56 results found
-
As an installer, I want to filter for my ordered proposals on the Projects page
Currently, having the ‘Proposal Ordered’ filter selected alone is not enough to display the list of projects for which a design was ordered from the Solargraf team. This only shows projects for which an order is outstanding, not projects which have since moved to Sent, Seen, Signed, etc.
1 vote -
On Project Options, allow for different settings (Utility, Incentives, etc.)
When working on one of the cloned proposals, allow the individual changes to one option to be saved.
Currently, all settings except the PRICING and MATERIAL options are global to all options (ie applied at a Project Level)
2 votes -
“Edit project” and “Open project” are too similar and confusing. Either combine them or make it clearer what they mean
“Edit project” and “Open project” on the main Project's page are too similar and confusing. Either combine them or make it clearer what they mean.
1 vote -
Ability to Tag Team Members in Notes
Ability to tag team member and notify them of activities/notes related to projects. Ability to assign a task to a different team member.
2 votes -
Bill of Materials on Solargraf
To have the capabilities to download a Bill of materials, and send the bill of materials directly to the supplier through Solargraf.
4 votesWhile we don't support ordering materials through a supplier integration (maybe it in the future, pending partnership with suppliers), we do allow a full BOM download and full BOM calculation for Enphase systems
-
Have a mobile friendly version of SG (tablets)
Solargraf is not easy enough for installers that prefer to close deals with tablets. It seems to function better on a laptop
10 votes -
Support EV Consumption as a Material Adder
Allow users to predefine EV consumption and add it to their proposal (in addition to existing consumption under Utility Settings).
Have EV cars on the materials settings
7 votes -
Retain pin on roof on Manage Project page
Pinned Roof from google maps should continue to the new Project page with the same home more explicitly pinned in case there are homes with a very similar roof.
2 votes -
AC output discrepancy
Hello! We need to make a change to AC output calculation.
This should be specific to the inverter that is selected in the drawing section. For example; When we select IQ7 micro inverters, the calculation should reflect the continuous output of the inverter x quantity of inverters. If the AC output is higher than the available DC output of the solar modules, then the current calculation makes sense.
Same applies for string inverter systems as well. If the max ac output of the inverter(s) is lower than the initial AC calculation, then the calculation needs to revert to total available…
1 vote -
Notify Multiple PM's on Quote Opens
We have 3 project managers that are responsible for building proposals. We also have varying schedules that require us to help out our sales team on consultations at different times. Can we please add a feature to toggle on the SMS and Email notifications when clients open a proposal for all 3 of our project managers? Currently, if the manager assigned to the project is tied up with something else and can't notify us when a client opens a quote, we have no way of knowing as there is no way to add all 3 of us to the notifications.…
1 vote -
Option to set the To Do tasks visible to the person who created them only
Option to set the To Do tasks visible to the person who created them only.
1 vote -
Extra cost show 0.00 instead of empty
On the pricing section, there is a way to hide the cost of the extra costs items for the proposal, however, it's displayed as 0.00 rather than just an empty field. The user would prefer if it was empty, rather than implying that the cost is zero.
1 vote -
Showing an offset % for add ons
We sell products besides solar that guarantee a certain percentage offset of their power usage. such as spray foam insulation.
Ability to show energy offset for other items besides solar. For example, my company guarantees a 25% energy offset for customers' homes that we insulate with spray foam. So we downsize the solar system to about 75% offset and offset the rest of the home's usage with our spray foam technology.
1 vote -
Notes and Notifications
Is there a way that when anyone posts a comment in the Notes For This Project and a text is sent to any Users Assigned to the project, can that text message include the note that was added instead of having to click the solargraf link and signing in to view the new note?
1 vote -
Price locking on individual projects
For the price per watt on individual projects not to revert back to company price table after it has already been adjusted n a specific project. This occurs when you make a change to your design by either adding or removing panels, the systems asks if you would like to modify the price which is fine but the price per watt switches back to the price per watt from the price table rather than updating the price per watt based on ppw set on that individual project
1 vote -
Automation Notification
It would be nice to have a way when we complete a milestone such as, permit submission, material delivery, final install..etc an automatic notification to homeowners.
2 votes -
Project designation feature
Show the name of the Sales Rep on the quote instead of the user who created the drawing.
1 vote -
Project Assignment
Project Assignment: The project Creator/Owner should be able to assign another user to the project just so that that assigned user's name will reflect on the quote instead of the creator of the project.
3 votes -
Auto emails Project Management
Project management automated emails to customers as we make progress through their project.
1 vote -
Design Image Too Small
The updated image size for the system design on the proposal page is much too small now. It is hard to make out where rooflines are, and overall details of the design. Please revert back to original size!
1 voteThanks for your feedback – we have adjusted the size of the image back to original.
- Don't see your idea?