Already installing heat pumps or looking to get started? Take a look at Easy PV's sister software [Heatpunk](https://help.heatpunk.co.uk/books/getting-started/page/overview).
## Get the most out of your account Whether you're a regular customer or just getting started, linking your account to Easy PV is the best way to simplify your work. Easy PV generates a complete kit list based on your design, from the panels and inverters down to specific mounting and electrical components. You can see the kit list on the project **overview** page for each of your projects. [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-04/IDOHZFr4yipNaE8c-email-illustrations.gif) ### Add to cart in one-click Just click `Add to cart` and we'll take you to the Midsummer Wholesale website and load all the products into your cart. You can then: - Place an order. - Save cart as a quote to come back to later. - Add or remove items and change quantities. - Combine saved quotes to order kit for multiple projects. ### Connecting your account To make sure your pricing is accurate when designing, you can link your Midsummer and Easy PV accounts. - **If you already have a Midsummer account**, just [follow these steps](https://help.easy-pv.co.uk/books/getting-started-f2k/page/connecting-to-midsummer "Connecting to Midsummer") - **Don't have an account yet?** [Apply here](https://midsummerwholesale.co.uk/register?utm_medium=email&utm_source=newsletter&utm_campaign=epv-kit-ordering-Apr-26-uk) to see our full range of kit and unlock trade-only pricing - **Have an account but haven't used it lately**: Get in touch with our team and we'll make sure you're getting the best pricing we can offer. [Email our sales team](mailto:trade@midsummerenergy.co.uk) or call 01223851535 --- ## Want to know more? - **Live training:** Get started with Easy PV by [booking onto a free online demo session](https://cal.com/easy-pv) - **FAQs**: Take a look at our [FAQ page](https://help.easy-pv.co.uk/books/faqs) **Contact Support:** If you've got further questions, get in touch with our support team at **help@easy-pv.co.uk** (UK) or **help@easy-pv.ie** (IE). # Connecting to Midsummer Connecting your Easy PV and Midsummer account will allow Easy PV to display your correct prices. This means you do not have to make changes to your goods prices in the financial task and you can be confident your jobs are being priced correctly. ## **Connecting Easy PV and Midsummer** 1. Navigate to **My account** > **Preferences** > **Connect to Midsummer** 2. Click `Connect` and you will be redirected to Midsummer to log in. 3. Once you are logged into the account you'd like to connect, click `Yes, connect these accounts` [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-06/PW6Y6Q4OqVr6MlwW-image.png) 4. Then click `Return to Easy PV` [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-06/GXmTI8eZWjMeOOnz-image.png) 5. Your account will then refresh and your wholesale prices will apply**Note**: For Easy PV Pro teams, each member will need to connect their wholesale account for discounts to apply consistently.
