Video training

How to design and sell solar systems

Auto-Design on Google Maps

Stage 1 - solar project in four clicks.

The system handles everything: roof scanning, panel placement, and energy analysis.

  1. In the main menu, click New Project.

  2. Enter the customer’s address.

  3. Wait for the auto-design to finish.

  4. Your project is ready.

The system automatically creates a client record and a project, scans the roof, analyzes tilt, azimuth, irradiance, obstacles and shading, then places panels in the optimal configuration.
Auto-Design on Google Maps

Stage 2 - Step-by-step setup

The system handles everything: roof scanning, panel placement, and energy analysis.

  1. Go to the Clients section and create a new client record.

  2. Open the client’s profile and create a new project.

  3. Inside the project, navigate to the design toolbox.

  4. Select “New Visualization” to open the design workspace.

  5. Choose “Auto-Design on Google Maps.”

What the system does automatically

Once triggered, the system performs a full roof analysis with no input needed.
  1. Roof scanning: detects the roof surface from satellite imagery.
  2. Tilt and azimuth analysis: measures the roof angle and compass orientation.
  3. Solar irradiance: calculates sunlight exposure for the location.
  4. Obstacle and shading detection: identifies chimneys, dormers, trees, and other obstructions.
  5. Panel placement: generates the most efficient panel layout automatically.

Editing the layout

After the auto-design finishes, you can fine-tune every detail. All changes update the 3D preview and energy calculation in real time.
  1. Add or remove panels: use the +/- controls to adjust panel count.
  2. Correct azimuth and tilt: override the detected values if needed.
  3. Row spacing: set the gap between panel rows.
  4. Clamp spacing: set the gap between panels within a row (mounting clamp distance).

Covering more surfaces

Expand your design beyond the initial roof segment. Use these tools to cover multiple roof planes or combine roof and ground arrays in one project.
  1. Stretch tool: click and drag to extend panels across a roof area.
  2. Trace roof segment: draw the outline of another roof section to fill it with panels.
  3. Trace ground area: outline a plot of land for ground-mounted installations.

Panel settings

On the left-side panel you can customize the look and specs of your panels.
  1. Panel color: choose the panel color (e.g., black, blue, all-black frame).
  2. Panel model: select a model from the built-in database, or add your own custom panel.
  3. Custom panels and pricing: add your own panel specifications to your company price list, including purchase and selling price. Once saved, the panel appears in the selector and its pricing flows into quotes automatically.
Setting up your company price list once means every future project uses your real costs and margins.
Perspective photo design

How to Design Solar Panels on on Real Roof Photos

Upload any photo of a roof taken by phone or drone and design your solar layout right on the image.

  1. Upload Your Roof Photo

Add a photo of the roof taken with a smartphone from any angle, or a drone photo taken at an angle. You can also upload a 3D building visualization if this is a new construction project.

  1. Define a Reference Rectangle

Drag a rectangle over a recognizable area on the roof, for example a roof window or a 10×10 tile grid (if you know the tile dimensions). Then adjust the rectangle measurements to match the real-world size of the selected area.

  1. Edit the Generated Panel Layout

Panels are generated automatically. Move and reposition them freely across the roof surface. Set tilt and azimuth to match the actual roof orientation. Adjust spacing (e.g. for mounting clamps). Change panel color to preview different visual appearances. Select a panel model from the built-in database, or add a custom model to your company price list if the one you need is not available.
Drone & Maps Design

How to Design Solar Panels on Drone Photos or Maps

Upload any photo of a roof taken by phone or drone and design your solar layout right on the image. 

1. Upload Your Image

Add a screenshot from any map service (e.g. NearMap, Google Maps, local municipal maps) or a top-down drone photo of the roof.

2. Set the Scale

Draw a line along any known distance on the image (e.g. a building edge, fence, or road width) and enter its real-world length. This calibrates the scale for accurate panel sizing.

3. Place Panels on the Roof

Add panels using one of two methods: outline the roof edges and panels will fill the area automatically, or draw a rectangle over a roof section and it will auto-fill with panels.

4. Adjust the Layout

Move and reposition panels freely. Set tilt and azimuth to match roof orientation. Adjust spacing (e.g. for mounting clamps). Change panel color for visual presentation. Select a panel model from the database, or add a custom model to your company price list if it is not available.
Configuration & Pricing

Setup & Pricing

Configure your PV system. 

  1. Panels are automatically pulled from your visualization – no manual entry needed.

  2. Add an inverter – select one from the product list or your company pricebook.

  3. Move to the next step to add a battery, mounting structure, and installation service. Each can be selected from the available list or created as a custom item – custom items are automatically saved to your company pricebook.

