Create client in PEAK if required
Create site in PEAK
Send logins + follow up with communications as necessary
Draft and send the introduction email along with the login details. [Email template]
Follow up with phone calls as required
Create Clients
Create company (client or contractor) on PEAK if required. Add company logo. Disable 2FA
Create Users
Add user by clicking on the person icon under PEAK → Client (choose the appropriate client). Enter username as their email address.
You can set their password to using the pencil icon.
Create site
Required fields are:
Name
Collector Email
Address
Timezone
Currency
Building Type
Recommended fields are:
Levels and Zones
Thermal Comfort conditions
Working Hours
Recommended thermal comfort and working hours settings for a commercial building are below.
