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Atlas by Obsidian Labs
Hardesty Roofing
Atlas
Hardesty Roofing · AI Brain
Data connections
GoHighLevel CRM
Contacts, pipeline, workflows
Pending
AccuLynx
Jobs, quotes, source of truth
Pending
Database
Standard schema · Supabase
Pending
Project docs
Living docs · GitHub
Pending
Demo mode — live data connects via GHL + AccuLynx once credentials are received.
New leads
8
↑ 3 today
Scheduled this week
7
Across 3 crews
Jobs in progress
4
Miller, Patterson + 2
Crew utilization
62%
Crew B underbooked
Today's schedule
Wed Apr 22
8:00 AM
Johnson — Re-roof inspection
4821 Crestwood Dr, Richmond
Crew A · Marcus
10:30 AM
Midlothian Commercial — Estimate
901 Commonwealth Blvd, Midlothian
Sam · Commercial
1:00 PM
Patterson — Repair + gutter
2214 Forest Hill Ave, Richmond
Crew B · Derek
3:30 PM
Williams — New lead walkthrough
7703 Ridgefield Rd, Chesterfield
Sam
Crew capacity — this week
Crew A — Marcus4/5 days
Crew B — Derek2/5 days — gap Thu PM
Crew C — Tony3/5 days
Geographic rule: No New Kent + Charlottesville same-day bookings.
Needs attention
Thompson — new lead
Called this morning, not yet scheduled
Schedule
Crew B — Thursday afternoon
No jobs assigned — available for bookings
Assign
Johnson re-roof
Post-inspection — estimate due today
Action needed
3 quotes awaiting approval — $47,200 total.
Quotes out
11
$218,400 pipeline
Close rate (30d)
34%
↑ 8pts vs last month
Avg job value
$9,350
↑ 12% vs last month
Won MTD
9 jobs
$84,200
All leads
35 total
Thompson, R.
Residential · Chesterfield · Called today
New
TBD
Williams, D.
Residential · Chesterfield · 3:30pm today
Scheduled
~$18k
Oakridge Commercial
Commercial · Midlothian · Approval pending
Approval
$34,500
Henderson, M.
Residential · Richmond · Quote sent 6d ago
Follow up
$12,800
Sunrise Apartments
Commercial · Henrico · Quote sent 2d ago
Quote out
$67,000
Westover Hills HOA
Commercial · Richmond · Quote sent yesterday
Quote out
$89,000
Pending approval
$47,200 total
Oakridge Commercial
Flat roof · Marcus · 2 days ago
$34,500
Henderson re-roof
Arch shingle · Derek · 1 day ago
$9,200
Nguyen — Re-roof + fascia
Chesterfield · Marcus · Today
$3,500
Leads this month
31
↑ 18% vs last month
Cost per lead
$42
↓ $8 vs last month
Best source
Referral
41% of won jobs
Marketing ROI
6.2x
First time trackable
Lead sources
Last 30 days
Referral
13 leads41%
Google
8 leads26%
Website
5 leads16%
Yard signs
3 leads10%
Other
2 leads7%
Source performance
Referral avg job value$12,400
Google avg job value$7,800
Referral close rate58%
Google close rate24%
Avg follow-ups to close2.3
Email open rate61% ↑
Previous email open rate~3% (spam)
Revenue MTD
$84,200
↑ 22% vs April '25
Outstanding invoices
$31,400
4 invoices
Pipeline value
$218,400
11 open quotes
Projected month
$128,600
At current close rate
Recent transactions
Miller re-roof — Invoice #1042+$22,400 paid
Patterson repair — Invoice #1041+$4,200 paid
Chen commercial — Invoice #1040$14,800 pending
Roberts re-roof — Invoice #1039$8,600 pending
Material costs — April-$31,200
Labor costs — April-$28,400
P&L snapshot
April MTD
Gross revenue$84,200
Material costs-$31,200
Labor costs-$28,400
Gross margin$24,600 (29%)
QuickBooks syncPending setup
Calls this week
14
↑ 4 vs last week
Booked by agent
6
43% booking rate
Avg call length
3:42
Down 1:10 vs phone
Transferred to human
2
Complex queries
Recent calls
(804) 523-9955
↙
Thompson, R. — New lead
Today 9:14am · Residential re-roof inquiry
✓ Appointment booked — Thu 2pm
4:12
↙
Unknown caller
Today 8:32am · Commercial inquiry
→ Transferred to Sam
2:08
↙
Williams, D. — Existing lead
Yesterday 4:15pm · Confirmed walkthrough
✓ Confirmed Wed 3:30pm
1:54
✕
Missed call
Yesterday 1:22pm · No voicemail
→ SMS follow-up sent automatically
0:00
↙
Garcia, M. — New lead
Yesterday 11:08am · Repair inquiry
✓ Estimate request logged
3:31
Agent configuration
Agent active
Business hours only
Mon–Fri 8am–6pm
Auto-book appointments
SMS follow-up on missed
Transfer trigger
Complex + commercial
Voice
Professional · Female
Agent knowledge
Services known✓ Configured
Pricing ranges✓ Configured
Service area✓ Configured
Live availabilityPending sync
Live job contextPending sync
Q2 revenue target
$380k
On track · 34% through
Q2 job count target
48 jobs
18 completed so far
Capacity headroom
38%
Can absorb 2x leads
Next hire trigger
> 85%
Crew utilization
Q2 goals
Apr – Jun 2026
Revenue — $380k
$128,600 of $380,000 · 34%
Close rate — reach 40%
Currently 34% · 85% of target
Commercial mix — 30% of jobs
Currently 18% · tracking up
Email deliverability — 60%+ open rate
61% ✓ Achieved
Big bets
Westover Hills HOA
$89k commercial — biggest single job in pipeline
Quote out
Sunrise Apartments
$67k commercial — site measure Friday
Quote out
Add 4th crew
Trigger: >85% utilization for 3+ weeks
Planned
HOA recurring contracts
Target 3 signed by end of Q3
In progress

