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
- Installer start-up guide (read first)
Installer start-up guide (read first)
Updated
by Jean-Nicolas Turlier
This guide is intended for installers who integrate 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, configuration procedures on the platform, installation of equipment on site, as well as the checks to be carried out during commissioning.
This approach ensures an installation that complies with standards, reliable communication of equipment, and a controlled commissioning.
Equipment Planning and 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 the 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, the Climkit teams can provide technical support and validate certain points before commissioning.
1. Project Preparation
Implementation process for a Climkit Site
Planning the connection of the Climkit Gateway and network connectivity
Planning Electricity management
Planning Optimization and energy Storage
Planning management of Electric vehicle charging stations
Planning management of heating, water, and Ancillary costs
Planning management of Collective laundries
Planning eBike charging management
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
Registering Photovoltaic (PV) production info
Registering Battery info
Adding charging stations
Adding an OCPP Remote charging station
Adding a 4-Relay I/O module
Adding RFID readers
Adding Thermal 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 Thermal and Water meters
Installing an RFID badge reader
Installing a three-phase Relay meter
Installing a Shelly Relay meter
Installing the 4-Relay I/O module
4. Verification and Testing
Technical setup validation of the installation
After on-site installation and Technical setup validation of the equipment, Climkit performs a remote technical validation before the start of the Administrative setup.
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 Support agent then checks the site configuration and the proper operation of the equipment remotely.
If corrections are necessary, Climkit contacts the installer and indicates the adjustments to be made before validation.
Once the technical validation is completed:
- The label provided with the order, bearing the mention "Warning - metering system in service", must be visibly stuck on the electrical panel.
- The site can move on to the Administrative setup stage.
Administrative setup and Operational phase
After the installation and technical validation of the equipment, the installer transmits the owner's details to Climkit. Climkit then supports the owner or their management agency in the Administrative setup of the site: entering consumer details, defining Billing rates, and management procedures.
Once these elements are defined, a Management contract is established. Climkit offers a full service for Consumer billing on behalf of the owner, guaranteeing precise individualization of consumption (electricity, heating, laundry, charging stations, etc.).
This centralized management ensures simplified and transparent operation for all stakeholders.