EV INITIATIVEOnboarding / v3
Operator Manual

EV Initiative / Building Admin · Property Manager · Charger Owner

Get your building ready.

Set up the locations you are responsible for, confirm the electricity recipient, and make resident charging understandable before residents need it.

Updated 18 October 2026

1. Confirm your assigned sites

Your first sign-in

  1. Sign in to the v3 Admin address supplied by EVI with your assigned email.
  2. Open Overview → Dashboard and My Sites. Check the location names and charger identities against your building records.
    Admin top bar for a test Charger Owner with the Overview menu open. The menu lists Dashboard, My Sites, Earnings, Payouts, Reports and Settings, with My Sites highlighted as the current page.
    The Overview menu on a site account. Sample screen with test data.
    My Sites page for a test Property Manager with two locations and a link to Manage electricity rates and site settings. The Locations selector is set to All locations, the period is Last 30 days, and a Download comparison CSV button sits on the right. Tiles show 2 locations selected, 4 chargers, 3 online now and 1,015.15 kWh delivered in period, then a Compare locations table for Sample Towers (sample data) and Sample Lofts (sample data) with chargers, online, sessions and kWh. Below, each location has a compact Location bank account card, with a Manage location bank account link, and its chargers. Sample Towers reads Bank connected, Stripe payouts enabled, then the per-session line: Payments arrive in the location Stripe balance as each session settles. Bank deposits are scheduled weekly on Monday, subject to bank readiness and fund availability. It lists TEST-TWR-01 and TEST-TWR-02 as Online. Sample Lofts reads No bank account connected for this location, 46 days remaining to connect your bank and Electricity held $76.52, and lists TEST-LFT-01 as Online and TEST-LFT-02 as Offline.
    My Sites for two assigned locations, with each location’s chargers and bank status. Sample screen with test data.
  3. If you manage several properties, select each one in turn. Ask the operator to fix missing or incorrect assignments before making changes.
Your role has a defined boundary.

Building Admin, Property Manager and Charger Owner site accounts share the site-focused menu. They do not automatically have the full operator console or authority to create users, change every tariff, issue fobs or launch a deployment.

2. Set electricity and resident access

One location at a time

  1. Open Overview → Settings and choose the location.
  2. Enter its electricity rate from the utility bill, including the applicable delivery and regulatory components. Check the displayed unit: per kWh or per hour. Save and confirm the saved state.
    Overview, Settings for a test Property Manager, with the Site selector set to Sample Towers (sample data). The Electricity rate card explains that the rate should match the utility bill, including delivery and regulatory charges, and shows a saved rate of $0.21 per kWh with a dimmed Save button. The Resident charging card has the switch Allow residents to register their own chargers turned on. The Fob self-registration card has the switch Let drivers register their own fobs here turned off.
    Overview → Settings for one location: the saved electricity rate, then Resident charging and Fob self-registration. Sample screen with test data.
  3. Review Resident charging and enable resident-managed chargers only where the building has agreed to this arrangement.
  4. Review the resident fob-registration option, if applicable. This controls whether residents may register their own fobs; it does not give a site account a fob-issuing console.

If a rate is outside the field’s limit, ask EVI to review the tariff setup. Paid guest charging at a resident’s own plug is not available yet, so residents cannot open their plugs to paying guests. They can let neighbors and visitors charge free with the charger’s free pass list.

3. Connect the location’s bank

Set up the electricity recipient

  1. Open Overview → Settings and select the correct location.
  2. Find Location bank account. Confirm that you are authorized to manage that location’s bank account, choose its country if this is first-time setup, and review the payout terms.
    Location bank account card on Overview, Settings, for a test location before bank setup. It reads No bank account connected for this location, 46 days remaining to connect your bank, and Electricity held: $76.52. Bank country is set to Choose country, with the note that the country cannot be changed after setup and that, if EV Initiative already arranged a bank account for this location, you contact support at support@evinitiative.com before creating another. The box I am authorized to manage this location’s bank account is unticked, above a dimmed Connect location bank account button and Refresh status. No bank details are shown.
    The bank card before setup, with the country selector and authorization box. It belongs to the location picked in the Site selector at the top of Settings. If you have not accepted the payout terms yet, ticking the box opens them first. Sample screen with test data.
  3. Select Connect location bank account and complete the details requested by Stripe for the entity receiving that location’s electricity reimbursement.
  4. Return to Admin and select Refresh status. If verification is pending or information is due, tick the authorization box and use Review setup in Stripe to finish.
    The same Location bank account card for a test location in its connected state. It reads Bank connected, Stripe payouts enabled, then: Payments arrive in the location Stripe balance as each session settles. Bank deposits are scheduled weekly on Monday, subject to bank readiness and fund availability. Below are the unticked box I am authorized to manage this location’s bank account, a dimmed Review setup in Stripe button, Refresh status, and a Last checked date and time. No bank details are shown.
    The same card once the location’s bank is connected. Review setup in Stripe is enabled once the authorization box is ticked. The last line shows when the status was last checked. Sample screen with test data.
Session transfers and bank deposits are separate.

