@rubytech/taskmaster 1.0.9 → 1.0.11

package/taskmaster-docs/USER-GUIDE.md

@@ -38,7 +38,7 @@ You'll need a monitor, keyboard, and mouse connected to the Pi.
 1. Open **Terminal** from the desktop taskbar (or press Ctrl+Alt+T)
 2. Run:
 
-```
+```bash
 curl -fsSL https://taskmaster.bot/install.sh | sudo bash
 ```
 
@@ -51,7 +51,7 @@ curl -fsSL https://taskmaster.bot/install.sh | sudo bash
 
 Open **Terminal** (search for "Terminal" in Spotlight) and run:
 
-```
+```bash
 curl -fsSL https://taskmaster.bot/install.sh | sudo bash
 ```
 
@@ -59,10 +59,12 @@ This installs Node.js (if needed), Taskmaster, and sets up the background servic
 
 **Custom port:** If you're running multiple Taskmaster instances (e.g., one on a Pi and one on a Mac), give each a different port:
 
-```
+```bash
 curl -fsSL https://taskmaster.bot/install.sh | sudo bash -s -- --port 19000
 ```
 
+When using a custom port, the hostname includes the port to avoid conflicts. The setup URL becomes `http://taskmaster-19000.local:19000/setup`.
+
 ### Option D: Install from a package file
 
 If you received a `.tgz` package file (for offline install or when the install script isn't available):
@@ -70,7 +72,7 @@ If you received a `.tgz` package file (for offline install or when the install s
 1. **Install Node.js** (version 22 or later) from [nodejs.org](https://nodejs.org) if you don't have it
 2. Open a terminal and run:
 
-```
+```bash
 npm install -g ~/Downloads/rubytech-taskmaster-2026.2.14.tgz
 taskmaster provision
 ```
@@ -345,6 +347,32 @@ Your assistant can manage recurring tasks, reminders, and automated routines. Yo
 - "Set up a daily briefing at 7am every weekday"
 - "Create a weekly reminder to check stock levels every Monday"
 
+### Proactive Outreach
+
+Your assistant doesn't just respond to incoming messages — it reaches out on your behalf to win work, chase payments, and keep customers engaged.
+
+| Capability | Description |
+|------------|-------------|
+| Quote follow-up | Automatically nudges customers who haven't responded to a quote (default: 3 days) |
+| Invoice reminders | Sends friendly payment reminders when invoices are overdue |
+| Service reminders | Contacts past customers when it's time for a repeat service or annual check |
+| Morning briefings | Sends you a daily schedule summary with jobs, pending quotes, and overdue invoices |
+| ETA updates | Proactively tells customers when you're running late, before they call to ask |
+| Re-engagement | Follows up on old enquiries to see if a customer is still interested |
+
+**How it works:**
+
+Your assistant learns your customers, their service history, and your pricing through normal conversations. It then uses scheduled events (visible under **Events** on the Advanced page) to trigger outreach at the right time. You don't need to configure anything manually — the assistant sets up follow-ups as part of its normal workflow.
+
+**What you can customise:**
+
+- Quote follow-up timing — tell your assistant "follow up on quotes after 5 days instead of 3"
+- Invoice reminder timing — "send invoice reminders after 7 days"
+- Morning briefing time — "send my briefing at 6:30am instead of 7am"
+- Service reminder intervals — "remind customers about annual services 11 months after their last visit"
+
+All outreach messages are sent as your assistant — customers reply normally and the conversation continues.
+
 ### Conversations & Sessions
 
 Your assistant can review conversation history and check what customers have been asking about.
@@ -664,7 +692,7 @@ iMessage support requires two things on your Mac **before** running Taskmaster s
    Homebrew needs a current version of Xcode to compile the iMessage helper. Check which situation applies to you:
 
    - **If you don't have Xcode at all** — open Terminal and run:
-     ```
+     ```bash
      xcode-select --install
      ```
      A dialog will appear — click **Install** and wait for it to finish.
@@ -672,13 +700,13 @@ iMessage support requires two things on your Mac **before** running Taskmaster s
    - **If you have Xcode from the App Store but it's outdated** — open the **App Store**, find Xcode, and click **Update**. This is the most common issue.
 
