74 results found
-
Manually changing statuses
I would like to be able to change the 'signed', 'seen', 'sent' statuses manually. We don't typically use the quote feature for customers, they sign our contract.
2 votes -
Genability data more accessible to user
We need more Genability insight. An explanation on how Genability got to those numbers and a breakdown of them. Solargraf relies heavily on Genability but the user doesn’t have full access to the data.
If the user wanted to know the sell rates for that particular tariff, they would have to dig in the monthly breakdown, it may be useful to have it on the settings.
1 vote -
Automatically Import Lead Appt/F-Up Dates to Project Page
When converting a Lead to a New Project, automatically import appointment and follow-up dates to Project Page.
1 vote -
Add pictures to materials
I would like to be able to add pictures to materials in a project
1 vote -
Merge projects
Need to merge projects rather than separate links, all in one quote and different options.
1 vote -
Description Field in additional Costs
I would like to see a field marked description in the Additional Costs such that notes can be left that describe what is included in those costs. Something to help me remember how I came up with that amount.
1 vote -
Adding on other services to my Solargraf proposal
I would like to offer air conditioning to every customer who receives a PV estimate.
If I could have a section that has boxes the customer can check to add other services to the estimate that would be great.1 vote -
Assign a custom Status to each project
Assign a custom Status to each project
2 votes -
Automatic Bill of Material
Automatically generating Bill of Material just from the design and emailing it to suppliers for quotes.
2 votes -
need to be able to copy jobs
need to be able to copy projects to run different scenarios
1 vote -
Automated Tasks
I would like to see automated task/ event as we go to different stages in the Project timeline. Like a task to follow up 3 days after the proposal has been open by the client.
2 votes -
1 vote
-
1 vote
-
Be able to choose $ amount the energy efficiency item will reduce the electric bill by
When adding an energy efficiency item. Have option to select the $ amount the item will reduce the electric bill by.
1 vote
- Don't see your idea?