User Guide

Step-by-step instructions for configuring and managing your energy sites.

Quick Links

• Site Configuration - Set up your site's basic settings
• Node Management - Create and manage electrical nodes
• EVSE Management - Add and configure charge points
• External Meters - Connect power meters
• Charge Intents - Set up charging behavior rules
• Monitoring - View live and historical data
• Demand Charge - Analyze, simulate, forecast, and cap demand charges

Site Configuration

Use site settings to define the baseline configuration for a site. This includes site-wide settings like name, country area (bidding zone), and timezone, as well as fallbacks for charges when specific information isn't available.

Configure Site Settings

1. Open the site you want to configure
2. Go to the Setup tab
3. Review or update:
   • Site name
   • Country area
   • Timezone
   • Grid connection – the site's supply voltages: three-phase 230/400 V, three-phase 277/480 V, split-phase 120/240 V, or three-phase 120/208 V
4. (Optional) Add a comment for internal notes about the site
5. Review the default charge intent shown at the bottom of the page
6. Click Update Configuration to save changes

Warning: Deleting a site from the Danger Zone permanently removes all configuration and cannot be undone.

Set the Default Site Charge Intent

The default charge intent applies to all charging sessions unless a more specific RFID, Vehicle ID, or EVSE intent exists.

1. Open Site Configuration
2. In the Default Charge Intent section, click Edit
3. Choose a charge intent type:
   • Charge Now - Start charging immediately
   • Price Optimize - Optimize based on electricity prices
4. Configure one or more targets:
   • Target SoC (%) - Desired state of charge
   • Target kWh - Desired energy amount
5. (Optional) Add scheduled overrides:
   • Define day(s) of the week
   • Define time range
   • Select intent type and targets for that schedule
   • You can also drag on the weekly timeline to create a new schedule rule directly
6. Click Save Default Intent
7. View the weekly schedule visualization below the intent configuration to see when each intent type applies
8. Click Update Configuration to apply changes

The schedule visualization shows a color-coded timeline for each day of the week, making it easy to see when scheduled overrides are active and what intent settings apply during each time period.

Node Management

Nodes represent groupings of EVSEs and/or other nodes. Nodes can have power and/or current constraints. External meters are connected to nodes to more precisely follow power or current constraints as well as take residual consumers/producers into account (buildings, solar panels, etc.). Every site has at least one node, the root node, to which all EVSEs are connected by default.

Create a Node

New nodes can be created and managed from two places - the Topology tab or the Setup tab > Nodes > Create Node button.

Node settings:

• Node name
• Parent node
• Fuse limit (A) (optional)
• Power limit (kW) (optional)

Manage Existing Nodes

1. Open the node's action menu in the Topology view or on the right in the Nodes view in the Setup tab.
2. Choose one of the following:
   • Add EVSE - Attach a charge point to this node
   • Add external meter - Attach a meter for power measurement
   • Edit node - Modify node settings
   • Delete node - Remove the node
   • View history - See historical data in the Details tab

Note: The Top Node (Root) of a site cannot be removed.

Configure Amp Buffer

Amp buffer provides a safety margin for power distribution by reserving a portion of the available current capacity.

1. Open Node Management
2. Select the node you want to configure
3. Click Edit Node
4. In the Amp Buffer (A) field, enter the buffer value in amps
5. Save the changes

The amp buffer is subtracted from the available current capacity, providing headroom for power spikes and ensuring more conservative load management.

Configure Power Limit Schedules

Power limit schedules allow you to automatically adjust power limits based on time of day and day of week. This is useful for:

• Peak demand management
• Time-of-use rate optimization
• Coordinating with other facility loads

1. Open Node Management or EVSE Management
2. Select the node or EVSE you want to configure
3. Click Edit and navigate to the Power Limits section
4. Click Add Schedule or Manage Schedules
5. Create a schedule with:
   • Day(s) of week - Which days this schedule applies
   • Time range - Start and end time for the schedule
   • Power limit (kW) - Maximum power during this schedule
6. Add multiple schedules as needed (they will be applied based on priority)
7. Save the changes

Schedules are evaluated in order of priority. When no schedule is active, the default power limit applies.

