ATLASS OS · the business operating system for contractors
ATLASS OS — the operating system your business runs on.
CRM, jobs, books, payroll, phone and field apps are not integrations. They are one database, one memory, one set of doors. One ledger. One timeline. One API. Built in Alberta by a roofer; the first customer is his own company.
Updated 14 October 2026 · current through release 28dz · ← → to move · / to search
Why an operating system
Not four apps that don't talk. An operating system.
QuickBooks for the books, Jobber for the jobs, a CRM for the leads and your phone for everything in between: every seam is a leak, and every automation only sees its own app. On ATLASS a phone call, an estimate, a job-site photo, a pay cheque and a journal entry all point at the same customer, location and project — so one event can move the whole business.
Grow
CRM, the ACAT timeline of every call, text and email, canvassing, mailed letters, the website catalog.
Deliver
Jobs and Boards, crew time that tracks itself, job-site photos, purchase orders, the ACAT map.
Get paid
Estimates accepted online, invoices, payments, receipts scanned into the books, Canadian payroll.
What glued apps structurally cannot do, because they do not share a database:
A receipt becomes a bill
Photographed on the phone, read on owned hardware, geocoded, confirmed by a person, posted as an AP entry in the right project's books.
28bs · 28caA call becomes memory
Named in milliseconds, recorded with consent into your own storage, transcribed, tagged onto the customer's timeline — the one the foreman sees on the roof.
28aw · 28au · 28diA day becomes a paycheque
Leaving home, picking up the crew, arriving, lunch, leaving — time events without typing, paid by the payroll module in the same database.
28bp–28bs · 28cfIt bends around how your crew already works, and keeps what would otherwise fall through the cracks: an event with nobody to attach to yet is kept, not lost.
Perfect memory · ACAT
Every touchpoint, tagged to the right customer the instant it arrives.
ACAT, the All-Channel Activity Timeline, writes every event twice and never overwrites. A fast first pass matches phone numbers, addresses and names to your records in milliseconds; a second pass reads the content and appends intent, keywords and sentiment. Reads never wait on an AI model, and an AI outage never loses a record.
The timeline
Calls, recordings, texts, email, web-form leads, receipts, job-site photos and canvassed houses on one customer record — on the desktop and in FieldOps.
28di · Oct 9The map, day by day
Each location's pipeline day by day, with sentiment and intent heat.
28do · Oct 10The relationship graph
Customers, contacts, locations and vendors connected; sentiment flows from a message to the contact's score to the review gate.
28as · Sep 20Who said what
Recordings transcribed with speaker turns; the second pass fills intent, keywords and sentiment.
28dy · Oct 14Honest notes: both passes write to one append-only mentions table, kept apart by which pass wrote each row. The second pass's AI read was dark on production from Sep 22 and restored Oct 13 (28dx). A 3D view of the map and overlays on photos and drone footage are on the roadmap — elevation and camera pose are already captured.
AI & MCP
Bring the AI you already use. It operates the software.
ATLASS ships a native MCP server, so an assistant you already pay for can drive your business through one audited connection — with scoped tokens you mint, revoke and audit yourself. The same rules bind the in-app assistant.
217 tools on production
Every screen has a door: each tool is a thin door over the same endpoint the screen uses. 72 have a measured hit-rate; the rest are a disclosed gap.
tool inventory · Oct 14An agent can write estimates
Create or revise a draft estimate through the same writer as the screen; it can never trample an edit you made by hand.
28dy · Oct 14Asks before it acts
The assistant asks before deletes, sends and money, and honours your Allow exactly once.
28ce · Oct 5Never more than you
The in-app assistant cannot act beyond the member's own permissions.
28bb · Sep 24Consent is frozen
A token's tool list is sealed when you mint it; new tools never slip into an old consent.
gate · agent-token freezeScreen and AI, both ways
GUI–MCP parity is a build rule: 1,112 of 1,112 work items were forced to name their screen and their MCP door; 366 name both, the rest say why not.
punch list · Oct 14Get paid · documents, books & payroll
Real double-entry books, in the same place you win the work.
Not a money tab glued onto a project tool. Every estimate, invoice, payment, receipt and pay cheque posts explicit journal entries — and an independent arithmetic check certifies the books before every release.
Accepted online
The customer accepts the estimate from a link; the deposit request is booked as a customer deposit, never as sales.
28bn · Sep 28Receive Payment, done right
Apply, re-apply and split payments and credits across invoices; a bounced cheque reverses everything it touched.
