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Solargraf Features


Solargraf Features

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65 results found

  1. This user wants to define separate pricing in their settings for the domestic-content and non-domestic versions of Enphase's 10C batteries, such that their variable pricing reflects automatically on the quote. The sales rep should need only select between DOM or NON-DOM on the battery design tool

    1 vote

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  2. We want to be able to block Sales reps from deleting projects

    3 votes

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  3. Where an installer works in more than one Canadian province, they'll want to define solar price tables for each, and have the tool select the default price table depending on the project's location

    3 votes

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  4. This user doesn't want to copy all their document templates to all their dealers. Instead, they want to select specific templates to be copied

    1 vote

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    Completed  ·  0 comments  ·  Company Settings  ·  Admin →
  5. This permission needs to be to "add & remove" projects costs (not just add). This is a real problem when a team member accidentally adds an extra cost they then can't erase it. But we don't want to give sales estimators access to edit extra project costs, just add or remove project costs.

    1 vote

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    Added ability to enable or disable extra costs and discounts at the project level. When an item has been added using the "+" icon, a toggle appears next to it.

    Turning the toggle off will exclude the item from the design’s financial calculations.

  6. If there can be a notification to the account manager or leadership when a customer signs a contract. Not just to the sales rep. That would be amazing!!!!!!

    1 vote

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  7. Our custom setbacks are not transferring over to child accounts. We need this to copy over to child accounts.

    2 votes

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  8. PlugPV is requesting the ability for their parent company Admin users to be able to individually change user roles, permissions and settings for individual child companies without taking the extra step to impersonate account owners in said child account.

    1 vote

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  9. We manage our own database of setbacks per AHJ. We want to copy these settings to our dealer accounts

    1 vote

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  10. Within the dialog used to copy parent settings to child companies, both columns (left-side for settings and right-side for child companies) include an option labeled “All”).

    This is selected by default when the dialog opens.

    When the “All” checkbox is selected, all checkboxes below it are selected. When this checkbox is de-selected, all checkboxes below it are de-selected.

    1 vote

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  11. The Filters dialog on Projects page includes a new tab, labeled “Dealers”.

    This tab includes the checkbox for “include dealer projects”.

    When the “include dealer projects” filter is enabled (set to true), a list of the parent’s child companies displays below.

    When the list displays, all checkboxes (one for each child company) is true by default.

    When the “include dealer projects” filter is set to false, the list of child companies is hidden.

    When the filter is saved, only projects for the child companies whose checkboxes are true are displayed in the list (in addition to the parent’s projects).

    When…

    1 vote

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  12. 1 vote

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  13. Ability for main org admins to search for projects across all child accounts without entering each individual subaccount

    2 votes

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  14. I would like to see us be able to show battery pricing on a quote, but the battery price not be included in the "payback period". In WI batteries don't have an ROI as the utility company holds our overproduction and credits 1 for 1 unless production is greater than consumption, then it is at a reduced rate. We pay a flat retail rate so batteries are strictly emergency backup, no different than a generator.

    1 vote

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  15. Kind of a bug but probably there for a long time. Parent admins don’t see the “export projects as CSV” button on the projects page. For child accounts, they can impersonate any user on that child account with the required permission, and download projects for that child. But they can’t impersonate any parent user, so can’t download the parent’s projects. Since we now allow them to see both parent and child projects from parent’s projects page, it is preferable for them to be able to download projects from parent’s project list.

    1 vote

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  16. customer information should not be clumped into timeline and incentive. The sales rep should be able to edit the customer info without being able to edit timeline and incentive

    1 vote

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  17. 1 vote

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  18. If I enter 0-8.2 kWh and design a system at 8.2, I'd like the pricing to be included in 0-8.2 and not 8.2+

    1 vote

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  19. Increase the size of the allowable text in Document Templates to 75kB.

    I previously submitted this same request and you increased it from 10kB to 20kB. This helped for a while but our contract increased in complexity and size and soon exceeded the new 20kB limit. This results in having to split the contract into Part 1 and Part 2 as a workaround.

    If you increase the size to 75kB, I am certain that we will never exceed this size.

    1 vote

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  20. 1 vote

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