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Introduction to Easy PV Pro

What do I get with Pro?

Intended for solar professionals, our Pro tier unlocks team collaboration and access to features that can save you time and impress your customers with a professional journey through their quote and installation.

Team collaboration

Team management settings let you configure components, pricing, defaults and permissions for all your users. Everyone works from the same setup, which keeps designs, quotes and documents consistent and reduces rework.

Collaborate on designs with project and component sharing and stay organised with project status tracking so everyone is on the same page. 

📙 Pro Team Guides:

Integrated survey functionality 

Pre-installation survey: Complete a standardised survey directly within the project,project ensuringwith the Survey task. Ensures required information and photos are captured consistently and passed cleanly to the design and installation teams.

Installation record: Create a consistent, auditable photographic record of what was installed,installed in the Installation task. Include how itthe system was configured and site‑specific notes needed for future maintenance or customer support.

Detailed Guide: 📙 ðŸ“™ReadHow moreto aboutUse EasySurvey PV'sand surveyInstallation functionality.Record Tasks.

Professional proposals and document management

Manage additional documents required for the sale, like letters of consent, scaffolding request forms, etc., using project document storage. All project files – surveys, proposals, reports, customer documents – can be stored in one place, with no need for a separate QMS system.

These documents can be attached to emails sent through Easy PV using integrated emailing functionality. 

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Give your customers a professional experience with a customised customer proposal. Add a cover page, apply your branding and configure cover letters, terms and more so every proposal is consistent. Send this proposal and any other necessary documents for e-signing directly through Easy PV.PV.

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📙 Proposal Document Management Guides:

Speed up designs from start to finish

Generate and qualify leads with Speedy PV. Speedy PV (a paid add‑on) lets customers design their own system on your website and request a follow-up. Manage leads via Easy PV and convert them to a full project in a single click.

Get unlimited access to Easy PV's magic design mode, one of four design modes available in Easy PV.mode. Magic designs will automatically generate a 3D model based on aerial data, which can then be adjusted for accuracy. Watch the same property be designed using 3D and magic mode to see how this can speed up your designs. 

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Speed up DNO applications using our ENA Connect Direct integration. Project and survey information is pre‑populated to reduce manual entry, cut down on mistakes and help ensure applications are submitted correctly the first time. Track the status of your application via emails from the DNO and in the project overview in your Easy PV project. 

📙 Work-flow Guides:

Integration with other tools

Connect Easy PV directly with the other systems your business relies on using our open APIs. You can push customer or lead information into Easy PV to create projects automatically and pull project data and documents from Easy PV into your CRM.

Developer Guidelines: 📙 Open API Documentation.

💡Interested to know more? 

If you have further questions about Pro or are interested in a free trial, get in touch with our support team at help@easy-pv.co.uk (UK) or help@easy-pv.ie (IE).

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