Getting started with Heatpunk Pro

Our pro tier unlocks team collaboration and access to features that can save you time and wow your customers with a professional journey through their quote and installation.

We run weekly training sessions which cover all the features that you get with pro. Below is a summary of all the features you get with Easy PV Pro. The cost is £35 / month (plus VAT) per user. 

• Upload floor plan
• Project and component sharing
• Project status tracking
• Customised customer proposal
• E-signing
• Document storage and emailing
• Survey and installation record
• Additional forms and reports
• Connect Direct API
• CRM connections
• Shrunk punk (for additional cost)
  

How do I upgrade? 

To upgrade to pro, log into the account you would like to be the Owner. In the top right, you will see the option to Upgrade to pro:

Click this and navigate through each step:

1. Add team members and set their role type
2. Connect to Midsummer so your pricing correctly applies to the team 
3. Fill in billing details 
4. Pay via GoCardless instant payment

Some banks do not support instant payments so if you're having trouble setting up the payment, please get in touch so we can do this manually. 

Configuring team settings 

Once you've upgraded, you should make sure your team settings are correctly configured. You can read about the options you have below: 

• General

  • Team management
    

  • Billing and subscription details

• Setting up sharing permissions

• Financial settings: including automatic pricing calculator. 

• Documents

  • Upload shared documents that can get attached to emails

  • Upload images used in proposal customisation

• Customer proposal 

• Email settings 

• CRM connections 

• Shrunk punk 

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If you have further questions about pro please attend an online training session, have a look at our pro FAQs or get in touch!