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Getting started
Our API for Easy PV is open, and we welcome developers working on new integrations for CRMs, job ...
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 donât 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...
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 do some of the financial savings appear to be different on the Customer Proposal and Easy PV Project Report?
Easy PV uses two different methods of calculating financial savings. 1) We do a basic calculatio...
My customer proposoal isn't loading - why?
If your report isn't loading, it's likely because Easy PV is missing some information it needs to...
How do I attach my logo/branding to the customer proposal or Easy PV project report?
To attach your Logo to the Easy PV Project Report navigate to My Account in the top right of the ...
I added a battery in âMy Componentsâ but it isnât showing up as an option in the inverter task.
When you add a battery component, you must ensure that you have set the compatibility with your c...
I added a hybrid inverter to âMy Componentsâ but canât add a battery to it in the inverter task.
If you are trying to use custom hybrid Inverter and battery components - you will need to make su...
Can I pay Easy PV to design a project for me?
No, this is not a service we offer at Easy PV. If youâre struggling to use the software, you can ...
Can I edit the required documents and have them be e-signed?
No, you cannot change the required documents in the document manager or have custom documents e-s...
Can I change the email templates or add new ones?
The current email templates can only be edited on a case by case basis and new templates cannot b...
Can I send emails from my email address rather than an Easy PV address?
By default emails sent from Easy PV will send from a âno replyâ email address, with your own emai...
Can I get a free trial of Pro?
If you are interested in a free trial please get in touch at help@easy-pv.co.uk. Please do also b...