Core concepts
Aevy organizes around a small set of concepts. Assets hold your renewable energy projects. Documents sync and include extracted facts. Suggestions propose changes for your review. Four kinds of work record track what you must do. For a one-line lookup, the glossary shows the same concepts as a table.
Assets, systems, and components
Section titled “Assets, systems, and components”An asset is a renewable energy project: a solar plant, a wind farm, a storage site, an EV charging site, or a combination of those. Everything else attaches to it: its documents, its equipment, its work, its people. Portfolio in the sidebar lists all the assets you can see.
System
Section titled “System”A system is a major technical part of an asset: a turbine, the substation, an inverter station. It has the specifications and location for that equipment, and it’s what inspections and findings roll up to. The systems and components guide covers the views, and the statutory inspections guide covers the grid those roll up into.
Component
Section titled “Component”A component is a part inside a system: a gearbox, an inverter, a rescue kit. Components are the level where inspections and findings are actually recorded, and they add up to their system’s state. A component’s last statutory inspection is one cell of the asset’s inspection grid. Aevy maps components to systems when it sets up your asset, so the hierarchy is already in place when you arrive.
Documents
Section titled “Documents”Document
Section titled “Document”A document is any file kept against an asset: contracts, permits, reports, manuals, inspection logs. Documents come from a sync with your source, so there is no upload step and nothing to file by hand. When one syncs, Aevy reads it, classifies it, and pulls out its facts. The documents guide covers finding and reading them.
Classification
Section titled “Classification”A classification is the set of three fields on every document that let you filter to it:
- Type. The top category: contract, report, design, notification, invoice, and so on.
- Subtype. A refinement within the type: a contract might be an amendment or an appendix. A report might be a statutory inspection or an audit.
- Scope. The subject area, which depends on the type: a contract has the tag O&M, EPC, or PPA. A report might be legal, technical, or financial.
A signature state alongside these shows whether the document has a signature, a partial signature, or none.
Extracted fact
Section titled “Extracted fact”A fact is a single structured value Aevy pulled out of a document: a warranty start date, a base fee, an insured sum. There are several hundred kinds, and they turn a PDF into data you can filter, query, and ask Squirrel about. Every fact keeps a link to the exact line it came from. The lineage guide shows how to reveal it.
Related documents
Section titled “Related documents”Related documents are the versions and relatives Aevy links around the same agreement. A newer version marks the older one Superseded, and Aevy marks a copy Duplicate. Amendments and appendices point at the agreement they belong to, each with a link to the active version.
Pinned documents
Section titled “Pinned documents”Pinning keeps a document one click away on its asset: the current contract, the newest inspection. Pinned documents appear on the asset and under the Pinned filter on the Documents page. The favorites and pinning guide covers it.
Suggestions
Section titled “Suggestions”Suggestion
Section titled “Suggestion”A suggestion is Aevy proposing a specific change to your data after reading a document. It could be a component to add, a task to create, a property to set. A suggestion is always a draft: nothing changes until you accept it, and each one names the document and page it came from. The suggestions guide covers the review loop.
Confidence
Section titled “Confidence”Confidence is Aevy’s own estimate of how well the document supports a suggestion, shown under Why? on the suggestion. Treat it as a prompt for attention, not a verdict.
Work records
Section titled “Work records”Aevy keeps four kinds of work record, and each has the same shape. Each has a list per page, the shared filter bar, and an activity feed on the record.
- Task. A dated piece of work on an asset: a calibration to run, a certificate to renew. See the tasks guide.
- Finding. Something wrong on an asset, tied to the system or component it affects, with a severity and a status from report to resolution. Its type says which kind: a defect is a physical fault, a risk is an exposure. See the findings guide.
- Event. Something happening on an asset on a date, with a start, an end, and a status: a maintenance window, an inspection visit, a renewal. See the events guide.
- Obligation. Something a contract, another agreement, or a regulation requires you to do or hold, tracked on its own cadence. An obligation isn’t a task itself: it defines what you must do and how often, and each cycle turns into dated tasks. An unmet one is a non-compliance. See the obligations guide, and obligations and tasks for the two side by side.
Three of these four changed name in July 2026. Reminders became tasks, punchlist items and risks became findings, now one record type that keeps the old split as a field, and requirements became obligations. The records and the pages are the same, and old links resolve.
People and companies
Section titled “People and companies”Contact
Section titled “Contact”A contact is a person tied to an asset or a company: a project manager, an O&M lead, a manufacturer’s representative. Contacts have the details you need to reach them. They have their own page under Browse all in the sidebar, and the contacts and companies guide covers it.
Company
Section titled “Company”A company is an organization involved with an asset: an owner, an operator, an O&M provider, a manufacturer, an insurer. Companies group the contacts who work there.
Collaboration and history
Section titled “Collaboration and history”Comment
Section titled “Comment”A comment is how you talk about a record without leaving it. Every record with an activity feed takes comments at the top of that feed, so the discussion is next to the history. See the activity log guide.
Mention
Section titled “Mention”A mention names a specific record in a sentence. Type @ anywhere you write and pick an asset, a document, a task, a teammate, or Squirrel itself. See the mentions guide.
Squirrel
Section titled “Squirrel”Squirrel is the AI asset manager in the chat panel. It answers from your own data using the same tools you have, shows the steps it took, and cites the documents behind its answers. When it proposes work, the proposal appears as a suggestion for you to accept or dismiss. See the Squirrel guide, and its memory and background work for what it keeps between chats.
Activity
Section titled “Activity”Activity is the audit trail. Aevy logs every meaningful change to a record with who did it and when, and when Aevy acts, it’s in the log like anyone else. Use Notify me on a record to hear about the changes you care about.
The inbox is where the changes you subscribed to collect. It opens from the button at the top of the sidebar, which counts what you haven’t read. Subscribing is per record, and what you receive by email is a separate setting per record type. See the notifications and inbox guide.
A mode is the lens you work through, and it decides which pages the sidebar lists. Asset Management fits the day-to-day, Due Diligence fits reviewing a deal, and Owner fits the lighter ownership-level view. Switch modes from your account menu at the bottom of the sidebar. An administrator can also turn a feature off for the whole organization under Settings > Features. It then disappears for all members, and no data is deleted: turn it back on and its records are still there.