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CRM KitsBlinds, shades and shutters

Every window measured, ordered and hung as recorded.

A window schedule for blinds, shades, shutters and drapery studios: every open project with its windows grouped by room, each window’s size exactly as your team wrote it, its product and control, and where it stands from measured to installed. Louver keeps consults, measure sheets, vendor orders, install days and service tickets in one connected workspace.

Window schedule in the GoSeedly Window Treatments Kit with fictional sample records

Every window, room by room.

One schedule sheet per open project, led by projects with an alert. Each window shows its size in inches and eighths, mount, product, control and a five-slat stage track from measured to installed.

Actual interface captures with fictional sample data. Open a screenshot to see it full size.

What’s in the kit

Screens

  • Window schedule per project with a needs-attention strip
  • Sizes in inches and eighths, exactly as recorded
  • A five-slat stage track for every window
  • Consult ledger and measure sheets
  • Vendor orders with quoted lead days
  • Install days with received and installed counts
  • Service and warranty tickets and insights ledgers in separate units
  • Three native form drafts and three editable document templates
  • Editable per-project checklists and a gate, lockbox and alarm code guard

four pipelines

  • Window treatment projects · 8 stages
  • Motorized projects · 7 stages
  • Service and warranty · 7 stages
  • Designer and builder partners · 7 stages

Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.

nine workflow drafts

  • Consult preparation
  • Check measure review
  • Quote follow-up
  • Order placement
  • Receiving check
  • Install walkthrough
  • Motorization power check
  • Service ticket review
  • Partner follow-up

Inactive until you review and publish them. None send customer messages.

Forms and documents

  • In-home consult request
  • Service request
  • Designer or builder referral
  • Window schedule sheet
  • Quote summary
  • Install day handoff

Editable native forms and document templates. Forms collect information for staff review.

Sample workspace

Explore 13 fictional projects with 52 windows across 22 rooms, 10 vendor orders and 3 service tickets. 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
Read the installation guide
  1. Check your Seedly

    Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.

  2. Connect the helper

    Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.

  3. Make it yours

    Set studio 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 project creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse gate, lockbox, keypad and alarm codes, card numbers and government identifiers, accept only whole eighths of an inch, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.

One contact-linked project holds the property, referral partner, consult date and rooms as recorded, check measure, quoted, accepted and install dates, windows with room, label, width and height in inches and eighths, mount, product, control and price, vendor orders with ship-by, shipped and received dates, service tickets and an editable project checklist.

Everything shown is what the studio recorded. The kit does not measure windows, calculate deductions or ordered sizes, recommend products, place or track vendor orders, schedule installers, pair or control motors, certify energy or child-safety ratings, collect signatures, take payments or send messages.

Four optional pipeline templates and nine inactive workflow drafts. 13 fictional in-memory projects.

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?

Louver keeps its pale slate side rail and slat mark 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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