CRM KitsWell and water treatment businesses
Every property. Every reading in context.
A property workspace for well and water treatment businesses. Aquifer brings recorded readings, equipment service dates, visits and office follow-up into one connected view.
Every reading in context.
Keep the original units, recorded dates and office review flags with each property.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Test panels operating view
- Properties operating view
- Equipment operating view
- Filter service operating view
- Visits operating view
- Follow-up operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable checklists with preserved row history
four pipelines
- Property service · 7 stages
- Equipment installation · 7 stages
- Filter service · 7 stages
- Commercial water accounts · 8 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Water service inquiry review
- Recorded test review
- Visit preparation
- Property follow-up
- Installation preparation
- Equipment handoff review
- Service-date review
- Repeat service review
- Commercial account check-in
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Water service inquiry
- Visit preparation
- Service follow-up
- Recorded water test summary
- Equipment service sheet
- Filter service reminder
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional properties with 48 reading rows and 24 equipment records. 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 support connected record creation, edits and resource setup. They preserve account permissions, unrelated custom fields and row history, and reject stale revisions. Reconcile them with your authoritative backend. Pipelines and inactive workflow drafts are optional.
One contact-linked property record holds dated readings in their original units, source labels, office review flags, equipment, recorded service dates, quote references and an editable checklist.
Aquifer records what the office enters. It does not determine water safety or compliance, interpret laboratory findings, prescribe treatment, connect to testing devices, book technicians or send reminders automatically. Blank readings remain distinct from zero.
Four optional pipeline templates and nine inactive workflow drafts. 12 fictional in-memory properties.
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 Well & Water Treatment 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?
Aquifer keeps its navy navigation rail and property workspace connected to 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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