ArcStor · Pack · Build Planning

ArcStor Feature Matrix

Feature-by-feature build plan across 7 domains and 50 capabilities. Each row shows the build classification, phase target, t-shirt size, estimated hours split between human engineering and agentic automation, and current build status against the ArcGrid codebase. Hours are rough-order estimates for planning, not commitments.

TOTAL FEATURES

2,448

HUMAN HRS

852

AGENT HRS

GRID / GRID-X

NET-NEW

INTEGRATIONS

PARTIAL

ROADMAPPED

Type: GRID Existing GRID-X Extension NEW Net-new INT Integration Phase: 1 MVP 2 Commercial 3 Fixed mode 4 Scale Size: XS <8h S 8-24h M 24-80h L 80-200h XL 200h+ Status: LIVE Built PARTIAL Platform foundation exists - Roadmapped

Top of Funnel 15 features · 436h human · 432h agent ▾

Feature	Breakout	Type	Phase	Size	Human hrs	Agent hrs	Status
Instant online quote	ZIP-based pricing lookup, size card selector, mode toggle (portable/fixed), quote object persisted with TTL, shareable URL on completion.	NEW	1	M	40	20	-
Online booking with payment	Quote-to-checkout flow, Stripe PaymentIntent (auth/capture split), booking confirmation, operator notification, order record.	NEW	1	M	40	16	-
Paid-first checkout	Card entry before contact capture, add-on merchandising slots, e-sign acknowledgment, declined-card handling inline, order summary sidebar.	NEW	1	L	80	24	-
Abandoned quote / cart recovery	Quote-expiry triggers, re-engagement SMS/email sequence via GRID comms layer, resume-quote deep link, analytics on recovery rate.	GRID	1	S	8	32	PARTIAL
SEO-optimized site / content generation	GEO Factory config per operator, location landing pages, unit-type pages, schema.org markup, sitemap generation. Agent-authored at operator scale.	GRID	1	S	8	48	PARTIAL
Embeddable quote / checkout widget	iframe-safe widget bundle, PostMessage API for host-page comms, white-label CSS token passthrough, operator install snippet.	NEW	2	M	48	16	-
Promotion engine	Campaign builder (offers, audiences, scheduling, frequency caps), operator approval gate on each send, performance dashboard.	GRID-X	2	M	24	40	-
Dynamic pricing / rate optimization	Demand signal ingestion, occupancy-aware rate surface, HAG-gated rate publish, A/B rate test scaffolding. No auto-publish without human commit.	GRID-X	2	M	32	48	-
Competitor pricing intelligence	Market Intel Pipeline config for storage verticals, competitor unit rate scrape/normalize, pricing console view, alert on spread thresholds.	GRID	2	S	8	48	PARTIAL
Lead CRM with follow-up automation	GHL contact upsert on quote submission, tag-based segmentation (portable/fixed/OOR), follow-up cadence config, lead-to-move-in attribution.	GRID-X	1	S	16	24	PARTIAL
Call tracking / attribution to move-in	CallRail or equivalent integration via INT layer, dynamic number insertion, call recording consent flow, move-in attribution join.	INT	2	S	16	8	-
Review generation and response	Post-move-in review request sequence, GRID review agent drafts operator responses, HAG approval before post. Google/Yelp/Facebook targets.	GRID	2	S	8	40	PARTIAL
AI live chat / pre-submit lead conversion	Inline chat widget pre-quote-submit, GRID-X agent handles objections and pricing FAQs, escalation to human queue, lead capture before departure.	GRID-X	2	M	24	56	-
Storage marketplace listing	SpareFoot / competitor feed integration, unit availability sync, inbound lead normalization into GHL, attribution tagging.	INT	2	M	24	8	-
Unit auction workflow (delinquent units)	Auction listing prep agent, StorageAuctions / AuctionZip integration, bid result ingest, unit clear and re-list automation. HAG-gated at every legal step.	GRID-X	3	L	80	56	-

