Roar · ArcPet · Internal Reference

Roar Feature Matrix

The complete feature plan for Roar (ArcPet) - the pet industry vertical pack. Config A serves multi-service pet facilities (boarding, grooming, daycare). Config B serves wholesale pet product distributors, with Generation Pet as the founding design partner. Source: GRID-HANDOFF-ROAR-001 v1.3.

FEATURES

1,542

HUMAN HRS

418

AGENT HRS

Schema live

In design

Modules (A–L)

Schema liveData model deployed, Surface UI in place

In designActive design partnership, no committed code

RoadmappedDefined in build package, sequenced, no code yet

Gate requiredNamed dependency or approval gate before build

MVPShips in Stage 1

Fast FollowShips in Stage 2

LaterStage 3+ or contingent

Configuration A

Pet Services Config A

Multi-service pet care facilities - boarding, grooming, daycare, sitting, walking. Beachhead ICP: facilities running 2+ services with grooming as the entry door. Posture: agent layer over incumbent tools (Gingr, ProPet, Paw Partner).

Module A · Reception Agent Missed-call capture, AI voice intake, after-hours coverage - the wedge ▼

ID	Feature	Scope	Status	Type	Ph	Sz	Human	Agent	Gate / Note
A-01	Missed-call capture + AI voice answer Picks up when staff can't; identifies as automated assistant; degrades to voicemail + SMS on failure	MVP	Roadmapped	GRID-X	1	M	28	7	Voice stack decision required - managed telephony at MVP per D-P08
A-02	Structured caller intake Owner, pet, service type, urgency captured; screening script applies vax/behavior/matting checks by service	MVP	Roadmapped	GRID-X	1	S	10	2	Requires pet-intake-screening skill
A-03	Follow-up SMS with booking link Instant text after missed call; links to request-based booking flow	MVP	Roadmapped	GRID	1	S	10	2	Pre-approved template class required before Aria sends
A-04	After-hours coverage + morning digest After-hours actions logged; operator ratifies digest each morning before actions are committed	MVP	Roadmapped	GRID	1	S	10	2	Human Approval Gate on digest; Fin agent produces it
A-05	New-client screening Vaccination requirement check by service; behavior flags (bite history, matting); intake notes attached to pet profile	MVP	Roadmapped	GRID-X	1	S	10	2	Requires voice-reception-policy skill
A-06	Spam and vendor call filtering Classifier routes non-client calls before intake script runs	Fast Follow	Roadmapped	GRID	2	S	10	2	Guardian tripwire pattern; Stage 2
A-07	Outbound win-back calls Proactive outreach to lapsed clients; agent dials, identifies as automated, leaves voicemail or connects	Later	Roadmapped	GRID	3	S	10	2	Stage 3; TCPA compliance required - ROAR.0.3

Module B · Booking & Revenue Loop Request-based booking, deposits, waitlist, rebooking cadence engine ▼

ID	Feature	Scope	Status	Type	Ph	Sz	Human	Agent	Gate / Note
B-01	Request-based booking (agent proposes, human commits) State machine: requested → screened → approved (gate) → deposited → confirmed → in_service → completed. Every booking commit is a Human Approval Gate event.	MVP	Schema live	NEW	1	L	70	23	Data model and approval queue UI live on roar/phase-0. Voice and agent layer pending.
B-02	Deposit collection in booking flow Deposit amount configurable per service type; payment gated at booking approval; saved card support	MVP	Roadmapped	NEW	1	M	28	7	Requires deposit-and-noshow-policy skill and payment processor via Dax
B-03	Waitlist + cancellation backfill Waitlist queue per service date; cancellation triggers automatic offer to next on list; operator approves fill	MVP	Roadmapped	NEW	1	M	28	7	Aria sends offer via pre-approved template class
B-04	Rebooking cadence engine Breed- and coat-aware interval recommendations; nudges sent at correct interval without staff tracking	MVP	Roadmapped	GRID-X	1	M	28	7	Requires breed-coat-model skill (the data asset)
B-05	Recurring appointments, packages, memberships Monthly grooming packages, daycare punch cards, membership tiers with automatic scheduling	Fast Follow	Roadmapped	NEW	2	M	28	7	Stage 2; schema extension required
B-06	Service duration model by breed Default durations from breed-coat model; customizable per tenant; drives day board blocking	Fast Follow	Roadmapped	NEW	2	S	10	2	Feeds into Module D ops board
B-07	Dynamic and peak pricing suggestions Holiday and peak-season rate suggestions surfaced to operator; operator decides, agent does not set prices autonomously	Later	Roadmapped	GRID	3	S	10	2	Stage 3; requires revenue data from ClickHouse spine

