build-standards

Plugin build-standards from marketplace aipathway-standards in digitalgym/aipathway-standards. Commands read from the repo's manifest — yesterday.

Skills (45)

• advice-file

  How a multi-office advice or credit network turns every broker interview into one file the next person can pick up. Consent recorded before the first field, verbatim stored before classification, only published keys writable, completeness computed from the purpose, lookups resolved not transcribed,

• bas-ready-check

  Open specification for a read-only check before a BAS is lodged: the period's transactions read from Xero, MYOB Business or QuickBooks Online, and one exceptions list for the bookkeeper or BAS agent. GST claimed above the tax invoice threshold with nothing attached, a code unlike the supplier's usua

• booked-after-hours

  The open build standard for answering a trade business phone out of hours. Disclosure and recording consent before the first question, a fixed emergency / routine / quote taxonomy, the address resolved by lookup rather than transcribed, one job written not two, typed escalation with the on-call rule

• cash-seam

  One record survives from the call to the chase. Binds Booked After Hours, Quote Out, Invoice Out and Debtor Chasing at the handovers: every downstream id read from the job system or the ledger, never minted or matched on a name or a phone number; one job per enquiry with a repeat call attached as du

• cited-answer

  How to build an assistant that answers questions about the rules you are accountable for without inventing them. Source cards, the four queues, the change feed and who accepts it, and why declining to answer is a valid output. Free to implement, with a conformance checklist. Use when building, revie

• client-desk

  Open specification for the daytime half of an office administrator's job for a builder or a trade: the phone answered in business hours and the customer kept told. Disclosure first on every call, the caller looked up before anything is written so an existing customer is worked on their own job, new

• client-memory

  Open specification for per-client memory an AI can use but never approve: facts, preferences and standing instructions keyed to the client id, each with its source. Agents only propose, an approver's decision is recorded by name and time, a change is a new version, every standard reads the approved

• compliance-calendar

  How to build a compliance calendar that survives a rule change. Dated rules and derived due dates, the obligation record, the four states, and the hard parts: unknown anchor dates, cross-border rules, and the owner who declines the work. Free to implement, with a conformance checklist. Use when buil

• database-reactivation

  The method for working an agent's own database. Four plays with real triggers, the six ranking rules that decide which contact rings first, the daily call list a person works with outcomes written back the same day, the opener that works and the one that does not, plus what breaks after a self-built

• debtor-chasing

  The method for chasing your own debtor book. Four buckets, why ranking by age sends you to the wrong end of the ledger, the opener that returns a date, promise-to-pay as an object, and the compliance gate that is the one step not to hand-roll. Use when building, reviewing or auditing this workflow.

• dispatch-board

  Who goes where and when, for a trades or field-service business. The address verified before a slot exists, a licence requirement read as a rule and never assumed, the window and travel as data, one slot per job written once with an id back, an emergency displacing a slot only with a named dispatche

• document-filing

  Open specification for the daily office run: every document that arrives through any door (an email attachment, a scan, a phone photo, a web form, a supplier portal download) identified from a closed list of kinds, matched to its job, customer or supplier record by an id printed on it, its key field

• exception-desk

  Open specification for one exception queue across every standard and surface: each item names its record by id, takes a type from a closed list and its owner and clock from a routing table, is never duplicated, escalates once, and is closed only by a person. Runnable stub. Use when building, reviewi

• fault-triage

  Open specification for triaging every fault call, text or monitoring alert against the business's own written fault list: safety signals straight to the emergency path, a remote fix only from a written procedure read word for word and only when the customer confirms it, otherwise one job carrying wh

• fire-service-pack-standard

  A test recorded against the wrong asset, or with no photograph of the tag, did not happen. Eight checks in a fixed order, four queues, required evidence per asset class, and why unbound is not the same as pass. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-FIRE-SERVICE-P

• follow-up

  Chasing what is owed to the business that is not money. A quote decision, a signed variation, a certificate, a purchase order number or a form, each an open item with a kind, an owner on the other side and a due date; ranked by value at risk then age; a capped cadence on channels with consent; a cal

• inbox-triage

  The shared accounts or admin inbox, triaged so nothing is lost and nothing is answered by a machine that a person should answer. Every message classified onto a closed list of kinds, filed against the job or supplier record by id, attachments filed as evidence for the Invoice Check standard, a queue

• invoice-check

  How to build an automated subcontractor invoice check properly. The four checks in order, the four queues, the six rules that decide whether anyone still trusts it in six months, and the parts that are harder than they look: PO matching, progressive claims, finding the variation approval. Free to im

• invoice-out

  The invoice exists in the ledger the day the job finishes. The job system's completion event as the only trigger; every line traced to the job and priced only from the price book read at draft time, with a line the book does not hold parking the invoice; a variation billed only with a signed accepta

• job-brief

  Open specification for a morning brief per tech from the job system: every line cites its record and date, notes quoted not reworded, hazards and access first, open quotes aged and never priced, no other customer's records, sent once. Free, with a runnable stub. Use when building, reviewing or audit

• job-close

  Open specification for the job card filled in from site: priced only from the price book, confirmed by the tech, written once into ServiceM8 or Simpro, then complete. Use when building, reviewing or auditing this workflow. Carries the AIP-BS-JOB-CLOSE open standard, free to implement under CC BY 4.0

• just-sold-pack

  Open specification for the just-sold pack an agent sends when a property sells: the sale read from its source with the time it was verified; a sale not yet public, kept confidential, or whose figures disagree with the agency's record holding every draft; a withheld price never stated or estimated; n

