845 results found
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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 -
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 -
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 -
Need to have required GoodLeap information in SG for Financial Analysis. If not in soon, will need to use another Product, as GoodLeap requi
Need to have required GoodLeap information in SG for Financial Analysis. If not in soon, will need to use another Product, as GoodLeap requires this.
1 vote -
Company stats page to reflect projects from date selected and status
The filter under 'Company Stats' does not take you to the corresponding project list within a selected time range. I need to see a list of how many projects I sent last week. I would think that would be a flaw that would just needed to be fixed. We are basing our company on this software integrations with salesforce and we are not sure Solargraf will do what we need.
2 votes -
Add GreenBank as a commercial project lender.
Add GreenBank as a commercial project lender.
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 -
post idea ui experience is bad
your develop server is accessible publicly, plz change it
1 vote -
Have a setting to block the creation of duplicate addresses in Solargraf instead of only showing a warning about them.
Have a setting to block the creation of duplicate addresses in Solargraf instead of only showing a warning about them. The account owner needs to control this so sales reps do not create competing proposals within the same company (which they are currently doing and would not stop).
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 -
Solar Loan proposal-- Top of page add in :show incentives and net Solar cost
When displaying the loan proposal .. the top part shows Loan amount , interest rate, payment etc ... but it does not display deduction of incentives ( Tax credit etc ) This causes problems 1) it makes price look inflated because not showing incentives and net solar cost after incentives. 2) Since this section not show incentives it also creates problem when trying to explain the tax credit $ --- which is not displayed in this section needs to be reinvested in loan in 18 months ... hard to have customers acknowledge this on a $ that is not even…
1 vote -
Ability to add Custom Stipulations ie tree trimming or removal ,etc
We need to add in custom terms and conditions or stipulations on solar proposal Many times our proposal solar financial calculations is based on tree trimming or removal , electric panel upgrade , etc . Many times the customer wants to hire there own tree guy or electrician etc We need to be able to add this stipluatiion as we design the proposal perhaps a section below the solar layout labeled "Stipulations".--Stipluations should be visible to customer. This way if the customer does not trim or remove trees that cannot complain about solar production or say they were not told…
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 -
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 -
Cost of Doing Nothing
Rather than "Solar Savings" in the proposal, can we call it "Cost of Doing Nothing"?
1 vote -
"Send To Sales Rep" Button on Proposals
We would like our salespeople who are not solargraf clients or users to be able to see quotes before sending them to our customer. "Send to Sales Team" option on the proposal would be great! Right now, the only workaround we have is to put a sales rep in as the customer email. This causes confusion in the proposal when our company email is listed with all the personalized proposal info for the customer. We usually have at least 3 options for our customers during a presentation, so downloading pdfs beforehand and sending them to our reps is not time…
1 vote -
email report
email a monthly report for the day/ week/ month/ year summery of the dashboard items.
2 votes -
Azimuth Details
Solar Graf
should consider adding the - Orientation Azimuth Degree to the Project Information Page
1) easier for us to quickly confirm Azimuth is correct.
2) allow owner to see Azimuth for proposed project.I take multiple steps to confirm Azimuth
1) edit drawing
2) click on panels
3) review Array Details
4) redo if you have multiple option in proposal5) need to review - Staffs work quickly just by reviewing - Manage Options then projectj detail - ONE PLACE
4 votes -
Monthly Net meter clear
Net Metering update.
Please create a feature that will allow us to show the client:
As such, your credit
amount will be capped by your monthly usage. The credit amount will be exclusive of any monthly base
charge, applicable taxes and fees or other charges (such as late fees, special meter reading fees, and fees
related to disconnection or connection of service)1 vote
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