Technical Systems
A technical system is any piece of building equipment that you want to track, monitor, or maintain through the platform. Registering your systems creates a central inventory that links maintenance history, alarms, sensor data, and automation rules to the physical equipment they belong to.
What is a technical system?
A technical system represents a real piece of equipment installed in your building — HVAC units, elevators, solar inverters, fire alarm panels, lighting controllers, access control systems, energy meters, generators, and more.
Each technical system has a name, type, manufacturer, model, and serial number. You can also assign it to a specific space within the building and attach a cover image for easy identification.
Why register technical systems?
Without registered systems, maintenance work orders and alarms exist in isolation. Linking them to a technical system gives you a complete history — every work order, every alarm, every sensor reading — in one place per piece of equipment.
What is a connected technical system?
A connected technical system goes beyond a static inventory record. When you connect edge devices or cloud integrations to a technical system, it becomes a live, real-time representation of the equipment:
- Real-time data — Temperature, pressure, power consumption, and other readings stream directly from sensors and controllers
- Remote control — Send commands to the system (start/stop, setpoint changes) through configured technical datapoints
- Automated monitoring — Smart Alarms can watch aggregated data from connected systems and alert when patterns indicate faults
- AI optimization — AI Schedules and energy optimizers can adjust connected systems automatically based on weather forecasts, energy prices, and occupancy
You can register a technical system purely for maintenance tracking without connecting any devices. Connection enables advanced monitoring and automation but is not required.
Creating a technical system
- Open the site from the dashboard
- Navigate to Technical Systems from the admin menu
- Click New Technical System
- Fill in the required fields:
- Name — A descriptive name (e.g., "AHU-01 Main Lobby")
- Type — Select from the predefined types (HVAC, Solar, Elevator, etc.)
- Manufacturer and Model
- Serial number
- Optionally assign the system to a space within the building
- Click Save
The new system appears in your technical systems list, ready for maintenance tracking and optional device connections.
General settings on an existing system
Open a technical system from the inventory to access its configuration page. In addition to the identity fields above, you'll find:
- Schedule — Operating schedule used by the control and AI layers
- Show Visualization on Dashboard — Pin the system's visualization on the site overview
- Expected Life and Commissioning Date — Used by the lifecycle analytics
- Site and Space — Where the equipment physically lives
- Remote Management Proxy — Edge device that exposes the system for secure remote management
- Service Providers — Vendors, contractors and technicians responsible for this specific system (see below)
General settings are editable by property admins and managers. Service providers assigned to a system do not see the configuration page; they only see the operational maintenance view.
Service Providers on a technical system
A service provider assigned to a technical system on its configuration page is treated as responsible for that specific piece of equipment. This is different from assigning a provider to an individual work order — it is a standing assignment tied to the equipment itself.
What the assignment grants
Once listed as a Service Provider on a technical system, the partner sees the system, every task on it, and every alarm raised against it — across every organisation they belong to. They get this visibility on their dedicated External Partner dashboard without needing an admin or manager role at the site.
Assigning a Service Provider
- Open the technical system's configuration page (admin menu → Technical Systems → select the system)
- Scroll to the Service Providers row in the summary card
- Click the field and pick from the property's existing service providers, or create a new one inline
- Repeat for as many vendors as are responsible for the system
The unlink action is symmetric — remove a partner from the field and they immediately lose visibility into this specific system.
When to use this vs. work-order assignment
| Use case | Where to assign |
|---|---|
| One-off job ("change this filter") | On the work order |
| Ongoing responsibility for an asset ("ACME owns all our chillers") | On the technical system |
| Recurring maintenance for a specific provider | On the preventive maintenance rule |
These three paths are complementary — a provider can be responsible for a system and receive specific work orders against it. Their dashboard de-duplicates and surfaces the union.
Next steps
Connecting and Visualizing Technical Systems
Learn how to connect edge devices, configure technical datapoints, and set up real-time visualizations for your building equipment.