard rating, near-lines flag, utility notification date, equipment flags, estimated crew hours and completion flag. Permit rows and an editable crew checklist sit alongside them.
The hazard rating on every tree is a value your staff record from their own assessment. This kit never computes, suggests or implies a risk assessment, an arborist report, ANSI or ISA standards compliance, or that work near power lines is cleared. A utility notification date records that your staff notified the utility on that date and nothing more. Crew labels and crew days are recorded metadata, not staff assignments or calendar events. There is no permit system integration, no equipment booking, no route or crew scheduling engine, no payments and no customer messaging. The quote is a recorded reference amount, independent of native opportunity value.
Four optional pipeline templates and nine inactive workflow drafts. Ten fictional in-memory tree jobs holding forty-three trees.
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?
Canopy keeps its application frame across the seven 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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