Installer
Planning
Installer's getting started guide (read first)
Global planning of a Climkit site
Process for creating 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 electric vehicle 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
Quick start 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
- Installer's getting started guide (read first)
Installer's getting started guide (read first)
Updated
by Jean-Nicolas Turlier
This guide is intended for installers integrating Climkit solutions into their projects, from the preparation phase to commissioning.
It serves as support for both simple and complex installations, helping to identify key points, structure planning, and secure each step.
The content covers the principles of the different Climkit solutions, the information to be collected on-site, the configuration procedures on the Platform, the installation of Equipment on-site, as well as the checks to be carried out during commissioning.
This approach ensures compliant installation, reliable equipment communication, and controlled commissioning.
Planning and installation of equipment
The installer is responsible for site planning and the installation of Equipment on behalf of their client, the Owner. Once the work is completed, the latter 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 needs of the Owner, to validate certain technical choices when necessary, and to ensure the correct 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.
Complete 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, the entire corresponding path must be followed, 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
Implementation process of a Climkit site
Planning the Climkit Gateway connection and network connectivity
Planning electricity management
Planning energy optimization and storage
Planning electric vehicle charging station management
Planning heating, water, and ancillary costs management
Planning collective laundry management
Planning eBike charging management
General terms and conditions of sale
2. Configuration on the platform
Creating a new site
Adding a router (4G or LAN)
Adding the Climkit Gateway
Adding electricity meters
Registering photovoltaic installation info
Registering 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
3. On-site equipment installation
Installing a LAN router
Installing the Climkit Gateway
Installing the RS485-Ethernet converter
Installing the M-Bus converter
Installing a PoE switch
Installing Wi-Fi access points
Installing electricity meters
Installing charging stations
Installing heat and water meters
Installing an RFID badge reader
Installing a three-phase relay meter
Installing a Shelly relay meter
4. Verification and tests
Technical validation of the installation
After on-site installation and technical commissioning of the Equipment, Climkit performs a remote Technical setup validation before administrative commissioning begins.
The installer informs Climkit by email at service@climkit.io when the installation is complete and the configured equipment is correctly connected and transmitting its data.
A Climkit agent then verifies the site configuration and the proper remote functioning of the equipment.
If corrections are needed, Climkit contacts the installer and indicates the adjustments to be made before validation.
Once the Technical setup validation is complete:
- The label provided with the order, stating "Attention - metering system in service", must be visibly affixed to the electrical panel.
- The site can proceed to the administrative commissioning step.
Administrative commissioning and operation
After installation and Technical setup validation of the equipment, the installer transmits the Owner's contact information to Climkit. Climkit then supports the Owner or their building manager in the administrative commissioning of the Site: entering consumer details, defining consumption billing rates, and management procedures.
Once these elements are defined, a management contract is established. Climkit offers a complete consumer 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.