All features

Everything EasySolar AI does for a PV installer

One project carries the client from the first message to the installed system: four ways to design a roof or a plot, yield and financial analysis, pricing from your own component list, the electrical schematic, an interactive proposal, the client panel and the tools your team uses to sell and plan. The full list is below, stage by stage, with the screen recording for each feature.

The EasySolar AI console

One message from you. The whole package back for your review.

EasySolar AI is an engineer with professional PV design tools at hand. Send a short brief about the client from the office, the client’s kitchen table or the car, and the engineer opens the project and prepares everything an installer would otherwise click through form by form. Missing values come from the client’s previous project, your company defaults or the tariff table, and the engineer shows where each one came from.

  • System designRoof or plot layout with modules on the detected surfaces, in the tool that fits the site.
  • Yield and energy balanceProduction from satellite irradiance, self-consumption, storage and EV charging, as charts for the client.
  • Price from your own listModules, inverter, battery, mounting and installation with your purchase and selling prices.
  • Financial analysisSavings, payback and cumulative cash flow under the support scheme of the client’s country.
  • Proposal and client panelA branded, responsive offer from ready widgets, which turns into a client panel once accepted.
  • Electrical schematicStrings, protections, DC and AC sides, exported to PDF.
  • The email to the clientA draft with the figures, a graphic of the system and the link to the offer, ready for your mail client.

Nothing goes out on its own. The engineer never sends, publishes or approves anything, and never guesses a number: every figure comes from the EasySolar AI calculation engine. You read every piece, change what you want, approve it and send it yourself. Every result stays editable in the regular tools below.

Jan KowalskiSłoneczna 14, Kraków · 6.3 kWpTools used 4/4
JK
Jan Kowalski, pays about €80 a month, pitched roof, wants battery storage too
✓Roof read from the map, 14 modules placed
✓Valuation from your component list
✓Home energy balance and annual production
✓Proposal ready for review

The bundle

Valuation€6,420 net
Energy balanceself-consumption 42% · payback in 7 years
Production6,410 kWh / year
Offerready, not sent
Review the proposal
JK
add a 5-year loan and write a summary I can send by email
Loan over 5 years added: €130 a month, less than the current electricity bill. The email is ready to copy; read it, edit it and send it yourself. The offer link is already in it.
Copy as HTMLRestore the original
STAGE 1

Four design methods

Design: four tools, one project

You choose the method that fits what you have, an address, a phone photo or a drone shot, and the engineer opens that tool at the project address and lays out the modules. Switch methods at any point; the project keeps the client, the address and the pricing. Whichever tool the engineer opens, the result lands in the same calculation and proposal flow.

01 · Roof photo from the ground

Take a photo from the garden. Modules land in correct perspective

When the aerial image is outdated, the roof is too steep, or the client wants to see the system the way they see it from the garden. Upload a phone photo, a drone shot taken at an angle or a 3D visualisation of a new building; the engineer computes the perspective and scales the modules into depth.

  • Reference rectangle: a roof window or a 10×10 tile grid with its real size calibrates the whole photo.
  • Editable layout: move panels freely, set tilt and azimuth, adjust clamp spacing.
  • Realistic preview with any panel colour and model from the database or your price list.
Image
Any photo from the ground, straight from a phone
Engineer
Computes the perspective and lays the modules into depth
You
Mark the four corners and one reference dimension
For
Pitched roofs, townhouses, visuals for proposals and client meetings
Step-by-step tutorial
web.easysolar-app.com
Modules placed in perspective on a roof photo taken from the ground in EasySolar AI
Photo: installer, phone

02 · Solar farm and industrial

Click the parcel. Tables fall into rows on the orthophoto

Point at the parcel or enter its number. The engineer takes the parcel outline and lays the tables in rows with correct spacing; the counter runs into thousands of modules. Cadastral parcel outlines where the registry is open, live dimensions on every area.