• knowledge-base

  The phase before a knowledge graph. Every source the business relies on inventoried on one register with a named owner, a location, a checksum and an edition; duplicates resolved to one canonical copy; customer material quarantined from the shared index; passages indexed with replayable locators; se

• knowledge-graph

  How to turn a knowledge base into a graph an assistant can trust. Pile, index and graph as three layers with only the third the standard; a versioned key contract of seven node types and eight edge types; sources registered as instruments with an edition and a checksum; nodes that reach live only th

• material-order

  Turning a job's material list into purchase orders per supplier. Lines from the job by catalogue code, stock on hand checked and reserved first, the supplier's catalogue as the only source of a price, one order per job and supplier written once with an id back, a threshold and an approved-supplier l

• month-end-close

  Open specification for closing the month in Xero, MYOB Business or QuickBooks Online: per entity, every checklist item recorded as pass, fail or could not check with the ledger read behind it; bank accounts reconciled to a statement dated at period end; uncoded and suspense lines handed to Uncoded Q

• multi-site-conformance

  How to run one operating standard across many branches, franchises or entities. A versioned key contract, four kinds of drift, one score computed once, and why training material is not a control. Free to implement, with a conformance checklist. Use when building, reviewing or auditing this workflow.

• next-service

  Open specification for warranty and service reminders in a trade business: the equipment, install date and warranty captured at job completion, the next service and warranty expiry dates derived from a written schedule rather than typed, a reminder to the customer ahead of each date on a channel the

• open-home-feedback

  Open specification for following up open-home attendees and reporting to the vendor: the sign-in register read as written, no follow-up without consent recorded at sign-in, one attendee across opens, a draft with one question that a person approves before it sends, an opt-out honoured across every l

• parts-ready

  Open specification for the afternoon-before parts check: tomorrow's jobs against the van and the shelf, needs never guessed, a stale van count flagged, shortfalls ordered through Material Order or flagged, nothing substituted. Use when building, reviewing or auditing this workflow. Carries the AIP-B

• price-one-pager

  The one-page price evidence sheet an agent gives a vendor. Comparable sales chosen by written rules, each with its source and date, a range worked out from those sales and never invented, the agent's estimate shown apart, and underquoting flagged before anything is sent. Use when building, reviewing

• progress-claim-draft

  Open specification, in Draft, for drafting a builder's monthly progress claim and holding it for the builder to review, sign and serve. Nothing drafts until the account owner has accepted a waiver and indemnity; the contract sum, schedule of values and claims before come from the contract record; pe

• quote-out

  The open build standard for turning a job that already exists into a quote: the job as the only trigger, the customer's own price list as the only source of a rate, work the book does not cover parked rather than estimated, one quote per job across every intake door with up to three good, better and

• recurring-report

  The weekly or monthly report a business produces from its systems of record. Every figure with a definition in a register, one definition per measure, the source and the as-of time on every figure, published on schedule whether or not anything changed, a figure that cannot be computed published as u

• rejected-pack

  How to stop a licence, insurance or compliance pack failing after the work is done. The parent standard for Invoice Check, the Compliance Calendar and QA Proofcheck. One graph, twelve checks in a fixed order, four queues, a named human gate, and the binding layer that is the hard step. Free to imple

• remittance-split

  Open specification for splitting a lump-sum payment across many invoices: each remittance read line by line, each line matched to its open invoice by number and amount, applied in the ledger as one batch payment that equals the bank deposit, short payments, overpayments and unmatched lines handed to

• rent-arrears

  How to automate rent arrears without chasing the wrong tenant. Derived positions, the four triage outcomes, the six stop conditions, the statutory clock, and the point where the chase becomes a conversation. Free to implement, with a conformance checklist. Use when building, reviewing or auditing th

• review-request

  Open specification for asking every customer for a Google review after the job: the ask triggered by the job marked complete in the job system, timed after a short wait, the same message and the same review link for every customer whatever they might say, one reminder and then stop, a job with an op

• servicem8-health-check

  A read-only health check of a ServiceM8 account through ServiceM8's official connector. Finds duplicate jobs for one client on one day, jobs with no usable address, quotes gone quiet, and work orders with no scheduled time, then says which open build standard fixes each. Changes nothing. Use when so

• simpro-claude-connector

  Open specification for connecting Claude to Simpro on the business's own API key, with no vendor connector: the key created in the business's own Simpro and deleting it the off switch; every answer read live, never cached; list reads naming their fields because Simpro returns thin records; quote acc

• takeaway-orders

  Open specification for a venue's phone and web chat taking pickup orders and tables: the AI and the recording disclosed first; the menu, options and prices read from the venue's till, and the total from its payment provider; dine-in dishes never sold for pickup; every required choice asked once; all

• timesheet-check

  Checking hours before the payroll run. Every entry traced to a person, a day and an allocated job; totals computed never typed; anomalies as a closed list each with an owner; award penalties and allowances applied only from a cited rule with an edition and an effective date, never interpreted; anoma

• two-records

  Making two systems of record agree without a machine deciding which is right. A declared pair contract naming both sources, the shared key and the master per field; joins on ids never labels; a matched pair silent and a mismatch a Difference object with both values; nothing corrected without a named

• uncoded-query

  Open specification for the monthly uncoded bank lines job, on any cloud ledger (Xero, MYOB Business, QuickBooks Online): the lines still uncoded read from the client's ledger, one plain-English question list per client per cycle with a place to answer each line, no tax advice, reminders on the sched

• virtual-admin

  Open specification for the whole office administrator role for a builder or a trade, made of Client Desk and Cash Seam: the business's own hours and holidays decide which desk answers, a customer who rings both desks has one job, a complaint or dispute taken on a call is an exception on the job that

Similar plugins