---
title: Hazard OS App Demo — 2026-02-25
type: article
created: '2026-02-25'
updated: '2026-02-25'
source_docs:
- raw/2026-02-25-check-in-125217358.md
tags:
- ahs
- hazard-os
- app-demo
- automation
- crm
layer: 2
client_source: Advanced Health & Safety
industry_context: saas
transferable: false
---

# Hazard OS App Demo — 2026-02-25

## Overview

During the weekly check-in on 2026-02-25, Mark demoed **Hazard OS** — a custom-built app nearing completion for the Advanced H&S client. The app replaces their existing MarketSharp CRM and eliminates the manual administrative work currently handled by Gina. A showcase is planned for the **March 10 client meeting**.

## What Hazard OS Does

Hazard OS automates the entire job lifecycle from initial site survey through final invoice, replacing a patchwork of manual processes and the MarketSharp CRM.

### Automated Workflow

```
Site Survey
    ↓ (auto-generates)
Estimate  →  Gina reviews & edits line items  →  Sends to customer
    ↓ (customer signs/approves)
Job scheduled on calendar
    ↓ (job completed)
Invoice auto-generated & sent
```

### Key Features (from demo)

- **Dashboard:** Revenue, accounts receivable, jobs this month, win rate, upcoming jobs, overdue invoices
- **Customer CRM view:** Full contact and status details per customer
- **Site Surveys:** Schedule and manage surveys in-app
- **Estimates:** Auto-populated from survey data (hours, staff, trucks, materials); editable line-by-line before sending
- **Calendar:** Visual job scheduling; jobs auto-populate on approval
- **Invoicing:** Auto-generated on job completion

## Context

- The app replaces **MarketSharp**, the client's current CRM, along with associated manual processes
- Gina (client-side admin) is the primary end user — the app is designed to reduce her manual workload significantly
- Mark worked on the app until 10pm the night before the demo; it was described as "almost ready" but not yet pushed to the production environment at time of demo

## Key Decisions

- **Showcase target:** March 10 Advanced H&S client meeting
- Mark will need to meet with Gina before or around the showcase to walk through the workflow from her perspective
- Sebastian has added Mark to the March 10 meeting invite

## Action Items

- [ ] Mark: push Hazard OS to production environment before March 10
- [ ] Mark: coordinate a pre-showcase walkthrough with Gina
- [ ] Karly: confirm March 10 meeting logistics with Sebastian

## Related

- [[wiki/clients/current/ahs/_index]]
- [[wiki/meetings/2026-02-25-check-in-mark-karly]]