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?  

Making the most of pro features 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 settings 

• General

  • Team management
    

  • Billing and subscription details

• Setting up sharing permissions 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