Getting Started

Your Path to Operational Excellence Starts Here

Welcome to Energos. This guided implementation series will help you set up your digital operations platform, organize your assets, streamline maintenance workflows, and empower your team with the tools they need to work more efficiently.Follow the videos below in order to build a complete operational foundation for your organization.

Step 1: Set Up Locations & Assets

Every operation starts with understanding what you manage and where it lives. Locations help organize your facilities, sites, buildings, charging stations, stores, or operational areas. Assets represent the equipment, infrastructure, and systems that keep your business running.By creating a structured asset hierarchy, you'll establish the foundation for maintenance, inspections, inventory tracking, reporting, and automation.

Step 2: Start Managing Work Orders

Once your assets are in place, it's time to begin managing work. Work orders allow your team to track maintenance activities, repairs, inspections, and operational tasks from a single platform. Assign work, monitor progress, capture documentation, and maintain a complete service history for every asset.

Step 3: Manage Spare Parts Inventory

The right parts at the right time can mean the difference between minutes of downtime and days of disruption. Energos helps you maintain visibility into inventory levels, track parts usage, and ensure technicians have what they need before they arrive on-site.

Step 4: Monitor Equipment with Meters

Operational data drives smarter decisions. Meters allow you to track critical measurements such as runtime hours, energy consumption, mileage, production counts, and other asset performance indicators. These measurements can be used to trigger maintenance activities, identify trends, and improve reliability. Meter values can be entered manually, or through IoT sensors, and devices. Meter data can also be configured from third party systems over APIs.

Step 5: Standardize Procedures & Workflows

Consistency is one of the most powerful drivers of operational excellence. Procedures ensure every task is performed correctly, every time. Create digital checklists, inspection forms, maintenance procedures, and standard operating procedures that guide operations and maintenance staff through each step of their work.

Step 6: Build a Knowledge Hub for Your Teams

Your technicians shouldn't have to search through folders, emails, or filing cabinets to find critical information. The Energos Media Library provides a centralized repository for manuals, training videos, documentation, certifications, photos, and asset history—giving your team instant access to the information they need in the field.

What's Next?

Congratulations! By completing these six implementation steps, you've established the foundation for a modern, data-driven operation.

You now have:
✓ Organized locations and assets
✓ Structured work management processes
✓ Inventory visibility
✓ Operational meter tracking
✓ Standardized procedures
✓ Centralized documentation and training resources

From here, you can continue expanding your Energos platform with integrations, automation workflows, predictive maintenance strategies, IoT monitoring, sustainability initiatives, and advanced reporting.

Here are some common questions:

Frequently asked questions about CMMS, EAM and more.

What is EAM?

Enterprise Asset Management (EAM) is a broader software solution that manages the lifecycle of physical assets (equipment, buildings, infrastructure) from acquisition to disposal. It helps organizations optimize the use of their assets, reduce costs, and improve asset reliability.

What is a CMMS?

A CMMS (Computerized Maintenance Management System) is software that helps organizations manage maintenance tasks, work orders, asset data, inventory, and maintenance scheduling. It streamlines maintenance operations, improves efficiency, and helps prolong asset lifecycles.

Why is maintenance important for businesses?

Proper maintenance ensures that assets operate efficiently, reduces downtime, and minimizes the cost of unexpected repairs. Well-maintained equipment runs longer, reduces operational costs, and supports overall productivity.

What are the benefits of using an EAM system?

EAM provides a 360-degree view of an organization’s assets, helping improve performance, reduce downtime, manage compliance, and extend asset lifecycles. It also integrates with other systems like finance and procurement to manage the entire lifecycle of assets effectively.

How is EAM different from CMMS?

While CMMS is primarily focused on maintenance tasks, EAM provides a more comprehensive solution that includes asset tracking, procurement, compliance, performance analytics, and lifecycle management. EAM is ideal for large organizations that manage a complex array of assets.

What is preventive maintenance?

Preventive maintenance involves performing regular, scheduled maintenance on equipment to prevent unexpected failures and extend its lifespan. This could include tasks like lubrication, inspections, or part replacements before failure occurs.

How does a CMMS improve maintenance efficiency?

CMMS automates work orders, schedules preventive maintenance, tracks asset performance, and provides real-time data on maintenance tasks, helping teams prioritize work and reduce downtime.

How does EAM help with Sustainability?

EAM helps organizations track energy usage, maintenance efficiency, and equipment life to optimize operations and reduce environmental impact. It also supports sustainability reporting and ensures compliance with regulations related to environmental impact.