Setting Up Your Easy PV Pro Account

Upgrading your account

The first step in setting up your Pro team is to upgrade your account!

Make sure you're logged into the account you would like to be the Owner of the Pro team. This Owner account cannot be changed or removed from the team. Other members of the team are added during the upgrade process.

Click Upgrade to Pro in the top right corner
Add team members and set their role type
Connect to Midsummer so your pricing correctly applies to the team
Fill in billing details
Pay via GoCardless instant bank payment

Note: 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.

Note: when you upgrade, you keep your existing account and projects, but just with access to Pro features.

Configure team settings

Correctly setting up your team preferences can help you make the most of Easy PV Pro. Navigate to Pro account settings and click through each tab to set this up. Find further information in each section below.

1. General

If you have multiple users in your team, you can edit team members and what role they have here.

📙 Learn more: Pro team management and user roles.

The details you set under Company Details will be used throughout Easy PV tasks, forms, and reports.

At the bottom of this section you can view and change your subscription status.

2. Configuring financial settings

In the Financial tab you can configure financial defaults for your team. Many of these settings are the same as those available in user settings. Team financial settings override user financial settings and apply consistently across your team's projects.

📙 Learn more: Setting financial defaults.

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.

3. Upload team documents

Any files uploaded to the documents tab will be accessible to any user in the team when sending emails through Easy PV. Upload your terms and conditions, MCS certificate or anything else you would like available for all projects.

4. Set up customised proposal

With Easy PV Pro you have the option to customise the customer proposal to align more with your branding.

📙Learn more: Setting Up Your Customised Proposal.

5. Configure email credentials

With Easy PV Pro you can send emails to your customer within projects. By setting up your email credentials, it means these emails will send from your domain, rather than from no-reply@easy-pv.co.uk.

📙Learn more: How to Set Up Email Credentials.

6. Design

Adjust the default roof margin for new projects.

7. Performance

Adjust the defaults used in the performance task.

📙Learn more: Performance Task Preferences.

8. CRM connections

In this tab you can access your API key to connect with CRMs and job management platforms.

📙Learn more:

Existing Integrations
Developer guidelines for setting up your own integration

9. Speedy PV

If you're interested in setting up Speedy PV, enable the Speedy PV configuration dashboard.

📙Learn more: Setting up Speedy PV.

Getting start with Pro features in a project

Once you've configured your Pro account settings, you can get started using Pro features within a project.

Project statuses

From the project overview, you'll now be able to set the status on your project. Use filters on the right-hand side to view jobs in each stage.

Project and component sharing

Old projects and components will not be shared with your team by default. Any old projects you'd like shared with your Pro team, you can share manually. If you'd like all old projects or components to be bulk shared get in touch and we can do this for you.

If you'd like new projects or components shared by default, navigate to My account > Preferences > General and then Default sharing. Select the permissions you'd like to be given by default on new projects. These settings are account (not team) specific so will only apply to the account you are logged into.

📙Learn more: Project and Component Sharing.

Using project features

📙Learn more about the Pro features you can now use in projects:

If you have further questions about Pro please attend an online training session, have a look at our Pro FAQs or get in touch!