Virtual assistant
Installer
Getting Started Guide
Solutions and documentation structure
Equipment ordering and commissioning
General terms and conditions of sale and warranty
Wiring diagrams
Gateway and communication
Community - Electricity Metering - RCP
Heating - Heating metering and water
Mobility - EV Charging Stations
Washaccess - Collective laundry manager
EBike - Recharge electric bikes
Self-consumption optimization
Building energy monitoring
Equipment and installation
Configuration and commissioning
Commissioning
Getting Started Guide
Add a router to a site
Add a Climkit Gateway to a site
Electricity meter configuration
Charging station configuration
Configuration of heating and water meters (MBus)
Installation of Shelly relay meters
Optimization via EV relays and charging stations
Checking meter connection status
Advanced configuration
Configuration Gateway
RFID reader and relay meter configuration
IP network configuration and routers
RS485-Ethernet TCP/IP Converters
Configure Teltonika RUT241
Display configuration
Modbus Meter Configuration
Metering data processing
Manually read meter
Inepro PRO380 Meters and various
ABB Terra AC Charging Station Configuration
Wallbox configuration
Firewall rules for Climkit Gateway
Schneider EVlink Pro AC Charging Station Configuration
Zaptec Charging Station Configuration
Owner
Administrative setup
Getting started guide - administrative setup
Form - 1. Contact details
Form - 2. Solutions
Form - 3. Rates
Contract and documents to complete
Owner account
Consumer information flyers
Online access, RFID badge and charging stations
FAQ and other information
Resident
Platform
Platform access
Terminology
Site
Parameters
Creation/edit of a note or to-do item
Closing an open issue
Site statuses
Add/Modify building(s)
The steps for setting up a site
Delete/deactivate a site
Add/Edit Equipment(s)
Modify site basic information
Equipment
Add/modify a gateway
Add/modify a router
Add/modify an electricity meter
Bulk meter insertion
Mass assigning meters to a gateway
Add/edit a distribution zone
Add/modify a charging station
Add/modify a thermal or water meter
Add/edit a DSO meter (FTP transfer)
Remote connection to a Climkit gateway
Administration
Stakeholders
Financial conditions
Visualizing Site Management Conditions
Activating/Deactivating a Solution
Configuration of the Operating Method
Visualizing Financial Conditions
Creation/editing/addition of a financial condition
Removal of a financial condition
Accounts
Create a consumer account
Create a contact
View and download account invoices
Send platform access to a contact
Add/modify billing address
Link an existing account to a site
Changing the correspondence method
Rates and billing points
Creating/editing a billing point
Register a move (relocation)
Account assignment to a billing point
Add/edit default charge advance payment for a billing point
View site consumption rates
Consumption Rate Edition
Creation/editing of a consumption tariff
Creation/editing of a Tariff component
View fixed rates and subscriptions
Customize invoice position labels/titles
View Financial conditions billed at billing points
RFID badges
Accounting
Tools
Meter control
Visualization
Expense accounts
Introduction to the Expense Statement Tool
Create/edit an expense accounting period
Modify expense statement settings
Add/edit a overhead expense invoice on an expense statement
Edit collected advance payments of an expense statement
Specifics of heating and hot water production costs
Check and download meter readings for the cost accounting period
Allocate expenses and generate expense statements
Exporting individual consumptions for the billing period
API
- Categories
- Platform
- Site
- Parameters
- The steps for setting up a site
The steps for setting up a site
Updated
by Nicolas Vodoz
- Open the site > Site > Overview
- In the Site setup window, the five steps for setting up a site are indicated 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 was carried out correctly according to the planning and installation instructions.
- Administrative setup: The process of administrative setup with the owner or their proxy is complete.
- Billing launch: The first consumption statements or invoices for the site residents have been generated and sent.
- Completed steps are marked with a green checkmark and the date they were completed. Once all steps are done, the site is considered operational according to the defined operating conditions.
