As part of our service offering, users have the ability to get automatic daily, weekly, or monthly updates to their data by meter or group of meters. We call this ongoing monitoring, and this is a great way to have updated data for validating savings, monitoring existing assets, ensuring performance, and building referral programs.
Starting Meters on Ongoing Monitoring
To set ongoing monitoring for a meter or group of meters, first navigate to the authorization you wish to receive updates. Once there, use the checkbox interface to select some or all of the meters on the authorization. Once you have the meters selected, click on the blue button for "Refresh Data" at the top of your screen, then click on "Start Ongoing Monitoring."
You are now ready to set the frequency and preferred payment option for your ongoing monitoring subscription. On your screen, you will now see options for the payment plan as well as frequency.
If you edit the payment plan, you can select the option to pay month to month or pay for a year of monitoring in advance and get a 33% discount.
You can also adjust the frequency of the updates to the data. Options include daily, weekly or monthly.
Once you have your payment and frequency options selected, click on the blue button to start monitoring. If you are on a pay as you go plan, you will be directed to the payment screen. For bulk pricing customers, the monitoring charge will be deducted from your pre-paid balance according to the rate on your plan. Click here for a review of the pricing structure.
Managing Existing Meters on Ongoing Monitoring
If you ever need to adjust your ongoing monitoring subscriptions or turn one off, you can easily find them on your dashboard. There is a filter option on the left side of your screen called "Monitored." Clicking on this will show all the meters that you have ongoing monitoring subscriptions for. If you need to adjust one of them, use the checkbox interface to select the meter(s) you want, then click the blue "Refresh Data" button, and finally on the option for "Update Ongoing Monitoring."
From here, a new screen will display and you will have the option of adjusting your payment plan and/or the frequency of monitoring. You may also turn it off under frequency as well. Once you have the options selected that you want, click on the button "Update Monitoring."
Got more questions about this or need assistance? Send us a note here!
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