Log In / Sign In
  1. Click the start button at https://easysolar.app/en/.
  2. Select the “Sign up” tab.
  3. Enter your email address and the password you will use.
  4. Click “Register”.
  5. Go to your email inbox and click on the confirmation link you will receive in the message after registration
  6. Log in and enter your company details.

Helpful information:

  1. Messages sometimes fall into the SPAM mailbox.
  2. If the message has not been received, please try to register again – you may have entered an incorrect e-mail address, or use a different e-mail address.
  3. If you have forgotten your password or want to change it, use the “Forgot password” when you logging in.

Go to the “Company Settings” tab after logging into EasySolar.

General settings:

  1. Set up a company logo,
  2. change the company name,
  3. company address
  4. set the website,
  5. set the main color of the offer,
  6. Pick the currency.

 

 

 

 

Clients tab:

  1. set up a form to complete when creating a new customer,
  2. you can add a comment that will appear under each quote,

Other settings

  1. PDF colors – send us a color code or its example, we will adjust the color of the offer on your account.
  2. Data in the PDF footer – send us an update of the data, we will enter it in your account.

Helpful Information:

  1. Only Administrators can see the settings
  2. When uploading the logo, check if it is in jpg format.

Individual account settings:

To change the user’s personal data displayed in the footer of the PDF offer, go to the “Profile” tab after logging in to the application.

personal settings

  1. Set the user’s first and last name
  2. Change the phone number displayed on the offer
  1. The paid application is in the form of a monthly subscription.
  2. After registration, there is a 7-day trial period in which you can use the application free of charge. After this period, payment is required
  3. You can choose a payment that is renewable automatically, or you can make monthly payments manually.
  4. The full price list is available on our website.
  5. The price depends on the number of users.
  6. In the basic package, you can have a maximum of two users (main + 1 additional), each additional one is payable and the fee will appear for added users at the next payment.
  7. The VAT invoice is sent automatically at the beginning of the next month after payment.
  1. Go to the “Company Settings” tab after logging into EasySolar.
  2. Click the “+” button and send the invitation to the e-mail address provided.
  3. After sending the invitation, the user will receive the information by e-mail.
  4. Then the user has to register his account and after correct registration and the first login, he will join the company automatically.

User permissions:

Administrator

  • Access to everything except company settings.
  • Can edit users, see statistics and all customers.
  • Can add new panels and inverters to the company warehouse.
  • Can add users to clients.

 

User

  • Only see his clients and projects.
  • You can give user access to all clients or add them to selected ones

.

  • Has access to sales statistics, unless permissions are restricted.
  • We can also limit their access only to panels and inverters in the company’s warehouse.
  • They cannot add panels and inverters to the company warehouse.
  • We can also limit the ability to edit PDF offers – only allow the use of ready-made templates or allow the content to be edited.
  • We can delete the user by clicking on the trash can icon in the upper right corner of the screen..

Additional information:

There is a user limit for each account. To add more than two users, you must purchase the appropriate package in advance.

We can delete the user by clicking on the trash can icon in the upper right corner of the screen. Projects made by the deleted user will still be visible in the company account.

 

  1. Click “+” to add a new client
  2. In the customer description, you can add additional information about the client.
  3. You can also create a form with data to be completed here – you create the form in the tab: “Company settings”