  • Usable areas: draw where modules may go, leaving out roads, buffer zones and the transformer station.
  • Structure: 1 to 6 row tables, east–west or south-facing, tilt and modules per table.
  • Row spacing and shading check updated on the fly, with a measuring tool to verify distances.
  • Result at once: module count, DC power and area used, carried into pricing and yield.
Image
Open national orthophotos where available (Poland, Spain, Germany, USA), otherwise Google imagery
Engineer
Takes the parcel outline, lays the tables with row alignment and spacing
You
Confirm the parcel, choose the structure, adjust the areas
For
Ground-mounted systems, farms, warehouses and halls, projects from 100 kWp
Step-by-step tutorial
web.easysolar-app.com
Solar farm layout in EasySolar AI: table rows on an orthophoto with live dimensions
Orthophoto: GUGiK, Geoportal

03 · Google Maps, automatic

Type the address. The engineer finds the roof and places the modules

Type the address and confirm the pin; the client record and the project are created automatically. The engineer scans the roof from aerial imagery, reads each face with its azimuth and pitch, calculates irradiance, detects chimneys, dormers and shading, and fills the faces with modules from your price list. The fastest route to a first quote, and the tool the engineer opens by default.

  • Editable outline: drag any vertex to the real roof edge; the layout updates instantly.
  • Layout controls: add or remove modules, override azimuth and tilt, set row and clamp spacing; 3D preview and energy calculation refresh in real time.
  • More surfaces: stretch tool, trace another roof segment, or trace a ground area.
  • Panel settings: colour (black, blue, all-black frame), model from the built-in database or your own custom panel with purchase and selling price.
Image
Aerial imagery fetched by project address
Engineer
Detects roof faces, azimuth and pitch, places the modules
You
Confirm the layout, fix the outline if the imagery is old
For
Single-family homes, small businesses, phone quotes
Step-by-step tutorial
web.easysolar-app.com
Roof detected from Google Maps imagery and filled with modules in EasySolar AI
Imagery: Google

04 · Drone image or your own map

Have a better image than the satellite? Work on it

Yesterday’s drone survey, a roof plan from the building permit, a screenshot from any map service (NearMap, Google Maps, municipal maps), a surveyor’s map or a site sketch. Upload the file and mark one known distance; the engineer scales the image and from there works exactly like the automatic method.

  • Scale from one known distance: a building edge, a fence or a road width.
  • Two ways to fill the roof: outline the edges and let panels fill the area, or draw a rectangle over a section.
  • Same layout controls as every other tool: position, tilt, azimuth, spacing, colour, model.
Image
Any file: drone photo, roof plan, surveyor orthophoto, sketch
Engineer
Scales the image from your one dimension, draws the outline and fills it with modules
You
Mark one reference distance, correct faces and obstacles where needed
For
New buildings not yet on maps, halls, roofs under trees, drone surveys
Step-by-step tutorial
web.easysolar-app.com
PV layout drawn on a drone image with a known reference distance in EasySolar AI
Photo: installer's drone
STAGE 2

Where the numbers come from

Calculate: components, money, energy and the schematic

The design feeds every calculation. Prices come from your own company price list, yield from NASA satellite irradiance for the project location, the financial analysis from the support scheme of the client’s country, and the schematic from the electrical parameters of the chosen components.

Components and pricing

Priced from your company price list, every time

Modules are pulled from the design automatically. The rest of the system is priced from the product list or your own pricebook, so every quote uses your real costs and margins.

  • Inverter, battery, mounting structure and installation service picked from the list or created as custom items.
  • Custom items save themselves to the pricebook with purchase and selling price, and reappear in the next project.
  • One pricebook for the whole team, shared so everyone quotes the same way; sync it from Google Sheets via Zapier if you keep it there.
Step-by-step tutorial
web.easysolar-app.com
EasySolar AI screen: setup and pricing of a PV system with inverter, battery and mounting

Financial analysis

Savings, payback and cash flow under the local scheme

Choose the country and the support programme in force, enter the client’s electricity bill, and the analysis is ready: subsidies, net metering or other guaranteed benefits applied the way the local scheme works.

