832 results found
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Loan Rate Effective Date
Would like an effective dates for loans so the customer brings up correct loan rates. If a loan partner is changing rates, it is difficult to be able to implement the loan changes on the exact date it changes. It would be good to enter ahead of time with the effective date to allow the proposal to display the rates that are effective on the day they open the proposal, assuming they haven't signed the proposal.
1 vote -
Accuracy of daily production graph is off.
I am looking at the production vs consumpton graphs and after taking direction, angle and irradiance, trusting the system is telling me a good projection of peak production. Versus what we are getting, I may have designed with a smaller Inverter based on your projections. Getting way over 25 kW peak in the month of may. Just saying.
1 vote -
Multiple Automatic Usage Utility rates to a project (Multiple meters per utility settings)
I would like to be able to add multiple automatic usage utilities to a single project. working on multiple projects right now that have 2, even 3 different meters.
7 votes -
Need for Permits send invoice when a Permit is charged?
Need for Permits send invoice when a Permit is charged?
1 vote -
Faster turnaround for PAAS
Users want a better proposal service by:
-Shortening the turnaround to under 1-hour
-Making the order form easier to fill out
-Simplifiying design revisions3 votes -
Text a proposal
The ability to send a proposal through text to the homeowners as opposed to email
1 vote -
More customization for user roles
It would be helpful if you can create a user role that does not have access to pricing (ppw, extra costs, discounts, etc). Also if we could add default extra costs to certain users/teams.
1 vote -
Create custom field in Projects page
I am in need of creating custom fields in the project page for each new project/Lead. How can I make a custom field?
2 votes -
Need a way to have an additional cost default ONLY for certain reps/sales people.
Need a way to have an additional cost default ONLY for certain reps/sales people.
1 vote -
Edit Lead Status
When setting up Lead Status', It would be helpful to have the ability to edit the description.
3 votes -
Ability to edit irradiance values
Client wants the ability to input their own irradiance values, at times where LiDAR data is not accurate enough.
1 vote -
Add Specifics to To-Do List on Dashboard Page
Add link to Project page in Tasks/ To-Do List. We don't know who the customer is and it doesn't connect to anything - looks like a random note.
1 vote -
Incorporate a Lead Intake Template into the Lead Notes section
Create a Lead Template for Lead Generators & Sales Reps in the NOTES section of the Lead page.
GOALS:
1- Goals you want to achieve by going solar?UTILITY BILL:
1- Copy of your most recent electricity bill?
2- Do you know what your annual consumption is (kWh)?FUTURE NEEDS/WANTS:
1- Plans to use More/Less electricity in future?
2- Plans for an EV?FINANCING:
1- Cash or Financing?
2- What is your Credit Score?PRODUCTS:
1- How important is warranty to you?
2- How important is aesthetics?1 vote -
Automatically Import Lead Appt/F-Up Dates to Project Page
When converting a Lead to a New Project, automatically import appointment and follow-up dates to Project Page.
1 vote -
Need to have a basic template for Leads page.
Need to have a basic template for Leads page.
1 vote -
Remove calendar pop up on automatic usage rates section. Or at least toggle on/off switch.
Remove calendar pop up on automatic usage rates section. Or at least toggle on/off switch.
1 vote -
Need to be able to make appt date and follow up actions on Leads section.
Need to be able to make appt date and follow up actions on Leads section.
1 vote -
Livechat box blocks the entire left side of my screen
How I am supposed to get good customer service when the chat box blocks the entire left side of my screen.
1 vote -
View posted Ideas before posting your own on Uservoice
In Support the "Post Idea" button takes you to a box directly to post an idea ... It would be better to upon clicking button to be able to see recent ideas posted first before posting your own .. in case someone has already posted.. also so users can view all recent ideas and vote! -- There is no link in support to see recently posted ideas!
2 votes -
Have more Financing partnerships that will work with smaller businesses
Have other partnerships excluding Goodleap, Mosaic, Dividend and SF that work with new businesses and start ups so that more loans can be offered to home owners.
1 vote
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