65 results found
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Cover Section Customization
I would like to see more customization ability in quote customization in company settings. Particularly in the cover section.
1 voteThis is now possible by clicking the Customize button on the top right of your Solargraf Webquote, then selecting 'Display proposal title above web-quote cover image'. For any further inquiries please reach out to us at support@solargraf.com.
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Improve search projects page
It is extremely difficult to find past projects on Solargraf because of the search filter functionality, if you don’t enter a very specific letter or number you will not be able to get to your project, if you don’t select the right view by filter option, you also will not find your project, If you don’t use the checkmarks on the right properly, you will not find your project filter issues. Overall the search page should be more intuitive and forgiving.
3 votes -
Option to hide CEC Rating in Company Settings
Option to remove CEC rating from proposals in company settings, not just per individual project.
1 vote -
Default Filter for Show All projects on Projects Page
When searching projects there should be a show all projects default filter, rather than having to check off new, sent, seen and signed.
2 votes -
Allow Users to create their own Incentives in Solargraf
Allow Solargraf users to model and add in their own incentives per the most recent utility, state, federal, or other updates.
1 vote -
3 lines - Menu Button to appear on all pages
Make the Menu appear on all pages. Some pages may be missing the menu button (3 horizontal lines) and the back button has to be used.
1 vote -
Rhode Island Incentives
Update incentives for Rhode Island for 2022
1 voteIt is now possible to build in custom incentives on Solargraf through your company Settings page. For more information, please reach out to us at support@solargraf.com.
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Create a guide on how to tailor your account
Brad mentioned he tried to contact the AE several times to tailor his account, but the process was frustrating, and he never received any help.
1 vote -
1 vote
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Import of client data to auto create projects.
Import of client data to auto create projects. . Example Import 100 customers of information. Allow to do a quick layout of each of them (2 minutes to draw lines and place panels) and print out for marketing. IE. this is what your house could look like with solar and it could save you x dollars per month on your electric bill.
4 votes -
Need ability to change/edit Lead statuses.
Need ability to change/edit Lead statuses.
3 votes -
Allow users to create incentives directly in their account
Allow users to create incentives directly in the account instead of waiting on Solargraf developers to add them in.
4 votes -
The ability to edit a Lead
Users would like the ability to edit a lead after it has been created. Currently, it is only possible to edit the lead status.
7 votes -
Define multiple Terms & Conditions under company Settings
Hello, I am looking to host two sets of terms & conditions for my company's profile. One set specific to cash and one set specific to loans. I have discussed this with support and it seems this does yet not exist.
1 voteWe have good news!
You can now add multiple Terms and Conditions to your Company Settings by going to 'Terms and Conditions'>Add New Terms>Toggle on the ones you wish to display.
Kindly,
The Solargraf Team
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Virtual Site Assessment Request
Would it be possible to change or update the "Request Virtual Site Assessment" email into a direct link. Our Sales Reps take care of the site survey on site and are currently emailing the request link to themselves. It would be a lot more convenient to just be able to click directly into the link and upload it there rather than emailing themselves a separate link to use. We have noticed the email can be a bit buggy as well and some days it works great whereas yesterday it would not work for any of our reps.
1 vote -
I cannot see full list of users on my account
Fix this next button on users page, it does not show, it disappears!!!!!
1 vote -
Projects search page settings
We would love it if the jobs where listed by name first and not by address. Makes if more difficult keeping jobs straight.
1 vote -
Make the User Permissions more specific
Make the user permission more specific. For example: A team lead can only view the projects that their team creates. Or certain users can only view the proposals of another specific user instead of having access to all projects created
8 votes -
Residential / Commercial Toggle Selection for Project Timeline
When creating a new proposal and you have the toggle to select either Residential or Commercial, it would be great if a customized Project Timeline could be associated with each project type. If you select Resi then the Project Timeline would automatically show a saved schedule. When selecting Commercial a different Project Timeline could be saved and automatically populate.
2 votes -
Allow option to choose what steps apply to Resi and what apply to Commercial projects
Clients wants the option to set up project steps based on whether a project is resi or commercial. The steps can be quite different but at the moment you can only apply steps to financing options - not project type. This means they have to be adjusted per project.
2 votes
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