  1. Statuses inform at what stage a given customer is, they reflect the customer service process, from adding a customer to signing a contract.
  2. The statuses are edited directly on the client list.
  3. It is possible to create individual statuses for the company, please contact our support.
  4. Updating the statuses allows you analysis statistics or sales effectiveness. More about it in the tab> Statistics.
  1. Go to the client view.
  2. Click on the client’s address to set / edit it.
  3. The address is searched directly on Google maps, so we can search for an address by entering the address, company name or coordinates.
  4. Place the pin exactly in the place of your client’s building / area.
  1. You add the project by clicking “+” at the very bottom of the Client view.
  2. You can add several projects to one Client.
  3. In one project, you will be able to design one photovoltaic system in several photos or on several roofs using Google maps.
  1. The address is set automatically from the clients’s address.
  2. If the Google map is not updated and, for example, there is no building yet, you can design in photos or quick calculation without a photo and map remains.
  3. The project address can be edited by clicking on the three dots next to the project name.
  1. Go to the project.
  2. Select the first option “Design a system”> then “Sloping roof photo”
  3. Add a photo (jpg, jpeg, png etc)
  4. The photo of the roof can be made from the ground, at an angle, straight ahead, with a drone, or it can be a graphic visualization of the building. The most important thing is to see the place where the solar panels will be located.
  1. Position the photo appropriately by zooming in and out.
  2. You can move the picture with the scroll or by using the “Move the photo” feature – when the “Move the photo” is active, drawing is blocked.
  3. Draw one or more areas where the panels will be laid out. You draw the area by placing (clicking) points on the photo.
  4. The outline can be of any shape, it is best to avoid chimneys and other shading elements.
  5. You can undo or redo each move.
  6. After drawing and closing the area, go to step (2) “Adjust perspective”
  1. The areas drawn in the first step did not have dimensions because EasySolar does not know from which angle and distance the photo was taken.
  2. It is necessary to mark any rectangle on the roof at this step.
  3. The rectangle can be selected anywhere, it can be a rectangular roof fragment, a rectangular window or a rectangle in the form of 10×10 tiles.
  4. Marking a rectangle on the tiles is easy, because in this case the size of one tile multiplied by their number is enough.
  5. From the dimensions of the rectangle, EasySolar read the scale of the photo and dimension the entire roof.

Helpful information

  • The larger the rectangle we select, the lower the error probability, so it is better to select the 20×20 tile rectangle than a small roof window.
  • For each drawn area, we need to set the perspective separately.
  • We can arrange two or more perspectives in the same place – one on top of the other.
  1. The panels have been pre-generated.
  2. The right column shows their settings.
  3. For each roof (drawn area) you need to set the panel settings separately.
  4. After setting, click “Generate Panels” at the very bottom of the page
  5. Settings:
  • Panel model – click and select from the Public Warehouse or Company Warehouse, the “Add panel” option allows the Administrator to add panels to the Company Warehouse.
  • Angle – This is the angle of the roof and it affects the energy yield.
  • Azimuth – deviation of the solar panels / building from the south
  • Vertical / Horizontal – panels orientation.

Helpfull information

  1. Layout of photovoltaic panels vertical-horizontal – on one roof you can draw two areas and place the panels vertically in one area, horizontally on the other, in the next step you will move them to any place.
  2. If you do not have access to full solar panels list (Global warehouses), ask your company’s administrator to change permissions.
  3. If no panel has been generated in a given area, go back to the drawing step and either stretch the area or delete it, otherwise you will not be able to save the project.
  1. Panels can be freely moved / copied / deleted.
  2. Click on the panels you want to edit.
  3. You move panels by dragging them with the mouse cursor.
  4. At the top of the screen you have additional options:
  • Select multiple panels – makes it easier to select a larger group of panels, because moving panels is locked and unselecting panels works by a second click on the selected panel.
  • Duplicate selected panels – allows you to copy single panels or whole groups of panels.
  • Delete Selected Panels – delete individual panels or selected group.

 

Useful information:

  1. You can undo or redo each step.
  2. When the “Select many panels” function is active, their movement is blocked and the deselection by clicking outside the panels does not work – the deselection works by a second click.
    You can zoom the photo (bottom left corner) and move it by scrolling or using the “Move photo” button
  1. Zoom in and center the image appropriately – this is how it will be saved in the project.
  2. Click Save and enter a name.
  3. After saving, you can download the visualization in JPEG format and, for example, send it to the client for approval or to the person who will be responsible for the assembly, thanks to which you will avoid possible misunderstandings at this stage.

