Built for the people doing the work

Mechanical intelligence. From bid to building.

The work doesn’t stop at award, and neither should your intelligence. EquipTalkIQ connects the estimator, the project manager, the dispatcher, the technician, the controls engineer, and the building owner to the context their next decision needs.

Book a demoEQUIPTALKIQ / THE CONNECTED MECHANICAL PICTURE
Dispatch · technicians by dayAPP SCREEN / SAMPLE DATA
EquipTalkIQ Dispatch · technicians by day 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.
ACTUAL WORKSPACE / SAMPLE DATA

Four disciplines, one record

Construction & preconstruction

Keep the drawing connected to the decision.

The design, scope, and plan belong in the same conversation. Combine calibrated PDF marks with geometry-first assistance, AI proposals, and legend and schedule cross-checks. Use SpecLens for cited answers, generated submittal logs, addenda tracking and RFI drafts; compare drawing revisions before accepting changed quantities. Draft labor and material plans, then review explicit risks and approve changes. Automated takeoff accuracy remains an evolving capability that needs estimator validation.

  • Calibrated mechanical takeoff and Revision Compare
  • SpecLens: cited answers, submittal logs, addenda, RFI and QA/QC drafts
  • Editable labor & material plans
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Mechanical takeoffAPP SCREEN / SAMPLE DATA
EquipTalkIQ Mechanical takeoff screen with sample records

Service & maintenance

Arrive with the full equipment story.

HVAC service software that starts from the unit, not the ticket. The day’s board shows jobs by status, overdue and unassigned work, deficiencies, quotes and PM coverage; Dispatch lays out every technician’s day with skill and travel fit and AI-drafted schedules you approve. Each job page carries its timeline, forms, parts, photos and an AI brief; each unit carries its history, manuals, warranty coverage and agreement scope, and claims are drafted from the job that found the failure.

  • Service board, jobs, deficiencies, quotes, contracts
  • Dispatch by technician and day, AI-drafted schedules
  • Warranty coverage, registration and AI-drafted claims
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Equipment record with AI findingsAPP SCREEN / SAMPLE DATA
EquipTalkIQ Equipment record with AI findings screen with sample records
AI panel · answer with SourcesAPP SCREEN / SAMPLE DATA
EquipTalkIQ AI panel · answer with Sources screen with sample records
ASK FROM THE RECORD. KEEP THE CONTEXT.

Controls & operations

A point value is only the beginning.

Temperature, status, and alarms become more useful beside the equipment story. BAS points are checked against expected ranges and feed findings with evidence that resolve when the condition clears; AI writes site briefs from those findings alone. Review controls context alongside service records and project documentation, then ask AI to go deeper. Explore simulated telemetry today; Niagara N4, Carrier i-Vu, central controllers, and Cool Automation connections are scoped per customer.

  • Site and equipment controls views
  • Findings with Evidence · n and AI site briefs
  • Niagara and controller integration roadmap
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Controls & telemetryAPP SCREEN / SAMPLE DATA
EquipTalkIQ Controls & telemetry screen with sample records

Teams, reps, GCs & owners

A stronger handover. A lasting connection.

Send teammates an AI answer or record with a snapshot, priority, replies, and follow-up tasks. Bring manufacturer reps into rooms with the equipment schedule, submittals, documents and site visits. Give the GC a workspace per project with tracked asks and a weekly summary. Then organize an owner handover across equipment, documents, service information, training, and more, with portal access, owner logins and a PDF binder.

  • Team inbox: shares, replies, tasks and AI follow-up
  • Rep rooms and GC project workspaces
  • Owner portals and PDF turnover binders
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11 sections.
One lasting handover.
Building turnover packageAPP SCREEN / SAMPLE DATA
EquipTalkIQ Building turnover package screen with sample records
Equipment → manuals → warranties → PM

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

ONE BUILDING. DIFFERENT RESPONSIBILITIES.

A shared picture. Thoughtful boundaries.

Contractors, reps, owners, and GCs see the work they need. Their AI uses the context they’re allowed to access, not somebody else’s private information.

Collaboration without
the information free-for-all.

Give reps a room with the equipment schedule, submittals and site visits. Give GCs a project workspace with tracked asks. Give owners the equipment and maintenance context. Keep internal costs, margins, and private notes out of the wrong conversation.

  • Account-specific AI context
  • Room, project, and package access
  • Intentional sharing instead of broad access
Explore the audience boundaries
ONE BUILDING / FOUR PERSPECTIVESSAMPLE ONLY
Contractor context

The right information.
The right boundary.

Installation scope & internal plan
Equipment and service records
Shared submittal review

Only this company’s accessible records.

Editorial sample. This switch does not change real permissions or call AI.

THE OPERATION, IN FOCUS

More than an answer. A way forward.

A useful insight should lead back to the people, plans, and assets that can act on it.

A portfolio when you need it. A single unit when you don’t.

Go from your sites to equipment, from a VRF outdoor unit to its indoor units. Combine construction, service and controls focus. The briefing is computed from live counts; the priority queue ranks findings by severity and savings, each with its evidence.

  • Site and equipment drill-downs in the URL
  • Priority queue with Evidence · n
  • One Ask bar and ⌘K for search or a portfolio question
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Command CenterAPP SCREEN / SAMPLE DATA
EquipTalkIQ Command Center screen with sample records
FIELDNOTES / THE INTERACTIVE JOURNAL

Less scrolling past.
More figuring things out.

Mechanical ideas worth exploring. Evidence you can follow. Perspectives you can switch. A journal that puts the work in your hands.

Explore all Fieldnotes

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.