Help Center
How-to guides and troubleshooting for every part of inbilit.
Getting Started
Buildings
- How does meter assignment type affect where data appears?Every meter has an "assignment type" that determines its scope within the building hierarchy.
- My meter shows inactive or maintenance status — what does that mean?Every meter has a status that controls whether it is included in dashboards and reports
- How are buildings, locals, and tenants connected?The platform organizes properties in a hierarchy
- What is a building local and how does it relate to meters?A "building local" (also called a "unit" or "area") is a distinct physical space within a building.
- What is building occupancy percentage and how is it calculated?The building occupancy percentage tells you how much of your building's rentable space is currently leased out to tenants.
- How to verify my meter configuration is correctUse this step-by-step verification to confirm a meter is properly configured
- Common setup mistakes when configuring a new buildingWhen setting up a new building in the platform, these are the most common mistakes that lead to missing data or incorrect reports
- How do building locals connect buildings to tenants and cost allocation?Building locals (units) are the key link in the chain that connects a physical building to its tenants and ultimately to cost allocation.
- How do I connect my building to an energy price area for spot pricing?To use real-time electricity spot prices in your billing, your building must be linked to an energy price zone.
- Why is my building using NO1 prices when it should be in a different price zone?If your building's electricity costs are being calculated with NO1 (Oslo) spot prices but the building is located in a different region, the price zone is…
- Why is my building overview chart showing less consumption than I expected?If your building's consumption chart suddenly shows a lower total than before, it is likely because a main meter has been designated for one of your energy…
- Why does my building chart show a 'main meter totals only' info banner?The amber info banner "Showing main meter totals only for [type]" appears on the building overview consumption chart when one or more of your meters is…
- How does a building-level meter's consumption get split to tenants?When a meter is connected at building level (e.g., the main electricity or heating meter), its consumption needs to be distributed to individual tenants for…
- What is the difference between a meter connected to a local and a meter connected to a building?The way a meter is connected determines how its consumption is billed to tenants.
- How do common area meters work and how is their consumption tracked?Common area meters measure consumption in shared spaces — lobbies, hallways, parking garages, stairwells, elevator systems, and other spaces no tenant rents…
- How do I upload documents from the Buildings page?Each building in Inbilit has its own Documents tab where you can store building-specific files — technical manuals, maintenance records, service contracts…
- How do I calculate the payback period for a floor renovation?The chatbot can calculate renovation payback periods using your actual floor area data.
- Where do I set the spot price zone on my building?To enable spot pricing on your building, you need to set an energy price zone.
- Cumulative vs gauge — choosing the right data value typeEvery meter has a "data value type" that tells the platform how to interpret incoming values.
Tenants & Tenant Hub
- What happens when a tenant moves into a building?When you add a tenant and assign them to a building local (unit), the platform tracks their occupancy lifecycle automatically based on dates you set.
- How does occupancy status work and when does it change automatically?Every tenant-to-local assignment has an occupancy_status that tracks whether the tenant is currently in the unit.
- What happens when a tenant moves out of a building?When a tenant leaves, several things happen automatically over time.
- How does the 30-day tenant portal grace period work after move-out?When a tenant moves out, their portal users don't lose access immediately.
- Can a tenant occupy multiple units with different move-in dates?Yes.
- How do I upload documents to a building?You can upload documents — such as contracts, manuals, floor plans, or building policies — and attach them to a specific building.
- What file types and sizes are supported for document uploads?The platform accepts a wide range of file types for building documents.
- How does document visibility and tenant access work?When you upload a document, you control who can see it using the visibility setting.
- How do I organize documents with categories?Documents are organized into categories that you can create and customize.
- How do I invite tenants to the tenant portal?To give your tenants access to the tenant portal, you invite them through the Tenant Access page.
- Do all tenants see my announcements or just specific ones?You control exactly who sees each announcement.
- Can other tenants see my conversations with the building owner?No — conversations between a tenant and the building owner are completely private.
