832 results found
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1 vote
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1 vote
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Adding CRM Functionality
We are in need of a CRM for lead and appointment booking. We would like to add this functionality in to Solar Graf.
1 vote -
Reverse tilt button
Can we get a reverse tilt button in the edit drawing? we sometimes need to reverse tilt panels in order to maximize exposure to sunlight (example: ne baseline). It would make it easier to calculate panel angle.
4 votes -
Adding updated New Jersey SREC
Essential Power would like to see the New Jersey SREC to be added to the Incentives list in Solargraf.
1 vote -
Delete projects as a non admin
I want to delete projects as a non admin
1 vote -
As an installer, I want to be able to chat with Managed Service providers
For Permit services and PaaS, add a chat functionality (similar to what is available to Enphase permit customers) that can be accessed in Solargraf for installer and in ENLM by design teams (internal)
1 vote -
Expand Timeline Steps functionality
Expand the use of Timeline Steps. For details, see attachment.
1 vote -
Increase character limit of document template
I have created some Document Templates. Most of these fit within the 10,000 character limit but I have one (the contract) that exceeds this limit. In order to accommodate this, I have to split the contract into two Document Templates (Part 1 and Part 2). This workaround works, but it is not the best solution.
I would like to see this limitation increased from 10,000 to 50,000 characters.
Thanks
1 vote -
Applying a new default loan to existing projects
As a company, Go Green Electric, would like to see a toggle or something of the sort to swap an existing loan for a new default loan on previously existing projects. It would save substantial amounts of time when lenders create new loans with different rates/dealer fees.
1 vote -
Improve how phone is listed on proposal email
Improve format for the text/phone number in the quote emai.
1 vote -
1 vote
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As an installer I would like user roles that do not count towards my subscription number. E.g. Accounting
Casey from SolQ would like a user role that has no permissions for drawing. For example, office managers, accountants.
Users that would only log in periodically and would not be counted towards total no. of users for subscription $
1 vote -
Project Exports to export to files as .xlsx or PDF
Currently project data can be exported to CSV. The request is to add .xlsx and PDF as file types to be downloaded.
Customer understands that CSV can be opened in Google Sheets or Excel and printed to PDF, but he'd like to skip those steps and export directly to these file types.
1 vote -
Default Material Groupings
When certain materials such as roofing material is set, a default preset list of components are assigned to the project. For example: If rolled asphalt is set as roof material; racking, standoffs and flashings are set to predetermined (by the company) default components.
2 votes -
1 vote
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1 vote
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Add utility bill number to contract template
Hello,
We need to add utility bill account number to have it show up in the contract template when the customer signs our contract and right now we don't know of a way to make it automatically be inserted.
I know there's a way to add a custom placeholder in the pdf, but that means the sales reps need to remember to add the account number before sending the contract for signing.
Suggestion 1: a custom place holder could be added to prompt the sales rep or customer to input this information while they are signing.
Suggestion 2: adding a…2 votes -
Pricing grand total
I'd like to see a grand total of pricing listed under the pricing tab under 'Manage Project'. The only way of currently reviewing the total price is to look at 'preview quote' or to download the proposal.
3 votes -
1 vote
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