832 results found
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1 vote
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1 vote
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Followup notification after project is viewed
Client would like an expanded notification process for leads/projects. For example, instead of being notified when a project is sent, viewed and signed, he wants an additional notification for follow up in between viewed and signed.
1 vote -
A link to update the materials section directly from the permit order form without having to start over the permit plan set application
When applying for a permit, there are several extra steps he has to take each time he changes the materials.
If we had a link where he could update the materials section directly from the permit order form without starting over the permit plan set/ stamps application.
For example,
Steps:
-click on missing rack
- go to the materials section
- go back to the form without having to start from scratch.1 vote -
To be able to override Production estimate calculations
client would like to be able to adjust production estimates based on their desired criteria.
1 vote -
print out marketing materials with drawn solar on
Be able to print out marketing materials withdrawn solar on to mail to potential customers."
1 vote -
Down Payment for financing proposal
I also wanted to see if Solargraf would be interested in having a "Down Payment" option show up on a customer's proposal when they select a financing option up top? Maybe the customer can type in how much they want to put down and it would take it right off the top and calculate a new monthly payment? I think this would be something very interesting......
3 votes -
Show historical data using Genability.
To show a comparison of previous years bills on the proposal of what the client’s rate was in 2019, 2020, and 2021. This is for his sales team to show utility rate inflation over the past few years to home owners.
1 vote -
The Inflation Reduction Act should be displayed in the Solargraf proposal
The Inflation Reduction Act should be displayed in the Solargraf proposal, especially for commercial customers. There's now a 2.6 % production tax credit.
Example - if the system generates 100,000-kilowatt hours this year, the owner can get back from the government 2.66% or $2600. The IRA calls it the production tax credit.
1 vote -
Statement doesn't reference specific job
Please provide job names or address as a part of the statement invoice to help reference the fee to a specific project. Thanks.
1 vote -
Separate products not connected to solar system
I'd like to be able to use this program to sell other related products that don't include solar system
1 vote -
Create a Geomap based on quotes sent/viewed/signed/closed
Use the data from SG deals sent/viewed/signed etc to show a Geomap to be able to see on a map where in the area has already been pitched, signed closed etc.
Color code this based on deals.
1 vote -
As an installer, I would like to use custom incentive URLs on the web quote for existing Incentives
For existing settings provided by Solargraf, there should be a way to edit the provided Incentive Website.
1 vote -
Make cash vs financing toggle more visible in proposals
Homeowners often aren’t aware that multiple financing options are available in the proposal. Making the cash vs financing toggle more visible, especially within the payment or detailed proposal section, would help customers better understand their options and reduce confusion around pricing and payments
2 votes -
Company stats page to reflect projects from date selected and status
The filter under 'Company Stats' does not take you to the corresponding project list within a selected time range. I need to see a list of how many projects I sent last week. I would think that would be a flaw that would just needed to be fixed. We are basing our company on this software integrations with salesforce and we are not sure Solargraf will do what we need.
2 votes -
Show loan payment before and after tax credit is applied
We added a finance company that we work through into our system, which can be reflected in our proposals. This is a great feature, however, the "initial payment" displayed is what the payment would be if the customer decided to put the tax credit back into the loan and not what they will be paying month one. I'm guessing this is because we have the 30% tax credit in the proposal and it is automatically factored in, but this is not an accurate representation of what the customer's initial payment will be. It would be awesome if the proposal would…
1 vote -
Show Energy Savings in the Utility section
Can you add energy savings from energy efficiencies to the proposal? Maybe show the energy savings in the utility section like it does on Energy Periscope?
1 vote -
Notes/Appt/Follow-up Fields for Lead Page
On Leads Page:
1- Add a "Notes" Field
2- Make Appt Field modifiable for Sales Rep
3- Add a "Follow-Up Date" Field
4- Add a "Next Action" Field
5- Disconnect the Calendar and Clock dropdowns from Date/Time fields.Thank you!
sonia@magenta.solar2 votes -
Celigo Integration Needed
Good morning. This is Nick Kadlec with NM Solar Group. This is more of a need for us to continue to use Solargraf as a company than an idea, but when I called the support line this was where I was directed to make this need known. We have begun the process of using Blubanyan's solar success software to connect our company and its processes. They utilize enerflo integrations using celigo. We are being told that solargraf does not allow for the use of celigo, but only zapier . Our need is for Solargraf to allow for the celigo integration.…
1 vote -
Show previous versions of a Project Option
Please have a version of the clients reviewed bids and date stamped (a link that shows the previous bid).
1 vote
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