871 results found
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Automatically enable the guided design experience for new users
This users doesn't want to have to manually enable the guided design experience for each new user they invite
3 votes -
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
4 votes -
Simplified Architectural Plan Scaling
As a user, I want Solargraf to allow me to scale uploaded architectural plans using a single known measurement, when possible, so that I can quickly and accurately establish roof dimensions when complete exterior measurements are unavailable.
2 votes -
Default LiDAR Source Selection
As a user, I want Solargraf to allow me to select my preferred LiDAR source or set the most appropriate available source as the default so that I can use the most reliable data for production estimates.
2 votes -
2 votes
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3 votes
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Apply financing options per proposal option, rather than per project
As an installer I would like to be able to apply financing options per proposal option, rather than per project.
I want to create a Solar design option for one TPO product and a Solar+Battery design option for a different TPO product and I would like my customer to only see the specific TPO pricing for each specific design (proposal) option
7 votes -
Sales manager role
This user wants to identify a specific user who is the sales manager, and identify other users - typically salespeople - who report into this manager
The sales manager will only see users that report to them, and only see projects owned by users who report to them
Only an account owner (or parent admin) can define which users report into which manager
2 votes -
Validate micros against selected panel
This user wants the list of microinverters shown in the design tool to be validated against the selected panel, either when creating or editing an array, such that only compatible combinations of panel & micro are used
1 vote -
Percentage of Storage Price custom incentive setting
As an installer I would like to be able to create an incentive that is paid out based on a percentage of the battery (storage) cost only
1 vote -
1 vote
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1 vote
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Add Utility Rate Endpoint for API integration
Client would like to have utility rate as an endpoint when creating projects via API.
1 vote -
Preliminary proposal option
Client suggested that a preliminary proposal to be sent to client in the design process for array positioning approval from the customer.
Basically, during the solar design process, client would like to have a mini-proposal of the array positioning and design sent to their customer to approve array positioning and design creating a more solid commitment from the customer.
Could include simple screenshots of different rooftop images with different array positioning.
1 vote -
Ability to manually turn off a set quote expiration date
Client requested the ability to manually turn off a previously set quote expiration date before set date arrives.
1 vote -
As an installer, I want to be able to use different fonts when using Custom Proposal
Specifically:
-Roboto
-Open Sans1 vote -
1 vote
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1 vote
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Permit Portal Status Updates
Client would like to see permit status updates similar to project status updates (New, Sent, Viewed, Signed).
Client suggests permit portal contains ststus updates letting installers know when their permit request has been seen.
1 vote -
Filter roofing loans from solar loans
This user wants to filter the list of loans that appear in a project to show only those that are applicable to roofing, or only those that are applicable to solar. This will avoid sales reps accidentally using a home improvement (roofing) loan for a solar project or vice versa
1 vote
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