77 results found
-
1 vote
-
1 vote
-
post sale project managment filters by status
I want more post sale project managment features to be more like a full crm. Mainly, I want the project timeline Status to be available on dashboard and offer filters between all the timeline steps to pull up all projects under each step when selected
1 vote -
1 vote
-
1 vote
-
1 vote
-
Hidden extra cost adders not reflected in visible proposal line items
When extra cost adders are set to "Public without cost showing" or "Private," their values are included in the Total System Cost but not reflected in any visible line item on the proposal, causing the line items to not add up to the total. This is particularly problematic for adders calculated as "% of storage price," which are not absorbed into the Battery Cost or any other visible line, unlike other adder types (such as $, $/watt, or % of solar cost) that correctly roll into the Solar Cost line. The expected behavior is that hidden "% of storage price"…
2 votes -
1 vote
-
As an installer, I want to be able to switch "System expansion" to "New system" via Manage Projects
Right now we cannot change these back. Clients often decide to rip out all system at appointment, leaving us stuck.
1 vote -
As an installer, I'd like to see the email address used when sending the quote under system notifications
I would like to be able to see at high level, which email address the quote was sent to.
1 vote -
1 vote
-
1 vote
-
1 vote
-
1 vote
-
Project Timeline Open on Overview Page in the Project Status Section
As an installer, I would like to have my project timeline steps open and visible in the project status section above the design tool. This will help my sales reps quickly see what stage in the timeline they are currently at. Will help with sales process and organization.
1 vote -
2 votes
-
As an installer, I want the customers name visible on the Project Overview page
It's annoying to have to open Customer Information everytime
1 vote -
Bulk archive projects
As an installer I would like to bulk archive projects instead of one at a time.
3 votes -
Include system and battery details in reports
Reports should clearly indicate which system types were quoted and whether the proposal included a battery system.
Adding this information would make reports easier to review and more useful for tracking what was bid.
1 vote -
Pull Existing system data from enlighten app into Solargraf for system expansions
The idea would be if a client inputs an address that exists within the Enphase enlighten app, we can then pull the existing system data for that site and make the system expansion process faster and easier on the predesign page.
1 vote
- Don't see your idea?