EVSE Management

EVSEs represent physical charge points connectors in a site, connected to a node. A charging station with 2 connectors would be represented by 2 EVSEs.

EVSE Settings

Each EVSE has settings related to its electrical connection and properties:

• Phase setup (AC/DC, single/three phase, phase rotation, line-to-line)
• Current limits (A) – minimum and maximum current, mostly applicable to AC chargers
• Power limits (kW) – minimum and maximum power, mostly applicable to DC chargers

Add a New EVSE

1. Open the site and go to Overview or Setup > EVSEs
2. Click Add EVSE
3. Complete the guided setup:
   1. Enter station details or choose from the operator or team
   2. Select current type (AC or DC)
   3. Configure phase setup – for AC, choose Single Phase (L1, L2, or L3), Three Phase (including the 2-3-1 and 3-1-2 rotations), or Line-to-Line (L1-L2, L2-L3, or L3-L1) for a charger fed by two line conductors with no neutral
   4. Define power and current limits
4. Finish the setup to add the EVSE to the site

Set an External Limit

Cap a charge point's charging power. Energy management optimizes below the limit and still respects node and fuse limits:

1. Enable it for the site first: open Setup > Advanced settings and turn on Allow manual charging-profile override.
2. In the EVSE actions menu (⋮), from the overview or setup, choose Set external limit.
3. Enter the power (kW) — the charger's maximum is shown for reference.
4. Choose a duration in minutes, or Until I clear it to keep it indefinitely.
5. Click Apply. Use Clear to remove the limit.

External Meters

External meters provide power measurements for nodes, enabling accurate load balancing. The system supports various meter types including Monta MQTT, ABB Modbus, Perific, and Viocon meters.

Add an External Meter

1. Open Setup
2. Select Meters
3. Click Add Meter
4. Select the node to attach the meter to
5. Select the meter type (Monta MQTT, ABB Modbus, Perific, or Viocon)
6. Configure the meter identifier (auto-generated for Monta MQTT and Perific)
7. Click Add External Meter

The meter will appear in the meters table. For Monta MQTT meters, a connection guide with the MQTT topic and JSON payload format is shown inline.

Monta MQTT Meters

Monta MQTT is Monta's native meter integration protocol. Any device or gateway that can publish MQTT messages can send meter readings to the Monta energy management system.

How It Works

1. Register the meter in the frontend (Setup > Meters > Add Meter > Monta MQTT)
2. A UUID is auto-generated — this identifies your meter
3. Configure your device to publish JSON messages to the Monta MQTT broker
4. Readings appear in real time and are used for load balancing

MQTT Broker

Connect your MQTT client to the Monta MQTT broker:

• Protocol: MQTT over TLS (port 8883)
• Broker URL: ssl://mqtt.monta.app:8883 (production) or ssl://mqtt.staging.monta.app:8883 (staging)
• Authentication: Username and password

MQTT credentials must be obtained from Monta. Contact your Monta representative or support to request broker credentials for your account — they are not generated automatically when registering a meter.

Topic Format

Publish messages to this topic:

meter/monta/{meterUuid}

Replace {meterUuid} with the UUID shown when you registered the meter.

JSON Payload Format

Each message must be valid JSON with the following structure:

{
  "meterUuid": "your-meter-uuid-here",
  "meterValues": {
    "measuredAt": "2026-04-17T10:30:00Z",
    "currentL1A": 10.5,
    "currentL2A": 11.2,
    "currentL3A": 9.8,
    "voltageL1V": 230.0,
    "voltageL2V": 231.0,
    "voltageL3V": 229.5,
    "powerL1W": 2415.0,
    "powerL2W": 2587.2,
    "powerL3W": 2249.1,
    "powerW": 7251.3
  }
}

Field Reference

All fields inside meterValues are optional. For accurate load balancing, include at least current per phase or power per phase.