Module C · Client Communications Unlimited two-way SMS/email, reminders, report cards, vaccination chasing ▼

ID	Feature	Scope	Status	Type	Ph	Sz	Human	Agent	Gate / Note
C-01	Unlimited two-way SMS and email (flat, no metering) Communications COGS absorbed in tier pricing per D-P04; Guardian monitors volume anomalies, never billing trigger	MVP	Roadmapped	GRID	1	S	10	2	Telephony and SMS provider decision (Module G)
C-02	Confirmations, reminders, finish-time alerts Booking confirmation, 24h reminder, day-of reminder, finish-time ETA; all via pre-approved template classes	MVP	Roadmapped	GRID	1	S	10	2	Template classes approved by operator on onboarding (Eve)
C-03	Stay report cards with photos Mid-stay update with photo attachment; Quill drafts copy; operator or staff approves before sending	MVP	Roadmapped	GRID	1	S	10	2	Quill draft always gated before public-facing send
C-04	Vaccination expiry chasing Automated chase sequence when vax expiry approaching; request, receive, file flow; expiry index from Module F	MVP	Roadmapped	GRID	1	S	10	2	Requires vax-document-handling skill; expiry index from Module F schema (live)
C-05	Review and reputation requests Post-service review nudge via SMS/email; Quill drafts response to reviews; operator approves all public replies	Fast Follow	Roadmapped	GRID	2	S	10	2	Stage 2
C-06	Fetchwood-flavored content templates Branded editorial tone applied to comms via Fetchwood content engine integration	Fast Follow	Roadmapped	GRID	2	S	10	2	Contingent on Fetchwood editorial calendar having ArcPet lane
C-07	Client mobile app (portal-first at MVP) Dedicated mobile app for pet owners; booking requests, status, report cards, vax records	Later	Roadmapped	NEW	4	XL	150	70	Stage 4; web portal ships first

Module D · Operations Board Unified day board surfaced over incumbent tool data (read-side only at MVP) ▼

ID	Feature	Scope	Status	Type	Ph	Sz	Human	Agent	Gate / Note
D-01	Unified day board All services on one view; data mirrored from incumbent tool via Dax; read-side only at MVP	MVP	Roadmapped	NEW	1	M	28	7	Requires read-side incumbent connector (Module G) deployed first
D-02	Kennel and run occupancy view Visual occupancy map; which runs are occupied, by which pet, through when	Fast Follow	Roadmapped	NEW	2	M	28	7	Stage 2
D-03	Daily care task lists with staff check-off Auto-generated task list per pet per day (feed, medicate, walk, bathe); staff marks done on Surface	Fast Follow	Roadmapped	NEW	2	S	10	2	Stage 2; permanent non-goal: staff scheduling, payroll

Module E · Owner Intelligence Weekly operator digest, recovered revenue accounting, LTV and churn signals ▼

