Setting up your Easy PV Pro account

How do I upgrade to Pro?

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:

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

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.

Configure team settings

To make the most of Pro it's important to ensure you're configuring your team settings. Navigate to Pro account settings and navigate through each tab to set this up.

Below is further information on each section.

1. General

Setting user roles

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

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Read more about pro team management and user roles.

Filling in company details

The details you set here will be used where relevant throughout Easy PV tasks, forms, and reports.

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, the difference being that these would now apply consistently across your team.

The key things you will want to set up are:

Default team tariffs
Default pay in full (non-finance) payment option

Read more about configuring financial settings for more information on the options available.

As a pro user, you have the additional option of limiting the financial information available on a project for certain users in the team, depending on their role type. Simply toggle on where you would like the setting to apply.

3. Upload team documents

Any files uploaded to the documents tab will be accessible for the whole team when sending emails through Easy PV. Upload Terms and Conditions, MCS certificate or anything else you would like available for all projects.

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4. Set up proposal customisation

With pro you have the option to customise the customer proposal to align more with your branding.

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Read more about 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.

Read more on how to set up email credentials.

6. CRM connections

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

See what existing integrations we have or take a look at our developer guidelines if you would like to set up your own integration.

7. Speedy PV

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

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.

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Project and component sharing

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

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