845 results found
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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 -
Add Bank Account Option for Solargraf Account Payment
Allow for bank accounts to be added, not just debit/credit cards. Debit cards have a limit that can be spent in one day and if you have over 5 permit sets to order, you will hit that limit and nothing else will be able to be spent on the card for that 24 hour period which can cause issues if it is a company card.
1 vote -
Would like to see revisions be free even after the 6 month time period.
Would like to see revisions be free even after the 6 month time period.
2 votes -
Automated Sungage Monthly Payment
There is no videos on how to manually enter in loan options, Like sungage, If so how do we get Sungage programed where we don't need to manually enter it much like greensky & all those?
9 votes -
email report
email a monthly report for the day/ week/ month/ year summery of the dashboard items.
2 votes -
Annual Usage on Webquote and Utility Settings does not match
Entering data is difficult. To enter annual usage is not very user-friendly and it does not match when he enters the monthly information.
1 vote -
Option to apply new default Project Timeline to existing projects
the option to modify previous projects when adding a new default project timeline
1 vote -
Simplify homeowner credit application for goodleap
to improve homeowner credit application for goodleap.
- The homeowner credit application for Goodleap should be easier. It has too many options available, and it is a lot better to use the lender's portal
1 vote
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