Ecommerce / Add-ons 6 features · 176h human · 88h agent ▾

Feature	Breakout	Type	Phase	Size	Human hrs	Agent hrs	Status
Merchandised add-on checkout flow	Protection plan radio group (3 tiers, default middle), lock/supplies checkbox, service slot checkbox. Order summary syncs live. Each slot is a configurable product from operator config.	NEW	1	M	40	16	-
Protection / insurance plan upsell	Program partner integration (limited-lines umbrella), plan tier config, coverage disclosure, certificate delivery on activation. Legal review gate before launch.	INT	1	M	48	16	-
Physical goods sales (locks, supplies)	Operator product catalog (SKU, price, image), add-to-order at checkout, fulfillment queue in operator dashboard, shipped/pickup tracking.	NEW	2	M	32	8	-
Service upsells (priority windows, labor)	Priority delivery time-slot selection with premium pricing, labor add-on (loading assist, packing), pricing rule engine per operator, dispatch integration.	NEW	2	M	32	16	-
Post-purchase / in-portal upsell	GRID-X triggered offers after move-in (insurance upgrade, second box, referral), tenant portal banner slots, operator-configurable offer rules.	GRID-X	2	S	16	16	-
Attach-rate analytics and optimization	Per-SKU attach rate dashboard, A/B test scaffolding for add-on position and price, cohort analysis by move-in source, operator benchmark view.	GRID	2	S	8	32	PARTIAL

Portable Operations 6 features · 584h human · 96h agent ▾

Feature	Breakout	Type	Phase	Size	Human hrs	Agent hrs	Status
Box lifecycle inventory state machine	Box entity (id, type, size, status, custodian), state transitions (available to dispatched to at-customer to returned to maintenance), event log, fleet view dashboard.	NEW	1	L	120	24	-
Box location mapping	GPS coordinate storage per box per event, map view of active fleet, customer address verification against ZIP radius, at-customer dwell time reporting.	NEW	1	L	80	16	-
Route optimization / dispatch	Daily run sheet generation, route optimization API (HERE or Google), driver assignment, ETA calculation, customer notification on dispatch. Operator commit before driver receives run.	NEW	2	L	120	24	-
Driver mobile app (scan, photo, e-sign)	PWA with offline capability, barcode scan on delivery/pickup, photo capture (condition documentation), customer e-sign on device, custody event push to server. Core of Phase 1 ops.	NEW	1	XL	200	16	-
Barcode / QR container scanning	QR label generation per box, camera-based scan in driver PWA and operator web UI, scan-to-event mapping, label print queue for new fleet additions.	NEW	1	M	40	8	-
Roundtrip / relocation pricing logic	Delivery + pickup fee calculation, relocation surcharge (origin to new destination), distance-band pricing table per operator, quote display split (first-month-due breakdown).	NEW	1	S	24	8	-

Brick-and-Mortar Operations 4 features · 328h human · 104h agent ▾

Feature	Breakout	Type	Phase	Size	Human hrs	Agent hrs	Status
Interactive facility / unit map	SVG-based facility floor plan, unit status overlay (available/occupied/overlocked), click-to-assign on move-in, color-coded by status. Operator-editable map layout.	NEW	3	L	120	32	-
Gate / access control integration	DoorKing / PTI / Noke priority vendor, tenant code provisioning on move-in, code revocation on move-out/overlock, access log ingest to tenant record.	INT	3	M	40	8	-
Overlock / lien workflow automation	Past-due trigger, jurisdiction-matched notice template, HAG commit before each legal step (overlock, pre-lien, lien, auction listing), notice delivery tracking, cure payment flow.	GRID-X	3	L	80	48	-
Multi-facility / multi-yard management	Tenant scoped to facility, cross-facility occupancy roll-up, facility-level P&L, transfer workflow (box or unit across sites), network-level operator view.	NEW	1	L	80	16	-

Billing and Revenue 5 features · 208h human · 88h agent ▾

Feature	Breakout	Type	Phase	Size	Human hrs	Agent hrs	Status
Automated recurring billing / autopay	Monthly charge cycle, proration on mid-period move-in, Stripe subscription or manual charge cadence, sales tax (TaxJar INT), QBO sync on invoice create.	NEW	1	L	80	16	-
Declined card recovery ladder	Retry schedule (day 1, 3, 7), SMS/email nudge at each step via GRID comms, card update self-service link, escalation to overlock trigger at configurable threshold.	GRID-X	1	M	32	24	-
Automated rate increases (churn-aware)	Rate increase schedule config, tenant churn-risk score from GRID analytics, HAG-gated batch approval before notices go out, notice template with cure opt-out, exception queue.	GRID-X	2	M	24	32	-
Payment processor flexibility	Stripe primary, Authorize.net adapter for SiteLink switchers (Phase 2), processor abstraction layer so operator can configure at onboarding. No processor lock-in.	INT	1	M	32	8	-
Accounting sync (QBO and peers)	Invoice push on billing event, payment match on Stripe webhook, refund/credit notes, chart-of-accounts mapping wizard at onboarding. QBO primary, Xero later.	INT	1	M	40	8	-