Recommendations

• Publish frequency: Every 5–15 seconds for responsive load balancing
• Include all three phases even if some read zero — this helps the system distinguish single-phase from three-phase installations
• Total power (powerW) is preferred when your meter provides it directly, as it avoids estimation errors
• If the system does not receive data for an extended period, a connection guide will be shown in the Details view to help troubleshoot

ABB Modbus Meters (Data Transfer)

ABB Modbus meters communicate through an OCPP charge point using data transfer messages. Select the charge point identity from the EVSEs on your site when adding the meter.

Perific Meters

Perific meters connect via the Perific cloud. A UUID is auto-generated when you add the meter — configure this identifier in your Perific device to start sending data.

If you configured a digital-input 0 W node limit, you can change it later without removing the meter: use the Edit Settings action on the meter's row in the Meters table to adjust the input (DI 1 or DI 2) and active level (HIGH or LOW).

Viocon Meters

Viocon meters connect via a dedicated MQTT topic. Enter the meter identifier provided by your Viocon device when adding the meter.

Charge Intents

Charge intents control how charging sessions are handled. When a charging session starts, the system looks for an applicable intent in the following order:

Priority 1 is highest. The first matching intent is used.

RFID Charge Intents

RFID charge intents apply when a specific RFID tag starts a charging session.

1. Open Setup
2. Select RFID Intents
3. Click Create Intent
4. Enter the RFID
5. Choose a charge intent:
   • Charge Now
   • Price Optimize
6. (Optional) Set a priority to control charging order when multiple sessions compete for power
7. Configure:
   • Departure time (if applicable)
   • Target SoC (%)
   • Target kWh
8. (Optional) Add scheduled overrides:
   • Day(s) of week
   • Time range
   • Intent type and targets
9. Click Create RFID Charge Intent

Vehicle ID Charge Intents

Vehicle ID charge intents apply to a specific vehicle, regardless of which RFID is used.

1. Open Setup
2. Select Vehicle ID Intents
3. Click Create Intent
4. Enter:
   • Vehicle ID
   • Battery capacity (kWh)
5. Choose Charge Now or Price Optimize
6. Set targets and optional schedules
7. Click Create Vehicle ID Charge Intent

Monitoring

Use the Details view to monitor live and historical data.

Available Views

• Node view - Power flow through the electrical hierarchy
• EVSE view - Individual charge point data

Charts display horizontal threshold lines for fuse limits and active power schedules.

Time Ranges

Select from predefined ranges:

• Last 3 hours
• Last 24 hours
• Last 7 days

Available Metrics

• Power (kW)
• Current per phase (A)
• Voltage (V)
• Energy consumption (kWh)
• State of Charge (SoC) (%)

Live Sessions

Review active charging sessions in real time, including:

• Current power delivery
• Energy delivered
• Session duration
• Vehicle SoC (if available)

Settings Change Log

Track all configuration changes made to sites, nodes, and EVSEs in the Change Log sub-tab of the Details view.

1. Open a site and go to the Details tab
2. Select the Change Log sub-tab
3. Browse changes with:
   • Entity type filter — filter by All, Site, Node, or EVSE
   • Pagination — navigate through change history
4. For each entry you can:
   • Add a comment — click on an entry to add or edit an inline comment
   • Revert a change — click the revert button to restore the previous value (with confirmation)

Each entry shows the entity name, the user who made the change (name, with a link to their hub profile), field changed, old and new values, timestamp, and relative time.

Charge History

View past and active charge sessions for a node or EVSE in the Charges tab of the Details view.

• Search by charge ID or vehicle ID
• Filter by status (All, Active, Completed)
• Columns: Start Time, Status, Charge ID, Vehicle ID, Max Power, SoC, Duration, EVSE

Demand Charge

The Demand Charge tab on a site exposes four sub-views: Cards (per-billing-period totals), Chart (raw timeline), Simulator (cap-vs-savings curve + worst-day), and Forecast (spreadsheet what-if). All four share the date range pickers at the top.

Analyze an existing site

Use this when the site has measured grid-meter or EVSE data and you want to understand the current bill.

