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When you add an inverter and are having difficulty, you will need to navigate back to My Components and open the inverter you have added. Under the Solar section make sure you have added trackers, if you have not added them the Solar section will look like thi...

When you add a battery component, you must ensure that you have checked the appropriate checkbox to set its compatibility with your custom inverter category or specific inverter Create battery component  Under battery rules select 'Selected inverter groups...

If you are trying to use custom Hybrid Inverter and Battery components - you will need to make sure you have added the battery as its own component. You can do this under Components > Edit Batteries. Make sure you select the checkbox under 'Rules' to set its ...

Easy PV Pro has loads of extra features, these include: Group functionality which will allow you to share projects and components and manage your team, and set standard company details for the whole team as well as an automatic price calculator. Orga...

Easy PV Pro costs £35 (plus VAT) per user, per month. There is no ongoing commitment and you can cancel at any time. If you cancel your subscription it will will remain active until the end of your current subscription period. Please note, we do not offer refu...

If you can't find your bank when you enter it's name, try just typing a few letters of the bank name and wait a moment to see what results come up. Sometimes the name of the bank will be slightly different to what you expect it to be. If you still can't find y...

As per data retention regulations, we will hold your documents according to our data retention policy but they will become unavailable to you. If you wish to keep a record of any documents please do download them and store them as they are generated.

If you are interested in a free trial please get in touch at help@easy-pv.co.uk. Please do also book one of our demo webinars to see what Pro can do for you!

If you cancel your subscription it will will remain active until the end of your current subscription period. Please note, we do not offer refunds on Pro subscriptions.

You can cancel your subscription at any point by logging into Easy PV and navigating to Pro Account Settings  > General then scrolling to the bottom of the page to view your subscription settings. Only owners and admins of the Pro team can manage the subscript...

Yes, here's the list of CRM companies that have integrations or are working on integrations. https://www.helioscrm.co.uk - live integrations with Easy PV and Heatpunk. Jumptech | Electrification Made Simple - in development Software for renewabl...

No, at the moment Easy PV Pro cannot be used as a QMS. However, we are working towards this functionality with the document management options currently available.

This is available for Easy PV PRO users. If you are an Easy PV Pro user you can read about how to include a custom cover page and make other customisations to the proposal here. 

By default emails sent from Easy PV will send from a “no reply” email address, with your own email address is CC’ed. You can configure your email settings in Pro account settings > Emails so emails will come from your own domain. 

The current email templates can only be edited on a case by case basis and new templates cannot be added.

No, you cannot change the required documents in the document manager or have custom documents e-signed but you can upload as many documents as you wish to individual projects. 

The survey task can be completed from any device with a mobile connection, including mobile phones and tablets. Unfortunately, there is no app available for this at the moment.

Yes, you can set this up in My Account > Preferences by toggling on the sharing permissions you would like to be enabled by default. See this guide for detailed instructions: Share projects and components

Speedy PV is an instant estimate and lead generation tool that can be embedded in your website to allow your customers to get an immediate indication of the suitability of their property for solar, and an indicative price. Leads generated by the tool are impor...

Speedy PV is a lead-generation tool that can be embedded into your website. It allows your customers to get a speedy estimate of how suitable their property is for solar installation, and an indicative price. These leads are linked directly to your Easy PV Pro...