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Automatic Project Price Calculator

With Easy PV you can configure pricing rules to automatically calculate project prices. You can set material pricing based on the cost of materials plus a markup (best for complex pricing depending on the number of panels, roof dimensions, travel distance, etc.) or based on custom lookup tables (ideal for simpler pricing using only a few panels/inverters combinations).

On top of the cost of materials, you can set up additional charges for scaffolding, electrical, roof type, and travel to the site.

Pricing settings can be accessed via the change pricing settings button in the financial section of your account settings. If you are part of a Pro team, an admin can do this via the Pro Account Settings. To turn off automatic pricing click on the use pricing calculator toggle. You can also switch between automatic pricing and manual pricing on a per-project basis via the financial task modal.

Configuring for your project

  1. Choose if you use a markup or lookup table for calculating the cost of materials.

  2. Tick the box for each additional cost you want to include in your pricing (information on configuring each of these is below).

  3. Choose the format in which you want to display the price of goods in the quote.

Lookup tables or markup 
Option 1: Lookup tables

When you have chosen lookup tables on the first price settings page, before clicking next you can also choose to use a markup-based pricing for any designs that don’t match one of the lookup tables you have entered. 

When you click Next, you can then create your lookup tables for different combinations of solar panels, inverters and batteries. Different costs can be specified within each combination for different numbers of panels.

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Lookup tables are most useful if you install just a few different system combinations (i.e always use Trina with Growatt). If you need more than a few lookup tables, it’s probably more efficient to use the ‘markup’ method.

Option 2: Cost of materials plus a markup 

When Markup has been chosen on the first pop up screen, clicking Next will bring you through to the following page where you can input levels of markup for different sizes of projects. 

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You will also notice a section for Consumables and ancillaries. This includes items not included with the PV kit such as zip ties. Throughout this calculator, you will be able to click +Add Row to create rules and changes to your costs depending on project size or travel distance. 

Next continue through each of the steps to set up rules for your services. Click into each of the sections below for detailed instructions.
Configure required costs 
Delivery

You can determine an appropriate default delivery cost and hazardous surcharge fee (when a battery is added to a project) for various project sizes.

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Installation

Here you can add a base installation cost which may cover all of your services (scaffolding, electrical, etc.) or you can set those up separately. You can also choose what text is displayed on the quote for this line item. 

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Configure optional costs
Scaffolding

In this section, you can set a base scaffolding fee and an extra cost for each additional roof. You can also set parameters for max length and height and have an additional charge or multiplier if those parameters are exceeded. 

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Please note that some elements of the pricing calculator will only work for projects created with the 3D design mode. If you use one of the other design modes scaffolding costs may not be calculated.
Roofing

For roofing , you can add a base cost and fee for each additional roof. You can set additional charge per solar panel depending on the roof type. Finally, you can add a cost for per each extra such as in-roof panel, optimiser, etc.  

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Electrical

Similarly, you can add a base electrical cost, additional fees for the installation of different inverters, and a cost for the installation of a battery.

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Travel

You can add costs for travel to site based on the distance (which Easy PV automatically calculates if you have input the project location and your company location!). You can also set up a travel cost multiplier for larger systems. 

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Configure other costs

If there are costs you want to include on every project that you can't factor into any of the above sections then you can do so by adding a new accessory custom component.  

Accessories and extras

Accessories and extras can be added by creating a new component in the Edit Accessories section of Components. When adding an accessory or extra component, you can add an installation charge as well, and configure whether you want the price applied to the extra to be displayed in the quote as a line item, or grouped into the materials costs.

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