1. Open the site → Demand charge tab.
2. Pick a date range that covers at least one full billing period (default is the last 30 days).
3. Open Cards view:
   • The header card shows the total estimated charge across the range and the resolved tariff (e.g. DK_RADIUS_2024).
   • The data-source badge tells you whether the estimate is based on the Grid meter (accurate — already net of solar) or EVSE estimate (overstates on sites with solar self-consumption).
   • Each billing-period card shows the single peak interval that set the charge, plus the top runners-up.
4. Open Chart view to see every 15-min bucket colored by tariff band. Look for recurring spikes during HIGH_LOAD windows — those are what drive the bill.
5. Open Simulator view to find the recommended cap:
   • The curve shows projected savings as you cap harder (left = aggressive, right = no cap).
   • The "knee" marker is where capping harder stops saving meaningfully.
   • The worst day chart below shows the single interval the cap would reshape, with the recommended cap as a horizontal threshold.
6. If you want to act on the recommendation, click Apply cap on the recommendation card. This writes powerLimitW on the site's top node — load balancing immediately starts respecting the cap. The button shows the previous limit and offers an undo path.

Why no recommendation? If the savings curve is essentially linear (no clear knee), no cap is recommended. Widen the date range or check whether the window contains a sharper peak to compare against.

Forecast for a US prospect

Use this when there's no measured data yet — a cold prospect, a hypothetical fleet, or a "what if we doubled our chargers" question.

1. Open any site → Demand charge tab → switch to Forecast view.
2. Pick a starter template that's closest to the prospect's tariff:
   • US flat demand — single $/kW demand rate, no TOU.
   • US TOU demand — peak / shoulder / off-peak windows.
   • US with ratchet — adds a trailing-12-month ratchet floor.
   • DK Radius 2024 — Danish baseline.
   • Blank — start from zero.
3. Edit the tariff fields to match the prospect's rate sheet:
   • Market / currency / billing zone — set the geography.
   • Measurement interval — usually 15 min (US) or 1 hour (some EU).
   • Billing period — usually monthly.
   • Bands — adjust each band's $/kW per period and the time windows it covers. An OFF_PEAK band is required; set its rate to 0 if there's no off-peak demand charge.
   • Ratchet — enable + set "periods back" and "fraction" (e.g. 12 / 0.8 for "80% of the trailing 12-month peak").
4. Pick a Load mode:
   • Pattern (kW): type avg/peak kW and the peak window. Best when you already know the kW curve.
   • Fleet (sessions): type chargers, kW per charger, sessions/day, kWh/session, and the peak window. Best for cold prospects who know their fleet but not their load curve.
5. Click Run forecast. The result panel shows the total estimated charge, currency, and per-billing-period breakdown.
6. (Optional) Click Save current to name and persist the scenario for later re-loading. Stored in your browser only.

For sites with real data: Click Use this site's data at the top of the tariff editor. It pre-fills the tariff template + the load editor (Pattern or Fleet, whichever is active) from the site's real /timeline measurements. Two Fleet fields stay null — sessions/day and kWh/session — and need your input from operator knowledge.

Compare two tariff plans

Use this for the classic US sales-call question: "my utility wants to switch me from this plan to that plan — what's the impact?"

1. On the Forecast view, toggle the Forecast mode card to Compare two.
2. Two Tariff editors appear side by side (Tariff A and Tariff B). The Load card below is shared — comparison only makes sense holding the load constant.
3. Configure Tariff A as the operator's current plan (use Use this site's data to pre-fill from real measurements if available).
4. Configure Tariff B as the alternative (pick a different starter template, or copy A and edit).
5. Configure the shared load — Pattern or Fleet, as for a single forecast.
6. Click Run comparison. Two forecasts run in parallel against the same load.
7. The Comparison panel shows:
   • Headline: Tariff A total, Tariff B total, and the delta (B − A) with %.
   • Per-billing-period table with a delta column. Green means B is cheaper for that period; red means B costs more.
   • When the two tariffs use different currencies, the delta is hidden and the message explains why (no meaningful subtraction is possible).