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Solargraf Features


Solargraf Features

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  1. The proposal is not taking an average of utility bills, it’s only taking the earliest one for some reason.

    1 vote

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  2. Currently, although users can add more than one T&C's in their company settings, only one can be visible at a time. We are requesting to enable more than one at at time.

    1 vote

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  3. Battery storage Price tables need a manufacturer option of "None of the Above" so we can price our own batteries in our company settings.

    1 vote

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  4. Having a button on the project page allowing a sales rep to select. From there, it will trigger an email to the sales manager to review the proposal. This button should give the manager the ability to disable the option to sign the proposal if the manager considers the project created by the sales rep is incorrect. Note: this is a request for Cutler Bay Solar Solutions, not Andrew Ortega. Andrew is no longer working for the company

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  5. When more than 1 battery is added, display all batteries under the initial 'Materials' section. Currently, only the first battery is added under this section and the remaining batteries under 'Additional Materials'.

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  6. To include CO2 usage on houses in our proposal. Co2 on the house and usage are not strictly related to solar savings but it helps to build up a whole system of benefits for the homeowner. It helps the prospects understand all the benefits that can cause moving to Solar energy.

    1 vote

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    Under review  ·  0 comments  ·  Proposal  ·  Admin →
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  7. When they are referring to the homeowner’s bill to input their data into the utility settings, the tariffs rarely reflect what the bill says which is very confusing for the installer.

    1 vote

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  8. We need more Genability insight. An explanation on how Genability got to those numbers and a breakdown of them. Solargraf relies heavily on Genability but the user doesn’t have full access to the data.

    If the user wanted to know the sell rates for that particular tariff, they would have to dig in the monthly breakdown, it may be useful to have it on the settings.

    1 vote

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  9. 1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  10. The user needs a more clear representation of how the credits are applied to the utility bill without having to go to two different columns. (Utility and Credits column). Ideally you would be able to see the monetary impact in a more straightforward way, to your bill.

    1 vote

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    0 comments  ·  Financing  ·  Admin →
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  11. I would like to have each Proposal Option contain individual timelines specific to that Proposal Option. Thank you!

    1 vote

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  12. In the material list there should be a monitoring section for a list of monitoring options. please make it happen.

    1 vote

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    0 comments  ·  Materials  ·  Admin →
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  13. Status sorting and display check boxes need to be changed to work as a CRM for follow up. The display options and sorting options need to favor the status of the work flow.

    1 vote

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  14. I would like a request to see if the ITC can be taken away for a 2 payment loan. I have a 10 year loan that is interest only for 24 months with 20 year amortization- however, we are not taking advantage of the ITC in its full or potentially at all, because of their tax situation. This is important because we are going to be offering this loan from the bank for multiple commercial projects and need to have a comparative ROI to best help our customer make a decision.

    1 vote

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  15. Yearly filter on the company stats and project page.

    1 vote

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  16. Provide more information on how the tool generates production estimates.

    1 vote

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  17. If the client adds a panel specification when creating a proposal; he would like this information stored directly on his settings so he does not have to manually add it again in the future. The client is aware he can add it on his settings page, but he would like a new functionality where the information is stored automatically when creating the design, so he does not have to add it twice ( on the project level and company level)

    1 vote

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    0 comments  ·  Materials  ·  Admin →
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  18. I would like a feature where we can toggle whether or not dealer fees are automatically calculated in our proposals with Mosaic

    1 vote

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  19. can we get better shading analysis

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  20. Solar Graf
    should consider adding the - Orientation Azimuth Degree to the Project Information Page
    1) easier for us to quickly confirm Azimuth is correct.
    2) allow owner to see Azimuth for proposed project.

    I take multiple steps to confirm Azimuth
    1) edit drawing
    2) click on panels
    3) review Array Details
    4) redo if you have multiple option in proposal

    5) need to review - Staffs work quickly just by reviewing - Manage Options then projectj detail - ONE PLACE

    4 votes

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