Data Import
- How does imported data become visible in dashboard charts?The journey from raw data to visible charts follows this pipeline
- What are the data import methods and when should I use each?Analytics → Data Import offers four methods to get meter data into the system.
- I imported data but nothing shows in the charts — troubleshootingIf you've imported data but the charts remain empty, work through this checklist in order
- API import authentication — API key vs. username/password (token exchange)When you set up an API import, the form asks you to pick an Authentication method.
- My API or automated data import is failing — how do I fix it?If your API, webhook, or email import is failing or has stopped fetching data, here's how to diagnose and fix the problem.
- Why is my meter data missing or delayed?If your dashboard shows gaps, stale data, or missing readings, the issue is almost always on the data sender's side — not ours.
- What do the data source health indicators mean?There are two health signals, and they answer different questions.
- How does data get into the platform and what import methods are available?Inbilit is a data-receiving platform — it collects meter readings from your existing systems.
- How does the AI import builder analyze my data source?When you set up a new data import in Analytics → Data Import, the platform uses AI to automatically analyze your data source and configure the connection.
- What do the import session phases mean (analyzing, testing, forwarding)?When you create a new data import, your setup goes through several phases.
- What does the confidence score mean when setting up a data import?After the AI analyzes your data source, it reports a confidence score for the overall analysis and for each detected meter.
- How does automatic data fetching work after I set up an import?Once the AI import builder completes setup, there is no further AI involvement.
- What is data value type and why does cumulative vs gauge matter?Every meter in the system has a "data value type" that tells the platform how to interpret its readings.
- How does field mapping work when importing data?Field mapping is how the platform translates your data source's format into the internal format it needs.
- What are data categories and how do they affect my import?When setting up a data import, the first thing you choose (after the import method) is the data category.
- I have a data logger or gateway — how do I connect it to Inbilit?If you have a physical data logger, metering gateway, or BMS/SD-system (such as Elvaco, MIVO, Kamstrup, Schneider EcoStruxure, Siemens Desigo, Honeywell…
- How do I connect an Elvaco logger (CMe/CMi series) to Inbilit?Elvaco is a popular M-Bus and wireless M-Bus logger manufacturer.
- How do I connect a MIVO wireless logger to Inbilit?MIVO produces wireless M-Bus loggers and gateways that collect data from utility meters and transmit readings to the MIVO cloud portal.
- How do I connect Kamstrup, Aidon, Ista, or other metering systems to Inbilit?Most major metering system vendors offer some form of data export.
- What should I ask my meter supplier or BMS vendor to connect data to Inbilit?When contacting your meter supplier, logger vendor, or Building Management System (BMS) provider, here is exactly what to ask to get your data flowing into…
- How do I get data from my BMS or SD-system into Inbilit?Almost all modern Building Management Systems (BMS) and SD-systems (styrning och övervakning) can export meter data.
- How do I connect Schneider Electric EcoStruxure or SmartStruxure to Inbilit?Schneider Electric's EcoStruxure Building and SmartStruxure are widely used BMS platforms.
- How do I connect Siemens Desigo CC or Navigator to Inbilit?Siemens Desigo CC and Siemens Navigator are common BMS platforms in commercial buildings.
- How do I connect Honeywell Niagara (Tridium) or Honeywell Forge to Inbilit?Honeywell Niagara (based on Tridium JACE/Niagara Framework) and Honeywell Forge are popular BMS platforms.
- How do I connect Priva, Regin, or other Nordic BMS systems to Inbilit?Priva and Regin are BMS systems commonly found in Nordic and European commercial buildings.
- How do I connect Landis+Gyr, Sensus, or smart grid meters to Inbilit?Landis+Gyr, Sensus (Xylem), and other smart meter manufacturers are widely deployed by utility companies.
- How do I connect Techem, Brunata, or sub-metering service providers to Inbilit?Techem, Brunata, and similar companies provide sub-metering services — they install, read, and report on individual meters for heating, water, and electricity…
- How do I connect LoRaWAN or IoT sensor networks (Netmore, Talkpool, The Things Network) to Inbilit?LoRaWAN-based sensor networks are increasingly used for sub-metering in buildings.
