---
title: 'Hazard OS: Job Lifecycle Automation'
type: article
created: '2026-02-25'
updated: '2026-02-25'
source_docs:
- raw/2026-02-25-check-in-125217358.md
tags:
- hazard-os
- automation
- crm
- advanced-hs
- job-lifecycle
- custom-app
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Hazard OS: Job Lifecycle Automation

## Overview

Hazard OS is a custom-built application developed for the Advanced H&S client to replace their existing MarketSharp CRM and associated manual processes. The app automates the entire job lifecycle — from initial site survey through to final invoice — eliminating manual handoffs and reducing administrative overhead for the client's operations coordinator (Gina).

The app was demoed internally on 2026-02-25 and is targeted for client showcase at the March 10 Advanced H&S meeting.

## Problem It Solves

The client previously relied on MarketSharp as their CRM alongside a series of manual steps to move a job from survey to completion. This created:

- Manual data re-entry between stages
- Delays in estimate creation and job scheduling
- Administrative burden on Gina to coordinate each handoff

Hazard OS consolidates all of this into a single platform with automated transitions between stages.

## Automated Workflow

The core value of Hazard OS is the end-to-end automation of the job lifecycle:

```
Site Survey
    ↓ (auto-generates)
Estimate
    ↓ (customer approval triggers)
Scheduled Job (added to calendar)
    ↓ (job completion triggers)
Invoice (auto-generated and sent)
```

### Stage Details

**1. Site Survey**
Field staff schedule and conduct site surveys within the app. Survey data is captured directly in the platform.

**2. Estimate Generation**
On survey completion, the app automatically generates an estimate — including hours, personnel, trucks, and materials. The operations coordinator (Gina) reviews and can edit any line item before approval. Once approved, the estimate is sent to the customer.

**3. Job Scheduling**
When the customer signs/approves the estimate, a job is automatically created and placed on the calendar. No manual scheduling step required.

**4. Invoice**
On job completion, an invoice is automatically generated and sent to the customer.

## App Features

- **Dashboard:** Revenue, accounts receivable, job counts, win rate, upcoming jobs, overdue invoices
- **Customer CRM view:** Full customer profiles with status tracking
- **Site Surveys:** Schedule and manage surveys
- **Estimates:** Auto-generated from survey data; editable line items
- **Calendar:** Visual job scheduling
- **Invoices:** Auto-generated on job completion

## Client Context

- **Client:** Advanced H&S
- **Key stakeholders:** Sebastian (primary contact), Bob, Gina (operations coordinator / primary app user)
- **Previous tool replaced:** MarketSharp CRM
- **Showcase target:** March 10 client meeting

## Status

As of 2026-02-25, the app is **nearly complete**. Mark worked on it until 10pm the night before the check-in. A production environment push was still pending at time of demo (estimates view had a minor issue attributed to not being on the production environment yet).

Next step before showcase: Mark to meet with Gina to walk through the app and validate workflows against her day-to-day process.

## Related

- [[clients/advanced-hs/_index]]
- [[meetings/2026-02-25-check-in-mark-karly]]