832 results found
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Yearly filter on the company stats and project page
Yearly filter on the company stats and project page.
1 vote -
Provide in-app information on how the Production Estimates are calculated
Provide more information on how the tool generates production estimates.
1 vote -
To update automatically materials settings ( company level) when adding a panel specifications on a project level
If the client adds a panel specification when creating a proposal; he would like this information stored directly on his settings so he does not have to manually add it again in the future. The client is aware he can add it on his settings page, but he would like a new functionality where the information is stored automatically when creating the design, so he does not have to add it twice ( on the project level and company level)
1 vote -
Celigo Integration Needed
Good morning. This is Nick Kadlec with NM Solar Group. This is more of a need for us to continue to use Solargraf as a company than an idea, but when I called the support line this was where I was directed to make this need known. We have begun the process of using Blubanyan's solar success software to connect our company and its processes. They utilize enerflo integrations using celigo. We are being told that solargraf does not allow for the use of celigo, but only zapier . Our need is for Solargraf to allow for the celigo integration.…
1 vote -
Toggle option for dealer fees on mosaic loans
I would like a feature where we can toggle whether or not dealer fees are automatically calculated in our proposals with Mosaic
1 vote -
The proposal is not taking an average of utility bills, it’s only taking the earliest one for some reason.
The proposal is not taking an average of utility bills, it’s only taking the earliest one for some reason.
1 vote -
shading
can we get better shading analysis
1 vote -
Loan Rate Effective Date
Would like an effective dates for loans so the customer brings up correct loan rates. If a loan partner is changing rates, it is difficult to be able to implement the loan changes on the exact date it changes. It would be good to enter ahead of time with the effective date to allow the proposal to display the rates that are effective on the day they open the proposal, assuming they haven't signed the proposal.
1 vote -
Accuracy of daily production graph is off.
I am looking at the production vs consumpton graphs and after taking direction, angle and irradiance, trusting the system is telling me a good projection of peak production. Versus what we are getting, I may have designed with a smaller Inverter based on your projections. Getting way over 25 kW peak in the month of may. Just saying.
1 vote -
Need for Permits send invoice when a Permit is charged?
Need for Permits send invoice when a Permit is charged?
1 vote -
Text a proposal
The ability to send a proposal through text to the homeowners as opposed to email
1 vote -
More customization for user roles
It would be helpful if you can create a user role that does not have access to pricing (ppw, extra costs, discounts, etc). Also if we could add default extra costs to certain users/teams.
1 vote -
Need a way to have an additional cost default ONLY for certain reps/sales people.
Need a way to have an additional cost default ONLY for certain reps/sales people.
1 vote -
Ability to edit irradiance values
Client wants the ability to input their own irradiance values, at times where LiDAR data is not accurate enough.
1 vote -
Add Specifics to To-Do List on Dashboard Page
Add link to Project page in Tasks/ To-Do List. We don't know who the customer is and it doesn't connect to anything - looks like a random note.
1 vote -
Incorporate a Lead Intake Template into the Lead Notes section
Create a Lead Template for Lead Generators & Sales Reps in the NOTES section of the Lead page.
GOALS:
1- Goals you want to achieve by going solar?UTILITY BILL:
1- Copy of your most recent electricity bill?
2- Do you know what your annual consumption is (kWh)?FUTURE NEEDS/WANTS:
1- Plans to use More/Less electricity in future?
2- Plans for an EV?FINANCING:
1- Cash or Financing?
2- What is your Credit Score?PRODUCTS:
1- How important is warranty to you?
2- How important is aesthetics?1 vote -
Automatically Import Lead Appt/F-Up Dates to Project Page
When converting a Lead to a New Project, automatically import appointment and follow-up dates to Project Page.
1 vote -
Need to have a basic template for Leads page.
Need to have a basic template for Leads page.
1 vote -
Remove calendar pop up on automatic usage rates section. Or at least toggle on/off switch.
Remove calendar pop up on automatic usage rates section. Or at least toggle on/off switch.
1 vote -
Need to be able to make appt date and follow up actions on Leads section.
Need to be able to make appt date and follow up actions on Leads section.
1 vote
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