- How do I connect EMU Metering, Carlo Gavazzi, or other sub-meter hardware to Inbilit?EMU Metering, Carlo Gavazzi, and similar manufacturers produce standalone energy sub-meters often used for tenant electricity metering in commercial buildings.
- Which import method should I use for my metering hardware?Choosing the right import method is the single biggest decision when onboarding meters.
- Webhook setup checklist — what your gateway must sendWhen you create a webhook data source the platform generates two things you must paste into your gateway: a webhook URL and a webhook secret.
- Webhook returns 401 Unauthorized — what to checkA 401 from the webhook endpoint means one of three things failed: the timestamp is missing/old, the signature is missing/wrong, or the body was modified after…
- Webhook returns 400 Bad Request — payload shape problemsA 400 means your signature was valid (good — auth is fine) but the platform couldn't make sense of the payload.
- My webhook returns 200 but no data appears in dashboardsA 200 OK means the platform accepted the readings — but accepted is not the same as visible.
- Webhook duplicate handling — what's idempotent and what isn'tThe webhook endpoint is idempotent for genuine retries: if your gateway sends the exact same request twice (same timestamp header, same body bytes), the…
- Setting up a Teltonika RUT956 to push Modbus meters via webhookTeltonika RUT956 (and similar Teltonika RUT-series routers with RS485) can poll Modbus meters and push readings to the platform without any custom scripting —…
- How to tell if my gateway is still alive — reading the import health lineEvery import that has an ongoing fetcher behind it — a scheduled API connection or a webhook source — shows a health line directly under its status badge on…
- How do I register many meters at once from a file?If you have a list of meters — from a BMS point list, an M-Bus scan, a spreadsheet from your metering contractor — you can register them all in one pass…
- Can Inbilit fetch files from an SFTP server?No.
- What to send support when an import stops workingImport problems are diagnosed from a handful of specifics.
Energy & Analytics
- Why doesn't my heating data show in the Energy dashboard?For heating consumption to appear in the Energy dashboard, three things must be configured correctly
- What meter types are available and which dashboard tab shows them?The platform supports 8 energy carrier types.
- What are the energy chart colors and what do they mean?Each energy carrier has a designated color in the analytics charts.
- What is the building facility link and why does my building need it?The "facility link" is the connection between your building in the main application and the analytics engine that holds meter readings.
- What is the difference between Energy, Water, Gas, and Waste dashboard tabs?The Analytics section has multiple dashboard tabs, each filtering meters by their energy carrier type
- How do I compare consumption across different time periods?The analytics dashboards offer several ways to compare consumption data across time
- How do the Insights dashboard metrics work?The Insights tab in Analytics provides a higher-level analysis of your building's performance
- General troubleshooting: data not appearing in the platformIf data isn't showing where you expect it, work through this master checklist
- What generates the values shown in the Energy dashboard bar chart?The Energy dashboard bar chart on Analytics → Energy shows consumption for the currently selected building.
- How do I get consumption data to show in the Energy dashboard?To see consumption bars in the Energy dashboard, you need to complete a chain of setup steps.
- What is the difference between live meter data and invoice data in the chart?The Energy dashboard can show consumption from two different data sources.
- What energy prices does the platform show — are they the real spot price?Yes.
- Why is the spot price in Analytics different from what my energy provider charges?The Analytics dashboard shows the pure ENTSO-E day-ahead spot price — the raw wholesale cost of electricity.
- How do I set a meter as the main intake meter for my building?You can mark any meter as the main (intake) meter for its energy type.
- How can I use consumption data to reduce electricity and heating costs?Your Analytics Energy dashboard shows consumption patterns that reveal specific reduction opportunities.
- How can I use the Insights dashboard to find energy anomalies and save money?The Analytics → Insights dashboard helps you detect unusual consumption patterns that often indicate waste or equipment issues.