28dy · Oct 14Never billed twice
An estimate, change order or progress bill cannot bill the same work twice, through any door.
28cl · 28cn · Oct 7Receipts from the phone
ScanSnap reads the receipt, you confirm what the machine read, and it posts as the right vendor bill.
28bs · Sep 30Canadian payroll
Pay cheques issued from the screen by cheque or e-transfer, stubs emailed; timesheets as a pay-period grid.
28cf · Oct 5GST periods stay filed
Every door that posts GST refuses a date inside a return you have already filed.
28dy · Oct 14Payroll and GST are calculated and recorded here; you file with CRA. Nothing is transmitted to a government agency on your behalf.
Deliver · Boards, crew time & payroll
Timesheets that fill themselves. Payroll from the screen.
The crew's phones record the day — leaving home, picking up the crew, arriving on site, breaks, departure — and the hours land in ATLASS. Timesheets show a pay period as a grid; pay cheques are issued from the screen and post to the books. Boards shows every project's stages planned against actual.
The day records itself
Auto clock-in when the truck leaves home; crew pick-ups and site departures detected; a check-in wizard for the rest.
28bq · 28bs · Sep 30Hours reach ATLASS
FieldOps hours land on the employee's timesheet; every employee can get a proper login.
28bj · Sep 26A pay period as a grid
One 14-day spreadsheet per period; the owner's draw splits itself from the books.
28bl · Sep 27Pay from the screen
Cheque or e-transfer, stub emailed, posted to the books; payroll checks every cheque.
28cf · Oct 5Boards v1
Four-column project kanban drilling into a stage grid and a drag-and-resize timeline: who is ahead, who is behind.
28dy · Oct 14Crew plan on the phone
Who is on which project tomorrow, set and read from FieldOps.
28bt · Oct 1Payroll is calculated and recorded here; you file with CRA. A full crew-day timesheet with overrides is next.
The S.I.M.P.L.E. Phone System
Your business line, answered, recorded, transcribed — and remembered.
Your business line runs on ATLASS: calls are named before they ring, recorded and transcribed, and the conversation lands on the customer's record by itself — on the desktop and on the foreman's phone.
Named before it rings
The caller is named from your records, the carrier and a spam list before your phone rings; recording is disclosed when ATLASS answers.
28aw · Sep 22Who said what
Upload a call or meeting recording and read it back with speaker turns, ACAT tags, intent and sentiment.
28dy · Oct 14The whole history, on the phone
One customer's calls, texts, email, forms and notes in FieldOps — recordings stream, the last page works offline.
28di · Oct 9Text from the field
Read and send customer texts from inside FieldOps on the business's own lines; the thread lands on the timeline.
28cp · Oct 7Every forwarded call explained
Rang for how long, answered or not, voicemail suspected, escalation fired — per leg.
28bc · Sep 24An operator line that listens
Call or text any number through the company line, by voice — still logged and recorded.
28bl · Sep 27S.I.M.P.L.E. — Spatial Intelligence · Integrated Marketing · Management & Production · Production Logistics · Ledger & Financials · Ecosystem: the phone carries its I, M and E. Disclosed: per-employee customer-facing numbers wait on carrier registration; photos texted to the main line are an open defect (PL-1111).
Deliver · the ATLASS ecosystem
The office comes to the jobsite.
Native apps on the crew's phones, with no server or database of their own — every byte lands in ATLASS through the same audited doors the desktop uses.
Atlass FieldOps
Crew time that tracks itself, check-ins, the crew plan, customer texts and the customer's whole history.
LiveAndroidScanSnap
Photograph a receipt; it is read, confirmed and posted to the books.
LiveAndroid · in FieldOpsProjectCam
Full-quality job-site photos with place, time and camera heading, filed to the project.
LiveAndroid · in FieldOpsCanvassCam
Walk a street, snap each house; every house becomes a location, every street a mailing.
LiveAndroidAtlass Overhead
Drone and phone photos become roof-and-wall measurements and Xactimate-ready quote, report and takeoff PDFs, filed on the project.
Live · doorSeparate app · files into ATLASSDisclosed: installed on the founder's own phone; no app-store listing. An agent that builds the full estimate from Overhead's measurements is R&D.
FieldOps 0.2.0 → 0.22.0 in 30 days: 42 release notes (Sep 13 – Oct 13). Tracking 28bq · auto-detect 28bs · crew plan 28bt · ScanSnap 28bs · ProjectCam 28bz · CanvassCam 28cv · Overhead 28ci/28cj. Running on the founder's own phone today; no app-store listing claimed.
