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Solargraf Features


Solargraf Features

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832 results found

  1. The option to account for savings for those who Work From Home who claim there home office as a business expense.

    1 vote

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  2. What we would like to have is the bottom part where it shows the payments breakdown, at the top, and the part showing the loan amount at the bottom on the opposite end.

    Loan payments, estimated new utility bill and estimated new monthly bill at the top
    then below Loan Term, Loan APR and Loan amount on the bottom in that order

    2 votes

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    1 comment  ·  Financing  ·  Admin →
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  3. Allow for the ability to add or remove certain columns in the Month-by-Month details on the proposal.

    Our state doesn't have net metering credits so it shows up as 0 causing customer questions.

    1 vote

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  4. Allow option to hide equipment type. With supply chain issues as of late, we could end up changing out the panel type before construction. Most customers don't care what type panel so why introduce a name to them at this point in the sales funnel?

    1 vote

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  5. think it would be a good idea to have within a proposal a section where we can see out material and labor costs to the company to make sure that we are hitting our company gross profit margin marker. A cross-reference, our cost vs customer cost.

    1 vote

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  6. I want the contract to autofill the relevant info from the Soalrgraf proposal (example name address , system size etc

    1 vote

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  7. On a new project, could you please put an option for "Off Grid." All we have to do is check mark that box and it will negate the finance part of designing a system.

    3 votes

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  8. Bypass going to the project page in order to send a quote. Gve the user the option to send email quote without having to click into the project, wait for the preview to load, wait for send to load, and then click send.

    1 vote

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  9. E-sign improvement - The Sales Rep should be able to show to the homeowner a page that is not showing all the Settings option and should have a section wherein their clients can sign the quote when presenting it in person. They can't have the homeowner access their emails from the Sales Rep devices.

    1 vote

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    1 comment  ·  Proposal  ·  Admin →
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  10. I would like to be able to add pictures to materials in a project

    1 vote

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  11. In the Racks in the materials section of a project. I would like the option to change from Quantity to Complete set so the customer doesn't think they're getting 1 rack.

    1 vote

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    0 comments  ·  Materials  ·  Admin →
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  12. Only Show Production (for New Build)

    1 vote

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    1 comment  ·  Proposal  ·  Admin →
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  13. Uploading a panel spec sheet should automatically fill out the panel info in Solargraf

    2 votes

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    0 comments  ·  Materials  ·  Admin →
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  14. The user needs to have the company signature prefilled for all of their quotes, to avoid going back in to sign every quote.

    Also to have installer signature appear first in proposal

    2 votes

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    1 comment  ·  Proposal  ·  Admin →
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  15. need the option to calculate Extra Costs based on the Base Price + Other Extra Costs

    1 vote

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  16. Currently, I have to call in to get changes to a proposal I have ordered. It would be nice if there was a revision button I could utilize on a proposal order when a customer changes their mind. This happens frequently and I have to call in to make changes.

    1 vote

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  17. Need to list multiple addresses for different branch locations in different states

    2 votes

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  18. We would like to use solargraf with Autocad. We have an engineer on our team who will be doing the CAD design for us

    1 vote

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  19. Need to merge projects rather than separate links, all in one quote and different options.

    1 vote

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  20. Add a "Savings" column in the savings section on the web quote.

    1 vote

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