832 results found
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Manage Signatures Using User Roles
The Manage Signatures has been a problem. I now know that any proposal that has already been sent out before the release needs to be configured for the correct signature and resent. If the customer signed before the release, we need to manage sigs on the quote and resend. The issue now is if I set up the installer sigs to be the project owner, what happens if the customer signs and the installer is not available? What if they are on vacation for a month? For us to sign we need to change the installer assignment and resend. It…
1 vote -
Average Utility Bill should be based on entire project lifetime, not just first year
We are noticing that the estimated new utility bill is only based on year 1 billings which is essentially higher than what we would like to show in the grand scheme of things so I hope you guys can consider making a way to extend the time table for this average billing so we can base it on the length of the loan or the length of the savings we are trying to base everything else on (30yrs). This would help greatly and reduce the need to explain the difference between what the proposal is showing and what the utility…
1 vote -
API integration with Almika (Lender)
To do Homeowner credit prequalification and send all required loan documents directly from the Solargraf portal.
1 vote -
Edit project in downloaded proposals
A client wants the downloaded proposals to be editable so that they can retain the original design elements while editing text content, preferably in MS PowerPoint.
"Hello,
Could you please let us know how we could download proposal templates from Solar Graf?
We'd like to download editable forms of the templates which allow us to retain the original design elements while editing text content, preferably in PowerPoint format.
This is for our account under partners@sunlabs.uspartners@sunlabs.us.
Thank you,
Charlotte Mao
SunLabs.us"1 vote -
Private discount items
Private discounts
1 vote -
Create your own incentives in Canada
The user needs to be able to add their own incentives for Canada on a company level
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1 vote
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Option to update the inverters from the permits order form when using multi-panel inverters
Option to update the inverters from the order form when using multi-panel inverters, IQ8D Is able to support more than 1 panel.
1 vote -
The underwriting displayed on the financing section of the proposal shall show all the incentives selected in the " Select Applicable Incent
When selecting multiple loans setup, the underwriting that displays the monthly payment when the ITC is not applied only includes the Residential Renewable Energy Tax Credit (ITC) 30% ( even if the client selects an additional incentive). All the incentives selected in the " Select Applicable Incentives" section of the loan modeling feature don't show up.
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1 vote
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Followup notification after project is viewed
Client would like an expanded notification process for leads/projects. For example, instead of being notified when a project is sent, viewed and signed, he wants an additional notification for follow up in between viewed and signed.
1 vote -
A link to update the materials section directly from the permit order form without having to start over the permit plan set application
When applying for a permit, there are several extra steps he has to take each time he changes the materials.
If we had a link where he could update the materials section directly from the permit order form without starting over the permit plan set/ stamps application.
For example,
Steps:
-click on missing rack
- go to the materials section
- go back to the form without having to start from scratch.1 vote -
To be able to override Production estimate calculations
client would like to be able to adjust production estimates based on their desired criteria.
1 vote -
print out marketing materials with drawn solar on
Be able to print out marketing materials withdrawn solar on to mail to potential customers."
1 vote -
Show historical data using Genability.
To show a comparison of previous years bills on the proposal of what the client’s rate was in 2019, 2020, and 2021. This is for his sales team to show utility rate inflation over the past few years to home owners.
1 vote -
The Inflation Reduction Act should be displayed in the Solargraf proposal
The Inflation Reduction Act should be displayed in the Solargraf proposal, especially for commercial customers. There's now a 2.6 % production tax credit.
Example - if the system generates 100,000-kilowatt hours this year, the owner can get back from the government 2.66% or $2600. The IRA calls it the production tax credit.
1 vote
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