Client Onboarding Wizard

1Client

2Building

3Units

4Sensors

5M&V

6Review

Pull client, site, and units from a completed site survey + proposal.

or create manually

Create Client

Client Name *

Client Type

Contact Name

Contact Email

Contract Type

Notes

Or select an existing client:

Building Name *

Building Type

M&V Scheme

Address

City

State

ZIP Code

Square Footage

Electricity Rate ($/kWh)

Notes

Drop iMonnit gateway screenshot here
or click to browse — extracts sensor IDs, names & types via AI

Create units first (Step 3)

No manual/hybrid units — skip this step.