CRM KitsWindow cleaning companies
Twelve months. One row each.
A window cleaning company does not lose money on the clean. It loses money on the rebook nobody made. Pane puts every recurring account on one white year: twelve month columns, a service dot in each month, and the current month tinted, so the accounts that fell off their season are visible without opening a record.
A year of glass, one row at a time.
One row per recurring account and twelve month columns. A filled dot means a clean is recorded in that month, a ring means the derived next due date falls there, and a red ring means that month has already passed. The current month column is tinted, and rows sort by next due date so the accounts that have fallen off their season come first.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Twelve-month rebook grid with CSS service dots in three drawn states and a tinted current month
- Account sheet with the account record, the clean log and the rebook block
- The whole book, due and overdue, and recorded cleans by day views
- Season insights drawn from recorded workspace data only
- Dark teal and mint Pane application frame with the permission-filtered CRM tools drawer
four pipelines
- Residential accounts · 7 stages
- Commercial storefronts · 7 stages
- Commercial buildings and property managers · 8 stages
- Seasonal one-time cleans · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Quote follow-up
- First clean scheduled note
- Day-before reminder task
- Clean complete note
- Rebook due task
- Rebook reminder follow-up
- Overdue account task
- Commercial contract review task
- Annual price review note
Inactive until you review and publish them. None send customer messages.
Sample workspace
Explore fourteen fictional accounts in the separate sample view: nine residential and five commercial across all four frequencies, with a year of recorded cleans, two crew labels, five accounts due this month, two overdue and one with no clean recorded yet. Example edits stay in the current page’s memory and reset on navigation or reload; sample accounts are never inserted into your CRM.
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 company 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 window cleaning helper is required for connected creation, editing and starter setup. It checks the active account, native permissions and the current record state, preserves unrelated custom fields and unknown values, and invokes the native Seedly mutations inside one transaction. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional, and no schema migration is required.
One account is a native contact-linked opportunity with a namespaced account name, service address label, account type, recorded frequency, pane count reference, access notes label, default crew label, an optional price per clean, the clean log with its stable row IDs, and the rebook reminder flag with its recorded date. Two accounts at the same address stay independent, and other custom fields are preserved.
The next due date is derived once and shared by the editor, every view and the server: the last recorded clean advanced by the recorded frequency in calendar months, landing on the same day of month and clamping down in a shorter month. An account with no recorded clean has no due date and is never overdue, and there is no grace period. The frequency tag is the season somebody recorded, not an interval measured from the clean log. The rebook reminder flag is a staff record that a reminder went out; the kit sends no email, text or postcard. A crew label reserves nobody and creates no native Calendar appointment, and recorded cleans are grouped by date and crew with no route optimization, drive time or GPS anywhere. Pane count and price per clean are two separate recorded references that are never multiplied into a quote, and a recorded price is never written into native opportunity value. There is no invoicing, payment, weather integration, building or equipment master record. Empty values read as words, never a dash.
Four optional pipeline templates and nine inactive workflow drafts. Fourteen fictional in-memory accounts with a year of recorded cleans.
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?
Pane keeps its rebook-grid navigation across the original window cleaning views and the native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. 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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