The company pricebook lets you manage your full product catalog with pricing and share it across your team for consistent quoting.
Financial Setup

Financial Setup

Set up the financial baseline for your PV investment analysis

  1. Select Country & Support Program

Choose your country, then select the currently active support scheme for photovoltaic installations – subsidies, net metering, or other guaranteed benefits. If no matching program is available, create a custom one – it will apply across all your projects. Fill in only the fields that are relevant.

  1. Enter Your Energy Bill

Provide your average monthly electricity bill. This value serves as the baseline for calculating savings and return on investment.

  1. Continue to Energy Profile

The next step – setting up your energy consumption profile – is covered in the following training section.
Energy / Storage / EV

Energy Consumption / Storage / EV Planning

How to plan your client's energy consumption, storage, and EV charging

How to plan your client’s energy consumption, storage, and EV charging

1. Adjust the Consumption Profile

Use the sliders to match your client’s actual energy usage pattern throughout the day.

2. Configure Battery Storage

If needed, set the battery storage capacity using the dedicated slider to optimize energy self-consumption.

3. Plan EV Charging

Set your client’s electric vehicle charging schedule and energy demand using the slider.

4. Add Credit Financing

Optionally, enable credit financing and set the loan parameters to include in the analysis.

5. Review the Generated Charts

Once everything is set, EasySolar will automatically generate two charts for your client: Energy Production and Consumption – showing how solar output aligns with usage, and Cumulative Cash Flow – visualizing the financial return over time.
Electrical Schematics

Solar System Electrical Diagram

Creating a PV Electrical Schematic for Your Client

  1. Select Panel Model

Choose the solar panel model from the component library. The system loads its electrical parameters (Voc, Isc, Vmp, Imp) automatically.

  1. Build String Configuration

Click to add strings of panels to the schematic. Each click adds a new string. The system automatically calculates total string voltage and current.

  1. Check Voltage & Current Limits

Review the maximum voltage (Voc) and maximum current (Isc) values displayed for the configuration. The system warns you if limits are exceeded.

  1. Choose Storage Option

Select the energy storage setup for the client: integrated storage (battery built into the inverter system) or separate storage (standalone battery unit, operating in on-grid or off-grid mode).

  1. Plan DC & AC Sides

Design both sides of the installation. Arrange DC components (panels, strings, DC disconnects) and AC components (inverter output, grid connection, distribution board).

  1. Toggle Protections & Switchboards

Click on any protection device or switchboard to enable or disable it in the schematic. Toggle entire distribution boards on or off as needed.

  1. Name Protection Devices

Assign custom labels to each protection device (e.g., “DC Switch Q1”, “AC Breaker B1”) for clear identification on the final schematic.

  1. Export as PDF

Click Export PDF to download the completed electrical schematic ready to share with the client.
Client Proposal

Send Interactive Offers

Build and send a fully branded, responsive client proposal using ready-made widgets - and share it via link or email in seconds.

1. Create Offer

Open the Offers module and click “New Offer”. Choose a ready-made template, start from a blank canvas, or select your company-branded template from the “My Templates” tab.

2. Add Widgets

Click “+ Add Widget” on the offer canvas and browse the 34 available content blocks: project data, pricing tables, economic analysis, catalog cards, scheduled meetings, contract links, and more. Click a widget to insert it and drag to reorder. Fields auto-populate from your project data where possible.

3. Attach Documents

Add a “Catalog Card” or “Contract” widget to your offer. Upload documents to a cloud service (Dropbox, Google Drive) and paste the share link into the widget’s URL field. This keeps files lightweight, always up to date, and accessible to the client without downloading large attachments.

4. Schedule Meetings

Insert the “Scheduled Meetings” widget. Add meeting date, time, and agenda topic. Optionally paste a video-call link (Zoom, Teams, Google Meet) so the client has everything in one place.

5. Customize Design

Open “Design Settings” in the top toolbar. Upload your logo, set brand colors, and choose a font. Use the responsive preview toggle to check how the offer looks on both desktop and mobile devices.

6. Share via Link

Click “Share” in the top-right corner and select “Copy Link”. A unique URL is generated instantly. Send it via any channel: chat, messenger, social media, or embed it on your website.

7. Send via Email

Click “Share”, then “Send Email”. Pick an email template from the gallery, enter the recipient’s address, and click “Open in Mail Client”. A pre-composed message with a direct link to your interactive offer opens in your desktop mail app (Outlook, Apple Mail, Thunderbird). Review and hit Send.
Client Panel

How to set up a Client Panel

Once your client accepts the proposal, the same link automatically transforms into a Client Panel — a dedicated space where your client can track everything that happens next.

