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Solargraf Features


Solargraf Features

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  1. 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

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  2. 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

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  3. 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

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  4. the option to modify previous projects when adding a new default project timeline

    1 vote

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  5. 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

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  6. 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

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  7. Add GreenBank as a commercial project lender.

    1 vote

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  8. your develop server is accessible publicly, plz change it

    1 vote

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  9. Have a setting to block the creation of duplicate addresses in Solargraf instead of only showing a warning about them. The account owner needs to control this so sales reps do not create competing proposals within the same company (which they are currently doing and would not stop).

    1 vote

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  10. How I am supposed to get good customer service when the chat box blocks the entire left side of my screen.

    1 vote

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  11. When displaying the loan proposal .. the top part shows Loan amount , interest rate, payment etc ... but it does not display deduction of incentives ( Tax credit etc ) This causes problems 1) it makes price look inflated because not showing incentives and net solar cost after incentives. 2) Since this section not show incentives it also creates problem when trying to explain the tax credit $ --- which is not displayed in this section needs to be reinvested in loan in 18 months ... hard to have customers acknowledge this on a $ that is not even…

    1 vote

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  12. We need to add in custom terms and conditions or stipulations on solar proposal Many times our proposal solar financial calculations is based on tree trimming or removal , electric panel upgrade , etc . Many times the customer wants to hire there own tree guy or electrician etc We need to be able to add this stipluatiion as we design the proposal perhaps a section below the solar layout labeled "Stipulations".--Stipluations should be visible to customer. This way if the customer does not trim or remove trees that cannot complain about solar production or say they were not told…

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  13. Rather than "Solar Savings" in the proposal, can we call it "Cost of Doing Nothing"?

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  14. We would like our salespeople who are not solargraf clients or users to be able to see quotes before sending them to our customer. "Send to Sales Team" option on the proposal would be great! Right now, the only workaround we have is to put a sales rep in as the customer email. This causes confusion in the proposal when our company email is listed with all the personalized proposal info for the customer. We usually have at least 3 options for our customers during a presentation, so downloading pdfs beforehand and sending them to our reps is not time…

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  15. Net Metering update.

    Please create a feature that will allow us to show the client:

    As such, your credit
    amount will be capped by your monthly usage. The credit amount will be exclusive of any monthly base
    charge, applicable taxes and fees or other charges (such as late fees, special meter reading fees, and fees
    related to disconnection or connection of service)

    1 vote

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  16. Need to make some extra costs hidden from sales reps. These extra costs are inputted at the company level for all projects based on our internal costs.

    Need to restrict sales rep access from editing loan options to see dealer fees and any other configuration associated with that specific loan.

    1 vote

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  17. I would like to see a Generac PV link and battery calculator in my SolarGraf account reference project.

    6223 Fringe Sage Ct NE, Albuquerque, NM 87111, USA

    Please see my Alt account at Albert@nmsolarpro.com for example

    See option 1 settings for easy review

    1 vote

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    0 comments  ·  Materials  ·  Admin →
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  18. Editing a pdf proposal and adding in an additional page of print screen of other option, allowing to offer all in one proposal.

    1 vote

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  19. 1 vote

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    1 comment  ·  Proposal  ·  Admin →
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  20. Add generator button to proposal/permits.

    1 vote

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