ID	Feature	Scope	Status	Type	Ph	Sz	Human	Agent	Gate / Note
E-01	Weekly operator digest Recovered revenue, no-show rate, rebooking rate, waitlist fill - Fin agent reads ClickHouse spine, not self-reported. Operator ratifies in Surface before any actions are locked.	MVP	Roadmapped	GRID	1	M	28	7	Requires recovered-revenue-accounting skill; ClickHouse telemetry spine; Human Approval Gate on digest ratification
E-02	Client LTV and churn-risk flags Per-client lifetime value from booking history; churn-risk signal when rebooking cadence breaks	Fast Follow	Roadmapped	GRID	2	S	10	2	Stage 2; requires 60+ days of booking data per tenant
E-03	Multi-location rollup Group operators see consolidated metrics across all locations; location-level drill-down	Fast Follow	Roadmapped	NEW	2	S	10	2	Stage 2; Group tier pricing threshold applies
E-04	Fleet benchmarking Anonymized peer benchmarks across the ArcPet tenant fleet; opt-in per tenant	Later	Roadmapped	GRID	4	S	10	2	Stage 4; requires ≥10 tenants in fleet

Module F · Records & Portability Pet profiles, vaccination vault, incumbent data mirror, full export ▼

ID	Feature	Scope	Status	Type	Ph	Sz	Human	Agent	Gate / Note
F-01	Pet profile (Household → Owner → Pet) Breed, coat, temperament, bite history, weight, microchip; service profiles drive cadence and screening. Data model designed portable from day one (D-P05 prerequisite).	MVP	Schema live	NEW	1	M	28	7	roar_households, roar_owners, roar_pets in migration 134. Surface /roar/clients live.
F-02	Vaccination document vault with expiry index Upload, verify, and index vaccination docs by type and expiry; drives C-04 chasing and A-05 screening	MVP	Schema live	NEW	1	M	28	7	roar_vaccination_records in migration 134. Document storage (Vault) pending.
F-03	Full export in standard formats Tenant-initiated export of all household, pet, vax, and booking records on demand	MVP	Roadmapped	NEW	1	S	10	2	Portability Promise; no lock-in by design
F-04	Cross-business pet record / vaccination passport Shared pet identity across ArcPet tenants; one vaccination upload works at any participating facility	Later	Gate required	NEW	2	L	70	23	D-P05 deferred; gate: ≥Stage 2 tenants request it unprompted at meaningful rate

Module G · Integrations Telephony, payments, incumbent platform connectors (read-first, write where APIs allow) ▼

ID	Feature	Scope	Status	Type	Ph	Sz	Human	Agent	Gate / Note
G-01	Telephony (missed-call capture) Managed telephony + streaming voice stack at MVP per D-P08; conversational policy in ArcFlow; voice agent always self-identifies as automated	MVP	Roadmapped	INT	1	L	70	23	Voice stack vendor selection required before Stage 1 starts
G-02	Payments (deposits, saved cards) Deposit collection at booking approval; saved card for future charges; all payment-adjacent tool calls gated	MVP	Roadmapped	INT	1	M	28	7	Dax integration runner; credentials via Vault
G-03	Gingr connector (read-first) Mirror client/pet/appointment data into Roar read model; write where API allows; CRD-001 screen-level automation where no API	MVP	Roadmapped	INT	1	M	28	7	Requires incumbent-connectors skill; terms-of-service assessment required
G-04	ProPet connector Read-first; Dax integration runner; Guardian monitored	MVP	Roadmapped	INT	1	M	28	7	One connector must be live by Stage 1 exit
G-05	Paw Partner connector Read-first; third primary incumbent in beachhead ICP stack	MVP	Roadmapped	INT	1	M	28	7	Stage 1; 70% pipeline stack coverage target by Stage 2
G-06	MoeGo connector Growing grooming-focused platform; Stage 2 addition	Fast Follow	Roadmapped	INT	2	S	10	2	Stage 2
G-07	DaySmart Pet connector	Fast Follow	Roadmapped	INT	2	S	10	2	Stage 2
G-08	Time To Pet connector	Fast Follow	Roadmapped	INT	2	S	10	2	Stage 2
G-09	QuickBooks (reporting only) Recovered revenue and deposit data pushed to QuickBooks for bookkeeping; no operational data	Fast Follow	Roadmapped	INT	2	S	10	2	Stage 2; reporting only - no operational dependency

Configuration B

Wholesale Distribution Config B

Purpose-built operating platform for pet product wholesale distributors. Founding design partner: Generation Pet. Config B Stage 0 is active - scope, agreement, and milestone structure in progress. Modules H and K are the Stage 1 build targets.

