74 results found
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Option to un-assign all other users when assigning a new user to a project
When we manually assign a project from sales rep A to sales rep B, we generally want to un-assign any other users who happen to be assigned to the project. We'd like an easy way to "un-assign all other users" whenever we assign a new user to a project
1 vote -
Price Increase Cap
Client described an issue where reps are increasing the system price/price per watt at the project level. Client stated they are ok with their reps changing pricing, but they want a percentage limitation on how much the project price can be changed. Suggestion being 20% max change over what price or ppw is shown on the given project.
1 vote -
1 vote
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As an installer, I want Zone adders based on Zip code
We want to be able to price adders on specific zoning
1 vote -
Bulk note in reassigned projects
Client wants a project note automatically added to notes when project owner is changed. Client also wants previous owner name to remain in notes.
1 vote -
As an installer, I want to see if a project has a signed document at a glance
User doesn't want to have to click around too much from the project overview to see which documents have been imported, sent or signed. They want this data front and center on the project overview.
2 votes -
Imaging UI Changes For Project Creation
Client would like to see click and drag functionality at project creation for selected image to more accurately center the image rather than clicking directional arrows for image centering. Client also would like to see mouse scroll wheel functionality for zooming in/out at project details page in image creation.
1 vote -
Custom Consumption Profile for Commercial Projects
Client would like to be able to create custom consumption profiles for commercial projects to better illustrate consumption for demand charges
5 votes -
1 vote
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Add Document Signed Date
Add Contract Signed Date.
As some homeowners provide a wet signature rather than Docusign, we need to be able to enter the Contract Signed Date and the Cancel Contract Expiry Date and have these data elements stored in the database.
Also, make these data elements available in Document Templates as a Placeholder.
1 vote -
As an installer I want to use my own branding in the URL
Instead of saying solargraf in the URL of the project, I would like it customizable and branded to my business name
1 vote -
Tab Dropdowns Too Sensitive
Sensitive project page dropdown tabs make it hard to navigate through the tab system. Oversensitive tabs disappear with miniscule movements around them making tab system not user friendly. Make tab system less sensitive.
1 vote -
1 vote
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2 votes
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Savings In Overview
Show option savings on overview page in each option info section in the options dropdown.
1 vote -
Add "Follow Up date" column to projects list
Add a column to the projects list to allow us to sort the projects by "follow up date". Urgent request.
1 vote -
Live Metering
In the Utility settings and under the "Grid Connection Type" drop down can you please consider adding "Live Metering". Live metering is where the utility company states that "all excess production will be bought back at the utilities avoided cost AKA wholesale cost. This is typically a 1 : .58 ratio. Please feel free to call me at 214-403-4392 for additional details. Thanks!
Rainer Buehlmaier1 vote -
Pricing preview on pricing page
As a user I want to be able to preview the total project price, with pv, battery, extra cost and discounts from the pricing page to avoid having to go into the proposal and back to make changes.
2 votes -
Folders in "Project Files" section
RECOMMENDATION: It would be GREAT if you had the option to create folders under "Project Files" and assign as different folder names, such as "Pictures", "Engineering", etc.
1 vote -
Add Proposal Option and Document Notes (Improve internal communication)
We would like to have a Notes field that is specific to the Proposal Option. If we had a Proposal with 3 Options, we would like to have a separate Note for each Option.
Please also make this accessible to the Placeholders in Document Templates.
This would be helpful, particularly in some of the more complex installations, to capture and persist information that addresses some of the nuances that exist in the installation. The goal is for us to create satisfied customers. This Notes field would help us achieve that end by facilitating communication between sales staff, back office staff…
1 vote
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