Learn to design and sell solar with EasySolar AI

Design a PV system from an address

Type the address and EasySolar AI finds the roof, reads each face with its azimuth and pitch, and fills it with modules from your own price list. A first quote in minutes, often while the client is still on the phone.

1. Type and confirm the address

   Enter the client's address and confirm the pin on the map. The client record and the project are created automatically.

2. Let the auto-design run

   The system scans the roof from satellite imagery, measures tilt and azimuth of every face, calculates irradiance, detects chimneys, dormers and shading, and places modules in the best layout.

3. Correct the roof outline if needed

   Drag any vertex to match the real roof edge; the module layout updates instantly.

4. Adjust the layout

   Add or remove modules with the +/- controls, override azimuth and tilt, set row and clamp spacing. The 3D preview and energy calculation refresh in real time.

5. Choose the module and save

   Pick a module from the built-in database or your company price list (with your purchase and selling price), then save. The design flows straight into pricing.

Design a solar farm on an orthophoto

Industrial and ground-mounted systems from a plot number: select the parcel, mark the usable areas, set the mounting structure and row spacing, and read off module count and power.

1. Select the plot

   Enter the parcel number or click the plot on the orthophoto; its boundary is loaded automatically.

2. Mark the usable areas

   Draw the areas available for modules, leaving out roads, buffer zones and the transformer station.

3. Set the structure

   Choose the table type and orientation (east–west or south-facing rows), tilt and modules per table.

4. Set row spacing

   Enter the pitch between rows; the layout and the shading check update on the fly. Use the measuring tool to verify distances.

5. Read the result

   Module count, DC power and area used are shown immediately and carried into pricing and yield calculation.

Design solar panels on a roof photo in perspective

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.

2. 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.

3. 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.

Design a PV system on a drone image or roof plan

Bring your own imagery: a top-down drone photo, a screenshot from any map service, or an architect's roof plan. Set the scale once and design on it like on Google Maps.

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.

Setup & Pricing

Configure your PV system.

1. Panels come from the visualization

   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. Add battery, mounting and installation

   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

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.

2. Enter Your Energy Bill

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

3. Continue to Energy Profile

   The next step, setting up your energy consumption profile, is covered in the following tutorial.

Energy Consumption, Storage and EV Planning

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 AI will automatically generate two charts for your client: Energy Production and Consumption, which shows how solar output aligns with usage, and Cumulative Cash Flow, which visualizes the financial return over time.

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.

2. 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.

3. 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.

4. 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).

5. 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).

6. 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.

7. 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.

8. Export as PDF

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

Send Interactive Offers

Build and send a fully branded, responsive client proposal using ready-made widgets. 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.

How to set up a Client Panel

Once your client accepts the proposal, the same link automatically transforms into a Client Panel. It is 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.

2. 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.

3. 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.

4. 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.

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.

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.

2. 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.

3. 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.

4. 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.

5. 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.

How to Manage Your Client List

Learn how to track clients, assign team members, and monitor your solar sales pipeline using EasySolar AI'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.

2. 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.

3. 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.

4. 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.

5. 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.

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.

2. 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.

3. 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.