106 results found
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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
2 votes -
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 -
Separate Timelines by Loan Provider and Cash/Loan Hybrids
We have more than 1 loan provider because some offer better packages for different customer’s financial circumstances. It would be helpful to have a project timeline associated with a specific loan provider as each provider has different timelines in and percentage completion of the project they will pay out at. So, loan provider 1 may pay out 50% day 1, 30% day 10, and 20% at completion. Another may pay out 30% day 1 and 70% at completion. We also have some customers who pay of portion of the project in cash and the remainder is funded by a loan.…
1 vote -
Allow other roles to edit Roles and Permissions
Requiring only the account owner to be able to update permission roles is very limiting. In order for more than one person to be able to change permissions, we’d need more than one Admin? Why not have the Admin allow other roles to have this capability?
1 vote -
Create your own incentives in Canada
The user needs to be able to add their own incentives for Canada on a company level
1 vote -
Followup notification after project is viewed
Client would like an expanded notification process for leads/projects. For example, instead of being notified when a project is sent, viewed and signed, he wants an additional notification for follow up in between viewed and signed.
1 vote -
Editable Materials categories
Make Material categories editable.
2 votes -
Statement doesn't reference specific job
Please provide job names or address as a part of the statement invoice to help reference the fee to a specific project. Thanks.
1 vote -
As an installer, I would like to use custom incentive URLs on the web quote for existing Incentives
For existing settings provided by Solargraf, there should be a way to edit the provided Incentive Website.
1 vote -
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 -
Allow users to enable more than one T&C's at a time under company settings
Currently, although users can add more than one T&C's in their company settings, only one can be visible at a time. We are requesting to enable more than one at at time.
1 vote -
None of the Above option for manufacturers in Storage Pricing Tables
Battery storage Price tables need a manufacturer option of "None of the Above" so we can price our own batteries in our company settings.
1 vote -
Yearly filter on the company stats and project page
Yearly filter on the company stats and project page.
1 vote -
More customization for user roles
It would be helpful if you can create a user role that does not have access to pricing (ppw, extra costs, discounts, etc). Also if we could add default extra costs to certain users/teams.
1 vote -
Need a way to have an additional cost default ONLY for certain reps/sales people.
Need a way to have an additional cost default ONLY for certain reps/sales people.
1 vote -
Add Specifics to To-Do List on Dashboard Page
Add link to Project page in Tasks/ To-Do List. We don't know who the customer is and it doesn't connect to anything - looks like a random note.
1 vote -
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
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