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
- Installer startup guide (read first)
Installer startup guide (read first)
This guide is intended for installers who integrate Climkit solutions into their projects, from the preparation phase to commissioning.
It serves as a support for both simple and complex installations, helping to identify key points, structure planning, and secure each step.
The content addresses the principles of the various Climkit solutions, information to be collected on-site, configuration procedures on the platform, equipment installation on-site, and checks to be performed during commissioning.
This approach ensures compliant installation, reliable equipment communication, and controlled commissioning.
Planning and equipment installation
The installer is responsible for site planning and equipment installation on behalf of their client, the owner. Once the work is completed, the owner mandates Climkit as the manager of the energy installation.
Climkit supports the installer throughout the project to define solutions adapted to the site and the owner's needs, to validate certain technical choices when necessary, and to ensure the proper setup of equipment.
This approach establishes a clear framework from the start while maintaining the necessary flexibility to adapt to the specific constraints of each installation.
Full Installer Guide
This article introduces the documentation for Climkit installers, organized by project stage.
It is not necessary to read articles concerning solutions not planned for the site. However, for each selected solution, you must follow the corresponding path in its entirety, from planning to on-site installation.
In case of questions during planning or installation, Climkit teams can provide technical support and validate certain points before commissioning.
1. Project preparation
Climkit site implementation process
Plan the Climkit Gateway connection and network connectivity
Plan electricity management
Plan management of electric vehicle charging stations
Plan management of heating, water, and ancillary costs
Plan management of collective laundries
Plan management of eBike charging
General Terms and Conditions
2. Configuration on the platform
Creation of a new site
Adding a router (4G or LAN)
Adding the Climkit Gateway
Adding electricity meters
Register Photovoltaic (PV) production info
Register battery info
Adding charging stations
Adding an OCPP Remote charging station
Adding an I/O module 4 relays
Adding RFID readers
Adding thermal and water meters
3. On-site equipment installation
Install a LAN router
Install 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
Install charging stations
Install thermal and water meters
Install an RFID badge reader
Install a three-phase relay meter
Install a Shelly relay meter
Install the I/O module 4 relays
4. Verification and tests
Administrative setup and operation
After the installation and commissioning of the equipment, the installer transmits the owner's contact details to Climkit. Climkit then assists the owner or their management agency in the administrative setup of the site: entering consumer details, defining consumption rates, and management terms.
Once these elements are defined, a management contract is established. Climkit offers a complete billing management service on behalf of the owner, ensuring precise individualization of consumption (electricity, heating, laundry, charging stations, etc.).
This centralized management ensures simplified and transparent operation for all stakeholders.