    - **If you don't want to update Xcode** — you can tell your Mac to use the standalone Command Line Tools instead (faster, no large download). Open Terminal and run:
-     ```
+     ```bash
      sudo xcode-select --switch /Library/Developer/CommandLineTools
      ```
      Enter your password when prompted. This leaves Xcode.app untouched but tells Homebrew to use the lightweight tools.
 
 2. **Homebrew** — if you don't already have it, open Terminal and run:
-   ```
+   ```bash
    /bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"
    ```
 
@@ -700,7 +728,7 @@ Taskmaster's iMessage helper needs permission to read the Messages database. mac
 
 Some Homebrew-installed binaries are unsigned. macOS Full Disk Access silently rejects unsigned binaries — they won't appear in the list even after you add them. Open Terminal and run:
 
-```
+```bash
 sudo codesign --force --sign - $(realpath $(which imsg))
 sudo codesign --force --sign - $(realpath $(which node))
 ```
@@ -722,7 +750,7 @@ You can verify it worked by running `imsg chats --limit 5` in Terminal — if yo
 The gateway runs as a background service using Node.js. Terminal's access doesn't apply to background services, so Node.js needs its own entry.
 
 1. Open Terminal and run:
-   ```
+   ```bash
    realpath $(which node)
    ```
    This prints the real path — something like `/usr/local/Cellar/node/23.3.0/bin/node` or `/Users/you/.nvm/versions/node/v22.22.0/bin/node`.
@@ -752,7 +780,7 @@ This means Homebrew found an outdated Xcode.app on your Mac. Three options:
 
 1. **Update Xcode** — open the App Store and update Xcode
 2. **Switch to Command Line Tools** (no download needed) — open Terminal and run:
-   ```
+   ```bash
    sudo xcode-select --switch /Library/Developer/CommandLineTools
    ```
 3. **Install Command Line Tools** (if you don't have them) — run `xcode-select --install`
@@ -805,7 +833,8 @@ You need the IP address to connect from another device on your network (e.g., SS
 **From your Mac or PC** (without a monitor on the Pi):
 
 - **Before install:** Run `ping -c 1 raspberrypi.local` — a fresh Pi advertises this hostname by default
-- **After install:** Run `ping -c 1 taskmaster.local` — the install changes the hostname to `taskmaster`
+- **After install (default port):** Run `ping -c 1 taskmaster.local` — the install changes the hostname to `taskmaster`
+- **After install (custom port):** Run `ping -c 1 taskmaster-19000.local` — when using `--port 19000`, the hostname includes the port
 - **Router:** Check your router's admin page (usually `192.168.1.1`) — look for a device called "taskmaster" or "raspberrypi" in the connected devices list
 
 Once you have the IP, you can access the setup page at `http://<your-pi-ip>:18789/setup` or connect via SSH with `ssh pi@<your-pi-ip>`.

package/templates/customer/agents/admin/TOOLS.md

@@ -0,0 +1,36 @@
+# TOOLS.md - Local Notes
+
+Skills define *how* tools work. This file is for *your* specifics — the stuff that's unique to your setup.
+
+## What Goes Here
+
+Things like:
+- Camera names and locations
+- SSH hosts and aliases  
+- Preferred voices for TTS
+- Speaker/room names
+- Device nicknames
+- Anything environment-specific
+
+## Examples
+
+```markdown
+### Cameras
+- living-room → Main area, 180° wide angle
+- front-door → Entrance, motion-triggered
+
+### SSH
+- home-server → 192.168.1.100, user: admin
+
+### TTS
+- Preferred voice: "Nova" (warm, slightly British)
+- Default speaker: Kitchen HomePod
+```
+
+## Why Separate?
+
+Skills are shared. Your setup is yours. Keeping them apart means you can update skills without losing your notes, and share skills without leaking your infrastructure.
+
+---
+
+Add whatever helps you do your job. This is your cheat sheet.