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Solargraf Features


Solargraf Features

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  1. Currently SG's timeline calculates the % of the timeline based on the project price - any other fixed amounts from the other steps.
    The user needs to have the option on the Project Timeline to calculate every % step based on the % of TOTAL project cost without the fixed costs playing a factor.

    2 votes

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  2. 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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    0 comments  ·  Proposal  ·  Admin →
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  3. 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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  4. 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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  5. Add an option for standard docs (e.g. company presentation) that are set by default on the company settings and applies to all proposals under the 'Project Files' section of the project page.

    2 votes

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  6. I would like to be able to add pictures to materials in a project

    1 vote

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  7. 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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  8. Make changes to "About Us" in "Quote Customization" applicable to projects created prior to the changes. We are one of your oldest subscribers. We are an Enphase Gold Installer. We have a heavyweight account. Please fix this immediately.

    2 votes

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  9. I would like to be able to add multiple automatic usage utilities to a single project. working on multiple projects right now that have 2, even 3 different meters.

    7 votes

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  10. 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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  11. Have more than one email template which will allow us to more efficiently serve our customers

    2 votes

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  12. Customize company utility settings to have different utility options at different project locations

    2 votes

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

    1 vote

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

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  16. When ordering plans, incorporate additional locators for inverter, disconnect, battery, transfer switch. The disconnects are required by code. this will make the creation of the directories much easier for the draftsman. Where do I vote on existing ideas to improve Solargraf?

    1 vote

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  17. ensure that some private rebates are not removed before calculating loan amounts

    1 vote

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    0 comments  ·  Financing  ·  Admin →
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  18. 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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  19. Please make your CHAT WITH US feature easier to find.

    Most other companies already have a easy link that pops up on the page once I pull up their product page. (Would you like to Chat with Us?)

    It would seem to me as a tech company, this should have been done long before me having to ask for this.

    Please catch up to other companies on this!

    3 votes

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  20. Only Show Production (for New Build)

    1 vote

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    1 comment  ·  Proposal  ·  Admin →
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