--- ## Want to know more? - **Live training:** Get started with Easy PV by [booking onto a free online demo session](https://cal.com/easy-pv) - **FAQs**: Take a look at our [FAQ page](https://help.easy-pv.co.uk/books/faqs) **Contact Support:** If you've got further questions, get in touch with our support team at **help@easy-pv.co.uk** (UK) or **help@easy-pv.ie** (IE). # Setting financial defaults Financial defaults set here will be automatically applied to your projects so you do not have to input them each time. These defaults can be overridden on a per-project basis. For standard Easy PV users, you can set up financial defaults in **My Account** > **Preferences** > **Financial**. For Pro teams wishing to set team defaults, these can be found in **Pro account settings** > **Financial**. If you are a member of a Pro team, you may not be able to set these defaults as they will be configured by your team owner or admins. --- ## Main settings - **Projection term**: the number of years you wish to make financial projections. This should be approximately the expected lifespan of the equipment - **Inflation rate**: this is the inflation rate for your financial projection - **Panel degradation rate**: panels gradually reduce in output as they degrade over time. Set the rate at which the output of the panels decreases each year - **Discount rate**: a discount rate is a means of determining the current value of something (like income or savings from a PV system) that you'll receive in the future Here you can also select the default value of self-consumption. Self-consumption is the proportion of electricity generated from a solar array that is used in a property can significantly affect financial returns. Easy PV has several different methods you can use: - **(For UK) MCS**: this can only be used with flat tariffs and properties with annual consumption between 1500 - 6000 kWh, battery storage below 15.1 kWh and generation below 6000kWh. - **Easy PV:** this can be used for a project of any size and can be used with variable tariffs. Information on setting up variable tariffs can be found in the [consumption task guide](https://help.easy-pv.co.uk/books/performance-and-consumption/page/getting-started-with-the-consumption-task "Consumption task guide"). - **Custom percentage**: this contains significantly less information than the above methods. When using a custom percentage the 'Battery Storage' section in the Customer Proposal will not generate. If you would like this to generate, select the MCS or Easy PV self-consumption. --- ## Tariffs Here you can set default tariffs for the Easy PV and (for UK) MCS consumption calculations. - **Manage tariffs** by selecting View and edit team-/user- level tariffs - **Select from existing tariffs** in the drop down menus and set whether you want them indexed to inflation, above inflation, fixed or none**Note**: Business customers can usually reclaim tax paid on an installation, but domestic customers typically can't reclaim tax. Tax rates may be different for domestic and business customers.
--- ## Saving rules Create savings rules which can be used in the Financial task. You can add savings based on a percentage of bills, percentage of annual generation, fixed monetary amount or a saving in kWh each year. --- ## Running cost rules Add lines for costs you expect to be incurred in the future. You can choose whether costs are applied on an annual basis (for example a maintenance contract) or as one-off costs (for example an inverter replacement). [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-06/b8uxrKipTdky65GX-defaultrunning.gif)**Tip**: The prices you input here are not set in stone, you can save time by inputting a default and edit the price on a per-project basis.
--- ## Pro: Settings by user role in team As a Pro user, you have the additional option of limiting the financial information available on a project for certain users in the team. Simply toggle on who you would like the setting to apply to based on their user role: [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/OGFGQuL07LEm3kEg-image.png) **Learn more:** [User roles and team management](https://help.easy-pv.co.uk/books/getting-started-with-pro/page/pro-team-management "Pro: Team Management"). --- ## Payment options Here you can create finance options that will show on your projects – set up the reserve interest, payment options and payment providers. This is also where you can apply for accounts with Easy PV's finance partners. Learn more: - [Setting Up Finance Options](https://help.easy-pv.co.uk/books/financial-task/page/payment-options) - [FinMatch in Easy PV](https://help.easy-pv.co.uk/books/financial-task/page/finmatch-finance-option-in-easy-pv "FinMatch finance option in Easy PV") --- ## Want to know more? - **More guides**: Take a look at [Financial task](https://help.easy-pv.co.uk/books/financial-task/page/using-the-financial-task "Using the Financial task") and [Understanding the Financial Projection](https://help.easy-pv.co.uk/books/financial-task/page/understanding-the-financial-projection "Understanding the financial projection") for more information - **Related FAQs:** Check out our [Financial FAQs](https://help.easy-pv.co.uk/books/faqs/chapter/financial-task "Financial task") for answers to common questions - **Live training:** [Book onto a live demo session](https://cal.com/easy-pv/easy-pv-free-training) to see this feature in action **Contact Support:** If you've got further questions, get in touch with our support team at **help@easy-pv.co.uk** (UK) or **help@easy-pv.ie** (IE). *If you are experiencing a bug, to help us look into your issue faster, please include the email address of your account, the name of the project and screenshots of any unexpected behaviour.* # Setting up your Automatic Pricing CalculatorThis guide applies to the [easy-pv.co.uk](https://easy-pv.co.uk/) and [easy-pv.ie](https://easy-pv.ie) versions of Easy PV. The information provided here may not be accurate for easy-pv.com.