Today — Wed Apr 22

3 jobs on your schedule · 1 starts in 45 min

Johnson
Re-roof inspection · Crew A
8:00 AM
4821 Crestwood Dr, Richmond · ~22 min drive
Notes
Gate code 4821. Customer home — Sarah Johnson. Inspect north slope and flashing around chimney, photos needed for estimate. Dog friendly.
Patterson
Repair + gutter · Crew B
1:00 PM
2214 Forest Hill Ave, Richmond · ~15 min from Johnson
Notes
Active leak above master bedroom. Replace 3 rows of shingles on east slope, re-seat gutter where it pulled away. Material on truck.
Miller — follow-up
Post-install inspection · Crew A
3:30 PM
1847 Monument Ave, Richmond
Notes
Walk-through with customer, verify punch list complete. Grab customer signature on completion form.
Integrations
GoHighLevel CRM
Contacts, pipeline stages, workflows, SMS
Transitioning
AccuLynx
Job management, quotes, source of truth
Credentials needed
Supabase Database
Standard schema — jobs, contacts, revenue events
Not configured
QuickBooks
Invoicing, P&L sync, accounting
Not connected
Google Workspace
Email deliverability — estimates, communications
Setup in progress
GitHub — Project docs
Living docs — brain reads and updates automatically
Not connected
AI Voice Agent
Inbound call handling — (804) 523-9955
Ready to activate
Users
Sam
Owner · Full access · sam@hardestyroofing.com
Active
Brian
Director of Marketing · Full access · brian@hardestyroofing.com
Active
Brittany
Operations · brittany@hardestyroofing.com
Active
Add user
Invite a team member
Brain settings
Nightly doc update
Atlas rewrites project docs from live data each night
Monday morning report
Weekly summary auto-generated and emailed to Sam
Approval notifications
Alert Sam when quotes need review