Module H · Wholesale Ordering Portal Retailer-facing ordering portal, catalog, PO ingestion (PDF + email), order tracking ▼

ID	Feature	Scope	Status	Type	Ph	Sz	Human	Agent	Gate / Note
H-01	Retailer-facing ordering portal (web) Authenticated retailer portal; order entry, account history, product catalog access	MVP	In design	NEW	1	L	70	23	Design concepts delivered to GenPet portal. Config B Stage 0 active. Agreement and scope pending.
H-02	Product catalog with live pricing and availability SKU catalog with MAP pricing enforcement; case pack presentation; live inventory availability from Module J	MVP	Roadmapped	NEW	1	M	28	7	Requires Module J inventory read integration
H-03	PDF and email PO ingestion and parsing Agent parses unstructured PO to structured SO; human confirms before any commit - no autonomous order creation	MVP	Roadmapped	GRID-X	1	M	28	7	Human Approval Gate on every parsed SO; critical path for Stage 1
H-04	Order status and fulfillment tracking Retailer self-service view of order status through pick/pack/ship; email/SMS updates	MVP	Roadmapped	NEW	1	S	10	2	Feeds from Module K order management
H-05	Reorder prompts Agent surfaces reorder suggestions based on purchase history and typical order cadence	Fast Follow	Roadmapped	GRID	2	S	10	2	Stage 2; requires 60+ days of order history
H-06	Retailer self-service account management Retailer updates contacts, billing address, preferred payment terms without rep involvement	Fast Follow	Roadmapped	NEW	2	S	10	2	Stage 2
H-07	Bulk and case pricing tiers Volume-based pricing matrix; case pack vs unit pricing; MAP enforcement at all levels	Fast Follow	Roadmapped	NEW	2	S	10	2	Stage 2; pricing rules per retailer tier
H-08	EDI-compatible export Standard EDI format export for larger retail chain integrations	Later	Roadmapped	NEW	3	M	28	7	Stage 3; contingent on enterprise retailer demand

Module I · Retailer CRM Retailer account profiles, territory assignment, account health, GHL sync ▼

ID	Feature	Scope	Status	Type	Ph	Sz	Human	Agent	Gate / Note
I-01	Retailer account profiles Contacts, territory, order history, payment terms; linked to all SOs and invoices	MVP	Roadmapped	NEW	1	S	10	2	Stage 1 post-H
I-02	Sales rep territory assignment and handoff Territory map; rep-to-retailer assignment; handoff notes when territory changes	MVP	Roadmapped	NEW	1	S	10	2	Stage 1; required for multi-rep orgs
I-03	Account health dashboard Order frequency, open AR, last contact date, churn signal; rep sees at a glance	Fast Follow	Roadmapped	GRID	2	S	10	2	Stage 2
I-04	Activity log and onboarding workflow Call notes, email log, onboarding checklist for new retailer activation	Fast Follow	Roadmapped	NEW	2	S	10	2	Stage 2
I-05	GHL sync Bi-directional sync with GoHighLevel for clients running GHL as their CRM base	Fast Follow	Roadmapped	INT	2	S	10	2	Stage 2; conditional on GenPet or second design partner using GHL
I-06	Retailer tier scoring Algorithmic retailer scoring (order volume, payment history, growth) to prioritize rep attention	Later	Roadmapped	GRID	3	S	10	2	Stage 3

Module J · Inventory & Warehouse Dashboard SKU-level inventory visibility, low-stock alerts, receiving workflow, multi-warehouse ▼

