101 results found
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1 vote
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Hide Project List but Allow Project Links
Provide a permission where a user can view a project from clicking on a direct link, but hide the projects button/prevent them from viewing the project list.
1 vote -
As an installer, I want to be able to manage "Mark as signed" from Roles & Permissions page
I want to be able to toggle on/off the ability for specific user groups to be able to "Mark as signed"
1 vote -
As an installer I would like to configure my user settings such that one user can see the projects of multiple other specific users but not
As an installer I would like to configure my user settings such that one user can see the projects of multiple other specific users but not projects created by other users besides the specific users they manage
1 vote -
Bulk download PDFs for multiple projects
As an installer, I would like to bulk download PDFs across multiple projects instead of downloading them one at a time.
1 vote -
As an installer, I want to define multiple solar price tables per state
Although we do support price tables per state, we support only one per state. If an installer wants their reps to choose between a “premium” panel at $3.50 per watt in California, or a “standard” panel at $3.25 per watt in California, they currently can’t do so.
1 vote -
% of system cost commission option
The new commission adder feature is a great addition. However, commissions in our workflow are calculated as a percentage of total system cost.
Currently, commission adders only support flat dollar and $/Watt options. Adding a % of system cost option would better support common commission structures and reduce the need for manual calculations.
1 vote -
Allow customizing the web proposal header title
Installers would like the ability to change the header label in the web proposal from “Your Energy Consultant” to a custom title (e.g., “Solar Project Manager”).
This would allow teams to better reflect their internal roles and branding in customer-facing proposals.
1 vote -
As an installer, I want to be able to toggle on/off user added to SG/project credit notifs
At user level we want to be able to toggle off which Admin/AO will receive the email about a new user being added/credit refund notifs etc.
1 vote -
As an installer, I want to be able to export projects from child account from Projects page in parent account
In the same way we can filter by Dealer 1, 2 & 3
1 vote -
User-level default preferences for notifications
Currently, notification preferences are managed at the company-wide level. However, this setup does not accommodate individual user needs effectively.
1 vote -
As an installer, I want to define default setbacks per obstruction type
As an installer, I want to define default setbacks per obstruction type, so that I can follow company policy without manually editing the setback at each obstruction.
1 vote -
As an installer, I'd like to be able to seperate out the Roles and Permission for financing at Project level
Example:
Current permission: Add or edit financing options with a projectStops user from both adding and editing.
Sales agent need to be able to:
Add financial option
Edit monthly payment
Not be able to change payment factorsThis would apply only to manual loan configs
1 vote -
As an installer, I'd like the pricing page to remember where I am on the page and keep me there once saving a specific adders
Right now - when I save an adder, it drags me back to the top of the page.
1 vote -
As an installer, I want the project list page to remember which page I was on when I exit from the pre-design page back to the project list
If I am on page 3 and exit, I am immediately returned to page 1.
1 vote -
As an installer, I'd like multiple price tables for Batteries
I'd like to have different pricing per State
1 vote -
1 vote
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As an installer, I'd like a role and permission to be able to show only certain templates to certain agents
Can we add a custom proposal that we can assign to certain reps under the child account?
1 vote -
List of Ideal updates needed visible on Solargraf
Want access to suggestions panel and voting to be on main page in Solargraf
1 vote -
As an installer, I would like the Lead details displayed in the email body content
We would like the below included in the email received when assigned a lead:
Client name:
Full address:
Phone number:
Email:
Notes:1 vote
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