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Scaler Onboarding Checklist: Let’s get started!

A step-by-step checklist to set up your workspace, add data, and start using Scaler efficiently from day one.

Welcome to Scaler!

This guide will help you get started so you can get the most out of the platform

Log into Scaler:

Contact Support: client-services@scalerglobal.com

Explore more guides: Scaler Knowledge Base


1. First, take a quick 5 min tour of Scaler with this short video, then…


2. Set Up Your Profile

Configure your Account Settings and User Profile
Review Portfolio Settings & toggle on reports

3. Invite Team Members

Set up additional users and manage their permissions

4. Add Assets

Create an Asset in Scaler

5. Add Utility Data

Add Meters and Consumption

6. Review Initial Alerts

Review Alerts (Missing Information, Warnings, Errors)

7. Add Targets & Benchmarks

Update Targets & Benchmarks settings

Want to get ahead?

Bonus: Dive Deep on Data Collection Strategy

 

Contact Support: client-services@scalerglobal.com

Explore more guides: Scaler Knowledge Base

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