zen-you System Requirements Document

1. Introduction

The zen-you project is a micro SaaS platform designed to streamline the quoting process for small trade businesses. The focus is on creating a tailored quote generator that allows businesses to produce professional estimates quickly, send them via SMS/email, and improve quote-to-close conversion rates. This document outlines the system requirements for zen-you, ensuring it meets the needs of its target users effectively.

2. System Overview

zen-you is a specialized tool for a single trade business, providing a simple, mobile-friendly workflow for generating quotes. It includes features such as a service catalog, AI-assisted estimate drafting, and CRM functionalities. The platform aims to differentiate itself from generic quoting tools by offering trade-specific fields and workflows.

3. Functional Requirements as Story Points

• As a Trade Business Owner, I should be able to create a service catalog with prices, labor rates, add-ons, taxes, discounts, and markup rules.
• As a Trade Business Owner, I should be able to generate quotes from manual form entry, customer request forms, photo uploads, notes, and AI-assisted estimate drafting.
• As a Trade Business Owner, I should be able to include customer details, job details, line items, subtotal, tax, discounts, total, optional packages, terms and conditions in the quote output.
• As a Trade Business Owner, I should be able to send quotes as branded PDFs and shareable web links.
• As a Trade Business Owner, I should be able to include online approval/signature in quotes.
• As a Trade Business Owner, I should be able to automate follow-ups if a quote is not accepted.
• As a Trade Business Owner, I should be able to include a payment link or deposit collection as an upsell.
• As a Trade Business Owner, I should be able to manage leads, quote status, reminders, and won/lost tracking.
• As an Admin, I should be able to configure business profile, logo/colors, service pricing rules, email/SMS templates, quote expiration, and team roles.

4. User Personas

• Trade Business Owner: The primary user who manages the quoting process, service catalog, and customer interactions.
• Admin: A user responsible for configuring business settings and managing team roles.

5. Core User Flows

• Trade Business Owner creates a service catalog -> Generates a quote using AI-assisted drafting -> Sends quote via SMS/email -> Customer reviews and approves quote online -> Automated follow-up if not accepted -> Payment link sent for deposit collection.

6. Visuals Colors and Theme

• primary: #007BFF (blue)
• primary_light: #66B2FF (light blue)
• secondary: #6C757D (gray)
• accent: #28A745 (green)
• highlight: #FFC107 (yellow)
• bg: #F8F9FA (light gray)
• surface: #FFFFFF (white)
• text: #212529 (dark gray)
• text_muted: #6C757D (muted gray)
• border: #DEE2E6 (light gray)

7. Signature Design Concept

Interactive Quote Builder

The homepage features an interactive quote builder that visually represents the quoting process. Users can drag and drop service items into a quote template, which dynamically updates the total cost and displays a preview of the final quote. This interactive experience is enhanced with smooth animations using motion/react to provide a seamless user experience. The quote builder serves as both a functional tool and a visual centerpiece, engaging users from the first interaction.

LANDING HERO MOTION BRIEF

The landing page features a dynamic animation where service icons gather around a central quote document. As users interact, the document transforms to show different quote elements being added, such as customer details and line items. The animation loops every 10 seconds, highlighting the ease and speed of creating a professional quote with zen-you.

8. Interaction Model & Motion Direction

• Interaction Model: Animated
• The landing page includes moderate scroll-triggered reveals and hover transitions, with spring physics on interactive elements to enhance user engagement.

9. Non-Functional Requirements

• The system must be mobile-friendly and responsive across all devices.
• The platform should ensure data security and privacy compliance.
• The application must support high availability and performance for seamless user experience.

10. Tech Stack

• Frontend: React for Web
• Backend: Python, FastAPI
• Database: MySQL or MariaDB
• AI Models: GPT 5.4 for user-friendly response
• AI Tools: Litellm for LLM Routing
• Local Orchestration: Docker, docker-compose
• Server-side Orchestration: Kubernetes

11. Assumptions and Constraints

• The MVP should be buildable by a solo founder.
• The platform is optimized for one trade initially, with potential for expansion.
• All features are directly tied to faster quoting or higher close rates.

12. Glossary

• MVP: Minimum Viable Product
• CRM: Customer Relationship Management
• AI: Artificial Intelligence
• PDF: Portable Document Format
• SMS: Short Message Service

This document outlines the comprehensive requirements for the zen-you project, ensuring it meets the needs of its target users effectively while providing a unique and engaging user experience.