- What is the ET curve and how does it work?The ET curve (Energy/Temperature curve, also called an energy signature) is a scatter plot that shows the relationship between your building's weekly energy…
- Why is my ET curve empty or showing no data?If the ET curve page shows "No data available" or is completely empty, check these requirements one by one
- How do I interpret the ET curve baseline and R² value?The ET curve baseline and R² value tell you how predictable your building's energy use is based on outdoor temperature.
- What is the Spot Price Surcharge Analysis and how does it work?The Spot Price Surcharge Analysis is a calculation tool available to users with the Analytics add-on activated.
- How reliable is the spot price surcharge estimate, and what affects it?The reliability of the surcharge estimate depends on several factors.
- Can I use the surcharge estimate to negotiate with my energy provider?The Spot Price Surcharge Analysis can give you a useful starting point for a conversation with your energy provider.
- What are the limitations and disclaimers for the Spot Price Surcharge Analysis?The Spot Price Surcharge Analysis is provided as an informational tool only.
- How do I see energy spot prices and costs on my analytics dashboard?The Energy analytics dashboard can overlay real-time ENTSO-E spot prices and estimated costs directly on your consumption chart.
- Why don't I see energy prices or the cost line on my analytics chart?If the Energy Price and Cost toggle buttons are missing or the price/cost lines do not appear on your chart, check these common causes
Alarms
- How does the alarm system work and what types of alarms can I set up?The alarm system monitors your meter readings and notifies you when consumption deviates from expected patterns.
- How do I create a threshold alarm for a meter?A threshold alarm is the most straightforward alarm type.
- How do trend-based alarms compare consumption to historical baselines?Trend-based alarms detect when your current consumption deviates significantly from historical patterns.
- What happens when an alarm triggers and how do I manage triggered alarms?When an alarm rule's condition is met, the system creates an alarm trigger — a record of the event with full context.
- Why is my alarm not triggering even though consumption seems high?If your alarm rule is not firing when you expect it to, work through this troubleshooting checklist
- What are AI alarm suggestions and how do I use them?The platform can analyze your meter data and suggest alarm rules automatically.
- How does pattern learning work and what does the system learn from my data?Pattern alarms rely on a trained consumption model — a statistical profile of your meter's normal behavior.
- How often are alarm rules evaluated and what is the evaluation pipeline?Alarm rules are not evaluated in real time — they run on a schedule via a background worker.
- How do seasonal adjustments affect my alarm thresholds?Seasonal adjustments modify your alarm's expected baseline to account for natural consumption changes throughout the year.
- How do I set up a schedule alarm to detect off-hours consumption?Schedule alarms monitor your meters during specific time windows — typically when a building should be unoccupied or equipment should be off.
- How do alarm notifications work and how do I set up email alerts?When an alarm triggers, the system sends notifications through the channels you configured on the alarm rule.
- How does the alarm cooldown period work and how should I set it?The cooldown period controls how long an alarm rule waits after triggering before it can fire again.
Formula Meters
- What is the difference between a main meter and a sub-meter?The platform supports a meter hierarchy with main meters and sub-meters
- What is the meter topology view and how does it work?The Meter Topology page (Analytics → Formula Meters) shows a visual hierarchy of your building's meters — which meter feeds into which, and how consumption…
- How do I connect meters in the topology to create a parent-child hierarchy?You create parent-child meter relationships in the topology view.
- What is totalization and how does it affect consumption calculations?Totalization controls whether a child meter's consumption is included when calculating the parent meter's sub-meter breakdown and unmeasured consumption.
- What is data alignment in the topology view and when should I use it?Data alignment (also called "data cutoff") ensures fair consumption comparisons when your meters have different data update frequencies.
- What are formula meters and what types are available?Formula meters are virtual meters that calculate values from one or more physical (source) meters.
- How do I create a rest usage formula meter to find unmeasured consumption?A rest usage formula meter calculates the difference between a main (total) meter and its sub-meters.
- How do I create a sum formula meter to combine multiple sub-meters?A sum formula meter adds consumption from multiple physical meters into a single virtual total.
