845 results found
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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 -
The proposal is not taking an average of utility bills, it’s only taking the earliest one for some reason.
The proposal is not taking an average of utility bills, it’s only taking the earliest one for some reason.
1 vote -
Allow users to enable more than one T&C's at a time under company settings
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 -
None of the Above option for manufacturers in Storage Pricing Tables
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 -
User hierarchies on SG
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 -
When more than 1 battery is added, display all batteries under the initial 'Materials' section
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 -
to include CO2 usage on houses to our proposal
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 -
Finding the right tariffs using automatic usage rates
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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