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Pro: Team Management

Getting started with Pro

This guide applies to pro versions of Easy PV. Read more about what you gain with pro.  Team management allows you to have control over who is on your Easy PV Team and the permissions (role type) they have.  Managing your team You can manage your team set...

Using the Financial task

Financial task

Completing the Easy PV Financial task is an important part of designing and selling a PV system. The task has two main areas of focus: Create an accurate quotation to give to the customer. You can fully cost the materials and services that will be included ...

New in June 2024

News and updates

We’ve rolled out lots of new features in time to show them off at the Installer Show at the Birmingham NEC. For standard Easy PV users New consumption task - this has had a full overhaul and is more flexible and accurate than ever. There are now thr...

New in July 2024

News and updates

Lots of small updates and enhancements have been released. This includes: Updates to 3D design mode Improved controls for land boundaries in the 3D design studio Improvements to snapping guides Ability to set the ridge to gutter distance via the elevat...

New in August 2024

News and updates

Numerous small updates and enhancements have been rolled to the live site. This includes: Retirement of an older version of the PV Array Test Report which has been replaced with a new PV Array Test Report that is up-to-date with MCS documentation The addit...

New in September 2024

News and updates

Lots of exciting new features have been rolled out this month. New financial task and automatic pricing We've completely overhauled the financial task to make it quicker than ever to create accurate quotes and projections for your projects. This is quite a b...

New in April 2025

News and updates

Updated performance & consumption tasks We're rolling out new features and improved user interfaces across the Performance and Consumption tasks in Easy PV. These updates will help you generate system performance and consumption projections more accurately th...

Configure payment options

Financial task

A payment option is a method by which the customer can pay for a project. Payment options can be created, viewed and edited in the the financial task. You can also set up payments in your account financial settings. If you are a member of a Pro team, this will...

What's happened to the international site?

FAQs General

As of September 2025, the Easy PV International site (easy-pv.com) will not be available. We’re working on a full upgrade of the International site, and we expect it to be back online within a few months. We’ll notify users as soon as it’s live. Why is the si...

New in September 2025

News and updates

We’re excited to introduce several powerful updates to Easy PV that enhance financial modelling, battery management, and customer proposals. You can now configure flexible payment options and financing for your projects Model the financial benefits of char...

How do I do a hard refresh of my browser?

FAQs General

Sometimes your browser may store old versions of the Easy PV code and this can cause issues. A hard refresh clears your browser cache for a specific page, which forces it to load the most recent version of that page. This could include new scripts, styles or f...

Maximizing ROI: The installer's role in system optimisation and customer education

News and updates

Every homeowner investing in solar PV and battery storage is seeking a positive return on investment (ROI) alongside environmental benefits. As experts in the field, we (the installers and solutions providers) carry a crucial responsibility: ensuring customers...

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Why customer proposals matter in solar PV

News and updates

Designing and selling solar PV systems isn’t just about technical accuracy. It’s about helping customers understand what they’re investing in and how their choices affect long‑term savings. A well‑structured proposal document can make the difference between co...

Understanding energy management options

News and updates

What is energy management? Energy management is the process of controlling how you use the energy a solar PV system generates and how and when energy is imported from, or exported to the grid. Instead of simply generating solar power and using it as it comes,...

The importance of using the right financial settings in Easy PV

News and updates

The default financial settings you configure in your Easy PV account provide the baseline assumptions for every project. They save time by pre‑populating proposals with consistent values, but more importantly, they ensure that you can present customers with cr...