easygroup

USER MANUAL
V1.0 · 2026

EASY AI · FOR SOLAR INSTALLERS

Easy is an AI employee for solar installers.

Twenty things you can hand over, five outputs, and a film for each one. You tell Easy what needs doing. It works from your customers, projects and prices, and gives back finished work.

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easy-group.ai

01 — WIN THE CUSTOMER

WIN

Keep every sales conversation moving.

Follow-up, customer questions, objections, messages and next actions. The work that decides whether an enquiry becomes a job.

1.1

First response to a new enquiry

A new enquiry is answered straight away, at any hour. Before Easy talks about systems or prices, it collects what a quote actually needs: annual consumption, roof shape and material, shading, and the customer’s budget.

SAY TO EASY

“A new enquiry came in about solar plus battery. Take it from here.”

You get a professional first reply, the customer’s key details written to their record, and a survey offered as the next step.

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1.2

Daily follow-up priority list

Ask once a morning and Easy reads across every open deal: what was sent, when you last spoke, what you promised. It comes back with names in priority order and the reason each one is on the list.

SAY TO EASY

“Who do I need to follow up today?”

You get a short ranked list with reasons, and a drafted message for whichever name you pick.

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1.3

Objection handling

Price, budget, a cheaper competitor, “let me think about it”. Easy answers with the customer’s own consumption and cost per kWh rather than a generic sales line, and shows you the reasoning.

SAY TO EASY

“The customer asks why the battery option is so expensive.”

You get a reply you can send as it is, or soften in one instruction.

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1.4

Re-engaging a silent customer

For the enquiries that went quiet weeks ago. Easy writes an opening that refers to what you last discussed and gives the customer a reason to answer, without pressure.

SAY TO EASY

“Write to this customer, he has not replied in two weeks.”

You get a short message to review, send now, or schedule for Monday morning.

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1.5

Meetings and calendar

Once a time is agreed in the conversation, Easy creates the calendar entry with the customer, the address and the purpose on it, reminds you, and confirms it to the customer. If the date moves, the entry moves with it.

SAY TO EASY

“Put the survey with this customer in my calendar for Thursday at 3.”

You get a calendar entry, a reminder, and a confirmation sent to the customer.

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02 — GET THE PROPOSAL OUT

PROPOSE

Tell Easy. Proposal done.

System specification, price, 2D layout and 3D view, produced from the customer’s project and your own component prices.

2.1

One-click proposal generation

One instruction runs the whole sequence: the customer is identified, a system is recommended, the price is calculated, the 2D layout is drawn and the 3D view is rendered. You review the result and send it from the same conversation.

SAY TO EASY

“Make a solar + battery proposal for 116 Nimrod Road.”

You get a complete proposal — panel count, inverter, storage, price, 2D and 3D — ready to review, edit and send.

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2.2

2D layout design

The panel layout drawn to scale on the actual roof: usable area, orientation, panel positions and the space left over. Adjust the panel count and the drawing follows.

SAY TO EASY

“Show me the panel layout for this roof.”

You get a 2D layout to check against your own measurements before the survey.

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2.3

3D visual for the customer

The same design shown as the customer will see it on their own house. This is the part of the proposal that closes the conversation in the kitchen, so it is built to be shown, not filed.

SAY TO EASY

“Add a 3D view I can show the customer.”

You get three rendered angles, attached to the proposal.

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2.4

Price calculation

Prices come from the component list and margins you maintain in the workspace, not from an average. Equipment, installation and any applicable subsidy are itemised so you can see where the number comes from.

SAY TO EASY

“Price this with our current component costs.”

You get an itemised price you can defend line by line.

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2.5

Revisions in minutes

Customers change their minds on the doorstep. Ask for a different panel count, a bigger battery or a lower budget and the whole proposal is rebuilt — spec, price, drawings — while you are still in the conversation.

SAY TO EASY

“Redo it with 14 panels and the larger battery.”

You get a second version beside the first, so the customer can compare.

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03 — KEEP EVERY JOB MOVING

MOVE

Never lose track of what happens next.

Every conversation is remembered, every promise stays on the record, and the next action is always named.

3.1

Conversation memory and continuity

Come back days later and simply ask. Easy holds the conversation history, the project record and the things you promised together, so you never have to re-explain the background or dig for a project number.

SAY TO EASY

“How is the Nimrod Road job going?”

You get the thread rebuilt: what was sent, what was asked, and what you still owe the customer.

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3.2

The next step after a conversation

Finish a call and ask what comes next. Easy answers in the order the sale actually runs — survey, proposal, decision, handover — with a date attached, and writes the action to the customer record.

SAY TO EASY

“I just spoke to the customer. What should I do next?”

You get one clear next action with a deadline, not a list of options.

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3.3

What needs attention today

Easy watches for work that has stalled: a customer waiting more than a day for an answer, a proposal about to expire, a survey never booked. Urgency and deal value are weighed together, so the top of the list is worth doing first.

SAY TO EASY

“What needs my attention today?”

You get a short list of stalled work, ordered by what it costs you to leave it.

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04 — GET THE JOB READY

PREPARE

Get the job ready.

Materials, documents and project information assembled before the van leaves, from the design that was actually sold.

4.1

Bill of materials in one instruction

Easy starts from the approved system specification rather than a blank template. Mounting, cabling and protection are calculated for this roof, then matched to your supplier codes and grouped by trade.

SAY TO EASY

“Prepare the BOM for the Nimrod Road install.”

You get a complete item list with models, quantities and specifications, ready for purchasing.

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4.2

Checking a BOM against the design

Before you order, have the list checked against the design item by item. Easy reports what is missing and what is surplus, which is where money is usually lost on a job.

SAY TO EASY

“Check this BOM against the approved design.”

You get a difference list: missing items, surplus items, and quantity mismatches.

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4.3

Project files and documentation

The pack the team needs on site: project information, the customer’s details, the design, and the documents required before work starts. Anything still missing is listed rather than quietly left out.

SAY TO EASY

“Put together the file for the installation team.”

You get one project file, plus an honest list of what is still outstanding.

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05 — LOOK AFTER YOUR CUSTOMERS

CARE

Keep working. Easy has your customers covered.

A continuous layer over every customer: first response, the record, the follow-up, and a person when a person is needed.

5.1

Drafting a customer reply

Hand Easy the message and ask for a reply. It checks the real project status before writing, so the draft contains a reason and a date instead of an apology. Nothing leaves your account without you approving it.

SAY TO EASY

“Write a reply to this customer email.”

You get a draft to send or edit, and the issue logged on the customer’s record.

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5.2

First response and tone

When a customer writes in frustrated, the first minutes matter more than the answer. Easy responds immediately: it acknowledges the problem, says what it is checking, and avoids promising a date it cannot support.

HAPPENS AUTOMATICALLY

“Why hasn’t the installation started? We have waited two weeks.”

You get a customer who has been answered, and a note telling you it happened.

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5.3

Logging to the customer record

Every enquiry, complaint and contact detail is written to the customer record as it happens, with the time and the wording used. The next person to open the record sees the whole history, not a summary.

SAY TO EASY

“Log this on the customer’s record.”

You get a CRM that stays current without anyone typing it up afterwards.

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5.4

Escalation to a person

Refunds, formal complaints, safety questions and anything contractual are handed to a person rather than answered. Easy recognises them, holds its reply, and passes the case on with the context already attached.

HAPPENS AUTOMATICALLY

“I want my money back or I am going to complain.”

You get the case in front of the right colleague, with the history, before it escalates further.

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