Getting started with Pro (WIP)

What is Easy PV pro? 

Intended for solar professionals, our pro tier unlocks team collaboration and access to features that can save you time and wow your customers with a professional journey through their quote and installation. The cost is £35 / month (plus VAT) per user. 

How do you upgrade? 

To upgrade to Pro, log into the account you would like to be the Owner. In the top right, you will see the option to Upgrade to Pro. Click this and navigate through each step. 

Some banks do not support instant payments so if you're having trouble setting up the payment, please get in touch so we can do this manually. 

Making the most of pro features 

Below is a summary of all the features you get with Easy PV Pro with links to guides showing you how to use each feature. 

• Project and component sharing
• Project status tracking
• Customised customer proposal
• E-signing
• Document storage and emailing
• Survey and installation record
• Additional forms and reports
• Connect Direct API
• CRM connections
• Speedy PV

Configuring team settings 

• General

  • Team management
    

  • Billing and subscription details

• Setting up sharing permissions

• Financial settings: including automatic pricing calculator. 

• Documents

  • Upload shared documents that can get attached to emails

  • Upload images used in proposal customisation

• Customer proposal 

• Email settings 

• CRM connections 

• Speedy PV