Walk the plant in the morning. Send the report and quote that afternoon.
Phoenix promises work in days, not weeks. This walkthrough looks at the paperwork in front of that work, and what it could look like to turn 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
Proposed pilot length
3–5 jobs
Real assessments in the proposed pilot
01
How a job might move 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.
Our guess at today
Based on how small service shops often work. Tell us where it's wrong.
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.
can wait behind other jobs
3
Find what's missing
The nameplate photo is blurry, a measurement didn't get written down. A second call or trip.
often 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.
may depend on one person
5
Review and send
Cover email, attachments, follow-up.
Site walk to sent quote: we'd like to hear your real number
How it could work with AI behind the crew
A proposed setup, not yet tested on your jobs
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.
aim: fewer second trips
3
Condition report drafted
Findings, severity, evidence and recommendations, in Phoenix's format, ready for a read-through.
aim: less typing
4
Rebuild vs. replace quote drafted
Built from your rates, your past jobs and your parts list. Both options side by side.
would use your numbers
5
You review, edit, send
Nothing goes out without your sign-off. The cover email is drafted too.
Site walk to sent quote: target of same day, to be measured on your real jobs
02
See it on two sample jobs
Two made-up assessments at made-up plants, written the way field notes often come back. Pick a job, then pick what you'd like to see. These drafts were prepared ahead of time to show the idea. Nothing on this page runs live.
Crew field notes
Pick one above to see the sample draft.
Sample data only: the plants, people and readings are invented, and the prices are placeholders. In a real setup the quote would use Phoenix's own rates, parts costs and past jobs.
03
What a pilot could look 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
"Their trade secrets stay secret" is on your About page. We'd hold to the same rule: before any of your rates, past jobs or client details are used, we'd agree in writing where they live and who can see them.
Next step: a 30-minute call or a coffee to walk through how one of your jobs actually runs, and whether this fits it. A good first test is running one of your past assessments through it and comparing the result with what you sent. Reply to the email this link came in.