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How to Export Equipment with the AI Assistant

Updated this week

Export your equipment data as a CSV or Excel file.

Steps

  1. Open the AI Assistant.

  2. Ask for the export. You can specify filters or fields.

  3. The assistant returns the data in an interactive table view. Review it, then click download.

What you can say

  • "Export all equipment as an Excel file."

  • "Export HVAC equipment with warranty and replacement cost data."

  • "Give me a spreadsheet of all equipment at Site B."

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