With Easy PV you can configure pricing rules to automatically calculate project prices. Rather than having to amend and change your service costs on each project, you can spend time setting up your pricing rules so the automatic pricing calculator will do it for you. Pricing settings can be accessed via **My Account** > **Preferences** > **Financial** > **Change pricing settings** or if you are part of a Pro team, the owner/admin can do this via **Pro Account settings** > **Financial** > **Change pricing settings**. To turn off automatic pricing click on the **use pricing calculator** toggle. You can also switch between automatic pricing and manual pricing on a per-project basis via the financial task. #### **Configuring for your project** You can set material pricing based on the cost of materials plus a markup (best for complex pricing depending on the number of panels, roof dimensions, travel distance, etc.) or based on custom lookup tables (ideal for simpler pricing using only a few panels/inverters combinations). On top of the cost of materials, you can set up additional charges for the delivery and installation. The installation cost can be further specified with costs for scaffolding, electrical, roof type, and travel to the site. 1. Choose if you use a markup or lookup table for calculating the cost of materials. 2. Tick the box for each additional cost you want to include in your pricing (information on configuring each of these is below). 3. Choose the format in which you want to display the price of goods in the quote. ##### **Lookup tables or markup****Warning**: Changing the performance mode used with affect **all projects**.
Choose from: - **easy-pv.co.ukMCS**: This is based on the method detailed in Appendix B of [MIS 3002: The Solar PV Standard (Installation)](https://mcscertified.com/wp-content/uploads/2023/05/MIS-3002_Solar-PV-Systems-V5.0-Final-for-publication.pdf) and will only work for UK postcodes. - **NREL**: This method is based on [NREL's PVWatts calculator](https://pvwatts.nrel.gov/), this is an international method that works for any location. - **PVGIS**: This is another international option that is based on PVGIS data so will work for any location. If selecting the MCS method, you can also choose whether you want to: - **Set default values for MCS self consumption**: this will let you set default values which will be used by default for each of the inputs required for the MCS consumption calculations. - **Manually enter MCS self consumption**: if you select this option you will need to set the inputs required for the MCS calculations on every project. --- ## Still Need Help? - **Related FAQs:** Check out our [Performance FAQs](https://help.easy-pv.co.uk/books/faqs/chapter/performance-and-consumption-task "Performance and consumption task") for answers to common questions - **Related guides**: Take a look at [Completing the Performance Task](https://help.easy-pv.co.uk/books/performance-and-consumption/page/performance-task "Performance task") - **Live training:** [Book onto a live demo session](https://cal.com/easy-pv/easy-pv-free-training) to see this feature in action **Contact Support:** If you've got further questions, get in touch with our support team at **help@easy-pv.co.uk** (UK) or **help@easy-pv.ie** (IE). *If you are experiencing a bug, to help us look into your issue faster, please include the email address of your account, the name of the project and screenshots of any unexpected behaviour.* # Whole-system Design Learn about Whole-system Design: what it is, how to set it up, and what it can do for your solar PV system design workflow. # Whole-system Design easy-pv.co.uk Whole-system design suggests complete solar systems for a project -panels, mounting, inverter and battery -worked out, costed and ready to apply. Instead of completing the panel, inverter, consumption and financial tasks by hand, you pick a system from a shortlist and Easy PV fills the project in for you. --- ## Viewing the Whole-system Design kit suggestions There are two ways to view the kit suggestions generated by the Whole-system Design (WSD) feature. 1. **Automatically**. Create a project and draw or import your roofs. Once there's roof data, the **Recommended systems** window opens on its own - for example when you finish the roof task and click Next. [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-09/AjEtT4XGSTdbx3ip-image.png) 2. **Whenever you want them.