- Why doesn't my formula meter show a calculated value or shows an error?If your formula meter shows no value, a zero value, or a calculation error, work through this checklist
- What is the difference between main meter and meter topology (parent-child)?These are two related but distinct concepts that control different parts of the platform
Data Fix
- How do cumulative vs period meter readings work?Meter readings come in two value types, and the system calculates consumption differently for each
- How does the Data Fix engine work and what can it correct?The Data Fix engine (Analytics → Data Fix) automatically detects and corrects common data quality issues in your meter readings.
- What is the difference between cumulative and gauge meters in Data Fix?The Data Fix engine applies different correction strategies depending on whether your meter is cumulative or gauge.
- Why do I need to preview before applying Data Fix?The Data Fix engine requires you to preview changes before applying them.
- Why do I need to give consent before using Data Fix?The Data Fix feature requires explicit consent before you can preview or apply any corrections.
- What is the plateau/flatliner fix and when should I enable it?The plateau fix (also called flatliner detection) is an advanced opt-in feature in Data Fix that handles a specific meter communication problem.
- Are Data Fix changes safe? Can I undo applied fixes?The Data Fix engine includes multiple safety mechanisms to protect your data, but you should understand what happens before and after applying fixes.
- How do I troubleshoot when Data Fix shows no issues or fails?If you open Data Fix and the preview shows zero issues or the feature is not behaving as expected, work through this checklist
- Is Data Fix meant for correcting all my meter data or just small issues?Data Fix is designed for targeted, minor corrections — not for rewriting large datasets.
- What happens when Data Fix detects too many issues in my data?If the Data Fix preview flags more than 10% of your readings as needing correction, the engine shows an "excessive fixes" warning.
- What are the built-in limits of Data Fix and why do they exist?Data Fix enforces several hard limits to keep corrections safe, targeted, and performant.
Cost Allocation
- How does common area cost allocation work?Common areas are shared spaces in a building (lobbies, hallways, elevators, parking, restrooms) that are used by all tenants.
- What cost allocation methods are available?When distributing building-level utility costs to tenants, you can choose from 5 allocation methods
- How do locked allocation factors work?In the "By Custom Factors" cost allocation method, each tenant has an allocation factor that determines their share of building costs.
- How does cost allocation change when tenants move in or out?Tenant composition changes — someone moving in or out — directly affect how building costs are distributed.
- What is common area and how is it split between tenants?Common area is the part of a building that no tenant rents exclusively — lobbies, hallways, stairwells, elevators, cafeterias, parking garages, and other…
- How does automatic common area redistribution work when tenants change?When you enable "Auto-distribute common area" on a building, the platform automatically recalculates each tenant's share of common area costs whenever the…
- How do I set a custom allocation for a specific tenant or cost type?While the default proportional-to-area method works for most situations, some tenants need a different allocation.
- How do meters and invoices feed into cost allocation for tenants?Cost allocation connects meter readings and uploaded invoices to the amounts tenants actually pay.
- What is the difference between area-based and area×hours cost allocation?The platform offers two formula-based allocation methods that look similar but produce very different results depending on your tenants' usage patterns.
- How do I set weekly operating hours for tenants in cost allocation?To use the "Area × Hours" allocation method, each tenant needs a weekly_operating_hours value.
- When should I use area×hours instead of simple area allocation?Choosing the right allocation method ensures tenants pay a fair share of building costs.
- What is vacancy cost sharing and how does the slider work?Vacancy cost sharing controls who pays common area costs for empty (unoccupied) units in your building.
- How does vacancy cost sharing affect tenant bills?When tenant bills are generated, the system uses the building's vacancy_cost_share_pct to calculate how much of the common area costs each tenant pays.
- Why don't I see the vacancy cost sharing slider?The vacancy cost sharing slider only appears on the Cost Allocation page under specific conditions.
Invoices
- How does a utility invoice become consumption data in the dashboard?When you upload a utility invoice PDF, the platform extracts consumption data using AI and links it to your meters.