  • Support programmes for 15 markets preloaded; if yours is missing, build a custom one in minutes and it applies across all projects.
  • Monthly energy bill as the baseline for savings and return on investment.
  • Credit financing with loan parameters included when needed.
  • Cumulative cash flow chart for the client, showing the return over time.
Step-by-step tutorial
web.easysolar-app.com
EasySolar AI screen: financial analysis of a solar system with support programme and energy bill

Energy balance

Production matched to real consumption, storage and the car

Shape the client’s consumption through the day, add battery storage and an electric car, and the engineer produces the charts that show how solar output meets usage. The same graphic balance goes into the proposal, and the same engine powers the free calculators you can embed on your own site.

  • Consumption profile sliders to match the client’s actual pattern.
  • Battery capacity slider to optimise self-consumption and see grid exchange before you quote.
  • EV charging schedule and demand.
  • Two client charts generated automatically: production versus consumption, and cumulative cash flow.
Step-by-step tutorial
web.easysolar-app.com
EasySolar AI screen: energy consumption, storage and EV charging planning

Electrical schematic

The single-line diagram, drawn from the design, without CAD

Build the PV wiring diagram in the browser from the chosen components. It stays with the project and exports to PDF for the grid application and the crew.

  • Electrical parameters loaded automatically (Voc, Isc, Vmp, Imp) for the selected module.
  • Strings added by click, with total voltage and current calculated and warnings when limits are exceeded.
  • Storage options: integrated in the inverter system or a separate battery, on-grid or off-grid.
  • DC and AC sides: panels, strings, DC disconnects, inverter output, grid connection, distribution board.
  • Protections and switchboards toggled on or off and labelled (“DC Switch Q1”, “AC Breaker B1”).
Step-by-step tutorial
web.easysolar-app.com
PV electrical schematic created in EasySolar AI
STAGE 3

After the design

Sell: the proposal, the client panel and new leads

The engineer drafts the proposal and the email; you decide what the client sees. After acceptance the same link becomes the client’s own project panel, and the lead generator brings in the next client from your website.

Interactive proposal

Proposals that sell themselves, from 34 ready widgets

A branded, responsive offer built from content blocks that fill themselves with project data, shared by link or email in seconds and accepted online.

  • Templates: ready-made, blank canvas or your company-branded template.
  • Widgets: project data, pricing tables, economic analysis, catalogue cards, scheduled meetings, contract links and more; drag to reorder.
  • Documents by cloud link (Dropbox, Google Drive) so files stay light and up to date; meetings in the offer with date, agenda and a video-call link.
  • Design settings: logo, brand colours, font, desktop and mobile preview.
  • Share by link on any channel, or send by email from a template gallery, opened in your own mail client for you to review and hit Send.
Step-by-step tutorial
web.easysolar-app.com
EasySolar AI screen: interactive solar proposal built from widgets

Client panel

A dedicated space for every client, under the same link

Once the client accepts, the proposal link transforms into a client panel: proposal, project progress, documents, messages to your team. One place, any device, no login friction. You decide what the client sees and when.

  • Templates or your own branded layout.
  • The same 34 widgets: contract details, project status, milestones, scheduled events such as signing, installation or final inspection.
  • Availability period set in days after acceptance; no new URL to send.
  • Notifications from pre-built email messages whenever you update the panel.
Step-by-step tutorial
web.easysolar-app.com
Client panel in EasySolar AI with proposal, documents and project progress

Lead generator and response

Leads arrive sized, and get answered in five minutes

A self-service page for prospects: they enter their address, the roof is analysed automatically and they receive a preliminary offer based on your pricing and company data. Every estimate arrives as a qualified lead with roof data, system size and contact details, routed to your best rep with the design already attached.

  • Personalised landing page created when you enable the generator; embed it on your website or share it in ads and social media.
  • Your branding and company data on every preliminary offer.
  • Pricing per system size and product variants, for example a Premium package with black modules and a Standard package.
  • Leads land directly in the CRM, and in Slack or Microsoft Teams if you connect them.

