1. Smart Building Management
  2. Start your first building operating cycle
Get started

Get Smart Building Management running in four steps.

Choose a building and rehearse the readings, review decisions and response work with the people who own them.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Smart Building Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Smart Building Management in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started, then use Proto to configure Smart Building Management for your business. Name the Facilities Manager and energy-review team for the pilot, then confirm the Site Operator and Maintenance Technician accounts with Admin.

Prepare the first operating cycle

Bring the site and meter identity, reading mode and unit, with source readings and quality information. Choose a reset or interval-boundary case that the reviewer can inspect. Prepare an operating event with a recognized responder and a sensor observation relevant to its building context.

Follow the implementation phases to agree authority, source connections and the task policy. Keep the first case narrow enough for the participants to trace every accepted quantity and saved observation to its source.

Review before release

Capture and derive the energy interval, then make the review decision using the designated account. Acknowledge the event with its actual start and verify the assigned task. Capture the sensor observation, then open the saved entry and check its sensor, date and quality. Complete the work under its policy and separately resolve the event with the actual end. Check site scope and personal access before expanding the operating cycle.

Set up Smart Building Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started