15 results found
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Default fire setbacks in 2D
As an installer, in the 2D tool, I would like to be able to set default fire setbacks for projects in the Company Settings > Design settings
1 vote -
create individual default pricing options for each Solargraf User
create individual default pricing options for each Solargraf User
1 vote -
Lead/Opportunity Interest Level
Add an Interest Level Option or Closed Lost Tags, such as:
Hot or Not
Thinking About It
Said No
Follow-up Date Set
Waiting to Refinance
Bad Credit
Price
Shopping
Doing Research
Not on Title
Decision Maker Not Present (1-legger)And, be able to search by these Tags for follow-up.
1 vote -
1 vote
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To create a special user in Solargraf with access to adding leads only, at a lower price than the usual user price.
To create a special user in Solargraf with access to adding leads only, at a lower price than the usual user price.
1 vote -
Ability to edit lead by user
We would like our regular salespeople (role="salesperson") to be able to create new leads, but only view leads that are either assigned to them or created by them.
2 votes -
Individual default Panels
I think individual users should be able to change their default panels without it affecting the companies default panel. While it is only a minor inconvenience to have to change the panel manually, it would eliminate a step for me and also lessen the chance that I forget to change it on a certain roof and have an inaccurate quote.
1 vote -
Itemized invoice for users
I would like to know if there is a way to start having an itemized invoice with the taxes added (showing) for accounting purposes
1 voteYou can now access the invoice for your Solargraf account by clicking the top left menu icon on the Dashboard, and then scrolling down to the Statements page.
On the Statements page, you will have the option to export your invoice for any given time period, as well as select the visible items.
For any further questions, please contact us at support@solargraf.com.
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Ability to export 'Close Ratio' from Solargraf
Need a way to generate a report that shows how many proposals are signed out of how many are made.
We are trying to run a report to see what the close-ratio is and to have the filter for signed proposals would be great.
1 vote -
Disable the option to order drawings
Can we disable the option of ordering drawings
1 voteIt is now possible to manage the permission to order proposals and shade reports. Under the Roles&Permissions page, disable the 'Can Order Reports' permission.
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State MACRS Added to Manage Incentives
Add a State MACRS "179 Depreciation Schedule" option for each State in the US. However only populate the option for the State that matches the Proposal Site address.
1 vote -
Settings Subscription
PLease add a subscription cancelation button on your settings screen
2 votes -
Bill Individual Users for Leads (Channel Partners)
We have channel partners that will utilize SolarGraf and they wish to purchase leads through the platform. However, they can not do so because we would have to change the payment method on file every time someone wants leads. I would like to request a functionality that each user under our account would have the option of buying leads directly from that user if they choose to purchase leads.
1 vote -
Filter projects by Project Timeline
Be able to search projects by Project steps
1 vote -
Show the total cost of money spent in the Invoice
At the moment, when clients view the invoice it shows a breakdown of what was spent but it does not show the total at the bottom, so they have to calculate it manually. It would be much easier if the total was displayed as well, as people usually want to see the total they paid per month / year etc.
2 votes
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