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Solargraf Features


Solargraf Features

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  1. Client would like to see an additional popup field on the proposal order form when battery backup is selected to fill in the backup needs for the battery.

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  2. Client would like to see the battery backup checklist on the overview so they can gather backup data sooner in the process to better gauge battery selection.

    1 vote

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  3. 1 vote

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  4. Have the chat make note of valuable feedback suggestions and send them in instead of having customers come here to add feedback. Its extra steps and you're likely missing out on valuable feedback that the chat support gleans but doesn't share.

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  5. This user sells EV chargers to commercial customers, who generate revenue when their customers use their chargers.

    The installer wants to be able to model projected revenue for their customers on their Solargraf proposals.

    Approx formula could be: Is anyone working on integrating EV chargers into SG? Had a customer ask about showing revenue from these for a commercial project

    They said a simple formula could be:

    Number of chargers * $ per charge * number of charges per day per charger * 365 / 12 = monthly revenue

    Should impact ROI / payback and display in monthly breakdown

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  6. Add Contract Signed Date.

    As some homeowners provide a wet signature rather than Docusign, we need to be able to enter the Contract Signed Date and the Cancel Contract Expiry Date and have these data elements stored in the database.

    Also, make these data elements available in Document Templates as a Placeholder.

    1 vote

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  7. 1 vote

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    0 comments  ·  Materials  ·  Admin →
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  8. We have several utilities who pay out for overproduction each month. It would be great to have the option to show the customer their actual costs per month on average for the year to simplify sales. Ex: ON AVERAGE through the course of the year, the customer has a bill of $100/month. ON AVERAGE they produce $150 worth of solar/month (net metering at retail rate). ON AVERAGE, their bill is a negative $50 (-$50) each month indicating that the utility is paying them $50 each month. Every other proposal tool I have used does it that way and it is…

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  9. As a user I want the option to have percentage based down payments on Loan financing options.

    1 vote

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    0 comments  ·  Financing  ·  Admin →
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  10. Currently the systems and the roofs they sit on are aging. im doing a lot of tear off the old re-roof and install new solar. but i dont have any way to model it. we need something like the addon but replace estimated old production with new.

    1 vote

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  11. Client would like to see mobile optimization of the software, not necessarily a mobile version, but something that makes using the software on a mobile device more user friendly and sturdy.

    1 vote

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  12. 1 vote

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  13. I have been using Aurora, and so far, I've found Aurora requires far fewer tweaks to designs because it incorporates some obvious logic that Solargraf does not. Some examples:

    Like two roof planes that share the same peak will generally have the same pitch and edge lengths. That should be a starting point, not something you have to adjust manually.

    Two adjacent roof planes will automatically have a "wall" between them.

    Two roof planes that share the same peak won't both face the same direction.

    It just seems like this was designed backwards.

    1 vote

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  14. See summary of the user's request on the attached screenshot.

    User would like the solar energy disclosure document put on to every PDF download for CA as it is against the law to not have this on the proposal.
    There are 3 things that finance companies and California Law requires to be present on page 1, these are the things we are missing and need on page 1.
    Home Improvement P1
    Date signed P1 Not Present
    Label of Address for Cancellation P1 Not Present

    "Label of Address for Cancellation" is this custom section he added to his proposal. He's saying…

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  15. Currently, when we receive a Docusign envelope back, we don't see project ID's or Finance data. We would like to add Project ID's and finance data to the data being sent and returned through the Docusign integration so that info appears on my CRM.

    1 vote

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  16. There's no way for Solargraf to offer engineering plans when the ones doing the plans are from out of the country. How is it possible that the plans we've submitted to the Building Department keep on getting rejected for minimal things that an engineer from the state SHOULD KNOW. But obviously they don't know because they are overseas. What a waste of time and money with you guys to do the plans we need. It's been months since we've been trying o get these permits approved and they keep on getting denied. Would love to get our money back so…

    1 vote

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  17. Instead of saying solargraf in the URL of the project, I would like it customizable and branded to my business name

    1 vote

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  18. Bring back single axis ground mount production estimates vs fixed ground mount production

    1 vote

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  19. Allow us to input financed amount instead into the pricing page.

    1 vote

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    0 comments  ·  Financing  ·  Admin →
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  20. I have been using aerial photos to use as my backdrop image for quotes. but if I need to readjust the image, or want to swap out a pixelated google satellite image I have to start over and rebuild the entire quote just to swap out the photo or in some cases just to adjust the photo to work best for the design tool. this is very inconvenient and time consuming. I would really appreciate the ability to swap photos out and readjust accordingly. I also noticed if my measurement's are wrong and I need to adjust I also have…

    1 vote

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