ID	Feature	Scope	Status	Type	Ph	Sz	Human	Agent	Gate / Note
J-01	SKU-level inventory visibility across locations Real-time stock counts per SKU per warehouse; drives catalog availability in Module H	MVP	Roadmapped	NEW	2	M	28	7	Stage 2 post-I
J-02	Low-stock and stockout alerts Configurable thresholds per SKU; alerts to rep and ops team; feeds reorder prompt in Module H	MVP	Roadmapped	GRID	2	S	10	2	Stage 2
J-03	Receiving workflow Inbound shipment logging; quantity verification; inventory count update on receipt confirmation	Fast Follow	Roadmapped	NEW	2	S	10	2	Stage 2
J-04	Multi-warehouse location mapping Named locations (warehouse, 3PL, consignment); inventory attributed per location	Fast Follow	Roadmapped	NEW	2	S	10	2	Stage 2; required before GenPet add second location
J-05	Lot and batch tracking Expiry and lot number tracking for perishable or regulated pet products	Later	Roadmapped	NEW	3	M	28	7	Stage 3; required for USDA-regulated products
J-06	Inventory valuation and COGS sync Weighted average cost; COGS calculation per order; QuickBooks sync for financial reporting	Later	Roadmapped	NEW	3	M	28	7	Stage 3

Module K · Order Management & PDF-to-SO Inbound PO capture, agent-parsed SO creation, order routing; human confirms before every commit ▼

ID	Feature	Scope	Status	Type	Ph	Sz	Human	Agent	Gate / Note
K-01	Inbound PO capture (email, PDF, web form) All three ingestion channels land in the same processing queue; normalized before parsing	MVP	Roadmapped	GRID-X	1	S	10	2	Critical path alongside Module H for Stage 1 exit
K-02	Structured SO creation from unstructured PO Agent parses PDF/email PO → proposes structured sales order → human reviews and commits. No autonomous order creation.	MVP	Roadmapped	GRID-X	1	M	28	7	Human Approval Gate is non-negotiable; Assay Doctrine applies to parsing claims
K-03	Order routing to fulfillment and warehouse Confirmed SO triggers pick ticket to warehouse location; routes to correct 3PL or internal fulfillment	MVP	Roadmapped	NEW	1	S	10	2	Feeds Module J inventory decrement on fulfillment
K-04	Pick, pack, and ship confirmation Staff confirms fulfillment steps; triggers shipment notification to retailer via Module H	Fast Follow	Roadmapped	NEW	2	S	10	2	Stage 2
K-05	Carrier integration Tracking number from carrier injected into shipment confirmation; retailer self-tracks	Fast Follow	Roadmapped	INT	2	S	10	2	Stage 2; carrier selection driven by GenPet's existing providers
K-06	Returns and credit memo workflow Retailer initiates return; rep approves; inventory credited; credit memo issued against invoice	Later	Roadmapped	NEW	3	M	28	7	Stage 3

Module L · Finance & Chargeback Tracker Invoice generation, payment terms, aging, chargeback logging and dispute documentation ▼

ID	Feature	Scope	Status	Type	Ph	Sz	Human	Agent	Gate / Note
L-01	Invoice generation against confirmed SOs Invoice auto-generated on SO confirmation; PDF-ready; retailer portal delivery	MVP	Roadmapped	NEW	3	M	28	7	Stage 3 (follows K + I)
L-02	Payment terms tracking and aging report Net-30/60/90 terms per retailer; aging bucket report for AR management	MVP	Roadmapped	NEW	3	S	10	2	Stage 3
L-03	Chargeback logging and dispute documentation Log chargeback by retailer; attach PO, POD, and invoice; track dispute status and resolution	MVP	Roadmapped	NEW	3	S	10	2	Stage 3; critical for distributors with major retail chains
L-04	Deduction management Retailer deductions logged against invoices; dispute or approve workflow; running deduction balance per retailer	Fast Follow	Roadmapped	NEW	3	M	28	7	Stage 3
L-05	QuickBooks AR sync Invoices and payments pushed to QuickBooks; bi-directional payment status	Fast Follow	Roadmapped	INT	3	S	10	2	Stage 3
L-06	Commission calculation Per-rep commission based on shipped and paid orders; configurable tiers and overrides	Later	Roadmapped	NEW	3	S	10	2	Stage 3+; requires multi-rep data