Virtual assistant
Installer
Planning
Installer startup guide (read first)
Global planning of a Climkit site
Process for setting up a Climkit site
Plan the connection of the Climkit Gateway and network connectivity
Plan electricity management
Plan the management of electric vehicle charging stations
Schedule the management of heating costs, water, and ancillary costs
Plan collective laundry management
Plan to manage eBike charging
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 the battery info
Adding charging stations
Add the OCPP Remote Electric vehicle charging station
Add the 4-relay I/O module
Adding RFID readers
Adding heat and water meters
Installation and connection
Install the 4G Router
Install the LAN router
Installing the Climkit Gateway
Install the RS485-Ethernet converter
Install the M-Bus converter
Install the standard Ethernet switch
Install the PoE Ethernet switch
Install Wi-Fi Access points
Install the electricity meters
Install the charging stations
Install the heat and water meters
Install the RFID reader
Install the three-phase Relay meter
Installing the Shelly relay meter
Install the 4-relay I/O module
Verification and testing
Owner
Administrative setup
Getting started 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
Site
Settings
Creation/editing of a note or an issue to be addressed
Close an issue to be processed
Site statuses
Add/Modify building(s)
The steps for setting up a site
Delete/deactivate a site
Add/Edit 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/edit a charging station
Add/modify a thermal meter or water meter
Add/edit a DSO meter (FTP transfer)
Connect remotely to a Climkit gateway
Administration
Stakeholders
Management terms
View the site management conditions
Enabling/disabling a solution
Configuration of the operating method
Visualize the financial conditions
Creation/edition/addition of a financial condition
Deletion of a financial condition
Accounts
Create a consumer account
Create a contact
Visualize and download account invoices
Send Platform Access to a contact
Add/modify the postal billing address
Link an existing account to a site
Change the correspondence method
Rates and billing points
Creation/editing of a billing point
Registering a move (transfer)
Assignment of an account to a billing point
Add/modify the default charge advance payment of a billing point
View site billing rates
Editing a consumption tariff
Creation/editing of a consumption tariff
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 statements settings
Add/modify a general invoice for an expense statement
Edit the advance payments collected for an expense statement
Special feature of room heating and hot water production fees
Verify and download meter readings for the expense statement period
Make the cost allocation and generate the expense statements
Export individual consumptions for the expense statements period
API
- Categories
- Installer
- Planning
- Process for setting up a Climkit site
Process for setting up a Climkit site
Request a quote
Once the needs have been defined, send a quote request to info@climkit.io.
In order to avoid additional costs later on, it is important to identify all necessary elements upfront according to the needs of the Site and the Owner, in particular:
- the management solutions to be implemented,
- the number and type of Electricity meters,
- the planned Internet connection method.
If in doubt about the configuration to adopt or compatibility with an existing Site, an early exchange with Climkit allows for the validation of the planned connection scheme for the Site and avoids subsequent adjustments.
Structure of the Climkit quote
The quote for a new Climkit Site is divided by category and type of Product:
Categories
- Gateway and connectivity
- Electricity management
- Electric vehicle charging station management
- Thermal energy and water management
- Collective laundry management
- Electric bike charging management
Types of products
- Technical Equipment: devices to be installed on Site, such as the Climkit Gateway, Meters, or Charging stations.
- Software features: functions activated on the Gateway and billed only according to the ordered Solutions.
- Supply and commissioning: services related to Hardware preparation, technical coordination during installation, and commissioning.
It is recommended to consult the schematic diagrams for each planned Solution to define the exact needs before validating the quote.
Place an order
See how to create a new Site here.
- Check the quote to ensure it matches the defined needs.
- Have the planned connection scheme for the Site validated by Climkit if necessary.
- Validate the quote and specify the delivery address if it differs from the Billing address.
The Hardware is then delivered within 5 working days.
Add equipment to the platform
Upon receipt of the Hardware, it is recommended to create the Site on the Platform and add the Equipment.
This preparation will facilitate commissioning by allowing you to directly check communication between the Equipment and the Platform after their installation on Site.
Install equipment on site
- Install the Equipment in accordance with what was planned during planning, following Climkit's instructions and manufacturers' requirements.
- Check on the Platform that the Equipment is communicating.
- Inform Climkit that the installation is complete to validate the Technical equipment setup.
- Provide the Site Owner's contact details to Climkit for the Administrative setup.
Responsibilities of the installer
The Installer or the person installing the Equipment is responsible for the following:
- Planning the installation based on the Owner's specific needs, including all necessary Products and Equipment
- Setting up a functional Internet connection or installing a Climkit 4G Router with mandatory verification of the 4G signal quality if applicable
- Creation of the Site and adding Equipment to the Platform
- Installation and configuration of Equipment in accordance with manufacturers' requirements and Climkit's instructions.
- Commissioning of the Equipment in accordance with Climkit requirements
- Labeling and Assignment of Meters and other Equipment on the Platform to avoid any errors during the preparation of Expense statements and billing
- Verification of communication between Meters and Equipment and the Platform
- Announcing the commissioning to Climkit to allow for verification and validation
- Providing Climkit with the Owner's full contact details for the Administrative setup and drafting of the Management contract
Climkit Support
Climkit is available throughout the project to answer technical questions, validate certain choices, or assist with commissioning if necessary. This progressive coordination secures the installation process and limits late-project adjustments.
Once the installation is complete and validated, Climkit handles the Administrative setup with the Owner, and then the Site enters the Operational phase.
