Easen for Solar

Every Quote, Spec and Homeowner Agreement. Documented.

Homeowner consultations, roof assessments, grid connection discussions, utility applications — Easen documents every agreed spec, exclusion, and timeline so there is no room for misunderstanding between quote day and installation day.

The fear every solar professional knows: A homeowner claiming battery storage was included in the original quote — after the installation is already half-finished.

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— How it works for Solar

Built around how you actually work.

Consultation scope capture

Every specification, exclusion, and homeowner acknowledgement is captured from the consultation call — so the agreed scope is documented before a single panel is ordered.

e.g., 'Battery storage quoted separately — homeowner confirmed panels-only Mar 12'

Grid and utility discussion records

DNO applications, grid tie-in discussions, and export tariff conversations are captured and linked to the relevant property — searchable by address or date.

e.g., 'DNO confirmed G99 application accepted — 6-week connection estimate, Apr 14'

Add-on and change request tracking

When a homeowner requests a battery, EV charger, or additional panels mid-project, Easen logs it as a new item — keeping the original scope intact for comparison.

e.g., 'EV charger add-on requested May 3 — separate quote sent, pending acceptance'

— Real example from a solar call

Easen

Nate HollowayLISTENING10:44Mic onPauseEnd Meeting

Meetings

History

Knowledge

Insights3

TranscriptNotesChat

10:41·Nate

The Greenfield homeowner called about the install scope this morning.

10:43·You

The panel install is scheduled for the twelfth.

10:44·Nate

The homeowner says battery storage was part of the original quote — was it?

RESPONSE

ANSWERnow

“Whether battery storage was in the original quote”

No. The March 5 proposal was a 4.2kW panel system only. Battery storage was quoted separately as a £6,400 optional add-on, and the homeowner confirmed panels-only on March 12.

From your history with them

PinAskCopy

ADD

A March 8 email thread also shows the homeowner asking about the battery timeline and being told they had until April 1 to add it. They did not respond.

The homeowner confirmed panels-only in writing and never took the battery add-on.

“

I had a homeowner dispute last summer that would have cost me the full installation fee if I had not been able to show exactly what was agreed. Easen had the consultation on record. It was open and shut.

Ben H.

Solar Consultant & Installation Director

What every solar professional gets.

Everything in Easen — built for the problems your specific role faces.

Real-time response suggestions grounded in your past meetings

Automatic meeting summaries with decisions and action items

Pre-meeting AI briefing before every meeting

Document-grounded answers from your uploaded materials

Searchable memory across every meeting you have ever had

Floating overlay — stays above Zoom, Teams, Meet, or Webex

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