- How does automatic meter number matching work for invoices?When you upload a utility invoice, the system automatically tries to link it to an existing meter by comparing the meter number extracted from the invoice…
- Why is my uploaded invoice not showing in the Energy chart?If you uploaded a utility invoice but its consumption does not appear in the Energy dashboard chart, work through this checklist
- How accurate is the PDF invoice data extraction and what should I always verify?When you upload a utility invoice — whether manually or via an email attachment sent through the system — the platform uses AI-powered OCR to extract data…
- How does the system handle VAT on uploaded invoices?When you upload a utility invoice PDF, the system extracts VAT (value-added tax) information automatically.
- What does 'Mark as Tracked' do on the Invoices page?"Mark as Tracked" is how you tell the system that a supplier invoice is an internal cost you are absorbing — it will not generate a separate tenant bill for it.
- What is the difference between a billed, tracked, and pending supplier invoice?Every supplier invoice you upload has an allocation status that tells the system what has happened to that cost.
- How can I track and compare insurance costs over time using invoices?When you upload an insurance invoice PDF, the AI extraction automatically classifies it with invoice_type = "insurance" (it recognizes Norwegian "forsikring"…
- How can I use invoice search to compare supplier pricing across periods?The Invoices page stores all uploaded supplier invoices with company name, invoice type, total amount, consumption data (kWh, m³), and period.
Tenant Billing
- How do meter readings become tenant invoices?The path from raw meter readings to a tenant invoice follows this flow
- Why does my tenant invoice show zero consumption?If a tenant's invoice shows zero or missing consumption, check these causes in order
- Why doesn't my new tenant appear on existing invoices?If you added a new tenant and assigned them to a building local, but they don't show up on invoices you already generated, this is expected behavior — not a…
- How do I generate a final invoice for a departing tenant?When a tenant is moving out, you should generate a final invoice that covers their last billing period up to the move-out date.
- How do I create a new tenant bill?To create tenant bills, go to Tenant Billing → Create Bills.
- Where can I view and track sent invoices?All tenant invoices you have created and sent are in Tenant Billing → Sent Invoices.
- How do I create and customize an invoice template?Invoice templates control how your tenant bills look and what line items they include.
- What do the billing dashboard summary numbers mean?The Tenant Billing dashboard shows a financial overview with four summary cards and optional payment stats.
- How do surcharges and admin fees work on tenant bills?Surcharges let you add a management or admin fee on top of the utility costs you pass through to tenants.
- What are the different invoice statuses and what do they mean?Every tenant invoice moves through a lifecycle tracked by its status.
- Can tenants see their bills and invoices in the portal?Yes.
- How do I add grid fees and taxes on top of the spot price for tenant billing?The platform fetches raw spot prices from ENTSO-E, but your tenants' actual electricity cost includes grid fees, taxes, and other charges.
- How does spot price billing work when generating invoices from meter data?When you generate tenant invoices from actual meter data (rather than uploading a utility PDF), the system fetches energy spot prices to calculate costs.
- How do surcharges work when billing from meter data?A surcharge (markup) lets you add a management fee or margin on top of the base energy cost when billing tenants from actual meter data.
- How do I generate a tenant invoice from meter data instead of uploading a PDF?Instead of uploading utility invoices as PDFs, you can generate tenant bills directly from your meter readings and energy spot prices.
- What is a price model and how does it create detailed tenant bills?A price model defines the individual charge components that make up a tenant's energy bill — similar to how a utility company itemizes their invoice.
- Why does my meter-based bill show zero consumption or missing data?When generating a bill from meter data, you may see zero consumption or missing line items for some tenants.
- What is the difference between 'Separate Line' and 'Distributed' surcharge mode?When you add a surcharge (admin fee or markup) during bill creation, you choose how it appears on the tenant's invoice.
- How does the platform ensure transparent energy pricing for tenants?The platform is designed for full pricing transparency.
- How does the full flow work from meter data to a tenant invoice with spot pricing?Here is the complete end-to-end flow from raw meter readings arriving in the system to a finished tenant invoice with spot-price-based energy costs
- How do I see my incoming supplier costs versus what I billed tenants?The Sent Invoices page (Tenant Billing → Sent Invoices) shows a Cost Coverage panel that compares your incoming supplier costs against what you have billed…
- What is cost coverage rate and why is mine below 100%?Cost coverage rate tells you what percentage of your incoming supplier costs are accounted for — either billed to tenants or explicitly marked as tracked…
- How can I identify which energy costs are highest using the billing dashboard?The Tenant Billing dashboard gives you a quick breakdown of all incoming costs by category.
