832 results found
-
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
6 votes -
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 -
As an installer, I want more recent lidar in Canada
As an installer, I want more recent lidar in Canada, so that I can create 3D models with the correct pitch.
1 vote -
As an installer I would like to be able to set "Manual" panel placement as default rather than "Auto" so I am able to manually place panels
As an installer I would like to be able to set "Manual" panel placement as default rather than "Auto" so I am able to manually place panels in my designs without having to make that selection within the project each time
1 vote -
1 vote
-
1 vote
-
1 vote
-
1 vote
-
1 vote
-
Proposal version history
Proposal version history:
Currently, when a rep reprices a project in Solargraf, the previous pricing is overwritten with no way to recover it. The customer is requesting the ability to view prior versions of a proposal, so that if pricing changes over time, users can go back and see what was originally quoted.For example: a client is quoted in February, a new rep takes over and reprices the project in April, and the client asks about the original price. Today there is no way to retrieve that earlier quote. A version history feature would preserve a snapshot of each…
2 votes -
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 -
Show Nameplate Capacity on Proposal for EG4 All Weather Battery
As an installer, I want to show Nameplate capacity on the proposal for the EG4 All Weather Battery
2 votes -
1 vote
-
As an installer, I want to see PCS curtailment for the new system only
San Diego County Solar feels it is disingenuous to show the PCS curtailment as a % of total production. Since the design pertains only to the new system, better to display curtailment only as a % of the new system (since he can only add or remove panels to the new system, or change the location of panels -to change the distribution of energy production - in the new system.
1 vote -
As an installer, I want to show only the new system's production on my proposal for system expansion
Client wants to exclude production from the existing system, and present only the portion of total consumption that is not already offset by that existing system. Essentially, he wants to clearly illustrate to the homeowner how much energy they consume today that cannot be offset by their current system, then what portion of that consumption the new system will offset.
1 vote -
API Auto Design
We would like this to be a full self-checkout for the customer.
They would enter our funnel, provide their information, we collect energy usage and feed that to the API.
We would hope the API would do an auto design, select our default equipment and default financing option.
Once the customer agrees they can qualify and sign like they normally would in solargraf.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 would like to export to csv data to include options such as kw, panel model, inverter details, kwh, price.
As an installer I would like to export to csv data to include options such as kw, panel model, inverter details, kwh, price.
5 votes -
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'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
- Don't see your idea?