845 results found
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need to be able to copy jobs
need to be able to copy projects to run different scenarios
1 vote -
Show company description in proposal
There is a section for the company description in Settings but this info does not transfer to the quote. Clients want the description to show in their proposals so that their clients can see the info.
1 vote -
Dronedeploy Integration
create integration to Dronedeploy.com for providing our own images
1 vote -
1 vote
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1 vote
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Support panel heat
Support panel temperature in the production numbers. He says that premium panels do better in the heat but Solargraf does not reflect this despite having a field to enter this info.
1 vote -
Option for multiple license numbers in Settings
Companies can work with different electricians so want the option to enter the license number for person they work with. This is specifically helpful for permits so that they can have a drop down in the order form to choose the correct license number.
1 vote -
Not CRM--proposal customization
Hey Ryan, There are a couple of presentation/proposal features that would be great to have:
1) I would really like to see the cost of doing nothing. If I pay my electric bill for the next 25 years, assuming a 3-4% inflation rate it will cost me X. (lets say $180,000 for example) just to power my home for the next 25 years. That's the cost of doing nothing, the status quo. I think this is an important number to see on a proposal in order to put the numbers in perspective.
2) if my electric bill is 200 dollars…
1 vote -
Option for Quote without design
I would like to generate a quote for a client without doing the whole design.
This is better when I am in the field, so i only would have to do a design for the clients who are actually interested and not waste so much of my time.1 vote -
Campaign Management (CRM functionality)
Ability to create marketing campaigns using various tools such as email, texting and autodialling.
1 vote -
Be able to choose $ amount the energy efficiency item will reduce the electric bill by
When adding an energy efficiency item. Have option to select the $ amount the item will reduce the electric bill by.
1 vote -
Purchase materials through Solargraf
Be able to purchase materials for projects through Solargraf
1 vote -
0 votes
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Ability to Reorder Lists in Company Settings
Example: In Company Settings > Company Info > Document Templates, items are listed in the order they were created. The order can only be adjusted by deleting items from the list and re-adding them in the desired sequence.
There should be the ability to reorder lists in areas of Company Settings that allow for new items to be added, such as by dragging items to a specific place or adding a mechanism to shift items up and down in the arrangement.
0 votes -
Add Adders and Discounts to Open API
As I understand, our team usually goes into a SolarGraf project and in "Pricing" they'll use the "Extra Costs" section to add any extra costs or the "Discounts" section to add any discounts. In the "Extra Costs" section, it is not uncommon for us to add stuff like, "LED", "Therm", "Critter Guards", "Electric Vehicle Charger", etc. We would prefer to enter those only once in SolarGraf and be able to pipe those same items from SolarGraf back into our Hubspot and subsequently our Netsuite from Hubspot. This information is helpful to us because when we're fulfilling the customer's order. It…
0 votes -
EDT enhancements: to get the output file in PDF file type
During the focus group, most users asked for the option to get the output file in PDF file type too
0 votes -
EDT enhancement: to generate the SLD in PDF format
During the Focus group, participants agreed on the Preferred format for the SLD is PDF
0 votes -
EDT enhancements: To integrate the SLD into AutoCAD
During the focus group, participants asked to make the single-line diagrams generated in Solargraf compatible with AutoCAD files.
0 votes -
Allow us to enter property value in proposal
Glen would like to be able to add property value as a large selling point for them is increase to property value with Solar added.
They have attached how they utilize this analysis in a spreadsheet
0 votes -
0 votes
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