101 results found
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Solargraf should allow multi use of API keys in approved partner
AO wants to integrate multiple Mosaic accounts from different installers that operate in different states
1 vote -
Non SREC that has the ability to be based on kWh
As an installer I want to make a custom incentive based on kWh that is not an SREC
1 vote -
As an installer I want the ability to have extra cost adders be default with parameters such as when there are more that 3 arrays on a resid
As an installer I want the ability to have extra cost adders be default with parameters such as when there are more that 3 arrays on a residence.
1 vote -
Two sets of pricing for grid tied batteries
As an installer I would like to be able to set two sets of pricing for batteries in the battery price table for batteries in grid tied or full backup arrangements
1 vote -
Old loans expiring
User said:
Past Proposals with loans that no longer apply should either update automatically or expire letting the rep know they need to delete the old loan and toggle the new one on.
1 vote -
Roles and permissions structure
Hi, for roles and permissions under users.
Can you make the managed by and manages fields visible when making edits to current users?
For example, when we create a user along with their roles and permissions, at the bottom of the permissions, there are 2 fields that we can choose from which is "manages" and "managed by".
1 vote -
Prevent child roles and permissions (pricing permissions)
As a parent account owner, I would like to be able to restrict our children account owners from editing the pricing in Discounts & Extra Costs. I would like to be able to do this from my own account without having to access each child account to change the account owner's roles and permissions.
1 vote -
SG charges sent as email notifications
email notifications for when we are billed. most businesses need these charges entered into their system for tracking. an email would help charges not fall through the cracks.
1 vote -
1 vote
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Account data transfer to another account
Easier and faster way to copy and paste company settings over to new account associated with main company.
2 votes -
Improve Adding Materials functionality
Please add in the same easy functionality that is already there for adding panels and inverters from the Solargraf list to all other materials sections. Currently, for racking as an example, we have to find the manufacturer in the solargraf list then build it manually into our account. Why does Solargraf have the list of racking systems but not the "Add" icon that panels and Inverters do?
1 vote -
Combo pricing based on PPW and BOM
As a user I would like to have combo pricing based on BOM and PV price table/price per watt
1 vote -
Document Templates should be copied from Parent to Child Account
When the child account is created, I expect to find the document templates copied over from the parent account.
1 vote -
PDF Proposal Customization
Ability to have the Salesperson's contact info and picture on the PDF version of proposals.
Ability to customize PDF proposals.
3 votes -
Expand Timeline Steps functionality
Expand the use of Timeline Steps. For details, see attachment.
1 vote -
Increase character limit of document template
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
1 vote -
As an installer I would like user roles that do not count towards my subscription number. E.g. Accounting
Casey from SolQ would like a user role that has no permissions for drawing. For example, office managers, accountants.
Users that would only log in periodically and would not be counted towards total no. of users for subscription $
1 vote -
Ability to add users to project at company level
I would like certain admins to be notified when a proposal is signed. Currently, they have to be added manually to each project. I would like to be able to set up notifications at the company setting level rather than at the project level so we don't have to add users for every single project.
1 vote -
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 -
Show Checkboxes Sticky
Personal Options "Show" checkboxes should be remembered. Right now only defaults to New which makes it hard to find Sent Proposals and you have to set checkboxes every time you launch.
1 vote
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