Easy PV Pro: help your team work more efficiently

Running a solar business today means juggling a lot at once: fast‑moving leads, complex designs, tight installation schedules, regulatory paperwork and a customer base that expects clarity at every step. As your team grow, the challenges grow too, from more people touching the same projects, more room for inconsistency, and more opportunities for things to slip through the cracks.

Easy PV Pro is designed to bring order to that complexity. It gives installers a shared workspace where projects stay organised, pricing stays consistent and communication stays clear. Instead of relying on scattered tools and manual processes, Pro features help your team work in a single, structured environment from first contact to final handover.

1. Team-wide settings and workflows

As teams grow, consistency becomes one of the biggest challenges. Two designers might price the same job differently. A surveyor might forget a detail that slows down the installation. Someone might save documents in the wrong place, leaving others searching for information. Pro tackles this by giving your team a shared place to work end ensures everyone works in the same way.

Team‑wide settings ensure everyone uses the same components, defaults and pricing logic.
Role‑based controls protect sensitive information and prevent accidental changes.
Shared project access means anyone can pick up where someone else left off.

2. Quick lead generation and & system designs

The early stages of a solar sale are often where teams lose the most time. You need to qualify interest quickly, understand whether a customer is a good fit and produce a proposal that’s accurate enough to move the conversation forward – all without sinking hours into manual modelling. Easy PV Pro can help in two ways.

Generate and qualify leads with Speedy PV

Speedy PV is a paid add‑on that works alongside Easy PV Pro. Once enabled, you can embed the tool on your website and let visitors generate an instant system design and cost estimate without you lifting a finger. It helps you capture interest early, filter out low‑intent enquiries and focus your time on customers who are genuinely ready to move forward. Leads will appear in the Easy PV leads dashboard for all your team to access, and you can convert them to a full project in a single click. Find out how to get set up with Speedy PV.

Instant 3D designs & shade analysis

Easy PV's Magic Design mode helps you quickly and accurately generate a full 3D model of the property and surrounding buildings, complete with roof pitch, orientation and shading analysis. This gives your team a reliable design foundation in seconds, allowing you to produce accurate proposals without the usual back‑and‑forth or manual modelling. It's one of four design modes available in Easy PV.

3. Integrated survey functionality

The value of surveys and capturing all the information required for a successful installation is often overlooked. Pro's built in survey functionality lets your surveyors complete a full on-site pre-installation survey, capturing key information, uploading images and adding useful additional comments.

Once a project is at install stage, your team will be able to complete an installation record, capturing photos, serial numbers, technical information and more. Keeping a good record is hugely important to ensure your installs are fully compliant and to help handle customer enquiries and issues that may arise in the future.

4. Professional sales experience

Customers make decisions based on trust – and trust is built through clarity, professionalism and speed. Pro supports this by helping you present your business at its best:

Customisable proposal documents let you add your branding, a cover page, an “About us” section and your own terms and conditions.
E‑signing removes friction from the contract stage.
Payment and finance options gives customers flexibility in how they pay.

If you’d like to learn more about how strong communication, clear proposals and customer guidance contribute to better outcomes, these articles offer helpful context:

Maximising ROI: The installer’s role in system optimisation and customer education

Why customer proposals matter in solar PV

These pieces expand on how strong communication, clear proposals and customer guidance contribute to better outcomes — and how tools like Easy PV Pro help you deliver that consistently.

5. Keep every project organised from start to finish

As projects move from survey to design to installation, information can easily become scattered – documents in email threads, notes in spreadsheets, forms saved on desktops. Easy PV Pro brings everything together so your team always knows where to find what they need.

Here’s how Pro keeps projects structured and on track:

Centralised document storage All project files – surveys, photos, certificates, customer documents — are stored in one place, making it easy for anyone on the team to find the latest version.
Clear project status tracking Projects can be sorted into statuses that reflect your workflow, giving you a clear overview of what’s in progress, what needs attention and what’s ready to move forward.
Integrated email sending Emails can be sent directly from Easy PV, with project documents attached automatically. This keeps communication tied to the project rather than scattered across inboxes.
Structured survey tasks Surveyors can complete a guided, standardised survey directly within the project. This ensures all required information — roof details, electrical setup, access notes, customer preferences — is captured consistently and passed cleanly to the design and installation teams.
Installation record tasks After the job is complete, installers can record key details in a structured installation record. This creates a consistent, auditable record of what was installed, how it was configured and any site‑specific notes that may be important for future maintenance or customer support.
Compliance forms built into the workflow BS 7671, Letters of Consent and scaffolding request forms are all included as guided tasks, helping your team stay compliant without relying on external templates or manual checklists.
Integrated e‑signing Customers and your team can e-sign important documents digitally, and these signed documents are stored automatically in the project. This removes the friction of downloading PDFs, chasing signatures or dealing with scanned copies.
DNO applications via Connect Direct Project data is pre‑populated into DNO forms, and the Connect Direct integration streamlines the submission process, reducing admin time and minimising errors.

Together, these tools create a single, reliable source of truth for every project – making handovers smoother, reducing admin and helping your team deliver a more consistent customer experience.

5. Quicker admin and compliance

Installers deal with a lot of paperwork, and Easy PV Pro makes this quicker by including additional structured forms and reports to help guide your teams through each requirement, from Electrical Installation Certificates, Letters of Consent, scaffolding requests, installation records and more.

Submitting DNO applications can be one of the most time‑consuming and error‑prone parts of a solar project. Easy PV Pro allows you to submit DNO applications via Connect Direct and get instant approvals. 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. It also keeps a clear record of what was submitted and when, making it easier for your team to track progress and follow up when needed.

6. Easy PV scales with your business

Whether you’re a team of two or twenty, Easy PV Pro grows with you. As your workload increases, Pro helps you maintain consistency, reduce bottlenecks and keep your team aligned without adding unnecessary admin. It’s not just a set of features – it’s a framework for running a more efficient, more professional solar business.

For businesses that need even more control, automation and oversight, Easy PV Enterprise takes things further. Enterprise is designed for larger teams and multi‑branch operations that need advanced permissions, deeper reporting, custom workflows and tighter integration with their existing systems. If you’re scaling rapidly or managing multiple teams, Enterprise gives you the structure and visibility to keep everything running smoothly at volume.

Learn more about building an efficient solar team

If you want to explore the bigger picture of team efficiency, we’ve created a full guide:

Efficiency Unleashed – A practical guide to equipping your solar team for success

It covers the principles behind high‑performing solar teams and shows how tools like Easy PV Pro fit into a modern, scalable workflow.