Virtual assistant
Installer
Planning
Installer Quick Start Guide (read first)
Site planning overview
Process for setting up a Climkit site
Climkit Gateway and Communication
Planning electricity management in an RCP
Planning the management of electric vehicle charging stations
Planning Heating, Water, and Ancillary Costs Management
Planning collective laundry management
Planning eBike charging management
General terms and conditions of sale
Platform Configuration
Request for an Installer account
Creating a new site
Adding a router (4G or LAN)
Adding the Climkit Gateway
Adding electricity meters
Registering the photovoltaic installation information
Save battery info
Adding charging stations
Adding an OCPP Remote Charging Station
Adding a 4-relay I/O module
Adding RFID readers
Adding heat and water meters
Installation and connection
Installing a 4G Router
Install a LAN router
Installing the Climkit Gateway
Install the RS485-Ethernet converter
Install the M-Bus converter
Install a PoE switch
Install Wi-Fi access points
Install electricity meters
Installing charging stations
Installing heat and water meters
Installing an RFID badge reader
Install a three-phase relay meter
Installing a Shelly relay meter
Install the 4-relay I/O module
Verification and tests
Owner
Administrative setup
Getting started guide - administrative setup
Form - 1. Contact Details
Form - 2. Solutions
Form - 3. Rates
Contract and documents to complete
Account for owners
Consumer information flyers
Online access, RFID badge and charging stations
FAQ and other information
Resident
Account and App
Electricity bill
Electric vehicle charging station
Collective Laundry (Building)
Electric vehicle (eBike) charging
Platform
Platform access
Terminologie
Site
Settings
Creating/editing a note or a to-do item
Closing an issue to be processed
Site statuses
Add/Edit building(s)
The site setup steps
Delete/deactivate a site
Add/Edit equipment
Edit site basic information
Equipment
Add/modify a gateway
Add/edit a router
Add/modify an electricity meter
Bulk meter insertion
Bulk assigning meters to a gateway
Add/modify a distribution zone
Add/edit a charging station
Add/edit a thermal or water meter
Add/edit a GRD meter (FTP transfer)
Remote connection to a Climkit gateway
Administration
Stakeholders
Financial Conditions
Viewing site management conditions
Activating/deactivating a solution
Operating method configuration
Viewing financial conditions
Creation/editing/adding of a financial condition
Deleting a financial condition
Accounts
Create a consumer account
Create a contact
View and download invoices for an account
Send platform access to a contact
Add/modify billing address
Linking an existing account to a site
Changing the correspondence method
Billing and prices
Creation/editing of a billing point
Registering a move (change of address)
Assigning an account to a billing point
Add/edit the default charge advance payment for a billing point
View site consumption rates
Rate schedule editing
Creating/editing a consumption rate
Creating/editing a tariff component
See fixed rates and subscriptions
Customize invoice position labels/titles
View invoiced financial conditions at billing points
RFID badges
Accounting
Tools
Meter control
Visualization
Expense statements
Introduction to the Expense Statement Tool
Create/edit an accounting period
Modifying expense statement settings
Add/edit a general expense invoice for 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 billing period
Distribute costs and generate expense statements
Exporting individual consumption data for the billing statement period
API
- Categories
- Installer
- Planning
- Process for setting up a Climkit site
Process for setting up a Climkit site
Requesting a Quote
Once the requirements are defined, submit a request for a quote to info@climkit.io.
To avoid subsequent additional costs, it is important to identify all necessary elements beforehand according to the site and owner requirements, notably:
- the management solutions to be implemented,
- the number and type of electricity meters,
- the planned internet connection method.
If in doubt regarding the configuration to retain or compatibility with an existing site, an upfront discussion with Climkit allows for validating the planned connection diagram for the site and avoiding later adjustments.
Climkit Quote Structure
The offer for a new Climkit site is divided by product category and type:
Categories
- Gateway and connectivity
- Electricity management
- Electric vehicle charging station management
- Thermal energy and water management
- Collective laundry management
- Electric bike charging management
Product Types
- Technical Equipment: devices to be installed on site, such as the Climkit Gateway, meters, or charging stations.
- Software functionalities: functions activated on the Gateway and billed only according to the ordered solutions.
- Supply and commissioning: services related to equipment preparation, technical coordination during installation, and commissioning.
It is recommended to consult the principle diagrams for each solution considered to define the exact requirements before validating the quote.
Placing an Order
See how to create a new site here.
- Verify the quote to ensure it matches the defined requirements.
- Have the planned connection diagram 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 business days.
Adding Equipment to the Platform
Upon receipt of the hardware, it is recommended to create the site on the Platform and add the equipment there.
This preparation will facilitate commissioning by allowing direct verification of communication between the equipment and the Platform after installation on site.
Installing Equipment on Site
- Install the equipment according to what was planned during the planning phase, following Climkit instructions and manufacturer specifications.
- Verify on the Platform that the equipment is communicating.
- Inform Climkit that the installation is complete to validate the technical setup.
- Transmit the site owner's contact details to Climkit for administrative setup.
Installer Responsibilities
The installer or the party installing the equipment is responsible for the following:
- Installation planning based on the owner's specific requirements, anticipating all necessary products and equipment.
- Setting up a functional internet connection or installing a Climkit 4G router with mandatory verification of 4G signal quality, if applicable.
- Site creation and equipment addition to the Platform.
- Equipment installation and configuration in accordance with manufacturer specifications and Climkit instructions.
- Equipment commissioning in accordance with Climkit specifications.
- Labeling and assignment of meters and other equipment on the Platform to avoid any errors during the preparation of statements and billing.
- Verification of communication between meters/equipment and the Platform.
- Notification to Climkit of commissioning to allow for verification and validation.
- Transmission of the owner's complete contact details to Climkit for administrative setup and drafting 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 adjustments at the end of the project.
Once the installation is complete and validated, Climkit handles the administrative setup with the owner, and then the site enters operation.