832 results found
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Timelines by state
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 -
Book a meeting feature
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 -
Default Material Groupings
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 -
Add utility bill number to contract template
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 -
2 votes
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Build INbound and outbound webhooks
Direct inbound and outbound webhooks for integration
2 votes -
Manually changing statuses
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 -
2 votes
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Editable Materials categories
Make Material categories editable.
2 votes -
API Integration with Sunbase
Allow users to setup an API integration with Sunbase CRM.
2 votes -
On Project Exports, include a data field for Project Status
When exporting a csv file of my projects, I want to export the Project Status as a data point for projects.
2 votes -
Make cash vs financing toggle more visible in proposals
Homeowners often aren’t aware that multiple financing options are available in the proposal. Making the cash vs financing toggle more visible, especially within the payment or detailed proposal section, would help customers better understand their options and reduce confusion around pricing and payments
2 votes -
Notes/Appt/Follow-up Fields for Lead Page
On Leads Page:
1- Add a "Notes" Field
2- Make Appt Field modifiable for Sales Rep
3- Add a "Follow-Up Date" Field
4- Add a "Next Action" Field
5- Disconnect the Calendar and Clock dropdowns from Date/Time fields.Thank you!
sonia@magenta.solar2 votes -
Create custom field in Projects page
I am in need of creating custom fields in the project page for each new project/Lead. How can I make a custom field?
2 votes -
Company stats page to reflect projects from date selected and status
The filter under 'Company Stats' does not take you to the corresponding project list within a selected time range. I need to see a list of how many projects I sent last week. I would think that would be a flaw that would just needed to be fixed. We are basing our company on this software integrations with salesforce and we are not sure Solargraf will do what we need.
2 votes -
View posted Ideas before posting your own on Uservoice
In Support the "Post Idea" button takes you to a box directly to post an idea ... It would be better to upon clicking button to be able to see recent ideas posted first before posting your own .. in case someone has already posted.. also so users can view all recent ideas and vote! -- There is no link in support to see recently posted ideas!
2 votes -
Would like to see revisions be free even after the 6 month time period.
Would like to see revisions be free even after the 6 month time period.
2 votes -
email report
email a monthly report for the day/ week/ month/ year summery of the dashboard items.
2 votes -
Improve the map search functionalities. There is an address that appears on Apple Maps but Solargraf (and Google Maps) is unable to locate t
Improve the map search functionalities. There is an address that appears on Apple Maps but Solargraf (and Google Maps) is unable to locate this address.
2 votes -
Option to disable decimal points on financing Options
Have the option to disable decimal point on financing options, payments need to match lenders contract and the lender only round up or down. Please enable the option to remove decimal points on loan payments.
2 votes
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