Grow · marketing & leads
Marketing that remembers.
The offline-to-online funnel, measured at every step without storing a visitor's identity — and every touch lands on ACAT, so the next campaign knows who is warm.
Canvass
CanvassCam snaps each house; each becomes a location waiting to be adopted.
28cv · Oct 8A street becomes printed letters with a QR code per house.
28cw · Oct 8Claim
The homeowner claims their house from the letter; nobody is signed up until their inbox says yes.
28cx · 28dmRetarget
The letter's scan feeds the retargeting tiers — only people who said yes — and the office sees the funnel.
28dh · 28dn · Oct 9Product & Colour Library
Manufacturers, product lines, colours and brochures for your own website. Every published image is a stripped copy — no GPS, no camera metadata, no scripts.
28dz · Oct 14Built, not sending
Campaign audiences are built from the same memory — sentiment, stage, tags, radius — consent-filtered, with retargeting tiers linked to GA4. Nothing is sent to an ad platform yet. The instant roof estimate is built and parked too.
Security & operations
Built to be trusted with your books.
The controls are written down and enforced by machines: a release cannot reach production while a gate is red or could not check.
An audit log nobody can rewrite
Database triggers plus revoked delete rights, measured before and after on production.
28l · Sep 3Your business, walled off
Every query is scoped to your business; a scanner fails the build otherwise, and Postgres row-level security backs it up.
gate · tenant scopingBackups that restore
Backups are a release gate; a drill restored 351 of 351 tables and re-certified the books on the copy.
28by · Oct 4Books certified by arithmetic
Debits equal credits; receivable and payable subledgers tie to the ledger — checked from raw tables at every release.
gate · money invariantsAI cannot hard-delete
Agents only soft-delete; a person empties the trash.
28ag · Sep 13A receipt for every release
A 23-item checklist and 240 CI gates run before every deploy; the notes are written before the push.
28dz · Oct 14Honest lines: release 28dz shipped with checklist item 12 red — on purpose, with the reason written down; a gate allowed to fail in writing is the point. ACAT's inferring layer was dark on production for three weeks; our own refuter found it and the fix shipped the next day. First customer: the founder's own roofing company — dogfooded, pre-revenue.
What we do not claim: SOC 2 certification (the controls are built; no audit yet). The Content-Security-Policy runs in report-only mode. Permission checks cover 83% of write doors overall and 95% of money doors (census, Oct 4). Two-step sign-in is not built yet.
Proof it ships
Shipped every day, in plain language.
Every production release gets plain-language notes written before the push. These are counts from the repository, not projections.
Measured 2026-10-14: git (first commit, snapshots on main), static/__dev/releases/, FieldOps docs/releases/, server/generated/routes.ts header, scripts/tool-inventory.mjs, check-deploy-gates --list.
Shipped ledger · 1 of 2
Shipped, with the release that carried it.
Every line is live on production and traces to a dated, plain-language release note.
CRM & ACAT memory 8
- Sentiment scores recomputed over the relationship graph28as · Sep 20
- A customer's whole conversation history on the phone28di · Oct 9
- Call recordings transcribed with speaker turns, intent and sentiment28dy · Oct 14
- ACAT map: each location's pipeline, day by day28do · Oct 10
- Boards v1: project kanban, planned against actual28dy · Oct 14
- Recorded calls tagged into ACAT at intake28au · Sep 22
- Google Maps history imported onto the ACAT map28bc · Sep 24
- Customer email sent from your business's own address28bt · Oct 1
Documents & money 9
- Receive Payment: apply, re-apply, split; bounced cheques reverse fully28dy · Oct 14
- Estimates accepted online; deposit booked as a customer deposit28bn · Sep 28
- No estimate, change order or progress bill bills work twice28cl · 28cn · Oct 7
- Pay cheques from the screen, cheque or e-transfer, stub emailed28cf · Oct 5
- Timesheets as a pay-period grid; the owner's draw splits itself28bl · Sep 27
- Receipts scanned on the phone post to the books28bs · Sep 30
- Every GST-posting door refuses a filed period28dy · Oct 14
- No door deletes a posted journal entry28ds · Oct 11
- Supplier purchase orders priced at what you pay28dv · Oct 12
Field apps 8
- FieldOps hours reach the timesheet; every employee gets a login28bj · Sep 26
- FieldOps tracking starts itself; check-in wizard records the day28bq · Sep 30
- Detects when the crew leaves a site28bs · Sep 30
- Clock-in finds the job site; crew pick-up times28bp · Sep 29
- Crew schedule set and read from the phone28bt · Oct 1
- ProjectCam: full-quality photos, seen in ATLASS web28bu · 28bz · Oct 4
- CanvassCam: every photographed house becomes a location28cv · Oct 8
- Atlass Overhead files PDFs, photos and video into ATLASS28ci · 28cj · Oct 6
Shipped ledger · 2 of 2
Shipped: phone, website, AI and trust.