** On the project overview, open the three-dots menu and choose **Suggest system**. This is always available on a solar project, even if you've turned the automatic suggestions off. [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-09/kVWjCAAdRzRmrs8u-image.png) If you don't see either, jump to [Why am I not getting any suggestions?](https://help.easy-pv.co.uk/link/259#bkmrk-%E2%9D%93-common-faq-%C2%A0) --- ## Choosing a system Choosing a system couldn't be easier. Each card shows you: [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-09/Yeg2KSApRUWfMzU2-image.png) - install size and panel count - the inverter, and the battery if there is one - **Materials** - the equipment cost. Click it to see every priced line that makes up the total - **Installed** - the total installed price #### Filtering your options Open **Filters** to limit the list by: - **Price and Install size** - drag orange the sliders to adjust the price range [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-09/OJCFfngSl5mKZul3-image.png) - **Battery storage** - all systems, only with storage, or only without [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-09/tlTmtSUCkrK61jHh-image.png) - **Kit combinations** - tick the kits you want to see systems from [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-09/16iEhfkH53JrTmtl-image.png) Kit combinations that couldn't produce a system for this project are shown greyed out, with the reason underneath - usually that a part is out of stock or has no price. **Sort** defaults to **Magic Sort**, which mixes strong all-rounders, higher-output systems and cheaper options so the top of the list gives you a spread rather than five variations of the same thing. You can switch to a standard sorting option - **price, install size, panel quantity** or **battery storage, ascending** or **descending** - at any time. [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-09/QQm2wQw1hJrk5qBp-screenshot-from-2026-09-09-10-37-18.png) #### Swapping parts without starting again Where a suggestion comes in more than one configuration, the **Inverter** and **Battery** lines on the card become drop downs. Change either one and the card switches to that version, keeping the rest of the system as close to what you were looking at as possible. [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-09/XCsUwBaPWNZmhAEl-image.png) #### Checking the Financial assumptions The financial estimates are priced against an import tariff, an export rate, and an annual consumption figure. The **assumptions** chip in the window tells you which figures are being used, flags any that are missing, and lets you change them there and then. The estimates re-price against whatever you set. Click **Edit** to open the **Consumption** task and change the assumptions. [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-09/SR1A5qvOy2leGfeZ-title-2.png) Systems with a **Smug**-compatible inverter are badged. If you're set up for **Smug** battery optimisation and the project is on a time-of-use tariff, the estimates account for it. --- ## Choosing which roofs to use By default, suggestions are built for the **three best-rated** roofs on the project. To change that, use **Select roofs** (or **Choose different roofs**). [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-09/oUTnSOUDuQ8A6ogc-roof-selection-gif.gif) By default, suggestions are built for the three best-rated roofs on the project. To change that, use Select roofs (or Choose different roofs). - On **3D** and **magic-mode** projects you get a small bird's-eye view of the building. Tap a roof to include or exclude it. - Roofs are shaded by how much they'd generate, and there's a magnifier for tight spots. - On **quick-roof** and **roof-outline** projects you get a simple list of tick boxes. Confirm your choice and the estimates regenerate for just those roofs. --- ## Applying a system Select a card and click the **Next** button at the bottom. Easy PV then: 1. applies the panels, mounting, inverter and battery to the project, and 2. takes you to the project overview with the system in place. From there it's an ordinary project. Every task is still yours to open and change -swap the inverter, restring the array, adjust the mounting, whatever you need. ##### Auto-finish consumption & financials [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-09/fXvaCcHXnaa0CkPZ-image.png) Select **Auto-finish consumption & financials** in the bottom left of the window and Easy PV also completes the **Performance**, **Consumption** and **Financial** tasks in the background, using standard assumptions, so the project is ready for the customer proposal without you touching them. Stay on the overview while it finishes - if you navigate away mid-way it stops, and those tasks stay for you to complete yourself. Un-tick it and only the equipment is applied - **Consumption** and **Financial** tasks are yours to fill in separately. --- ## Where the suggestions come from Every suggestion is built from a **kit combination**: a panel, a mounting system per roof type, an inverter group, and optionally batteries and optimisers. Nothing outside your kit combinations is ever