  1. Choose a Template

Go to the accepted deal and open the Client Panel settings. Use one of our ready-made templates or create your own branded layout from scratch.

  1. Build Your Panel with Widgets

Add any of the 34 available widgets to display the information your client needs – contract details, project status, milestones, scheduled events like contract signing, installation date, or final inspection.

  1. Set the Availability Period

Define how many days the Client Panel stays active after the proposal is accepted. The panel appears under the same link your client already has – no need to send a new URL.

  1. Update and Notify Your Client

Whenever something changes, update the panel content and send a notification using one of the pre-built email messages. Your client stays informed without a single phone call.
AI Lead Generator

How to create the PV Lead Generator

The Lead Generator creates a self-service tool for your potential clients. They enter their address, the system analyzes their rooftop automatically, and delivers a preliminary solar offer based on your pricing and company data. Only qualified leads are passed to your sales team.

1. Enable the Lead Generator

Open the Lead Generator section and activate it. Once enabled, a personalized landing page will be created for your company, ready to capture and qualify incoming leads.

2. Set Up Company Branding

Upload your company logo and configure visual elements so the lead page matches your brand identity. This ensures every preliminary offer looks professional and consistent with your company image.

3. Fill In Company Data

Enter your company name, contact information, and any other required fields. This data will appear on the preliminary offers generated for your prospects.

4. Configure Pricing and Variants

Add prices for individual system capacities and define product variants. For example, create a “Premium” package with black panels and a high-end inverter, or a “Standard” package with a more affordable setup. Each variant should include pricing per installation size.

5. Publish and Share

Once everything is configured, publish the generator and share its link through your website, ads, or social media. Qualified leads will appear directly in your CRM, ready for your sales team to follow up.
Sales Planner

How to Use the Sales Planner

Learn how to schedule events, manage your team's calendar, and share upcoming activities with clients.

  1. Add Events from the Client List

Open a client record and create an event directly linked to that client. Each event can be assigned to one or more team members from your company.

  1. Schedule in the Calendar View

Click on any date or time slot in the standard calendar view to create a new event. The event is automatically linked to the selected time and can be associated with a client and assigned users.

  1. Organize on the Board View

Use the board layout to view and add events grouped by type. This gives you a visual overview of different activity categories such as calls, meetings, or site visits.

  1. Filter Events by Team Member (Admin)

As an administrator, you see all events across your team by default. Use the employee filter to display events for selected team members only, giving you a clear picture of each person’s workload and schedule.

  1. Share Events with Your Client

Enable the event widget in the client panel to share upcoming events with your client. The client can view scheduled visits, calls, and next steps without any extra communication from your side.
Solar CRM

How to Manage Your Client List

Learn how to track clients, assign team members, and monitor your solar sales pipeline using EasySolar's built-in CRM.

  1. Access the Client List

Open the Client List from the main menu to see all your clients in one view. Clients added manually and those generated through the lead generator all appear here.

  1. Review Client Details at a Glance

Each client entry shows key information: current status (open or closed), assigned team member, offer status, and any upcoming scheduled events.

  1. Add and Assign Clients

Add a new client manually by clicking the add button and filling in their contact details. Then assign a team member to the client to clarify ownership and distribute workload across your sales team.

  1. Track Status and Offers

Use the open/closed status to track where each client stands in the pipeline. Check the offer status column to quickly identify which clients have pending, sent, or accepted proposals.

  1. Stay on Top of Scheduled Events

Review scheduled events tied to each client to keep track of planned calls, meetings, or site visits. This ensures no follow-up is missed.
Statistics

How to Track Your Sales Statistics

Learn how to monitor your account performance and compare team results across time periods.

  1. Open the Statistics Section

Navigate to Statistics from the main menu. You will see two available views: Account and Team.

  1. Review Your Account Overview

Select the Account view to see your total number of new clients and projects, split into open and closed categories. Use this summary to quickly assess your current pipeline status.

  1. Compare Team Performance

Switch to the Team view and select a date range. For each team member you will see: New Clients, Open Clients, Closed Clients, PV Power Closed (kWp), PV Power Open (kWp), Net Revenues Closed, and Net Revenues Open. The view also includes a comparison with the previous period so you can easily spot trends.
Get Started

Your high quality lead generator is almost ready.

Start using AI-powered  lead generator today and give your customers a ready-made offer faster than your competitors.

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Roof edge detection for solar panels