845 results found
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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 -
Have more Financing partnerships that will work with smaller businesses
Have other partnerships excluding Goodleap, Mosaic, Dividend and SF that work with new businesses and start ups so that more loans can be offered to home owners.
1 vote -
Add Bank Account Option for Solargraf Account Payment
Allow for bank accounts to be added, not just debit/credit cards. Debit cards have a limit that can be spent in one day and if you have over 5 permit sets to order, you will hit that limit and nothing else will be able to be spent on the card for that 24 hour period which can cause issues if it is a company card.
1 vote -
Annual Usage on Webquote and Utility Settings does not match
Entering data is difficult. To enter annual usage is not very user-friendly and it does not match when he enters the monthly information.
1 vote -
Option to apply new default Project Timeline to existing projects
the option to modify previous projects when adding a new default project timeline
1 vote -
Simplify homeowner credit application for goodleap
to improve homeowner credit application for goodleap.
- The homeowner credit application for Goodleap should be easier. It has too many options available, and it is a lot better to use the lender's portal
1 vote -
Need to have required GoodLeap information in SG for Financial Analysis. If not in soon, will need to use another Product, as GoodLeap requi
Need to have required GoodLeap information in SG for Financial Analysis. If not in soon, will need to use another Product, as GoodLeap requires this.
1 vote -
Add GreenBank as a commercial project lender.
Add GreenBank as a commercial project lender.
1 vote
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