Phone & communications 6
- Calls named before they ring; recording disclosed on answer28aw · Sep 22
- Operator line dials any number, takes numbers by voice28aw · 28bl · Sep 27
- Every forwarded call says what happened on the phone leg28bc · Sep 24
- Text customers from inside FieldOps on business lines28cp · Oct 7
- The phone's text thread shows texts and calls28dl · Oct 9
- Phone SMS history imported; contact names stay on the phone28bm · Sep 27
Website & leads 6
- Product & Colour Library admin; published images stripped of GPS28dz · Oct 14
- A canvassed street becomes letters with a QR per house28cw · Oct 8
- Homeowner claims the house; sign-up only after the inbox says yes28cx · 28dm · Oct 9
- Letter feeds retargeting, only people who said yes; funnel view28dh · 28dn · Oct 9
- A public form can never match another business's contact28cx · Oct 8
AI & MCP 6
- An agent can write estimates over MCP28dy · Oct 14
- Assistant asks before deletes, sends and money28ce · Oct 5
- Assistant never acts beyond the member's permissions28bb · Sep 24
- Receipts read on owned GPU hardware, outbound-only28ca · Oct 4
- The assistant can keep your task list in ATLASS28bu · Oct 2
- Bring your own AI: 217 MCP tools, consent sealed at mintinventory · Oct 14
Security & operations 7
- Audit log append-only in the database itself28l · Sep 3
- Backups are a release gate; restore drill 351/351 tables28by · Oct 4
- Security headers on every response (CSP report-only)28cn · Oct 7
- Sign-in refuses to run without its secret; bootstrap door shut28bv · Oct 2
- No business can write records pointing at another's people28do · 28dp · Oct 10
- AI agents can only soft-delete28ag · Sep 13
- Private document bucket gated; dependency scanning in CI28cb · 28co · Oct 7
49 shipped items. Release notes: static/__dev/releases/<date>-<id>.md. Tool count: scripts/tool-inventory.mjs on origin/main 1620494b1.
Coming soon · 1 of 2
Coming soon — labelled honestly.
None of this is in the product yet. Each line says how close it is.
CRM & ACAT memory 5
- CRM, after-care and action boards beside the project boardNext
- The ACAT map and dispatch on the phoneRoadmap
- The ACAT map in 3D, over time (elevation is captured today)Roadmap
- ACAT projected onto photos and drone footage (camera pose is captured today)Roadmap
- Gmail import for every business (founder's mailbox only today)Roadmap
Documents & money 4
- Un-applying a discounted credit keeps receivables tied to the ledgerIn flight
- Purchasing: POs, receiving and job budgets (built and reviewed off-trunk)Next
- The filed-GST guard on the last three re-post doorsNext
- Items & units, inventory, fixed-asset register, period closeRoadmap
Field apps 6
- ScanSnap's new page-edge finder (FieldOps 0.22.0 built, not yet installed)In flight
- A full crew-day timesheet with overridesNext
- CanvassCam estimatesRoadmap
- ProjectCam voice captions and video transcriptsRoadmap
- Drone narration turned into estimating instructionsRoadmap
- An agent that builds the estimate from Overhead's measurements (R&D)Roadmap
Phone & communications 4
- Photos texted to the main line reach the app (MMS fix)In flight
- Per-employee customer-facing numbers (carrier registration pending)Roadmap
- Calling from inside FieldOpsRoadmap
- Push notifications for FieldOps textsRoadmap
Coming soon · 2 of 2
Next on the website, the AI, and trust.
