Installer
Planning
Installer start-up 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
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 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
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
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
- Categories
- Installer
- Planning
- Process for setting up a Climkit site
Process for setting up a Climkit site
Updated
by Jean-Nicolas Turlier
Request a quote
Once the needs have been defined, send a request for a quote to info@climkit.io.
In order to avoid additional costs later on, it is important to identify all the necessary elements upstream according to the needs of the Site and the Owner, notably:
- the management solutions to be implemented,
- the number and type of electricity meters,
- the planned Internet connection method.
In case of doubt about the configuration to be adopted or compatibility with an existing Site, an upstream exchange with Climkit allows for the validation of the planned connection diagram for the Site and avoids subsequent adjustments.
Structure of the Climkit quote
The quote for a new Climkit Site is divided by category and product type:
Categories
- Gateway and connectivity
- Electricity management
- Optimization and Storage management
- Electric vehicle charging station management
- Thermal energy and water management
- Collective laundries 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 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 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 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 to it.
This preparation will facilitate commissioning by allowing for direct verification of communication between the equipment and the Platform after their installation on the Site.
Install equipment on site
- Install the equipment in accordance with what was planned during planning, following Climkit's instructions and manufacturers' prescriptions.
- Verify on the Platform that the equipment is communicating.
- Inform Climkit that the installation is complete to validate the Technical setup validation.
- Provide the 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 specific needs of the Owner by providing 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
- Creating the Site and adding the equipment to the Platform
- Installing and configuring equipment in accordance with manufacturers' prescriptions and Climkit's instructions.
- Commissioning equipment in accordance with Climkit's prescriptions
- Labeling and assignment of meters and other equipment on the Platform to avoid any errors when producing expense statements and billing
- Verifying communication between meters and equipment and the Platform
- Notifying Climkit of commissioning to allow for verification and validation
- Providing Climkit with the Owner's full contact details for the Administrative setup and the 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 progress of the installation 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 the Operational phase.