Routes

Last updated February 12, 2026

Some organizations read meters in a specific order each month—this is known as a route.

What is a route?

A route is a defined sequence of meters that are read together on a regular basis, typically monthly. It helps streamline and organize meter reading schedules.

Manage routes

You manage routes in the Chargebacks module.

Key requirements

  • A route must contain at least one meter with a monthly channel before it can be saved.
  • You can only add or remove meters that are within your topmost place permissions.

Chargebacks menu with Chargeback Log, Bills Ready to Split, Calculate Bills, Chargeback Workflow, and Routes, with Routes in bold.

Enter route readings with a spreadsheet

You can use a Create Route Readings spreadsheet to record and upload monthly submeter readings.

Key features

  • Designed for route-based meter reading.
  • Records monthly readings for submeters.
  • Uses standard Excel format—simple and familiar.

Flexible data entry

  • Can be used on smartphones or tablets.
  • Works offline—no internet connection needed at the time of entry.
  • Upload the spreadsheet after it is complete.

Duplicate meters in routes

When editing a route, you can change the meter order by inserting rows and selecting the meters you want to move.

No need to delete duplicates

If a meter appears more than once in the list:

  • EnergyCAP automatically keeps the first occurrence.
  • Any duplicate entries are removed when the route is saved.

Route deletion permissions

  • You cannot delete a route if it contains meters outside your topmost place permissions.
  • This ensures users only manage routes and meters they're authorized to access.

Edit Route dialog with a route named University drive and a list of meters with their parents and serial numbers, each with add above, add below, and remove icons.