wiki/clients/current/ahs/2026-02-25-hazard-os-app-demo.md · 342 words · 2026-02-25
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