Imported from Unify-Now-Digital/masons (AGENTS.md). Install upstream with npx skills add Unify-Now-Digital/masons. Copyright stays with the author.

UnifyNow Agent Guide

Project Name

UnifyNow — Memorial Mason Workflow System

Version

1.1 (Last updated: 16 December 2025)

Core Purpose

To give memorial masons one calm, trustworthy place to manage every administrative aspect of an order — from first customer message to final installation — reducing scattered admin, preventing costly mistakes, and freeing time for the craft itself.

One-line pitch to a mason:
“A single, straightforward screen that brings together WhatsApp, email, proofs, permits, materials, payments, and installations — so nothing falls through the cracks.”

Primary Users

Launch Target (v1–v2)

• Small to medium independent or family-run memorial masonry businesses (1–8 people)
• 10–50 orders per month
• Day-to-day user: Owner-operator or dedicated office administrator who handles customer communication, paperwork, and coordination

Future Scalability (v3+)

• Larger workshops and multi-site operations (10–50+ people, multiple branches)
• Higher order volumes (50–200+/month)
• Role-based access (workshop staff, installers, accounts, managers)

Geographic Strategy

• Primary launch market: United Kingdom (British tone, £ pricing, full GDPR compliance)
• Built with internationalisation in mind (currency, date formats, tax handling) to enable future expansion to Ireland, Australia, New Zealand, Canada, and other English-speaking markets

Tone & Personality

• Humble, practical, quietly reassuring
• British understatement — no hype, no exaggerated claims
• Deep respect for the emotional sensitivity of the work and the legacy of family businesses
• Language: Clear, polite, concise, and human — as if written by a thoughtful colleague in the trade

Key Principles

1. Trust above all — the app must never risk an inscription error, permit mistake, or payment issue
2. User in full control — AI only ever suggests; humans decide
3. Simplicity over features — every new element must clearly save more time than it costs to learn
4. Calm interface — minimal visual noise, generous whitespace, readable on older screens
5. Transparency — pricing, data usage, and AI suggestions always clear and upfront
6. Resilient to real-world conditions — works on slower connections, older phones/browsers, and briefly offline

Must-Have Features for v1 (Minimum Chargeable Product)

These are non-negotiable for public launch and paid subscriptions:

1. Unified inbox
   • Email (IMAP/send via SMTP or provider)
   • WhatsApp (via official Meta Business API)
   • SMS (via Twilio or equivalent)
   • Threaded conversations linked to orders/customers
2. Proof workflow
   • Status tracking: Not Received → Inscription Received → Proof Sent → Proof Signed
   • AI suggestion for status changes with one-click approve/dismiss
3. Permit workflow
   • Digital form sending, return tracking, status (NA → Form Sent → Customer Completed → Pending → Approved)
   • File upload/storage for returned forms
4. Material tracking
   • Status: NA → Ordered → In Stock (with optional delivery date)
5. Payments & invoicing
   • Stripe integration for invoice creation, sending, and payment tracking
   • Offline invoice generation (PDF) with later sync
6. Orders & activity
   • Central order list/view with searchable, filterable table
   • Internal comments, @mentions, activity log per order
7. Job planning & installations
   • Basic scheduling/calendar view
   • Map view (Google Maps) showing installation locations, colour-coded pins, basic route suggestions
8. Team communication & notifications
   • Internal team chat (general + per-order channels)
   • In-app, email, and optional SMS/push notifications for key events
9. Dashboard
   • At-a-glance overview of active orders, pending proofs/permits/materials, upcoming installations

AI & Automation Philosophy (Critical)

• AI is a helpful assistant, never an autonomous agent
• All AI detections (inscription shared, proof change request, payment received, etc.) are presented as explicit suggestions with visible context/evidence
• User must actively approve or dismiss every suggestion
• Easy undo/audit trail for every action
• No automatic status changes on high-sensitivity items (proofs, permits, payments)
• Confidence threshold tunable per workshop (default: conservative)

Out of Scope for First 12–18 Months

• Native iOS/Android apps (progressive web app acceptable later)
• Automated design/proof generation
• Full accounting/ledger (beyond invoicing)
• Supplier ordering marketplace or automated PO generation
• Advanced analytics/BI tools
• Phone call recording or auto-transcription
• Cemetery regulation databases

Technical Guidelines

• Repository: GitHub (primary)
• Development workflow: Cursor or similar AI-assisted editor for rapid prototyping
• Initial prototyping: Replit acceptable; production deployment on scalable platform (Vercel, Render, Fly.io, Railway, etc.)
• Frontend: React + Tailwind CSS (or similar) — responsive, mobile-friendly, desktop-optimised
• Backend: Node.js/Express or Next.js API routes
• Database: PostgreSQL or MongoDB (with strong preference for relational for order integrity)
• Authentication: JWT + email/password + optional OAuth (Google/Apple)
• Offline: Service workers + IndexedDB for limited functionality (invoice creation, order viewing, message drafting)
• Third-party services: Prioritise official APIs and cost control

Monetisation Model

• Partnership-oriented, scales with customer success:
  • One-time setup/onboarding fee (covers data import, training, customisation)
  • Base monthly subscription (core platform access)
  • Incremental per-order fee (aligns incentives as business grows)
  • Optional paid add-on tier for advanced AI/agent features
• 14–30 day free trial (full access)
• Priced in GBP at launch; multi-currency support planned

Data Protection & Privacy

• Data classification: Highly sensitive (personal details of bereaved families, deceased names/dates)
• Measures:
  • End-to-end encryption for sensitive fields where feasible
  • UK/EU data residency (preferred providers: AWS London, etc.)
  • Explicit consent for AI processing of messages
  • Full GDPR compliance (right to export/delete, data processing agreement)
  • No data sharing, selling, or training of external models

Decision Framework (When in Doubt)

Apply this filter to every proposed feature, change, or design:

1. Does it meaningfully reduce admin time for a busy mason?
2. Does it introduce zero additional risk of an inscription, permit, or payment error?
3. Is it simple enough that a non-technical user can understand and trust it in under 5 minutes?

If any answer is “no” or “unclear” → simplify, delay, or remove.

Maintenance

• Review and update this document after every major milestone, pricing change, or significant user feedback round
• Version number in header; keep change log below if needed

Agent.md is now robust, future-proof, and precise enough to guide development for years while remaining readable in one sitting.

Copy it into your repo root today — it will become one of your most valuable assets.

Would you like:

• A condensed one-page “quick reference” version?
• A checklist derived from the v1 must-haves for project tracking?
• Next steps (e.g., database schema outline, Figma wireframe prompts)?

Let me know how to help move forward.