- How do I understand the tenant billing analytics to track incoming vs outgoing costs?The Tenant Billing dashboard is your financial command center for property cost management.
Reports
- How do I use the Reports overview to see my building's performance?The Reports overview page gives you a high-level snapshot of your buildings' energy and water performance for a selected time period.
- How do I create a custom report with the Report Builder?The Report Builder lets you create tailored reports by selecting a template, configuring the data you want, and exporting as PDF or Excel.
- How do I compare multiple buildings using the Portfolio Report?The Portfolio Report page lets you analyze and compare performance across multiple buildings in your portfolio.
- How do I save a report configuration and reuse it later?After creating a report in the Report Builder, you can save its configuration so you do not have to reconfigure it every time.
- How do I schedule automated report generation and delivery?You can schedule reports to be generated and emailed automatically at regular intervals — daily, weekly, monthly, quarterly, or yearly.
- Why does my report show no data or empty charts?If you generate a report and it comes back with empty charts, zero values, or a "No data" message, work through this checklist
- How do I benchmark building energy efficiency using kWh/m2?kWh/m² (energy intensity) is the most important metric for comparing building efficiency.
- Tips for negotiating better insurance and energy deals using your dataYour platform data gives you leverage when negotiating with suppliers.
- How do I generate a portfolio cash flow report?Cash flow tracking shows money flowing in (tenant bill payments) vs money flowing out (supplier invoices for electricity, water, heating, gas, waste…
- How do I compare costs across buildings to find inefficiencies?The Portfolio Report is designed for cross-building comparison.
Settings & Account
- How do I enable two-factor authentication (2FA) on my account?Two-factor authentication (2FA) adds an extra layer of security to your account.
- Why am I being asked for a verification code or told MFA is required?Some actions in the platform require enhanced security through two-factor authentication (2FA/MFA).
- How do I invite a new user or team member to my account?To invite a team member, go to Settings → Users tab and click "Invite User".
- How do I manage user permissions and control module access?You can control exactly which dashboard modules each invited user can access.
- How do I change the dashboard language?The platform supports 13 languages.
- How do I enable two-factor authentication (MFA) on my account?Two-factor authentication (2FA/MFA) adds an extra layer of security by requiring a code from your authenticator app in addition to your password.
- How do I change my password?You can change your account password from the Security section in Settings.
- How do I update my profile name and business name?Your profile contains your display name and business name.
- How do I view my subscription plan and payment history?Your subscription and payment details are managed in the Billing section of Settings.
- How do I report a bug or contact support?If you encounter a problem or have a question, you can report it directly from the platform.
- How do I activate the Analytics trial or manage extensions?The platform offers a free 7-day trial for Analytics features.
- Can my invited colleagues see all the sidebar menus or only what I allow?Invited users only see the sidebar modules you have explicitly granted them access to.
- How do I invite a new user to my account?You can invite team members to your account from Settings → Users.
- What is the difference between Settings and My Account for invited users?The platform has two different pages for account management, depending on your role
- How do I change what an invited user can see and access?You can update module permissions for any active invited user at any time from the Settings → Users page.
- How do I change the currency, units, and time settings for my account?Your display preferences — currency, measurement units, timezone, and date format — are configured in Settings → Localization.
- Does changing my currency setting convert existing invoice amounts?No.
- What unit preferences can I set and how do they affect displayed data?You can customize measurement units in Settings → Localization → Unit Preferences.
- How does spot price billing work with meter data from Data Import?When you import meter readings via Data Import (file upload, API connection, webhook, or email) and your building has a price zone configured, the system can…
- Why does my electricity invoice show a different price than the spot market?Your tenant electricity invoice typically shows a higher total than the raw spot price because it includes several additional cost components.