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Pro: Customer Proposal Customisation

Getting started with Pro

This guide applies to pro versions of Easy PV. Read more about what you gain with pro.  With Eas...

Updated 1 week ago by Daisy Kernick

Pro: Email Credentials

Getting started with Pro

This guide applies to pro versions of Easy PV. Read more about what you gain with pro.  With Eas...

Updated 1 week ago by Daisy Kernick

Pro: Company details and subscription settings

Getting started with Pro

This guide applies to pro versions of Easy PV. Read more about what you gain with pro.  You can ...

Updated 1 week ago by Daisy Kernick

Pro: Share projects and components

Getting started with Pro

This guide applies to pro versions of Easy PV. Read more about what you gain with pro.  With E...

Updated 1 week ago by Daisy Kernick

Performance task preferences

Getting started

The Performance task can be streamlined by configuring your settings in My account > Preferences ...

Updated 1 week ago by Daisy Kernick

Custom accessories and other components

Creating components

To add a custom accessory in Easy PV navigate to My Components > Accessories on the left-side men...

Updated 1 week ago by Daisy Kernick

Custom battery

Creating components

To add a custom battery in Easy PV navigate to My Components > Batteries on the left-side menu or...

Updated 1 week ago by Daisy Kernick

Custom inverters

Creating components

To add a custom inverter in Easy PV navigate to My Components > Inverters on the left-side menu o...

Updated 1 week ago by Daisy Kernick

Custom solar panels

Creating components

To add a custom panel in Easy PV navigate to My Components > Solar Panels on the left-side menu o...

Updated 1 week ago by Daisy Kernick

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

Getting started with Easy PV Pro

Getting started with Pro

Intended for solar professionals, our pro tier unlocks team collaboration and access to features ...

Updated 2 weeks ago by Daisy Kernick

Using the Financial task

Financial task

Completing the Easy PV Financial task is an important part of designing and selling a PV system. ...

Updated 2 weeks ago by Daisy Kernick

Setting up your Automatic Pricing Calculator

Getting started

This guide applies to the easy-pv.co.uk and easy-pv.ie versions of Easy PV. The information provi...

Updated 2 weeks ago by Daisy Kernick

Connecting to Midsummer

Getting started

Connecting your Easy PV account to your Midsummer account will allow Easy PV to set its prices to...

Updated 3 weeks ago by Daisy Kernick

Can I send emails from my email address rather than an Easy PV address?

FAQs Emails and e-signing

By default emails sent from Easy PV will send from a “no reply” email address, with your own emai...

Updated 3 weeks ago by Daisy Kernick

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 3 weeks ago by Matt Agnes

How do I attach my logo/branding to the customer proposal or Easy PV project report?

FAQs Customer proposal

To attach your Logo to the Easy PV Project Report navigate to My Account in the top right of the ...

Updated 3 weeks ago by Daisy Kernick

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...

Updated 3 weeks ago by Yasmin Bettles

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 3 weeks ago by Daisy Kernick

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 3 weeks ago by Daisy Kernick