Answering in 5 minutes instead of 30 makes qualifying the lead 21 times more likely. “The Lead Response Management Study”, Dr. James Oldroyd, MIT.

Step-by-step tutorial
web.easysolar-app.com
EasySolar AI screen: lead generator landing page for a photovoltaic company
STAGE 4

CRM and planner

Manage: your clients, your calendar, your numbers

A CRM that speaks PV. Every client, whether added by hand or by the lead generator, lives in one list with projects, offers and events; statuses, comments, tasks, follow-up reminders, roles and permissions in line with GDPR. The planner and the statistics show the team what to do next and how it is going.

Client list

Clients, projects and deals in one visual pipeline

Track clients, assign team members and monitor the sales pipeline in the built-in CRM.

  • One list for all clients, manual and generated.
  • At a glance: open or closed status, assigned team member, offer status (pending, sent, accepted), upcoming events.
  • Assign ownership to distribute workload across the sales team.
Step-by-step tutorial
web.easysolar-app.com
CRM for PV installers in EasySolar AI: clients, projects and deals

Sales planner

Meetings, calls and installations in one calendar

Schedule events, manage the team’s calendar and share upcoming activities with clients; sync it with your own calendar through Make or Zapier.

  • Events linked to a client and assigned to one or more team members.
  • Calendar view by date and time slot, and a board view grouped by type: calls, meetings, site visits.
  • Admin filter to see the workload of selected team members.
  • Event widget in the client panel so the client sees planned visits and next steps.
Step-by-step tutorial
web.easysolar-app.com
EasySolar AI screen: sales planner calendar with team events

Sales statistics

Account and team results, period against period

Monitor account performance and compare team results across time periods.

  • Account view: new clients and projects, split into open and closed.
  • Team view per team member and date range: new, open and closed clients, PV power closed and open (kWp), net revenues closed and open.
  • Comparison with the previous period to spot trends.
Step-by-step tutorial
web.easysolar-app.com
EasySolar AI screen: sales statistics dashboard with team comparison

Already in your market

Ready on day one. No setup before the first project.

Local languages, subsidies, net metering rules and electricity tariffs are already in place for the markets below, so you can design and quote right after signup. Later, when you want to, connect your own price list, Slack, email or your warehouse system.

15 markets preconfigured

Tariffs, incentives and metering rules in place

Module and inverter databases and a proposal template are ready too. For any other market you define your own scheme in a few minutes, and the interface runs in 25 languages.

  • Poland
  • United States
  • Germany
  • Spain
  • Italy
  • France
  • Portugal
  • Sweden
  • Czech Republic
  • Hungary
  • Croatia
  • Brazil
  • South Africa
  • Australia
  • Canada

Your data, your brand

Everything carries your prices and your look

Company price list with purchase and selling prices, custom modules and products, your own proposal and client-panel templates, logo, colours and fonts. Upload the price list once or sync it from Google Sheets.

Data hosted in the EU, GDPR and CCPA compliant.

Integrations

Your calendar, chat and sheets, connected

MakeZapierGoogle SheetsGoogle CalendarSlackMicrosoft Teams

Connect EasySolar AI through Make, Zapier or the API: 9,000+ apps. Sync the price list and the planner with your calendar or Google Sheets, and send every new lead to Slack or Microsoft Teams. Leads and prices flow in, meetings, alerts and reports flow out. No code.

See the integration

Ready when you are

Try every feature on your own roof

Send the engineer one sentence about the client. The design, the numbers, the proposal and the email come back for you to review, approve and send.

Sell ​​automatically with AI

Launch an AI Lead Generator in 2 Minutes

Add a lightweight AI tool to your website or share a direct link with your sales team. Configure pricing, product lists and company branding once — then let customers or field reps generate tailored PV offers on-site or remotely. Each proposal triggers an instant email notification so you can follow up fast and convert more leads.

Roof edge detection for solar panels