Useful information:

  • When downloading the visualization, it will open in a new browser window, make sure that your browser does not block the opening of a new window – the information should be displayed in the www address bar.
  • If, after opening the window, you do not see the option to save image in your browser, right-click on the visualization, then “save image as …”.
  1. The address is set automatically from the Customer’s address.
  2. If the Google maps is not updated and, for example, there is no building yet, design in photos or quick calculation without a photo and map remains.
  3. The project address can be edited by clicking on the three dots next to the project name, you have to go back to the list of clients, select the client and this option can be found in the “Projects” section.
  1. Position the map appropriately by zooming in.
  2. You can move the map by scrolling or using the “Move image” feature – when the “Move image” is active, drawing is blocked.
  3. Draw one or more areas where the panels will be laid out. You outline the area by placing (clicking) successive points on the photo.
  4. The outline area can be of any shape, it is best to avoid chimneys and other shading elements.
  5. You can undo or redo each move.
  6. After drawing and closing the area, go to step (2) “Generate panels”

Useful information:

  1. Dimensions are downloaded automatically from Google maps, so they are as accurate as the Google map is accurate – the better the quality of the map for a given area, the greater the accuracy.
  2. Dimensions downloaded from Google maps should be verified later.
  3. After drawing an area, you can move it away from the edge of the building, then you will generate panels automatically moved away from this edge.
  1. The panels have been pre-generated.
  2. The right column shows their settings.
  3. For each roof  / area on the ground (drawn area) you have to set up the panels separately.
  4. After setting, click “Generate Panels” at the very bottom of the page
  5. Settings:
  • Model of panels – click and select from the Global Warehouse or Company Warehouse,
  • The “Add panel” option allows the Administrator to add panels to the Company Warehouse.
  • Angle – This is the angle of the panels and it affects the energy yield.
  • Azimuth – deviation of the photovoltaic panels / building from the south, the arrow next to this value indicates the current position of the panels.
  • Number of rows on the structure – on the ground, panels are usually mounted on multi-row structures, here you can enter the number of rows per one structure.
  • Distance between rows – refers to the distance between the top edge of one row of panels and the bottom edge of the next row of panels.
  • Vertical / Horizontal – panels orientation.

Useful information

  1. By changing the angle of the panels, their dimensions on the visualization “change”, because we see the panels when looking at them from above.
  2. The angle of the panels means the angle of the panels in relation to the ground level – that is, on a sloping roof, the angle of the panels will be the same as that of the roof, while on the ground or flat roof, the angle is defined by the structure.
  3. The south on the Google map in the northern hemisphere is at the bottom, and in the southern hemisphere at the top.
  4. In the case of multi-row structures, the distance between the rows is calculated between the top edge of the top row of panels and the bottom edge of the bottom
  5. row of panels on the next structure.
    You can design East-West panels by placing two rows on the structure, the appropriate Distance between the rows and azimuth -90 (east) or 90 (west) – the algorithm works in both directions in the same way.
  6. Layout of photovoltaic panels vertical-horizontal – on one roof you can draw two areas and place the panels vertically in one area, horizontally on the other, in the next step you will move them to any place.
  7. If you do not have access to Global Warehouse, ask your company’s administrator to change permissions.
  8. If no panel has generated in a given area, go back to the drawing step and either stretch the area or delete it, otherwise you will not be able to save the project.
  1. Panels can be freely moved / copied / deleted.
  2. Click on the panels you want to edit.
  3. You move panels by dragging them with the mouse cursor.
  4. At the top of the screen you have additional options:
  • Select multiple panels – makes it easier to select a larger group of panels, because moving is locked and unselecting panels works like a second click on the selected panel.
  • Duplicate selected panels – allows you to copy single panels or whole groups of panels.
  • Delete Selected Panels – delete individual panels or selected group.

Useful information:

  1. You can undo or redo each step.
  2. When the “Select multiple panels” is active, their movement is blocked and the deselection by clicking outside the panels does not work – the deselection works by a second click.
  3. You can zoom the photo (bottom left corner) and move it by scrolling or using the “Move image” button.
  1. Zoom in and center the image appropriately – this is how it will be saved in the project.
  2. Click Save and enter a name.
  3. After saving, you can download the visualization in JPEG format and, for example, send it to the client for approval or to the person who will be responsible for the assembly, thanks to which you will avoid possible misunderstandings at this stage.

Useful information:

  1. When downloading the visualization, it will open in a new browser window, make sure that your browser does not block the opening of a new window – the information should be displayed in the www address bar.
  2. If, after opening the window, you do not see the option to save image in your browser, right-click on the visualization, then “save image as …”.