The location bank account receives eligible electricity reimbursement, Site Share and legacy Revenue Share. Payments arrive in the location Stripe balance as each session settles. Bank deposits are scheduled weekly on Monday, subject to bank readiness and fund availability. The Site Host statement, below the bank card in Overview → Settings and in Overview → Payouts, lists each recorded transfer under Session transfers with its sessions, ledger currency, cash sent and conversion costs. A connected bank or recorded charging sales alone are not proof of payment.

4. Hand over the installed chargers

Order new chargers from evinitiative.shop. The hardware purchase guide covers lead times and arrival. Your installer or Sales Partner follows the charger installation guide. A charger appearing online is not launch approval.

The Commercial AC category page of evinitiative.shop, with Commercial AC highlighted in the header menu, a Check incentives in your area button under the title, and three product cards: AC Elite Commercial (12 kW Level 2 commercial charger from Autel) at $1,066, AC Pro Commercial (19.2 kW) at $1,599, and AC Ultra (19.2 kW dual-port, one unit serves two stalls) from $3,130 with 3 options.
Commercial AC chargers, the Level 2 range for multifamily buildings and workplaces. From evinitiative.shop on 2 October 2026. Prices and lead times change; the shop shows current ones.

Before inviting residents to charge

  1. Confirm the installed labels, connector numbers, site coordinates and agreed access type with the installer.
  2. Have the operator confirm guest pricing, any idle fee and its grace period, and the building’s join instructions.
  3. Wait for human launch approval. Then use a real resident account on the intended building access path to check a normal session.
  4. Share the app link and building join instructions with residents. Give residents who manage their own plug the residential guide; never share Admin or charger passwords.

5. Review activity across properties

Compare the locations you manage

  1. Open My Sites for chargers and availability, Earnings for site financial activity, or Reports for session history and energy.
  2. Use Locations to choose one location, all assigned locations, or a specific selection. My Sites and Earnings show the selection side by side in Compare locations; in Reports, open the Compare Locations tab.
    Earnings page for a test Property Manager: Compare site financial activity. The Locations selector reads All locations and the period is Last 30 days, with a Download comparison CSV button. Tiles show 2 locations selected, $304.55 collected charging sales, $205.12 recorded electricity costs and 1,015.15 kWh delivered in period. A note explains that electricity costs are recorded amounts, not proof of reimbursement or an outstanding balance. The Compare locations table lists Sample Towers (sample data) and Sample Lofts (sample data) with Chargers, Online, Sessions, kWh, Charging sales, Electricity costs and Electricity held ($76.52 held for Sample Lofts), plus a Selected total row. The Payments to you card says personal payment totals are unavailable until payout records identify the recipient.
    Earnings for all assigned locations, side by side. Charging sales, recorded electricity costs and held electricity are separate columns. Sample screen with test data.
  3. In Reports, choose the date range and session status. Start with All statuses. If the period is empty, try a longer range before concluding that data is missing.
    Site Reports page for a test Property Manager: Sessions and energy consumption at your assigned properties. The date range pills read 24h, 7d, 30d, 90d, 1 year and Custom, with 7d selected, and the Locations selector on the right is set to All locations. The Booking History tab is open, next to Compare Locations. Status filters read All, In progress, Completed, Cancelled and Failed, with All selected, 8 total and an Export CSV button. The table lists eight sample sessions on TEST-TWR and TEST-LFT chargers by test residents and a test guest, with status, date and time, amount, kWh and session time.
    Reports with 7d, All locations and All statuses selected, and Export CSV on the right. Sample screen with test data.
  4. Use Export CSV when you need session records. Keep the selected dates and location scope with the exported file.
Session transfers and bank deposits are separate.

The location bank account receives eligible electricity reimbursement, Site Share and legacy Revenue Share. Payments arrive in the location Stripe balance as each session settles. Bank deposits are scheduled weekly on Monday, subject to bank readiness and fund availability. The Site Host statement, below the bank card in Overview → Settings and in Overview → Payouts, lists each recorded transfer under Session transfers with its sessions, ledger currency, cash sent and conversion costs. A connected bank or recorded charging sales alone are not proof of payment.

Common questions

A site is missing

Ask the operator to check your site assignment and account email. Selecting “All locations” means all locations assigned to you.

Reports says no sessions match

Clear status filters, expand the date range and confirm the site selection. If a known session is still missing, send its identity and approximate time to support.

Stripe is connected but I have not been paid

Select the location, then check Session transfers in its Site Host statement, below the bank card in Overview → Settings and in Overview → Payouts, for recorded session transfers. If no bank was connected when a session settled, its electricity may be held until the bank is connected. Deposits reach the bank on the account payout day, weekly on Monday. If a recorded transfer has still not reached the bank after that, email payouts@evinitiative.com with the statement period, the amount and the transfer reference shown on the statement. The electricity-cost total is not an unpaid-balance calculation.

Send support@evinitiative.com the site name, charger identity, affected plug, time and time zone, and the error you see. Leave passwords, sign-in codes, card numbers and bank details out of the message. For damaged equipment or an electrical fault, stop using it and contact the responsible installer.