TrueMeter Onboarding Checklist: Instantly Delivering Energy Insights and Analysis
Sep 10, 2025
Index

TrueMeter instantly connects with your online utility accounts and identifies your full savings potential. Our onboarding process starts with connecting to your online utility accounts to deliver a customized quote and insights report.
Connecting to your utilities:
- Download the template excel file
- On the template excel file - select the utilities you work with from the file and add your utility login credentials
- Go back to: https://truemeter.com/quote/enterprise
- Enter your email, upload the form and click "Authorize"
- Your analysis will be ready shortly
Signing Up:
- Click the custom sign up link sent by TrueMeter
- Link a payment method
- Review and sign your contract
- Schedule your 10-minute onboarding call
Onboarding Call:
- Turn on two-factor authentication (2FA) for your account so that TrueMeter can add contact information to receive timely bill updates on your account
- Verify that all service accounts included in your contract are linked to your main account
- Open an TrueMeter account (https://truemeter.com/account/create)
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