  1. Model of panels – click and select from the Global Warehouse or Company Warehouse, the “Add panel” option allows the Administrator to add panels to the Company Warehouse.
  2. Select the “Area” option.
  3. Enter the roof area in square meters (1 feet – 0.3048 meters).
  4. Set “Percentage of used area” – that is, how many% of the entered roof area will be covered with panels
  5. The power of the installation and the number of panels will be automatically calculated below.
  6. Then set the angle – this is the angle of the roof and it affects the energy yield.
  7. Azimuth – deviation of the solar panels / building from the south

Useful information

  1. Complete this form for each roof slope and save it separately.
  2. If you do not have access to Global Warehouse, ask your company’s administrator to change permissions.
  1. Model of panels – click and select from the Global Warehouse or Company Warehouse, the “Add panel” option allows the Administrator to add panels to the Company Warehouse.
  2. Select the “Power” option.
  3. Enter the power of the installation you want to install.
  4. Below, the roof area and the number of panels will be automatically calculated.
  5. Then set the angle – this is the angle of the roof and it affects the energy yield.
  6. Azimuth – deviation of the solar panels / building from the south

Useful information

  1. Complete this form for each roof slope and save it separately.
  2. If you do not have access to Global Warehouse, ask your company’s administrator to change permissions.
  1. The panels for valuation are downloaded automatically from the visualization, you can change their model or quantity only by editing saved panel visualizations.
  2. You can enter a price here, or you can enter a total price at the end.
  3. Additionally, you can add something in the details.

Useful information:

  1. If, after preparing the quote, you change the number of panels or their model, the quote will also update.

  1. Add inverter – click and select from the Global or Company Warehouse, the “Add inverter” option allows the Administrator to add inverters to the Company Warehouse.
  2. You can enter a price here, or you can enter a total price at the end.
  3. Additionally, you can add something in the details.

Useful information:

  1. If you do not have access to Global Warehouse, ask your company’s administrator to change permissions.
  1. Add more items to the valuation, you can add any number of them, depending on how detailed you want to make the valuation.
  2. For each item, enter the quantity, unit, and unit price.
  1. Check “Tax” to include Tax in the valuation.
  2. Add Tax for each item or at the end of the offer in the “Set for the whole offer” option.

Useful information:

  1. If you want to prepare a NET economic analysis, the valuation must also be prepared in net amounts, include the information about Tax in the comment.
  1. Select “Set for the whole offer”.
  2. Enter the price for 1kWp or the net price.

Useful information:

In the upper right corner you can select additional Tax and Rebate options, which you can take into account by entering the price for the entire offer.

  1. To add a discount, check the option in the upper right corner.
  2. You can set a defined comment that will appear in every quote. You can set it up in Account Settings (settings available to Administrators).
  1. Enter the amount (gross) that your client pays for bills per 1 month.
  2. Enter the price of energy (gross), ideally together with the transmission costs.
  3. Energy prices are rising every year, so savings will also grow. Give an estimate of the increase, it may be inflationary, or look for reports prepared by researchers, which often show greater price increases in the coming years.
  4. The energy consumption profile during the day and night shows how much the customer is able to consume energy during its production, i.e. when the sun is shining. You must estimate this value on the basis of an interview with the client.

Useful information:

  1. Households typically consume about 30% of their energy when the sun is shining, the rest is used during the night. These values are different for companies and industrial plants.
  2. Enter the gross amounts for the bill and energy and take into account the costs of energy transmission because in the end you want to show the customer how much he will actually save per 1kWh.
  3. If you want to perform an analysis for the net value, also prepare a quote in net amounts, and include Tax only in the commentary to the offer.
  1. Search for the analysis model by country name.
  2. After selecting the model, its parameters will be displayed in the right column, values set to “0” are not included in the calculations.
  3. If you do not find the right model of the analysis, you can create it by clicking “+” and entering basic information such as, for example, a subsidy.
  4. After selecting the analysis model, the production and return on investment graphs will be displayed below.

