845 results found
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1 vote
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1 vote
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1 vote
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Notify Project Owner when customer opens expired proposal
You recently added functionality to set an proposal expiration date, which I like. It would be great to notify the project owner that a customer tried to open an expired proposal so the project owner can follow up
1 vote -
QC your Updates
Your upgrades have clearly not be tested.
The inverter options are a random list of inverters in no particular order. This creates a HUGE WASTE OF MY TIME trying to find the right one. Can't you just alphabetize them (I can't believe I'm having to point this out to you).
Also, when I add a battery to option 2 it is actually adding it to option 1. WHY?
Your "fix" to the Utility input section has made inputting monthly kWh usage so much more laborious. It used to be simple to TAB through and add kWh, hit enter. Now TAB…
1 vote -
Add utility bill number to contract template
Hello,
We need to add utility bill account number to have it show up in the contract template when the customer signs our contract and right now we don't know of a way to make it automatically be inserted.
I know there's a way to add a custom placeholder in the pdf, but that means the sales reps need to remember to add the account number before sending the contract for signing.
Suggestion 1: a custom place holder could be added to prompt the sales rep or customer to input this information while they are signing.
Suggestion 2: adding a…2 votes -
2 votes
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Easier method to upload usage
Most of our bills have a bar graph indicating the usage. Please implement an interactive bar graph in the New Project page Utility Bill section that we can match up with the one we have to visually import the usage.
1 vote -
1 vote
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Ability to download a PDF when Genability doesn't work
Ability to download a PDF when Genability doesn't work
1 vote -
Show Checkboxes Sticky
Personal Options "Show" checkboxes should be remembered. Right now only defaults to New which makes it hard to find Sent Proposals and you have to set checkboxes every time you launch.
1 vote -
Month to Month Net Metering (MA)
In our service area there is only "full" net metering up to 10kW. We are allowed to install over that limit but then the net metering only applies month to month. It would be great if there was a setting in "utilities" to be able to have this reflected on the quote. Thank you for your time and consideration and please reach out if you have any questions. keith@grenergysolarstore.com
1 vote -
The system shall allow users to work on the opted cloned proposal without returning to option #1 after any modification
When working on a cloned proposal, the system defaults to option 1 ( the initial proposal ) after performing any modification.
Example: The client is working on proposal #2. He /she updates the pricing section and clicks on save. After this, the client will be redirected automatically to the original proposal (proposal#1). If the installer wants to modify another section of proposal #2, he/she has to select the option again, and so on.
1 vote -
1 vote
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1 vote
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Installation Progress Tracker for homeowners
Installation Progress Tracker
A project tracker that allows the homeowner to log into an app to see the status of the installation from Site Survey to Interconnection.
1 vote -
power usage data entry
Allow for 'keyed' selection of the year and date when beginning entry of power usage information. This is instead of having to click back through the calendar 12 months and selecting a range just to get started. Once selected, it is easy to click 'add bill' and go from there, but getting to that point is a pain.
1 vote -
Separate Timelines by Loan Provider and Cash/Loan Hybrids
We have more than 1 loan provider because some offer better packages for different customer’s financial circumstances. It would be helpful to have a project timeline associated with a specific loan provider as each provider has different timelines in and percentage completion of the project they will pay out at. So, loan provider 1 may pay out 50% day 1, 30% day 10, and 20% at completion. Another may pay out 30% day 1 and 70% at completion. We also have some customers who pay of portion of the project in cash and the remainder is funded by a loan.…
1 vote -
Formatting Control Over Savings Section
Make the coloring on the savings section more customizable!
We would like to send out proposals that use our brand coloring, ubt the only section that stays dark blue is the savings section and it just looks odd to have one section a different color.
1 vote -
Build INbound and outbound webhooks
Direct inbound and outbound webhooks for integration
2 votes
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