74 results found
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To add an install timeline flow that guides the installer through the steps to complete a Solar project. Similar to Enerflow journey
To add an install timeline flow that guides the installer through the steps to complete a Solar project. Similar to the Enerflow installer journey
1 vote -
Proposal tracking
Use cases:
-How often do the clients open the proposal
-Where do they spend their time in which section?
-The goal is to make good use of the follow-ups. If the client hasn't signed the contract, what are the sections in which the homeowner is spending the most amount of time?1 vote -
Ability to Optionally generate static copy of quote when it is opened (rather than only when signed)
1 vote -
1 vote
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to popup a recalculating message when changing the project price on the project level
When changing the project price on the project level, it does update on the webquote immediately, it takes several seconds, unless you change the financing option ( that is the only way it happens immediately). The client asked if there is a way to sort a thinking circle that shows the system is recalculating the information on the proposal. This would help them a lot when pitching clients.
1 vote -
Standardize the way phone numbers are viewed
Consistency across phone numbers.- Option to remove the +1
1 vote -
Allow us to enter property value in proposal
Glen would like to be able to add property value as a large selling point for them is increase to property value with Solar added.
They have attached how they utilize this analysis in a spreadsheet
0 votes -
To add "3D Projects Created" to the Solargraf project dashboard
to add "3D Projects Created" to the Solargraf project dashboard
2 votes -
DocuSign signed projects to change the status of the project to signed
Have managers be able to move projects to sold in backend without having the customer have to sign the proposal or have the Docusign be sufficient as a signature acceptance
1 vote -
As an installer, I want to filter my projects list by the inverter manufacturer
As an installer, I want to filter my projects list by the inverter manufacturer
1 vote -
Separate pricing structure
When I make changes like BOM-Based pricing, It seems like projects are locked into whatever the setting is when I create the project. This is kind of frustrating when some projects could be BOM-Based and others not… But they are all locked into whatever I started as. Could this be better utilized at a project level or changing when settings change, rather than company-wide and locked?
1 vote -
Battery Pricing
We want the ability for batteries to be a standard inclusion into our offering rather than a line item. Therefore, we want it priced as $0. Currently, I have it priced at $1 and $2 (because system make larger batteries have to be priced higher than smaller batteries) so it at least populates, but I don't want the sales rep to have to remember to reduce their overall price by $1 and $2.
1 vote -
Hide/Loxk extra cost for internal sales reps
As a user I want the ability to lock /hide the extra cost adder value from sales reps. (customizable per extra cost)
1 vote -
Delete projects as a non admin
I want to delete projects as a non admin
1 vote -
Document templates in Signature section of web quotes
Document templates added to signature section of web quote so customer is signing web quote and company contract section
2 votes -
Project Exports to export to files as .xlsx or PDF
Currently project data can be exported to CSV. The request is to add .xlsx and PDF as file types to be downloaded.
Customer understands that CSV can be opened in Google Sheets or Excel and printed to PDF, but he'd like to skip those steps and export directly to these file types.
1 vote -
Improve reporting functionalities in Solargraf
To add more reporting functionalities.
Analytics on what the sales reps are doing ( what they are quoting and how they are doing it)
Projects created; quotes sent
How many Cell Fab 370 panels have the quoted
How many batteries have they quoted
Average price per watt
How many clients have been quoted
How many projects have been signed
How many quotes does it take to close a deal
2 votes -
Installation Progress Tracker for homeowners
Installation Progress Tracker
A project tracker that allows the homeowner to log into an app to see the status of the installation from Site Survey to Interconnection.
1 vote -
Private discount items
Private discounts
1 vote -
Pricing grand total
I'd like to see a grand total of pricing listed under the pricing tab under 'Manage Project'. The only way of currently reviewing the total price is to look at 'preview quote' or to download the proposal.
3 votes
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