---
title: Testing Kickoff & CRM Overhaul — 2026-04-05
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2026-04-03-weekly-call-w-karly-135302519.md
tags:
- hazard-os
- crm
- testing
- microsoft-clarity
- advanced-health-and-safety
- papertube
- aviary
- marketsharp
- quickbooks
- sms
layer: 2
client_source: HazardOS
industry_context: saas
transferable: false
---

# Testing Kickoff & CRM Overhaul — 2026-04-05

## Overview

Weekly sync with Karly and Sebastian to kick off structured testing of the Hazard OS app (`hazardous.app`) and resolve a Microsoft Clarity setup blocker for PaperTube. The call also surfaced a significant architectural decision: replacing the current "Customers" tab with a full CRM module to better support B2B account management.

**Attendees:** Sebastian Gant, Karly Oykhman, Mark Hope

---

## Key Decisions

### 1. Hazard OS Testing Begins Immediately
Testing is divided by module to avoid overlap, with findings logged in a shared Google Doc ("Hazard OS App Build") in the Advanced Health and Safety > Projects > Hazard OS drive folder.

| Person | Assigned Modules |
|---|---|
| Karly | Estimates, Invoices, Calendar |
| Sebastian | Customers, Jobs, Settings |
| Mark | Site Survey module (fixing, not testing) |

- Site Surveys are **off-limits for testing** until Mark stabilizes the mobile view.
- Both testers will receive admin invites at `[name]+hazardos@asymmetric.app` for email filtering.
- The app is fragile during active development; testers should refresh on breakage and ping Mark via Google Chat if stuck.

### 2. CRM Overhaul to Replace "Customers" Tab
The existing Customers tab was modeled loosely on MarketSharp but is insufficient for B2B use cases (e.g., property management firms with multiple contacts per account).

**Proposed structure** (HubSpot-style):
- **Accounts** — company-level records (e.g., Garcia Property Management)
- **Contacts** — individual people linked to accounts
- **Opportunities** — pre-job pipeline tracking
- **Jobs** — existing module, linked from CRM records

Additional CRM requirements discussed:
- Clickable company names linking to account pages
- Inline action buttons (Send Email, Send SMS, Call) rather than bare hyperlinks
- Notes section surfaced prominently
- SMS logging (infrastructure already built into the app)
- Lead source tracking
- Role-based access (technicians should not see CRM tab)

**Next step:** Karly to write a CRM spec (fields, tabs, clickable links, SMS/email/call, notes) and send to Mark to build.

### 3. Microsoft Clarity — PaperTube Unblocked
The Shopify integration was stuck on "pending project admin approval." Root cause: the approval email was sent to `team@` (not a personal inbox), so it went unnoticed. Mark approved it from the team account; integration is now live.

**Parag** (`parag@papertube.co`) has been invited as a user to the PaperTube Clarity project. Data takes 2–3 days to appear.

**Key lesson:** When Shopify sends a "project link request," the approval email goes to the `team@` account — always check there first.

---

## Hazard OS: App Architecture Reference

The full job lifecycle as designed:

```
Lead → Customer → Site Survey (mobile) → AI-Generated Draft Estimate
  → Office Review & Approval → Approved Estimate → Sent to Client
  → Client Approval → Job Created → Resources Allocated
  → Job Completed → Completion Report → Invoice → QuickBooks
```

**Settings modules available:**
- Pricing (labor rates, equipment rates, materials, disposal costs, travel/mileage)
- Team (roles: admin, manager, supervisor, worker)
- Notifications (who gets notified for what events)
- Appearance / white-label (logo, colors, company name)
- QuickBooks integration (planned)
- Document Customization (identified as missing — needs to be added)

**Approval workflow** is configurable per job type (e.g., mold jobs may route to Brady vs. Bob).

---

## Action Items

- [ ] **Karly** — Send Mark CRM spec: Contacts/Accounts/Opportunities/Jobs fields, tabs, clickable links, SMS/email/call actions, notes (@Karly Oykhman)
- [ ] **Karly** — Install Microsoft Clarity on Aviary (Webflow) with eShock; remember to approve via `team@` account (@Karly Oykhman)
- [ ] **Karly** — Schedule Mon/Tue call to review Aviary email campaigns (@Karly Oykhman)
- [ ] **Sebastian & Karly** — Accept Hazard OS admin invites and test assigned modules; log all bugs and feature requests in the shared Google Doc (@Sebastian Gant, @Karly Oykhman)
- [ ] **Mark** — Fix Hazard OS Site Survey mobile view (@Mark Hope)
- [ ] **Mark** — Send Hazard OS admin invites to Sebastian and Karly (@Mark Hope)
- [ ] **Mark** — Integrate Gina's estimate/pricing spreadsheets into Hazard OS (@Mark Hope)
- [ ] **Mark** — Add Document Customization settings module to Hazard OS (@Mark Hope)
- [ ] **Mark** — Provide cost estimate for Quora Catalog (@Mark Hope)
- [ ] **Sebastian** — Build Meta Ads audit tool in agent (@Sebastian Gant)

---

## Related

- [[wiki/clients/current/hazardos/_index]]
- [[wiki/clients/current/advanced-health-and-safety/_index]]
- [[wiki/clients/current/papertube/_index]]
- [[wiki/clients/current/aviary/_index]]