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Solargraf Features


Solargraf Features

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  1. As a user I would like custom placeholders that are customizable by the homeowner when document package is received.

    2 votes

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  2. We would like to see the black-on-black panels, specifically the Q.PEAK DUO BLK ML-G10.a+ 400Watt show as all black panels. Right now, there are grey borders around the entire panel and around each cell. We would like those to be black. A screenshot is attached for how we would like it to look.

    2 votes

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    0 comments  ·  Materials  ·  Admin →
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  3. 2 votes

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  4. If Sunnova or Sunrun won’t except design proposals from SolarGraf, then we can’t use SolarGraf for these deals. We are currently working with Sunnova to resolve this concern, but in the meantime, SolarGraf will only be able to be utilized for Goodleap loans.

    2 votes

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    1 comment  ·  Financing  ·  Admin →
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  5. I have created some Document Templates. Most of these fit within the 10,000 character limit but I have one (the contract) that exceeds this limit. In order to accommodate this, I have to split the contract into two Document Templates (Part 1 and Part 2). This workaround works, but it is not the best solution.

    I would like to see this limitation increased from 10,000 to 50,000 characters.

    Thanks

    2 votes

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  6. Document templates added to signature section of web quote so customer is signing web quote and company contract section

    2 votes

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  7. 2 votes

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  8. For adders that are calculated based on a $/W, show the $/W rate on the Pricing section in the webquote (instead of just the lump sum of the adder)

    2 votes

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    0 comments  ·  Financing  ·  Admin →
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  9. To add more reporting functionalities.

    Analytics on what the sales reps are doing ( what they are quoting and how they are doing it)

    Projects created; quotes sent

    How many Cell Fab 370 panels have the quoted

    How many batteries have they quoted

    Average price per watt

    How many clients have been quoted

    How many projects have been signed

    How many quotes does it take to close a deal

    2 votes

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  10. When we select the timeline in settings the first option should be State. Then each state will have its on timeline. Ie Approvals(utility) in CT take about 45days longer then FL.

    2 votes

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  11. To whom ever views these request,

    Please view attachment. If Solargraf/Enphase is planning on having this feature please have a setting to be able to set/edit available times or not allow clients to double book. Or very simple integrate with Calendly!

    Also I can’t remove this feature for all estimates we have sent out. So now if a customer decides to book a meeting i will have to inform them “SORRY our system doesn’t work and we need to reschedule”

    Please keep it really simple guys! Fix it!! Lol

    2 votes

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  12. When certain materials such as roofing material is set, a default preset list of components are assigned to the project. For example: If rolled asphalt is set as roof material; racking, standoffs and flashings are set to predetermined (by the company) default components.

    2 votes

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    0 comments  ·  Materials  ·  Admin →
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  13. Hello,
    We need to add utility bill account number to have it show up in the contract template when the customer signs our contract and right now we don't know of a way to make it automatically be inserted.
    I know there's a way to add a custom placeholder in the pdf, but that means the sales reps need to remember to add the account number before sending the contract for signing.
    Suggestion 1: a custom place holder could be added to prompt the sales rep or customer to input this information while they are signing.
    Suggestion 2: adding a…

    2 votes

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  14. 2 votes

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    1 comment  ·  Materials  ·  Admin →
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  15. Direct inbound and outbound webhooks for integration

    2 votes

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  16. I would like to be able to change the 'signed', 'seen', 'sent' statuses manually. We don't typically use the quote feature for customers, they sign our contract.

    2 votes

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  17. 2 votes

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  18. Make Material categories editable.

    2 votes

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  19. Allow users to setup an API integration with Sunbase CRM.

    2 votes

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  20. When exporting a csv file of my projects, I want to export the Project Status as a data point for projects.

    2 votes

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