Useful information – creating an analysis model:

Fill in only the fields that apply to your client, eg Grants

  1. Name – name of the analysis model to be created, by which it will be possible to search for the given model in the list. The name will be displayed in the database of analysis models,
  2. Tax credits – discounts received by the client for the installation of PV panels (e.g. thermomodernization). We give this discount in % and it is added as a % of the investment costs in the economic analysis, which is then displayed as the received payments,
  3. Rebates – one-off discounts or subsidies provided to the client at the beginning of the investment. The cash grant is deducted as a surcharge in the first year,
  4. Rebater per kilowatt – customer discount for the purchase of energy for the photovoltaic installation. This is the same as the Rabates but in terms of kWp,
  5. Net metering available to fed ratio – expressed in %, the difference occurring as a result of surplus energy production. It informs how much energy we can receive from the grid in the discount model. If we give 1 kWh of surplus energy to the grid during the year, we will be able to get 0.8 kWh from the grid for free, so the ratio will be 80% (for installations with a power below 10kWp and instalated in Poland),
  6. Net metering surplus price – value determined by the network operator with whom the customer signs an agreement on the rate of surplus energy produced,
  7. Green certificate price – we introduce if the client has the so-called Green Certificate, these will be additional income due to subsidies for the generated electricity,
  8. Green energy produced price– a value that determines how much the customer will receive for each kWh produced by his PV installation (it does not necessarily mean selling energy to the grid),
  9. Green energy fed into the grid price – value received for each kWh fed into the grid,
  10. Solar panels degradation factor – average annual decrease in the power of the panels that will be installed to the customer.
  1. Set the% of own contribution, i.e. what part the customer wants to pay in cash, the amount value is displayed in the right column.
  2. Enter the loan interest rate per year (APRC) and set the loan period, the right column displays the value of the monthly installment and the total amount of the loan to be repaid.

Useful information:

  1. The longer the loan period, the faster the return on investment because less funds are invested by the client at the beginning.
  2. If the installation is financed by leasing, you can include the buy-back amount in the% of own contribution.
  1. A pdf offer in the company’s colors is generated with one click.
  2. The “Generate PDF offer” button will be active after creating a visualization, valuation and economic analysis and these elements will be included in the generated pdf document.
  3.  The PDF offer can be downloaded directly to your computer’s disk or you can generate a link that can be pasted into your browser.

 

Cover page

  1. The logo of the company can be set in “Company Settings” – the tab available to Administrators in the left menu of the application.
  2. Title of the offer
  3. The footer is set during the creation of the company and is constant for all users of your company. You can change the data in the footer by contacting us at our address: support@easysolar-app.com.

cover

 

Proposed PV system

  1. Recommended size of the photovoltaic system – comparison of the annual production with the total electricity demand.
  2. Energy balance – the icons mean respectively:
    – total electricity produced from the photovoltaic installation,
    – surpluses of electricity that are not used during the day and fed into the grid,
    – shortage of electricity, during the night period or when the production is too low to cover the total demand of the building.

proposed system

 

PV system design

design

 

Valuation of the PV installation

All the components added in the project – inverters panels and other products – appear on valuation.

  1. You can also add a comment (it can be predefined which means it will appear in every offer. You can set it in Account Settings.)
  2. In the lower right corner, the price (net, gross) and possible discounts will be displayed.

valuation

Energy production

  1. Average annual irradiation for the location selected in the project.
  2. Energy production during the year, taking into account the electrical parameters of selected installation components, location, azimuth and inclination angle of photovoltaic modules.
  3. Environmental impact of a photovoltaic installation compared to electricity generated from conventional energy sources. Limiting the production of harmful substances into the atmosphere, such as carbon dioxide, nitrogen oxides and sulfur oxides.

impact

Investment costs

Comparison of the investment costs with the average annual savings related to the reduction of the electricity bill and the sum of savings after 20 years.

  1. The sum of received subsidies and savings. The subsidies can include funds from the government or VAT discounts.
  2. Electricity bills with and without photovoltaic installation.
  3. Savings taking into account the initial costs incurred for the photovoltaic installation. This is the difference between the sum of savings after 20 years and initial costs. This part will also contain data about the loan.

investment

 

Accumulated  cash flow

In this section of the report, we obtain information about the cash flow in the subsequent years of operation of the installation.
The individual columns of the table mean:

  1. Electricity production from PV installations, which decreases every year because of the degradation factor of the panels.
  2. Savings are the difference between an energy bill without PV (6) and an energy bill with an installed PV system (7).
  3. The received subsidies are related to the thermo-modernization discount and this is the amount that the client will receive in the form of a refund of income tax on installation costs or other subsidies
  4. Installment – this is the annual loan installment, if the client has decided to take a loan.
  5. Cumulative flow tells you the estimated return on investment.

