Who Will Benefit from AssetIQ? 

Energy engineers, asset managers, contractors/integrators, and OEM partners who need accurate, structured, and verifiable equipment data – fast. 

What You’ll Need 

• AssetIQ organizational access and a project space for the portfolio 
• Site lists (addresses, meter IDs optional) 
• Digital photos of nameplates and equipment units 
• Optional: existing CMMS/ERP exports, equipment inventory spreadsheets, utility interval/bill data 

Step-by-Step AssetIQ Playbook 

1) Create your Portfolio Project 

• Add sites
• Set standards: choose attributes you want on every record (e.g., capacity, refrigerant, voltage, EER/SEER, etc.)
• Define outcomes up front: maintenance recommendations and replacement recommendations

Pro tip: Establish a required metadata schema now so every future capture lands “analysis-ready.” 

2) Intake & identify equipment (at scale) 

• Upload equipment photos (or capture in-app)
• AssetIQ CV auto-detects the nameplate and parses make/model/serial 
• Records are created with the verified OEM identity

Pro tip: Use the EMPEQ mobile app to take your photos – this ensures geolocation capture for every unit. 

3) Enrich with deep attributes 

• AssetIQ cross-references the world’s largest curated equipment library to populate: 
  • Capacity/tonnage, efficiency ratings, refrigerant type/charge range 
  • Voltage/phase, air flow specs, OEM options 
  • Linked documentation (if available): owner’s manuals, maintenance manuals, etc. 
• The system creates structured, “AI-ready” records – not just text blobs

Pro tip: Turn on confidence guardrails so low-confidence fields are quarantined for human review before exporting. 

4) Validate and de-risk 

• Safety & recall checks: automatic flagging of units with active bulletins or recalls
• EOL forecasting: age vs. expected life, environmental factors, and failure patterns

Pro tip: Use these results as the basis for prioritizing unit replacement in buildings. 

5) Generate recommendations & scenarios 

• Maintenance actions: near-term tasks to extend life safely (filters, belts, coils, sensors)
• Replacement paths: right-sized options aligned to owner goals (efficiency, decarbonization, refrigerant compliance)

Pro tip: Use these recommendations to help you make fix vs. replace decisions. 

6) Produce artifacts that people need and use 

• CMMS/ERP exports with standardized fields and unique IDs 
• Compliance/benchmarking packets (e.g., Portfolio Manager-ready asset bundles) 
• Proposal kits: one-click packs with manuals, safety bulletins, and spec-matched replacements 

Pro tip: Use EMPEQ’s Template Profiles so every customer gets outputs in their preferred format – no one-off spreadsheet surgeries. 

7) Automate the rinse-and-repeat 

• Scheduled rescans for high-risk cohorts (quarterly/biannual) 
• Delta alerts when a manufacturer updates safety bulletins 
• Integration jobs to keep CMMS/BMS aligned with AssetIQ 

Pro tip: Turn recurring QA into a KPI: track % of assets verified, % low-confidence fields resolved, and mean time-to-decision.