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How installed equipment becomes a record

Capture installed equipment, organize the nameplate data, compare available plans and schedules, and review what still needs attention. A practical workspace for MEP existing-conditions surveys.

LEVEL 5AHU-55EF-3VAV-01SCHEDULEAHU-55EF-3VAV-01CH-2NO PINTIED TO A PLACE, OR STILL OPEN

01: Nameplates

Extract make, model, serial and ratings from readable plates. Review uncertain fields; age estimates depend on supported serial formats.

02: Plans and schedules

Units are tied to your floor plans and compared against the schedule: field against design.

03: How they connect

Review proposed equipment relationships alongside the available evidence and confirm how the system connects.

04: The checked record

Keep source photos and review findings with the equipment records. Resolve gaps and confirm information before the final handoff.

Depending on the work, this runs as an existing conditions survey, an equipment survey or a building equipment inventory.

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