The next part of the accumulated cash flow is the graph, which is the visual representation of the table.

cashflowcashflow visualisation

Generated PDF offer can be personalized.

Branding settings

In the branding settings tab you can change the graphic appearance of your PDF offer

  1. Change of offer colors – you can change three company colors: main color (e.g. colors of headers and more important numerical values), text color and color of the other elements.
  2. The main footer that displays on each page of the PDF offer.
  3. Change of data displayed in the main footer. The data is uploaded automatically from the assigned company settings, but it can be edited in this field.
  4. Cover page footer settings.

branding

branding

 

Helpful Information:

To save the default company settings, such as contact details, go to the “Company settings” tab after logging in to the application. You can change there:

  1. company logo,
  2. company name,
  3. company address
  4. website,
  5. the main color of the offer,
  6. currency.

 

Sections

In the “Sections” tab, you can change the order of pages or completely delete them in your offer. After disabling one of the sections, it will not be displayed in the generated PDF file.

sections

Edit the content

The edit content tab enables detailed editing of individual sections of the PDF offer.

edit content

 

Front page

  1. You can change the background image that appears on the cover page. The uploaded photo should be in A4 format.
  2. Change the default title of a PDF offer.
  3. Edit the name of the “Contact” item.
  4. Using the slider icon, you can enable or disable individual elements of the PDF offer, e.g. company name, logo or the Merchant’s contact details.

edit cover pagev1

edit cover page v2

  1. Select the time range for which you want to run the analysis.
  2. In the selected range, you will see all activities for your team.
  3. You can sort the list by any column, click on the selected header.
  4. Active clients is the number of clients that have been edited during the selected period.
  5. New clients are newly added clients in the selected period.
  6. Status Change shows the number of actions performed by the user in a given period – e.g. the number of phone calls, meetings, offers sent, etc.
  7. You can open a detailed chart for a given User.
  8. The shorter the time period selected at the beginning, the more detailed the graph will be.
  1. Select the time range for which you want to run the analysis.
  2. The table shows information on leads / projects and closed successfully (sales) in the selected period for your team.
  3. Potential clients – clients assigned to the user in the selected period.
  4. Total power and total price of projects for potential clients – the total power of offers prepared by the user in the selected period, which have not yet been successfully closed. Offers that are still possible to be finalized by a given user and constitute a sales potential.
  5. Total power and total price of projects for closed clients – the total power of offers prepared by the user in the selected period that were successfully closed. Offers that have been finalized by a user.
  6. You can sort the list by any column, click on the selected header.
  1. Analyze the most effective and most frequently used sales path for the entire team and a selected user.
  2. Select the time range for which you want to run the analysis.
  3. Choose which sales path you want to display.
  4. The most effective path shows the sales process / path used for customers who have been “successfully closed”, that is, in practice, customers who have purchased a PV installation.
  5. The most popular path shows the sales process / path, most often used for all clients, i.e. we can compare the most common activities with the most effective ones.
  6. Choose whether you want to perform the analysis for the entire team or for a selected user.
  7. The chart shows after how many days the next action in the customer service process took place, e.g. contact with the customer, meeting, sending an offer.
  8. Compare how individual salespeople in your team work and check what are the most effective actions of the person who finalizes the most contracts with customers. Motivate others to do similar activities.
  9. The table shows the parameters of the offers that were prepared for these customers.
  10. In addition, we have information about customer energy bills, thanks to which we can verify which customers buy from us most often, and which we service most often.
  1. Analyze how the speed of customer service at each stage affects the likelihood of sales.
  2. Select the stage you want to analyze, e.g. contact with the client or sending an offer.
  3. The graph shows how the conversion rate changes, i.e. how many customers decide to buy in percentage, compared to the time needed to complete the selected action.
  4. For example, if you choose “customer contact” for analysis, you will receive a graph that shows how many days after creating the customer, if you contact the customer, what are the chances that the customer will buy a photovoltaic installation from you.
  5. In practice, the chart will most likely show that fast customer service is a guarantee that more customers will decide to buy.
  6. Analyze the time at each sales step and motivate your team to provide fast customer service.