| Overview
The ClimaVision system now uses a subscription-based model to manage access to advanced features. This means that some features are only available based on the type of subscription a customer or site has.
To use premium features, an active subscription or payment is required.
| Three subscription tiers
ClimaVision Basic Tier
ClimaVision Plus Tier
ClimaVision Pro Tier
All existing sites will automatically get a 3-month free trial of the ClimaVision Pro subscription.
During this trial, the subscription will still show as “Plus,” but users can enjoy all Pro features.
After the 3-month trial, users can choose to continue with either the ClimaVision Plus or can choose to pay for the ClimaVision Pro subscription.
If the subscription is not renewed after the trial, access to premium features will be limited.
| New User Role: Billing Admin
A new user role called Primary & Secondary Billing Admin has been added to the system.
Users with this role can:
Upgrade subscriptions to ClimaVision Plus or ClimaVision Pro.
Manage billing and subscription settings for assigned sites.
Allow primary managers to access advanced features.
For more information on the Billing Admin user, refer to the article Billing Admin User Management
| 3 Month Pro Trial
With the introduction of tiers within the ClimaVision ecosystem, all the existing sites get a 3 Month Pro Tier Trial, as shown below.
Post the trial period, the user can opt for the Pro tier or continue to use the Plus tier.
| ClimaVision Plus Tier
The following are the feature sets that are a part of the ClimaVision Plus Tier:
- Equipment Visualization
- Notifications via Email &/or Text
- Site Overviews – Summary Tables and Bulk Edits across the Site
- Custom Heatmap Filters
- Custom Graphs and Widgets
- Custom Parameters
- Advanced Alerts
- Audit Trail and Report
- QR Code Assisted Monitoring
- User Roles Support – View-Only FMs, Secondary FMs, Installer, Level 1 and 2, System Integrators
- Remote Access to the controller
- Inbuilt Online support with Chat Assistant
- Portfolio-wide Named Schedules
The following is the data retention policy for a ClimaVision Plus Tier Subscription:
- Two-year historical
- Less than 1 month - 1 min
- Greater than 1 month - 5 min
- Greater than 6 months - 15 min
- Greater than 1 year: 60 min
Updates:
- Edge Controller Software Updates
| ClimaVision Pro Tier
The following are the feature sets that are a part of the ClimaVision Pro Tier:
- AI-Powered
- Zero Interface BMS
- Whiteboard to Dashboard
- Spiced by Saffron
- Text to Chart
- Automated Utility Demand Response
- Portfolio analytics [Energy monitoring and Reports]
- Site Manager for custom mapping and monitoring
- Site Sequencer for advanced monitoring and control
The following is the data retention policy for a ClimaVision Plus Tier Subscription:
- Lifetime historical
- Less than 1 month - 1 min
- Greater than 1 month - 5 min
- Greater than 6 months - 15 min
- Greater than 1 year: 60 min
Updates :
- AI models and features
- Vector databases
When a user with a Plus tier subscription tier tries to access the above-mentioned features or screens, a restriction pop-up is displayed as shown below.
On the Dashboard, the restrictions are in place for both the widget and scope levels, as shown below.
| Subscription Details
The subscription details can be accessed from the Subscription Details option, as shown below.
For a non-billing admin user, the subscription details are displayed as below.
You can access the billing history as below.
| Upgrading from a Plus Subscription Tier
As a billing admin user, to upgrade from a Plus subscription tier
- Click the Upgrade Now option from any of the restricted features.
The subscription details screen is displayed, as below.
You can verify the pricing, billing dates, change plan, configure add-ons, and add a payment method using the options available.
- Click Change Plans to view the available subscriptions.
- Select ClimaVision Pro to upgrade to the Pro tier and click continue to confirm.
Another confirmation screen with the charges details, duration of subscription, and details display, as shown below.
- Click Confirm Charges to complete the upgrade.
The upgraded subscription details reflect, as shown below.
| Add-Ons available on Subscription
| Add-On Name | Description |
| External APIs | Enables external system integrations through API access, allowing other external systems to pump in data or read data from the ClimaVision ecosystem. Ideal for advanced analytics and external platform connectivity. |
| FDD (Fault Detection and Diagnostics) | Provides system-level fault detection and diagnostic insights for each Site, billed annually per equipment. Helps identify inefficiencies and optimize building performance.(Needs Plus Tier) |
| Central Plant Manager | Provides the ability to visually set up and monitor your central plant systems. |
| Hierarchy of site access for the user
| User Category | Access Type | Access Scope |
| Support User / Internal Portal | Full access based on assigned tier | Organization / Site Level |
| ClimaVision (PFM, SFM, OFM, VOFM, Installer) | Access based on tier assigned via Support Portal or Organization FM / PFM | Site Level |
| System Integrators (L2, L3) | Access based on tier assigned via the Support Portal or Organization FM / PFM | Site Level |
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