Website & leads 5
- Spam quarantine and blocklist for website lead formsIn flight
- Industry materials crawler for the libraryIn flight
- The materials library page on your own websiteNext
- Instant roof estimate on your website (built; switched off, tuning parked)Roadmap
- Sending consent-filtered campaign audiences to ad platforms (staged today, nothing sent)Roadmap
- Automated review requestsRoadmap
AI & MCP 5
- The agentic C-suite, starting with Ava, the executive assistant (foundation built on a branch, switched off)Next
- One executor shared by the in-app AI and outside agentsRoadmap
- Fewer, plainer MCP verbs (consolidation designed, parked)Roadmap
- Voice in and out: speech, captions and read-aloudRoadmap
- A daily AI spending cap per business, metered on every callRoadmap
Security & operations 4
- Two-step sign-inRoadmap
- An enforcing Content-Security-PolicyRoadmap
- Permission checks on every write door (83% today, 95% of money doors)Roadmap
- An independent SOC 2 audit of the controlsRoadmap
34 coming items: 5 in flight, 6 next, 23 roadmap. In flight = a lane is open today; next = queued behind finished work; roadmap = designed or wanted, not scheduled.
Coming soon · in development
A C-suite that is always in the room.
A team meeting whenever you want one. No scheduling conflicts. Each C-suite position is an agent — CEO, CFO, COO, CMO — and each employee has an agent carrying months of operational context on compliance and performance, ready to bring to the board room at the drop of a hat.
Coming soon. The AD documents file the C-suite itself as Phase 4; "months of operational context" is the design, not a measured history yet.
It stands on what ACAT already remembers: every call, job, hour, photo and dollar, per employee and per customer. None of it is in production yet.
Agents that are members
Each persona runs as a real member of the business, with that member's permissions; its memory is scoped by the server and every AI memory write is audited.
Built on a branchAva, the executive assistant
Reads your inbound texts and email and drafts replies for you to approve; honours STOP; a reply only ever goes to whoever wrote. Built and tested, switched off.
Built on a branchOne set of doors for every agent
The in-app AI and outside agents call the same tools, with the same permission checks, audit rows and refusals.
Built on a branchC-suite seats
CEO, CFO and the rest as views on one engine, with a group chat and @mentions — the board meets when you open it.
NextAn agent per employee
Months of ACAT context on compliance and performance, brought to the meeting on demand.
RoadmapGuard-rails first
No tenant runs unattended until a per-business daily AI cap is set; outbound AI calling waits on a written legal read.
RoadmapSources: static/__dev/notes/ai-delivery/AI-DELIVERY-PUNCH-LIST.md — AD-7 persona foundation, AD-8 Ava runtime (drainer disarmed), AD-28 shared executor (flag off), all merged on the ai-delivery branch, none on main; AI-DELIVERY-IDEAS.md §8 (the persona C-suite + group chat, Phase 4).
Pricing
Flat per business. Not per seat.
One subscription in Canadian dollars, with a full-featured free trial and no card. Every figure on the live pricing page is read at runtime from the same catalog the checkout charges from — so this deck points there rather than printing a number that could go stale.
- CRM and the ACAT timeline
- Estimates, quotes, invoices, accept and sign
- Full double-entry books
- Office seats included
- Everything in Core
- Jobs, projects, POs, progress invoicing
- The field apps
- Full sentiment intelligence
- Everything in Pro
- Rate locked while the subscription stays active
- A direct line to the founder
- Reserving costs nothing
Add-ons, priced from the same catalog: a business phone number with a monthly text-and-minute bundle; ATLASS AI staff (private beta, always an add-on). Connecting your own AI agent is free on every plan. Field crew on the apps and the phone line are not seats.
The stack it replaces typically runs $370–430/month CAD for a 4-person crew (compared July 2026).
Why it exists
Built by a roofer, for contractors tired of QuickBooks + spreadsheets.
This wasn't designed in a boardroom. It was built by a roofing contractor who lost leads in voicemails, retyped customers into three tools, and couldn't square the job he won with the money he booked. Right Side Roofing runs on it first — every feature is used on the founder's own crew day before it reaches anyone else.
Dogfooded daily
The founder clocks in as foreman, scans receipts and texts customers through ATLASS.
Refuted before it ships
Every change gets an adversarial review; money work routinely fails review twice before it is allowed to merge.
Honest about scope
One founder directing an AI engineering team. Not a big vendor, not yet audited — and it says so.
Founding partners
Put your business on an operating system.
Become a founding partner: lock your rate while you stay active, get a direct line to the founder, and help build the business OS contractors have been owed for a decade.
CRM · Jobs & Boards · Books & Payroll · Phone · Field apps · Bring your own AI — one database, one bill.
Index