Log In / Sign In
  1. Click the start button at https://easysolar-app.com/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 a company logo,
  2. change currency,
  3. company name,

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.
  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

  • He only see his clients and projects.
  • You can give him access to all clients or add him to selected ones

.

  • He has no access to settings, statistics, user editing.
  • You can also limit his access only to panels and inverters in the company’s warehouse.
  • He cannot add panels and inverters to the company warehouse.

Write to us at support@easysolar-app.com, a message from your main e-mail address, which you use in EasySolar, information which users are to be deleted, our technical department will delete them.

This user’s customers and projects will remain in your 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 the visualization, price offer and economic analysis are prepared and these elements will be included in the generated pdf document.
  3. The PDF opens in a browser window, you can download the document either directly in the window or by right-clicking.
  1. The logo, company name can be set in “Company Settings” – the tab available to Administrators in the left menu of the application.
  2. The colors of the offer can be changed by sending us an example of a color or a color code to our address: support@easysolar-app.com.
  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.
  1. Go to the “Users” 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 must register his account (to the same e-mail address), confirm the e-mail address by clicking on the next message received after registration and after correct registration and the first logging in, he will automatically join the company.

Useful information:

  1. If for some reason the user’s account does not join the company, but another company is created, the user probably registered this account before receiving the invitation, or the invitation was sent to a different / wrong e-mail address. In this case, please contact us at support@easysolar-app.com. If the e-mail address is in the same domain as the main account, we can connect these accounts, if the domain is different, please contact us from the address of the user who wants to join the company, because his data will be transferred to the main account and his consent is needed.
  2. After registering the account by the user, he must confirm his e-mail address by clicking on the link in the message he receives from us.
  1. The permissions can be changed by the administrator in the “Users” tab

Administrator

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

 

User

  • He only sees to his clients and projects.
  • We can give him access to all clients or add him to selected ones.
  • He has no access to settings, statistics, user editing.
  • You can also limit his access only to panels and inverters in the company’s warehouse.
  • He cannot add panels and inverters to the company warehouse.

Write to us at support@easysolar-app.com, a message from your main e-mail address, which you use in the application, information which users are to be deleted, our technical department will delete them.

This user’s customers and projects will remain in your account.

  1. Go to the client list and select a client.
  2. In the right column, in the “Team” section, click “+”.
  3. Select a User from the list and send the invitation.
  4. The user will receive a notification by e-mail.

Useful information:

  1. Only Administrators can assign Users to Clients.
  1. Statuses indicate the stage of customer service implementation.
  2. Updating the statuses allows for easier filtering of customers, but also allows you to view statistics for the entire team.
  3. The status for a client changes directly in the client list.
  4. The status changes date and information about the person who set the status.
  5. The list of clients can be filtered by status.
  6. To change the status list for your account, contact us at support@easysolar-app.com.
  1. Status – displays clients with the selected status
  2. User – selecting clients only for a selected User (filter for Administrators)
  3. Created after – customers added after the selected date.
  4. Created Before – customers added before the selected date.

Comments allow you to save additional information about a client or project, e.g. after an appointment.

  1. Go to the list of clients.
  2. Choose a client.
  3. After clicking on the Comment section, in the right column, a window with the option of adding comments will open.
  4. Next to the comment, you can see the date of creation and the name of the User who added the comment.
  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.