suggested. **Free** **accounts** use the kit combinations set at site level, which we put together and keep up to date. You can't edit these, but you don't have to set anything up either. ##### **Pro accounts:** These use their team's own kit combinations. Your admins build them under **Kit combinations**, found in **Pro Account Settings > Design**. > **For Pro admins:** the quality of the suggestions is the quality of your kit combinations. Cover the full range of jobs you do, from small domestic through to your larger commercial installs, and keep them current as your buying changes. A team with two kits gets two flavours of suggestion; a team with a well-spread set gets a comprehensive shortlist. --- ## Turning it on and off There are two relevant settings for turning the Whole-system Design suggestions on and off. These are found in slightly different places depending on whether you have a free or **Pro** account. Either way, they only appear once there's at least one kit combination available to you. Suggest a whole-system design when creating a project controls whether the Recommended systems window opens on its own, and Auto-finish consumption & financials by default sets how that tick box starts out in the window. #### On a free account Everything is in one place: **My Account > Preferences > Design.** [](https://help.easy-pv.co.uk/uploads/images/gallery/2026-09/mZKCuecEPDHDJ8mi-image.png) **Suggest a whole-system design when creating a project:** De-select this and the window stops opening by itself. The three-dots **Suggest system** option stays, so you can still ask for suggestions whenever you want them. **Auto-finish consumption & financials by default:** Sets how the tick box in the window starts out. You can always (de-)select it for a single project. Free accounts can't edit the kit combinations your suggestions are built from. Those are the ones we maintain at site level - so these two switches are the full extent of what's configurable on a free account. If you want suggestions built from your own equipment and prices, consider upgrading to **Pro**. #### On a **Pro** account Pro has the same two settings, at two levels. ##### Your own settings: My Account > Preferences > Design These settings determine how **Whole-system Design** applies to your personal Easy PV account. Every **Pro** user has these, admin or not. ##### Your team's settings: Pro Account Settings > Design (team admins only) The same two settings, applied to everyone in the team. Use these to set how **Whole-system Design** behaves across the team by default, **then individual installers can adjust their own as above**. **Pro** admins also control the input the suggestions are built from, under **Kit combinations** in the same **Design** section. That's the setting that actually determines the kit combinations themselves: the two switches above only decide when the window appears. ##### Site-wide settings (site administrators) If you administer a whole Easy PV site, there's one more level at **Site Settings > Whole-system design**: - **Availability** - who on the site gets **Whole-system Design** at all: - **Off for everyone** - nobody on the site sees it. - **Invite people to try it** - installers are asked once whether they'd like to take part, and can opt out again later. Only those who accept see it. Useful for trialling it with willing teams before switching it on across the board. - **On for everyone** - everyone sees it, unless their team or they themselves have switched it off. - **Defaults** - set the default for the **auto-finish Consumption and Financials** tasks here. While a site is set to **Invite people to try it**, teams and individual installers get an extra **Take part in the whole-system design trial** switch in their own **Design** settings, so they can join or leave without waiting to be asked again. #### Which setting wins ##### For the window opening automatically: any "off" wins. If the site, the team or the installer has switched it off, the window won't open by itself. That's deliberate - a team admin can't force it onto someone who's turned it off for themselves, and an installer can't turn it back on if their admin has switched it off for the team. On a free account this only ever comes down to your own switch, unless we've turned the feature off site-wide. The manual three-dots **Suggest system** option is unaffected by all of this. As long as the project is solar and there's a usable kit combination, you can always ask for suggestions. ##### For auto-finish: the most specific setting wins. Your own setting beats your team's, which beats the site's, and a single project can override all three. It's only ever a default - whatever it's set to, you can change the tick box in the window every time. --- Whole-system Design: FAQs