845 results found
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Roles and permissions structure
Hi, for roles and permissions under users.
Can you make the managed by and manages fields visible when making edits to current users?
For example, when we create a user along with their roles and permissions, at the bottom of the permissions, there are 2 fields that we can choose from which is "manages" and "managed by".
1 vote -
1 vote
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Coperniq Integration
we want to link up Coperniq with Solargraf.
We can get our signed proposals out of Solargraf but we can’t export out signed documents.
We are going to continue to use Solargraf as we always have but we want our CRM to be coperniq and want all the info to go automatically.
1 vote -
Prevent child roles and permissions (pricing permissions)
As a parent account owner, I would like to be able to restrict our children account owners from editing the pricing in Discounts & Extra Costs. I would like to be able to do this from my own account without having to access each child account to change the account owner's roles and permissions.
1 vote -
SG charges sent as email notifications
email notifications for when we are billed. most businesses need these charges entered into their system for tracking. an email would help charges not fall through the cracks.
1 vote -
Permit Portal Imaging
Have the same ratio image in the permit portal as the design tool. The permit portal image zooms in on the array, but in ground mount situations, the portal zooms to the array removing the house from the image making the placement of the MSP and UM difficult.
2 votes -
Void Previous Contract Icon
Sometimes a customer signs a contract and changes need to be made after signing. We clone the project, make the changes and the customer signs the new proposal, we would like to see some sort of void previous contract icon when a second proposal is needing to be signed. This avoids confusion and incorrect documentation being used.
1 vote -
Display Extra Cost amount
In order to pay sales commission, I need to know what amount to pay. I have configured Solargraf to automatically add an Extra Cost item that is x% of the Solar Price. I would like for Solargraf to display, not only the "x% of the Solar Price" but also the dollar amount. It would be great if Solargraf did that for all the Extra Cost items that are configured to be expressed in terms of a percentage.
2 votes -
New design tool enhancements: To extend the obstruction modeling options (Add more shapes and sizes )
New design tool enhancements: To extend the obstruction modeling options (Add more shapes and sizes )
1 vote -
0 votes
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Remove Tree Height Limit
Remove tree height limit. We have customers with trees that exceed 100ft.
1 vote -
As installer I would like to add battery material items that increase storage capacity of modular storage system but that does not increase
As installer I would like to add battery material items that increase storage capacity of modular storage system but that does not increase output capacity
1 vote -
As an installer I want to toggle off "Show Hourly" in the breakdown section
In the "Usage Breakdown section is there a way to have just the monthly totals in the graph and not hourly? currently none of the Utility providers in our region have varying rates throughout the day so the hourly graph seems to just confuse people more ….Or are we missing something in the design & Quote that woudl want us to have that hourly showing?
0 votes -
1 vote
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Support Utility tariffs in the Cayman Islands
I would like to see Solargraf support Utility tariffs in the Cayman Islands.
1 vote -
Adder Menu On Proposal Page
Have an adder menu on the proposal page to rapidly add or remove extra costs from the proposal page to prevent our salespeople from page jumping while making a presentation.
1 vote -
adding a disclosure sentence at the signature line
we want to have a disclosure line as a Signature line right ON the signing page.
Disclosure: Bold-face type of the minimum size of ten points, near signature.Line we wished to add is shown below:
“You, the buyer, may cancel this transaction at any time prior to midnight of the third business day afterthe date of this transaction. See the attached notice of cancellation for an explanation of this right.”
1 vote -
Monthly consumption
Make monthly selection easier when entering consumptions. Just one button to push to select a month.
1 vote -
Extra costs
When Sunlight back up is added in the design portion it should add the extra cost associated with it in the extra costs section. with out having to select it manually in the extra costs section.
1 vote -
Split up consumption data from utility data, or provide specific permissions for each
Currently Utility and rate selection is on the same pre-design and Utility settings page as entering Usage/Consumption data. As an installer, I want to be able to restrict access to changes to the utility information (Rate selection, inflation rate, buy back and sell rates) but continue to allow outside sales rep to enter homeowner consumption.
And/Or - provide specific permissions to restrict data entry for each of these sections from the utility page
1 vote
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