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FinMatch finance option in Easy PV

Financial task Finance provider integrations

Setting up with FinMatch in Easy PV Step 1: Sign up for FinMatch You can apply through Easy PV ...

Updated 1 day ago by Daisy

Setting Up Your Easy PV Pro Account

Getting started with Pro

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

Updated 1 day ago by Daisy

Pro: Share projects and components

Getting started with Pro

With Easy PV Pro you're able to collaborate with your team by sharing projects and components...

Updated 1 day ago by Daisy

Can I share projects with other people in my team?

FAQs Pro

Yes, if you have a Pro Easy PV subscription you can share projects with other members of your Pro...

Updated 1 day ago by Daisy

Can I get my project to share with my team by default?

FAQs Pro

Yes, you can set this up in My Account > Preferences by toggling on the sharing permissions you w...

Updated 1 day ago by Daisy

Why has my schematic not updated after I changed some components in the project?

FAQs Structural and schematic tasks

The Schematic does not automatically refresh after changes are made to the project. If you've ch...

Updated 2 days ago by Daisy

Pro: E-signing

Reports, documents and emails

The e-signing functionality makes it quick and easy to get important documents signed by your tea...

Updated 4 days ago by Daisy

Pro: Sending emails from Easy PV

Reports, documents and emails

With pro, you have the option to send emails without needing to leave Easy PV. This includes send...

Updated 4 days ago by Daisy

Inverter task

Panels, inverter and electrical

In this task you select the inverter and batteries you'd like to use and how many panels to alloc...

Updated 4 days ago by Daisy

Pro: Document Management

Reports, documents and emails

With Easy PV Pro's document management options, all project files – surveys, proposals, reports, ...

Updated 4 days ago by Daisy

Pro: Survey and installation record tasks

Reports, documents and emails

The survey task allows the surveyor to enter all information required to plan out the installatio...

Updated 4 days ago by Daisy

What is self-consumption?

FAQs Performance and consumption task

Self-consumption is the amount of electricity generated that is then consumed within the property...

Updated 1 week ago by Daisy

How can I share components with other people in my pro team?

FAQs Custom components

Navigate to My Components  Select the component type and component you want to share Clic...

Updated 1 week ago by Daisy

Payment options

Financial task

A payment option is a method by which the customer can pay for a project. Payment options can be ...

Updated 1 week ago by Daisy

Where is section C, D and E of the performance report?

FAQs Performance and consumption task

These sections are displayed in both the MCS performance report and the performance and battery p...

Updated 1 week ago by Daisy

Editing and creating tariffs

Financial task

This guide covers how you can manage and create tariffs in Easy PV. Setting tariffs is an essenti...

Updated 1 week ago by Daisy

Introduction to Quick Roof design mode

Buildings and roofs

With Easy PV's Quick Roof design mode you can model a roof without using satellite imagery, makin...

Updated 1 week ago by Daisy

Pro: Team Management

Getting started with Pro

Team management allows you to have control over who is on your Easy PV Pro Team and the permissio...

Updated 1 week ago by Daisy

Pro: Email Credentials

Getting started with Pro

With Easy PV pro you can send emails to your customer within projects. By setting up your email c...

Updated 1 week ago by Daisy

Pro: DNO Application via Connect Direct

Reports, documents and emails

Easy PV Pro’s DNO application feature allows you to effortlessly create and submit a DNO applicat...

Updated 1 week ago by Daisy