Tenant Experience 5 features · 288h human · 96h agent ▾

Feature	Breakout	Type	Phase	Size	Human hrs	Agent hrs	Status
Tenant self-service portal	Pay balance, update card, view/download contract, request pickup (portable), submit move-out notice. Auth via magic link. Every action produces a record visible to operator.	NEW	1	L	120	24	-
E-sign contracts inline in checkout	DocuSign / HelloSign INT, contract template per operator, inline sign flow (no redirect), executed PDF stored per tenant, re-sign trigger on rate change.	INT	1	M	40	8	-
Tenant mobile experience (PWA-first)	Mobile-first portal: responsive layout, add-to-home-screen manifest, push notification opt-in, offline balance view, biometric auth on return visit.	NEW	1	L	80	16	-
Lifecycle comms (SMS / email, event-driven)	GRID comms layer: move-in welcome, payment receipt, renewal notice, rate-increase notice, lien notice, pickup-scheduled confirmation. Operator-configurable per event.	GRID	1	S	8	32	PARTIAL
Referral program with account credits	Tenant referral link generation, referred-move-in attribution, account credit issuance on qualifying event, credit redemption at next billing cycle, operator credit policy config.	NEW	2	M	40	16	-

Platform 9 features · 428h human · 136h agent ▾

Feature	Breakout	Type	Phase	Size	Human hrs	Agent hrs	Status
Open public API and webhooks	REST API (quotes, orders, tenants, units), API key management, per-operator rate limiting, webhook subscriptions for order/billing/status events, OpenAPI spec.	NEW	2	L	80	16	-
Data warehouse access / export	ClickHouse pipeline config for arcstor events, operator-scoped read credentials, CSV export from dashboard, scheduled report delivery.	GRID	2	S	8	24	PARTIAL
White-label theming / design tokens	CSS custom property system (brand color, logo, font), operator theme config in dashboard, token injection at edge, preview mode. Supports Marketplace standalone extraction.	NEW	2	M	40	16	PARTIAL
Funnel and cohort analytics	Quote-to-checkout funnel, drop-off by step, cohort retention (months 1-12), attach rate by add-on, occupancy trend per facility. GRID analytics stack config.	GRID	1	S	8	32	PARTIAL
Human approval gates with audit trail	Governance Graph config for ArcStor action types, default auto-approval scopes (routine low-risk), operator-configurable approval radius, immutable audit log per decision.	GRID	1	S	8	16	PARTIAL
Sovereign / self-hosted deployment	ArcHelm namespace packaging, operator-supplied infra checklist, credential rotation tooling, on-prem database support. Phase 4 only: no beachhead operator needs this.	GRID	4	M	24	8	PARTIAL
Dual-mode data model (portable + fixed)	Single Asset entity with mode discriminator, mode-specific field sets (GPS/lifecycle for portable, unit/facility for fixed), all funnel/billing surfaces mode-agnostic. Schema foundation for everything.	NEW	1	L	80	16	-
Migration importers and parallel-run mode	v1: spreadsheet import + Stella-shaped CSV. v2 (Phase 2): SiteLink full export via API. Parallel-run mode: ArcStor quote/checkout in front of incumbent FMS, no cutover required on day 1.	NEW	1	L	80	32	-
Role-based access and unlimited users	Roles: operator, manager, driver, read-only. User invite flow, role scoping on all action types, SSO hook (Phase 3). Pricing model is flat-rate (no per-seat).	NEW	1	S	24	0	PARTIAL

Phase 1 scope (MVP)

Dual-mode data model, quote engine, paid-first checkout, recurring billing, declined-card recovery, migration importer v1, driver PWA, barcode scanning, tenant portal, multi-site, lifecycle comms, funnel analytics, HAG config, role-based access. ~1,100 human hrs / ~330 agent hrs.

Agent hours rationale

Agent hours are highest in growth and intelligence features (SEO content, review response, pricing intel, campaign management) where GRID automation runs at operator scale. Engineering features (driver PWA, billing engine) skew human. Agent leverage ratio: ~1 agent hr per 2.9 human hrs.

Standing constraints

HAG invariant on all consequential actions (no phase waivers). GRID-HANDOFF-PROD-001 gate before any external operator onboarding. No funnel surface builds without approved UX spec first (ARCSTOR-SPEC-PRODUCT-001 §13). Hours do not include legal review gates.

Build status methodology

PARTIAL means the ArcGrid platform has a committed foundation the ArcStor pack will extend: ArcFlow workflow engine, GHL comms integration, design token system, member/role model, analytics layer, and ArcHelm deploy infra. 13 of 50 features (all GRID-typed plus key platform primitives) have a real codebase starting point. The remaining 37 are net-new for this pack.