EquipTalkIQ
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For mechanical contractors

The whole lifecycle, in the workspace your crews already carry.

Service, construction and controls teams get the full EquipTalkIQ: cited spec answers and linework-first takeoff before award, then one record per unit through construction, turnover, the service board, dispatch, warranties and live systems. The assistant sits beside every page and shows its sources.

Book a demoEQUIPTALKIQ / THE CONNECTED MECHANICAL PICTURE
Service board · todayAPP SCREEN / SAMPLE DATA
EquipTalkIQ Service board · today screen with sample records
AI panel · answer with SourcesAPP SCREEN / SAMPLE DATA
EquipTalkIQ AI panel · answer with Sources screen with sample records
THE ANSWER ENDS WITH ITS SOURCES
ONE CONNECTED MECHANICAL LIFECYCLE+EVIDENCE. INTELLIGENCE. ACTION.
The day’s board, dispatch and warranties on the same units.ACTUAL WORKSPACE / SAMPLE DATA

THE CONTRACTOR FLOW

From the first drawing to the next service call.

This is the path a contractor account walks in the app, in the order the work happens. Every step is a page in the demo.

  1. 01

    Start the day in the Command Center

    Command Center · Ask bar · ⌘K

    A briefing computed from live counts, the priority queue with evidence, planning risks, site comparison and the map. One Ask bar searches units, sites, work orders and documents or asks the portfolio AI. Scope the cockpit to a site or a single unit and share the URL.

    • Briefing labelled “computed from live counts”
    • Ask AI for the written briefing, with Sources
    • Phone tab bar with Ask in the middle; dark mode for the control room
    Command CenterAPP SCREEN / SAMPLE DATA
    EquipTalkIQ Command Center screen with sample records
  2. 02

    Run the service day and the dispatch board

    Service · Dispatch · Warranties

    The service board shows the day’s jobs by status, technicians, overdue and unassigned work, deficiencies raised on visits, quotes and PM coverage. Dispatch lays out every technician’s day or week: drag a job onto a person, see skill and travel fit, or let AI draft the schedule and approve it. Warranties show coverage by manufacturer, term, registration and labor, and claims are drafted from the job that found the failure.

    • Jobs, deficiencies, quotes, contracts and a job page with timeline, forms, parts and photos
    • Dispatch fit: skill, travel from the previous visit, capacity, overlap, shift
    • Claims pre-filled by AI from the service record; you edit, then save
    Dispatch · technicians by dayAPP SCREEN / SAMPLE DATA
    EquipTalkIQ Dispatch · technicians by day screen with sample records
  3. 03

    Win the job from the drawings and the specs

    Estimating & Drawings · Network Takeoff · Revision Compare · SpecLens

    Upload a set and the drawing log reads itself: sheet numbers, scale, legends and schedules. Ducts and pipes become sized networks from the linework; AI names what it sees and estimators accept every quantity. Upload the next revision and every sheet is matched and every change listed. Upload the spec book once and SpecLens writes the submittal log, tracks addenda and answers with section, page and paragraph.

    • Linework-first takeoff with an estimate on top
    • Revision Compare: sheet matching, overlay, change list, affected quantities
    • SpecLens: cited answers, requirements, submittal log, addenda, RFI and QA/QC drafts
    SpecLens · cited spec answerAPP SCREEN / SAMPLE DATA
    EquipTalkIQ SpecLens · cited spec answer screen with sample records
  4. 04

    Plan the build and keep the documents with the project

    Construction · Planning

    Projects and documents, crews, materials, PM visits and budget in one plan. Risk and cost math is deterministic; AI drafts changes and you approve them.

    • Editable labor, material and PM plans
    • Deterministic risk and cost math
    • AI suggestions require approval
    Labor & material planningAPP SCREEN / SAMPLE DATA
    EquipTalkIQ Labor & material planning screen with sample records
  5. 05

    Give the GC and the reps their own view, not your books

    GC Collaboration · Rep Hub

    Invite a GC to a project and they get a workspace with the schedule you share, submittals, RFIs, change orders, closeout and tracked asks both sides see, each with a response SLA. Open a room per project and manufacturer for the rep: the equipment schedule with lead weeks and ship dates, submittals, cutsheets and IOMs, requests, and startup, commissioning, troubleshooting and installation visits whose reports land on each unit’s service history.

    • GC asks: RFI, schedule, look-ahead, manpower, change order, submittal, closeout
    • Weekly summary and RFI drafts the GC edits before sending
    • Rep visits filed as completed service records per unit
    GC project workspaceAPP SCREEN / SAMPLE DATA
    EquipTalkIQ GC project workspace screen with sample records
  6. 06

    Hand the building over without losing the record

    Turnover · Owner portal

    Assemble an organized package per building: equipment, manuals, warranties, training and service information. Share a secure, revocable link, invite owner logins or download a PDF binder. The owner’s twin keeps every unit, reading, warranty and completed visit for the life of the asset.

    • Owner-ready sections, portal, PDF binder
    • AI assembly, gap analysis and owner building summary
    • Owner logins see only the package and the building
    Building turnover packageAPP SCREEN / SAMPLE DATA
    EquipTalkIQ Building turnover package screen with sample records
  7. 07

    Watch the building and act on findings with evidence

    Controls · AI Insights · Live Map · AI usage

    BAS points are checked against expected ranges and feed the insights engine. Findings carry their evidence, resolve when the condition clears, and the AI writes a site brief from the findings alone. Field crews show on one map shared with the Command Center. Admins see every model call priced at list on the AI usage page and set the monthly budget.

