Solutions
Partners
What partnership means
In four points
Your portfolio, your account
The partner hierarchy is not a permission layer added afterwards — it is the data model. Your projects, users and quotes appear only to you.
- Your own projects and customers
- Your own users and roles
- No other partner's data is visible
Setup and training on us
The first project setup, the data import and the first period close are done together, so your team sees the whole cycle once, end to end.
- First project setup
- Data import from Excel
- Support through the first period close
Sales lives in the panel too
You prepare a quote for a prospective site, route it through approval and have the customer sign it. When it is accepted, the details carry into the project.
- Contact book
- Item catalogue and approval threshold
- Signed acceptance
Modems or no modems
Projects with and without remote reading infrastructure are managed in the same account, and the billing engine is the same for both.
- Remote and manual reading
- Index import through Excel
- Mixed portfolio
How it starts
From first conversation to first period close
A conversation: your portfolio, project count and current reading method.
A demo with your own project data.
Agreement and account setup.
The first project is set up and its data imported together.
The first period close is run with our support.
The rest of the portfolio is migrated at your pace.
At a glance
- Data scope
- Isolated at partner level; no other partner's data is visible
- Users
- You define your own team and assign their roles
- Projects
- No limit on the number of projects in a portfolio
- Support
- Setup, data import and the first period close
Partnership terms are discussed against portfolio size. Request a conversation.