Virtual Assistant
Installer
Getting Started Guide
Solutions and structure of the documentation
Hardware Order and Commissioning
Terms and Conditions of Sale and Warranty
Connection Schemes
Gateway and Communication
Community - Electric Counting - RCP
Heating - Heating and Water Metering
Mobility - EV Charging Stations
Washaccess - Laundry Manager
eBike - Charging Electric Bicycles
Optimization of Self-consumption
Energy Monitoring of the Building
Equipment and Installation
Configuration and commissioning
Commissioning
Startup Guide for Commissioning
Add a Router to a Site
Add a Climkit Gateway to a site
Configuration of Electric Meters
Configuration of Charging Stations
Configuration of heating and water meters (MBus)
Installation of Shelly Meter-Relays
Optimization via Relay and EV Charging Stations
Verification of Meter Connection
Advanced Configuration
Gateway Configuration
RFID Reader and Meter-Relay Configuration
IP Network Configuration and Routers
RS485 to Ethernet TCP/IP Converters
Configuring Teltonika RUT241
Display Setup
Configuration of Modbus Meters
Data Counting Treatment
Manual Meter Reading
Inepro PRO380 Meters and Various
Configuration ABB Terra AC Charger
Wallbox Terminal Configuration
Firewall Rules for Climkit Gateway
Schneider EVlink Pro AC Charging Station Configuration
Zaptec Charger Configuration
Owner
Administrative setup
Startup Guide - Administrative Setup
Form - 1. Contact Information
Form - 2. Solutions
Form - 3. Rates
Contract and documents to complete
Online Account for Owners
Consumer Information Flyers
Online access, RFID badge, and charging stations
FAQ and Other Information
Resident
Platform
Access to the platform
Terminology
Site
Parameters
Creation/Editing of a Note or an Issue to Address
Close an issue to be addressed
The statuses of a site
Add/Edit Building(s)
The steps to set up a site
Remove/Disable a Site
Add/Modify Equipment
Edit basic site information
Equipment
Add/Edit a Gateway
Add/modify a router
Add/Edit an electricity meter
Insert Meters in Bulk
Assigning Meters in Bulk to a Gateway
Add/Modify a Distribution Area
Add/Modify a Charging Station
Add/modify a thermal or water meter
Add/Edit a DSO Meter (FTP Transfer)
Connecting remotely to a Climkit gateway
Administration
Speakers
Management Conditions
Visualizing Site Management Conditions
Activation/Deactivation of a Solution
Configuration of the Operating Method
Visualizing financial conditions
Creation/Editing/Adding a Financial Condition
Removal of a financial condition
Accounts
Create a consumer account
Create a Contact
View and download invoices for an account
Send the access to the platform to a contact
Add/Edit Billing Address
Link an existing account to a site
Change the correspondence method
Rates and Billing Points
Creation/Editing of a Billing Point
Register a relocation (transfer)
Assignment of an account to a billing point
Add/modify the default charge advance payment of a billing point
See the consumption site rates
Editing a consumption rate
Creation/Editing of a Consumption Rate
Creation/Editing of a Consumption Rate Component
See Fixed Rates and Subscriptions
Customize Invoice Labels/Positions Titles
See the Financial conditions billed at the billing points
RFID Badges
Accounting
Tools
Meter Control
Visualization
Expense Reports
Introduction to the Expense Breakdown Tool
Create/Modify an Expense Accounting Period
Modify the fee statement settings
Add/Edit a General Expense Invoice from an Expense Statement
Edit the advance payments received from an expense statement
Specifics of heating costs and hot water production
Check and download meter readings for the billing period
Distributing and generating fee statements
Export Individual Consumption for the Billing Period
API
- Categories
- Platform
- Site
- Parameters
- The steps to set up a site
The steps to set up a site
Updated
by Nicolas Vodoz
- Open the site > Site > Overview
- In the Setup Steps window, the five steps for setting up a site are listed in execution order:
- Equipment order: The equipment for the site has been ordered and is being installed by the site installer.
- Technical equipment setup: The equipment has been installed and is communicating with the platform.
- Technical setup validation: The site coordinator has validated that the equipment setup has been completed correctly according to the planning and assembly instructions.
- Administrative setup: The process of administrative setup with the owner or their proxy is completed.
- Billing launch: The bills or consumption invoices for the site's residents have been generated and sent for the first time.
- Completed steps are marked with a green checkmark along with the date they were completed. Once all steps are done, the site is considered operational according to the defined management conditions.
