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Introduction to Easy PV Pro
This page summarises the features you gain access to with Easy PV Pro. Intended for solar profess...
Why does the quote page still show components I've removed from a project?
If you changed the component after initially opening the financial task, you will need to refresh...
Setting up your Easy PV Pro account
How do I upgrade to Pro? Click Upgrade to Pro in the top right corner, while logged into the ac...
How do I upgrade to Pro?
Make sure you're logged into the account you would like to be the Owner of the Pro team. This Own...
Can I get my project to share with my team by default?
Yes, you can set this up in My Account > Preferences by toggling on the sharing permissions you w...
Is there an Easy PV app for the surveys task?
The survey task can be completed from any device with a mobile connection, including mobile phone...
Can I have a custom cover page?
This is available for Easy PV PRO users. If you are an Easy PV Pro user you can read about how to...
Can Easy PV Pro be used as a QMS?
No, at the moment Easy PV Pro cannot be used as a QMS. However, we are working towards this funct...
Does Easy PV have integrations with CRM systems?
Yes, here's the list of CRM companies that have integrations or are working on integrations. ...
How do I cancel my Pro subscription?
You can cancel your subscription at any point by logging into Easy PV and navigating to Pro Accou...
Can I get a refund if I don’t like Pro?
If you cancel your subscription it will will remain active until the end of your current subscrip...
What happens to all my cloud stored documents if I cancel my Pro Subscription?
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?
If you can't find your bank when you enter it's name, try just typing a few letters of the bank n...
Can I share projects with other people in my team?
Yes, if you have a Pro Easy PV subscription you can share projects with other members of your Pro...
How can I remove VAT from the cost on the proposal?
You can do so by following these steps: Navigate to the Financial task Click the pen in the t...
Where do the numbers on the Financial Benefits page come from?
The Financial Benefits calculated based on the tariffs that you input. You can take a look at how...
How do I hide/show line prices on the customer proposal quote page?
Select Customer Proposal from the Tasks drop-down menu. In the section titled Quotation you ca...
Why are the incorrect tariffs being used in the proposal?
If the tariffs in the proposal do not match the ones you've set up, it's likely you're using the ...
How do I factor in a standing charge?
Easy PV does consider standing charges in it's financial calculations so it is unfortunately not ...
Why is the payback period on my Easy PV project different from an identical design produced on a different software?
There is a variety of reasons the payback period could have come out differently. Even with ident...