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Solargraf Features


Solargraf Features

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  1. When we manually assign a project from sales rep A to sales rep B, we generally want to un-assign any other users who happen to be assigned to the project. We'd like an easy way to "un-assign all other users" whenever we assign a new user to a project

    1 vote

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  2. For a utility cash rebate, even in the case of a lease or PPA, the utility pays out to the account holder (homeowner). So for any incentive that is "utility" type, you need to display this on the proposal even when a lease or PPA is selected.

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  3. When our users place an order for a proposal design, we want them to request only one design (max fit), rather than the maximum-allowable 3, as is the case today

    1 vote

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  4. Certain financing partners require system production to fall within a specific range of the homeowner's current consumption. We want some notice in the design tool when estimated production adheres to or exceeds the range for each financier

    1 vote

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  5. Example:
    Current permission: Add or edit financing options with a project

    Stops user from both adding and editing.
    Sales agent need to be able to:
    Add financial option
    Edit monthly payment
    Not be able to change payment factors

    This would apply only to manual loan configs

    1 vote

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  6. Right now you have to manually pick which template applies to which project.

    We'd like to be able to automatically map to provinces (Canada)

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  7. Client would like to see irradiance per meter squared on the roof.

    1 vote

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  8. Client described an issue where reps are increasing the system price/price per watt at the project level. Client stated they are ok with their reps changing pricing, but they want a percentage limitation on how much the project price can be changed. Suggestion being 20% max change over what price or ppw is shown on the given project.

    1 vote

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  9. From client:

    "When I select my panels on a project on the classic design tool, the panel dropdown shows only my favorited panels, however, when I am selecting an inverter on a project, the dropdown shows the entire Solargraf inverter list. I would like the inverters to display the same as the panels, in that I only see the inverters I have favorited the same as the panels."

    1 vote

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  10. 1 vote

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  11. We want to be able to price adders on specific zoning

    1 vote

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  12. Client suggested short, 2-3 minute videos addressing common Solargraf issues and organized into a FAQ style YouTube playlist.

    Issues suggested for videos:
    - Manual panel placement
    - battery tool settings
    - Roof line editing
    - Manual azimuth editing

    1 vote

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    0 comments  ·  Others  ·  Admin →
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  13. As a user I want the option to customize the Overview section on the proposal. eg: Hiding Payment Details

    1 vote

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  14. As a user I want the option to customize the System Design section of the proposal, I want the option to show the Consumption Offset

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  15. Client has a NY incentive that is centered around storage and offers a $/kW incentive. Currently does not have a $/kW option in incentive builder to model.

    1 vote

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    In Progress  ·  0 comments  ·  Incentives  ·  Admin →
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  16. 1 vote

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  17. 1 vote

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  18. Client would like a permission to able/disable roles to adjust slide order in proposals in project.

    1 vote

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  19. Client would like to have aspect ration sizes added to proposal editing tool so they can see what recommended image size would be best for each slide.

    1 vote

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  20. I'd like to have different pricing per State

    1 vote

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