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Is there external CRM integration with Pro?

Easy PV Pro FAQs General

Yes, Easy PV Pro gives you access to our API key which can be used to integrate with popular CRM ...

Updated 4 months ago by Daisy Kernick

Can Easy PV Pro be used as a QMS?

Easy PV Pro FAQs General

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

Updated 4 months ago by Daisy Kernick

What additional features do I get with Pro?

Easy PV Pro FAQs General

Easy PV Pro has loads of extra features, these include: Group functionality which will allow...

Updated 4 months ago by Daisy Kernick

Does Magic design mode work in my area?

FAQs Buildings, roof and panels task

If you notice that Magic scanning isn't working for a customer's property, this is most likely be...

Updated 4 months ago by Daisy Kernick

Which design mode should I use?

FAQs Buildings, roof and panels task

Each design mode has benefits depending on the type of project or design you are working on, deta...

Updated 4 months ago by Daisy Kernick

Why won't the structural calculations work for my project?

FAQs Structural task

Not all combinations of roof material types and mounting systems have structural calculations in ...

Updated 4 months ago by Daisy Kernick

Why do some of the financial savings appear to be different on the Customer Proposal and Easy PV Project Report?

FAQs Financial task

Easy PV uses two different methods of calculating financial savings. 1) We do a basic calculatio...

Updated 4 months ago by Daisy Kernick

I have added a new inverter in 'My Components', but I'm unable to allocate panels to its inputs. How do I fix this?

FAQs Custom components

When you add an inverter and are having difficulty, you will need to navigate back to My Componen...

Updated 4 months ago by Daisy Kernick

Can I pay Easy PV to design a project for me?

FAQs General

No, this is not a service we offer at Easy PV, but if you’re struggling to use the software, you ...

Updated 4 months ago by Daisy Kernick

I added a hybrid inverter to ‘My Components’ but can’t add a battery to it in the Inverter Task.

FAQs Custom components

If you are trying to use custom Hybrid Inverter and Battery components - you will need to make su...

Updated 5 months ago by Daisy Kernick

Interacting with forms and files

Developer guidelines

Within Easy PV and Heatpunk, users complete forms and generate PDF reports. In your application y...

Updated 5 months ago by Matt Agnes

Setting Up Speedy PV

Getting started

Speedy PV is an instant estimate and lead generation tool that can be embedded in your website to...

Updated 5 months ago by Daisy Kernick

Can I do a battery-only project?

FAQs General

At the moment, this is not yet a supported feature. However, if you would like to quote a battery...

Updated 6 months ago by Daisy Kernick

How do I link my Midsummer Account to pull over my trade prices?

FAQs General

To link your Midsummer wholesale account, please follow this guide.  If you do not yet have a Mi...

Updated 6 months ago by Daisy Kernick

How do I cancel my Pro subscription?

Easy PV Pro FAQs Payment

If you wish to cancel your subscription, you may do so at any point from the Pro Account Settings...

Updated 6 months ago by Matt Agnes

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

Easy PV Pro FAQs Payment

As per our terms and conditions, we cannot offer a refund if you cancel your subscription.

Updated 6 months ago by Yasmin Bettles

Is there an Easy PV app for the surveys task?

Easy PV Pro FAQs General

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

Updated 6 months ago by Yasmin Bettles

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

Easy PV Pro FAQs General

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

Updated 6 months ago by Yasmin Bettles

Can I share projects with other people in my team?

Easy PV Pro FAQs Sharing projects and components

Yes! In order to share a project you've created with your team, firstly navigate to the Projects ...

Updated 6 months ago by Yasmin Bettles

Can I upload a CAD file or design PDF to use when doing a design?

FAQs Buildings, roof and panels task

At the moment, this is not yet a supported feature. However, our developers are hard at work and ...

Updated 6 months ago by Yasmin Bettles