    • Units needing attention first
    • Findings with Evidence · n
    • AI usage by person, feature and record; budgets with a hard stop
    AI Insights with evidenceAPP SCREEN / SAMPLE DATA
    EquipTalkIQ AI Insights with evidence screen with sample records

THE SIDEBAR

Contractor accounts see the whole navigation. Owners, GCs and reps see only their own pages.

Today

  • Command Center
  • AI Insights
  • Live Map

Assets

  • Sites
  • Equipment
  • Controls

Service

  • Service
  • Dispatch
  • Warranties

Preconstruction

  • SpecLens
  • Estimating & Drawings
  • Network Takeoff
  • Revision Compare

Build & handover

  • Construction
  • Planning
  • Turnover

Collaborate

  • Team
  • Rep Hub
  • GC Collaboration

Workspace & tools

  • Email, Files & Calendar
  • Integrations
  • AI usage
  • Custom Builds

INTELLIGENCE THAT TRAVELS

Ask. Understand.
Bring the team.

From a question at the unit to a conversation that moves the work forward.

Not a chatbot. The unit’s own assistant.

Every Ask button is a menu of questions about the record you are on, plus “Open chat about this”. The assistant retrieves service history, agreements, warranties and documents through scoped tools and ends with a Sources strip naming the records it used.

  • Ask menus with 2–5 context questions on every page
  • Working summary, then the answer, then Sources · n
  • Follow-up chips and “Grounded in your records”

Captured app screens with sample records. No external message is sent.

AI panel · answer with SourcesAPP SCREEN / SAMPLE DATA
EquipTalkIQ AI panel · answer with Sources screen with sample records
EQUIPMENT-SCOPED AI

AGAINST DOCUMENT-ONLY TOOLS

Everything a document tool does before award. Then the part they can’t do.

Spec review AI and document-intelligence products for MEP contractors answer questions from drawings and specs, compare revisions and keep submittal logs. They are good at it, and they stop when the job is won. EquipTalkIQ matches that preconstruction work and carries the same record into construction, turnover, service, dispatch and controls.

CapabilityDocument-only toolsEquipTalkIQ
Winning the job
Cited Q&A across drawings, specs and contracts
Document-only toolsAvailableTheir core strength.
EquipTalkIQAvailableSpecLens answers from retrieved passages only and cites section, page and paragraph with a verified quote. Addenda and contract clauses show as superseding.
Drawing revision compare
Document-only toolsAvailableOverlay and change lists.
EquipTalkIQAvailableRevision Compare matches sheets between revisions, overlays them and lists each change; affected quantities are flagged for review.
Spec-linked submittal logs
Document-only toolsAvailableLogs tied to spec sections.
EquipTalkIQAvailableGenerated from the spec book after indexing: one line per deliverable with type flags, the paragraph that requires it and an .xlsx export.
Addenda tracking, RFI and QA/QC drafts
Document-only toolsPartlyVaries by tool.
EquipTalkIQAvailableAddenda are diffed against the paragraph they change; log lines and answers built on it are flagged. RFI and QA/QC drafts keep their citations until you approve them.
Quantity takeoff from drawings
Document-only toolsPartlyRarely; usually a separate tool.
EquipTalkIQAvailableLinework-first duct, pipe and symbol takeoff with an estimate on top. AI proposes, estimators approve.
Labor, material and PM planning
Document-only toolsNoNot in scope.
EquipTalkIQAvailableEditable plans with deterministic risk and cost math; AI drafts, you approve.
After the job is won
One record per unit across construction, turnover and service
Document-only toolsNoEnds at award.
EquipTalkIQAvailableSites, equipment and projects share one data model with one assistant per unit.
Service board, dispatch and technician scheduling
Document-only toolsNoNot in scope.
EquipTalkIQAvailableThe day’s board, a technician-by-day dispatch calendar with skill and travel fit, deficiencies, quotes and AI-drafted schedules a dispatcher approves.
Warranties with claim drafts
Document-only toolsNoNot in scope.
EquipTalkIQAvailableCoverage by manufacturer, term, registration and labor; claims drafted by AI from the job that found the failure.
Live equipment and controls
Document-only toolsNoNot in scope.
EquipTalkIQAvailablePoints checked against expected ranges. Demo readings are simulated; controller feeds connect per customer.
AI findings with evidence
Document-only toolsNoNot in scope.
EquipTalkIQAvailableDetectors run daily, every finding links its records, and findings resolve when the condition clears.
GC project workspaces and rep rooms
Document-only toolsNoNot in scope.
EquipTalkIQAvailableGCs get schedule, submittals, RFIs, change orders, closeout and tracked asks; reps get rooms with the equipment schedule, submittals, documents and site visits.
Owner, GC and rep assistants
Document-only toolsNoNot in scope.
EquipTalkIQAvailableEach audience gets its own view and an assistant that reads only its projection and names its sources.
Turnover packages
Document-only toolsNoNot in scope.
EquipTalkIQAvailableOrganized sections, secure revocable links, owner logins or a PDF binder.
AI usage metering and budgets
Document-only toolsPartlyRarely itemized.
EquipTalkIQAvailableEvery model call is priced at list and attributed to a person, feature and record; admins set a monthly budget with a warning and a hard stop.

“Available” means you can use it in the app today. “Coming” means it is being built now and is not in the demo yet. Demo telemetry and map movement are simulated; live source-system feeds are scoped per customer.

THE RECORD OUTLASTS THE PROJECT

Win the job with cited answers.
Then keep the building talking.

Explore EquipTalkIQ with sample project data: takeoff, specs, planning, turnover, service, dispatch and controls.
Bring your questions. Follow the sources.

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