Purpose of this article
This guide explains how external property managers use Scaler to submit required sustainability data for their client.
Your role in Scaler
As an external property manager, you provide scoped operational data only for properties you manage under contract.
You have limited access to specific properties and submit data within client-defined timeframes and requirements.
Your key workflows in Scaler
Workflow 1: Respond to data requests from clients
When you'll do this:
- During client reporting seasons (typically Q1-Q2)
- Monthly or quarterly per client requirements
- When notified of specific data gaps
- According to contract deadlines
Where in Scaler: Data Collection Portal → Portfolio → Data Requests
What you'll need to know:
- Using the Data Request Tool
- How data enters Scaler (four supported methods)
Workflow 2: Submit utility data for assigned properties
When you'll do this:
- According to client-defined submission schedules
- When responding to data requests
- When historical data is requested during onboarding
Where in Scaler: Data Collection Portal → Asset → Consumption (where permitted) Data Collection Portal → Portfolio → Data Requests (primary method)
What you'll need to know:
- Using the Data Request Tool
- How to use the Scaler spreadsheet
Quick reference: Where you'll work most often
Scaler location | Primary use |
Data Collection Portal → Portfolio → Data Requests | Submit requested data (primary workflow) |
Data Collection Portal → Asset → Consumption | Review or upload data where permitted |
What to focus on during onboarding
✅ Confirm which properties you are responsible for ✅ Understand what data you are required to submit ✅ Confirm submission frequency and deadlines ✅ Learn the simplest submission method available ✅ Understand data request notification workflows
Need help?
- Review Scaler Knowledge Base for detailed how-to guides
- Ask Lumi AI for instant answers to platform questions
- Discuss with your client contact for specific requirements clarification
- Contact your Scaler Account Operations Manager for personalized support