Installer
Planning
Installer's getting started guide (read first)
Global planning of a Climkit site
Process for creating a Climkit Site
Plan the connection of the Climkit Gateway and network connectivity
Schedule electricity management
Plan optimization and energy storage
Plan the management of electric vehicle charging stations
Plan the management of room heating, water and ancillary costs
Schedule collective laundry management
Schedule eBike charging management
General terms and conditions of sale
Platform configuration
Request for an Installer account
Creation of a new site
Add the router (4G or LAN)
Adding the Climkit Gateway
Adding electricity meters
Save the photovoltaic installation information
Save battery information
Adding electric vehicle charging stations
Add the OCPP Remote electric vehicle charging station
Add the 4-relay I/O module
Add RFID readers
Adding heat and water meters
Installation and connection
Install the 4G Router
Install the LAN router
Install the Climkit Gateway
Install the RS485-Ethernet converter
Install the M-Bus converter
Install the standard Ethernet switch
Install the PoE Ethernet switch
Install the Wi-Fi access points
Install electricity meters
Install the charging stations
Install heat and water meters
Install the RFID reader
Install the three-phase Relay meter
Install the Shelly relay meter
Install the 4-relay I/O module
Verification and testing
Owner
Administrative setup
Quick start guide - administrative setup
Form - 1. Contact details
Form - 2. Solutions
Form - 3. Billing rates
Contract and documents to be completed
Online account for owners
Information flyers for consumers
Online access, RFID badge and charging stations
FAQ and other information
Resident
Account and app
Electricity invoice
Electric vehicle charging station
Building laundry room
Electric vehicle charging (eBike)
Platform
Platform Access
Terminology
Accounts and contacts
Site
Settings
Creation/editing of a note or an issue to be processed
Close an issue to be processed
Site statuses
Add/Modify the building(s)
The steps for the setup phase of a site
Delete/deactivate a site
Add/Modify equipment
Edit the basic information of a site
Equipment
Add/modify a gateway
Add/modify a router
Add/modify an electricity meter
Bulk insert meters
Bulk assign meters to a gateway
Add/modify a distribution zone
Add/modify a charging station
Add/modify a thermal or water meter
Add/edit a Distribution system operator (DSO) meter (FTP transfer)
Connecting remotely to a Climkit gateway
Administration
Stakeholders
Management terms
View site management conditions
Activation/deactivation of a solution
Configuration of the operating method
Visualize the financial conditions
Creation/edition/addition of a financial condition
Deleting a financial condition
Accounts
Create a consumer account
Create a contact
View and download the invoices of an account
Send Platform Access to a contact
Add/modify the billing address
Link an existing account to a site
Change the correspondence method
Rates and billing points
Creation/editing of a billing point
Record a move (transfer)
Assignment of an account to a billing point
Add/modify the default charge advance payment for a billing point
View the rates of the consumption site
Editing a consumption tariff
Creation/edition of a consumption billing rate
Creation/editing of a consumption tariff component
View fixed rates and subscriptions
Customize invoice line item labels/titles
View the Financial conditions billed to the Billing points
RFID badges
Accounting
Tools
Meter inspection
Visualization
Expense statements
Introduction to the Expense statement generation tool
Create/edit an accounting period for expense statements
Modify the expense statement settings
Add/modify a general expense supplier invoice for an expense statement
Edit the collected advance payments of an expense statement
Particularity of room heating and hot water production fees
Verify and download the meter readings for the expense statements period
Perform the cost allocation and generate the expense statements
Export individual consumption for the expense statement period
API
Table of Contents
- How often are residents (consumers) billed?
- To whom are management fees billed?
- Who handles payment reminders?
- How are invoices sent?
- When do I receive my annual statement for my installation?
- When will the solar energy resale be refunded to me?
- At what rate should I bill solar?
- Who will pay the grid electricity invoice from the distribution system operator (DSO)?
- Where can I see the distribution system operator (DSO) invoice?
- How can I track the financial aspects of my installation?
- Which costs can be billed to the owner?
- How to inform my tenants?
- How to manage tenant changes?
- What can I see as an owner on the Climkit application?
- Who updates the electricity rates?
- How does the Heating solution work for my building?
- Categories
- Owner
- FAQ and other information
- FAQ for owners
FAQ for owners
- How often are residents (consumers) billed?
- To whom are management fees billed?
- Who handles payment reminders?
- How are invoices sent?
- When do I receive my annual statement for my installation?
- When will the solar energy resale be refunded to me?
- At what rate should I bill solar?
- Who will pay the grid electricity invoice from the distribution system operator (DSO)?
- Where can I see the distribution system operator (DSO) invoice?
- How can I track the financial aspects of my installation?
- Which costs can be billed to the owner?
- How to inform my tenants?
- How to manage tenant changes?
- What can I see as an owner on the Climkit application?
- Who updates the electricity rates?
- How does the Heating solution work for my building?
How often are residents (consumers) billed?
Quarterly or monthly (additional cost).
The first invoice may not correspond to a full quarter. This depends on when the installation was set up.
To whom are management fees billed?
Generally, management fees are billed directly to consumers.
Who handles payment reminders?
When Climkit handles consumer billing and collections, Climkit takes care of sending payment reminders up to the third reminder.
From the second reminder onwards, the owner is notified.
If invoices remains unpaid, the owner takes the necessary measures (debt collection agency, power cut-off, etc.).
How are invoices sent?
Invoices are sent by postal mailing at a cost of CHF 2.- (excl. VAT) per mailing. This cost is billed to the consumer.
However, a consumer can receive their invoice for free by email or eBill. The procedure is indicated on each invoice sent.
Nevertheless, the first invoice is always sent via postal mailing to confirm the resident's (consumer) contact details.
When do I receive my annual statement for my installation?
Climkit annual statements are sent once a year, usually during the months of April and May.
When will the solar energy resale be refunded to me?
The solar energy billed and self-consumed during the year will be refunded to the owner during the annual statement.
At what rate should I bill solar?
See Billing rates.
Who will pay the grid electricity invoice from the distribution system operator (DSO)?
When Climkit manages consumer billing, the distribution system operator (DSO) invoice is received and paid directly by Climkit (unless otherwise chosen by the owner).
The owner has previously signed a proxy so that this invoice is automatically sent to Climkit.
See Administrative setup.
Where can I see the distribution system operator (DSO) invoice?
The distribution system operator (DSO) invoice is uploaded regularly to the platform and can be viewed under the "Finance" tab in the "Documents" section.
How can I track the financial aspects of my installation?
Under the "Finance" tab of the Climkit platform, it is possible to track the status of consumer invoices as well as the payments of distribution system operator (DSO) invoices.
Which costs can be billed to the owner?
Management fees based on the number of billing points (consumers) and internet connection fees if provided by Climkit.
See Service pricing and the Climkit general terms and conditions attached to the management contract.
How to inform my tenants?
How to manage tenant changes?
Log in to your account and make the changes yourself. In this case, be careful not to leave vacant periods.
See Online platform.
What can I see as an owner on the Climkit application?
As an owner, you can have a global view of the installation, know its grid production and its self-consumption.
You can also view the meters assigned to you and, as you are a reseller of solar energy, you also have the possibility to track finances quarter after quarter.
See Online platform.
Who updates the electricity rates?
Climkit updates the rates every year based on changes made by the distribution system operator (DSO).
The owner is informed and may optionally adjust the photovoltaic electricity rates.
How does the Heating solution work for my building?
The Heating solution allows for the generation of individual expense statements for the building.
