Walk the plant in the morning. Send the report and quote that afternoon.
Phoenix promises work in days, not weeks. The wrench time is already fast. This demo goes after the paperwork in front of it: turning a crew's site notes, photos and the plant's own data into a condition report the utility can take to its board, and a rebuild-or-replace quote with your name on it.
Same day
Target: site walk to sent quote
1 workflow
Assessment → report → quote
30 days
Pilot length
3–5 jobs
Real assessments in the pilot
01
How a job moves today, and with this
Your site page lays out the path: assessment and engineering, then restoration and fabrication, then installation and commissioning. This covers the first stretch of it, from the site walk to the quote the utility signs.
Typical today
How small service shops usually run it
1
Site walk
Operator interview, process observation, mechanical inspection. Notes in a notebook or on a phone, photos in the camera roll.
2
Back at the shop, type it up
Someone turns shorthand into a report between other jobs. Photos get matched to findings by memory.
waits for a free evening
3
Find what's missing
The nameplate photo is blurry, a measurement didn't get written down. A second call or trip.
found late
4
Build the quote
Pull parts and labor from old quotes, OEM calls and the spreadsheet. Two options for the utility means doing it twice.
one person knows the numbers
5
Review and send
Cover email, attachments, follow-up.
Site walk to sent quote: often a week or more
With an AI assistant behind the crew
Same people, same judgment, less typing
1
Site walk, same as now
Crew talks or types notes into a phone and snaps photos. Plant data (TSS, DO, run hours) gets attached.
2
Gaps flagged before the truck leaves
The assistant checks the notes against what a complete assessment needs and lists what's missing while the crew is still on site.
no second trip
3
Condition report drafted
Findings, severity, evidence and recommendations, in Phoenix's format, ready for a read-through.
minutes, not evenings
4
Rebuild vs. replace quote drafted
Built from your rates, your past jobs and your parts list. Both options side by side.
your numbers, not generic ones
5
You review, edit, send
Nothing goes out without your sign-off. The cover email is drafted too.
Site walk to sent quote: same day (pilot target, measured on your real jobs)
02
Try it on a sample job
Two made-up assessments at made-up plants, written the way field notes actually come back. Pick a job, then press a button. Every button produces a real output.
Crew field notes
Pick an action above to see what it produces.
Sample data only: the plants, people and readings are invented, and the prices are placeholders. In a real setup the quote uses Phoenix's own rates, parts costs and past jobs.
03
What a pilot looks like
Week 1: learn your format
We sit with you on how a job runs, collect a few past reports and quotes, and set the assistant up to write the way Phoenix writes.
Weeks 2–4: real jobs
The next 3–5 assessments run through it. We measure hours from site walk to sent quote, and you tell us what's wrong with every draft.
Your data stays yours
"Their trade secrets stay secret" is on your About page. Same rule here: your rates, past jobs and client details stay in your accounts, not ours.
Next step: a 30-minute call or a coffee to walk through how one of your jobs actually runs, and whether this fits it. Reply to the email this link came in.