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Introduction to Easy PV Pro

Getting started with Pro

This page summarises the features you gain access to with Easy PV Pro. Intended for solar profess...

Updated 3 days ago by Daisy

Why does the quote page still show components I've removed from a project?

FAQs Customer proposal

If you changed the component after initially opening the financial task, you will need to refresh...

Updated 6 days ago by Daisy

Setting up your Easy PV Pro account

Getting started with Pro

How do I upgrade to Pro?  Click Upgrade to Pro in the top right corner, while logged into the ac...

Updated 6 days ago by Daisy

How do I upgrade to Pro?

FAQs Pro

Make sure you're logged into the account you would like to be the Owner of the Pro team. This Own...

Updated 1 week 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 week ago by Matt Agnes

Is there an Easy PV app for the surveys task?

FAQs Pro

The survey task can be completed from any device with a mobile connection, including mobile phone...

Can I have a custom cover page?

FAQs Pro

This is available for Easy PV PRO users. If you are an Easy PV Pro user you can read about how to...

Updated 1 week ago by Matt Agnes

Can Easy PV Pro be used as a QMS?

FAQs Pro

No, at the moment Easy PV Pro cannot be used as a QMS. However, we are working towards this funct...

Updated 1 week ago by Daisy

Does Easy PV have integrations with CRM systems?

FAQs Pro

Yes, here's the list of CRM companies that have integrations or are working on integrations. ...

Updated 1 week ago by Saira Noor

How do I cancel my Pro subscription?

FAQs Pro

You can cancel your subscription at any point by logging into Easy PV and navigating to Pro Accou...

Updated 1 week ago by Daisy

Can I get a refund if I don’t like Pro?

FAQs Pro

If you cancel your subscription it will will remain active until the end of your current subscrip...

Updated 1 week ago by Matt Agnes

What happens to all my cloud stored documents if I cancel my Pro Subscription?

FAQs Pro

As per data retention regulations, we will hold your documents according to our data retention po...

My bank is not showing up when trying to upgrade to Pro, what should I do?

FAQs Pro

If you can't find your bank when you enter it's name, try just typing a few letters of the bank n...

Updated 1 week 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 week ago by Matt Agnes

How can I remove VAT from the cost on the proposal?

FAQs Customer proposal

You can do so by following these steps: Navigate to the Financial task Click the pen in the t...

Updated 1 week ago by Daisy

Where do the numbers on the Financial Benefits page come from?

FAQs Customer proposal

The Financial Benefits calculated based on the tariffs that you input. You can take a look at how...

Updated 1 week ago by Daisy

How do I hide/show line prices on the customer proposal quote page?

FAQs Customer proposal

Select Customer Proposal from the Tasks drop-down menu. In the section titled Quotation you ca...

Updated 1 week ago by Daisy

Why are the incorrect tariffs being used in the proposal?

FAQs Customer proposal

If the tariffs in the proposal do not match the ones you've set up, it's likely you're using the ...

Updated 1 week ago by Daisy

How do I factor in a standing charge?

FAQs Financial task

Easy PV does consider standing charges in it's financial calculations so it is unfortunately not ...

Updated 1 week ago by Daisy

Why is the payback period on my Easy PV project different from an identical design produced on a different software?

FAQs Customer proposal

There is a variety of reasons the payback period could have come out differently. Even with ident...

Updated 1 week ago by Daisy