58 results found

1. Option to Default the Project Filters Company Wide
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2. Adding CRM Functionality

   We are in need of a CRM for lead and appointment booking. We would like to add this functionality in to Solar Graf.

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3. Combine pages on pdf print outs

   I would like to have more than 1 section per page on the PDF layout. When it is printed, we have pages with only 1 or 2 items listed & the rest of the page is blank. It not only looks unprofessional, but it increases the cost of printing.

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4. BOM vs $/watt toggle feature

   I have created a project under the BOM pricing, I want it to be $/watt pricing and this cannot be done. I was told by tech support that I have to scrap all the work I have done and create the project again from scratch, for a business owner time is money and this can cost a lot of time depending on the complexity of the project. There should be an option to change the pricing schedule at will so you can toggle between the two. Just my opinion but I think it would be a good addition to this program. Thank you.

   I have created a project under the BOM pricing, I want it to be $/watt pricing and this cannot be done. I was told by tech support that I have to scrap all the work I have done and create the project again from scratch, for a business owner time is money and this can cost a lot of time depending on the complexity of the project. There should be an option to change the pricing schedule at will so you can toggle between the two. Just my opinion but I think it would be a good addition to this… more

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5. Solargraf make .PAN file types

   Have solargraf make .PAN file types : I have developers asking for specs AND .PAN files.
   now 2 different large project leads according to my salesman

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6. QC your Updates

   Your upgrades have clearly not be tested.

   The inverter options are a random list of inverters in no particular order. This creates a HUGE WASTE OF MY TIME trying to find the right one. Can't you just alphabetize them (I can't believe I'm having to point this out to you).

   Also, when I add a battery to option 2 it is actually adding it to option 1. WHY?

   Your "fix" to the Utility input section has made inputting monthly kWh usage so much more laborious. It used to be simple to TAB through and add kWh, hit enter. Now TAB send you to a completely different field.

   It's great that you want to keep making improvements, but PLEASE have an installer QC your improvements BEFORE you release them to everyone.

   Your upgrades have clearly not be tested.

   The inverter options are a random list of inverters in no particular order. This creates a HUGE WASTE OF MY TIME trying to find the right one. Can't you just alphabetize them (I can't believe I'm having to point this out to you).

   Also, when I add a battery to option 2 it is actually adding it to option 1. WHY?

   Your "fix" to the Utility input section has made inputting monthly kWh usage so much more laborious. It used to be simple to TAB through and add kWh, hit enter. Now TAB… more

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7. Create a Geomap based on quotes sent/viewed/signed/closed

   Use the data from SG deals sent/viewed/signed etc to show a Geomap to be able to see on a map where in the area has already been pitched, signed closed etc.

   Color code this based on deals.

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8. Update Filters function on Leads page

   Status sorting and display check boxes need to be changed to work as a CRM for follow up. The display options and sorting options need to favor the status of the work flow.

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9. Incorporate a Lead Intake Template into the Lead Notes section

   Create a Lead Template for Lead Generators & Sales Reps in the NOTES section of the Lead page.

   GOALS:
   1- Goals you want to achieve by going solar?

   UTILITY BILL:
   1- Copy of your most recent electricity bill?
   2- Do you know what your annual consumption is (kWh)?

   FUTURE NEEDS/WANTS:
   1- Plans to use More/Less electricity in future?
   2- Plans for an EV?

   FINANCING:
   1- Cash or Financing?
   2- What is your Credit Score?

   PRODUCTS:
   1- How important is warranty to you?
   2- How important is aesthetics?

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10. Create custom field in Projects page

    I am in need of creating custom fields in the project page for each new project/Lead. How can I make a custom field?

    2 votes

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11. post idea ui experience is bad

    your develop server is accessible publicly, plz change it

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12. View posted Ideas before posting your own on Uservoice

    In Support the "Post Idea" button takes you to a box directly to post an idea ... It would be better to upon clicking button to be able to see recent ideas posted first before posting your own .. in case someone has already posted.. also so users can view all recent ideas and vote! -- There is no link in support to see recently posted ideas!

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13. email report

    email a monthly report for the day/ week/ month/ year summery of the dashboard items.

    2 votes

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14. QA notes on SG

    1. Adding a new loan option default AFTER creating a proposal does not show the new loan option.
       (confirmed bug, will create bug card)

    2. Save button is inconsistent
       Done
       Save
       Floppy disk icon
       No warning when not saving changes
       (legitimate issue, will add as a separate Uservoice issue)
       NEW IDEA SUBMITTED

    3. When editing a drawing and clicking to draw, the right click should cancel adding or removing points instead of having to click “undo” all the way to the right
       NEW IDEA SUBMITTED

    4. “Edit project” and “Open project” are too similar and confusing. Either combine them or make it clearer what they mean
       NEW IDEA SUBMITTED

    5. “Edit drawing” is misleading because it controls a lot more things than just “editing the drawing” (panel amount, panel location, panel orientation etc). It needs a better name. Also calling them drawing is a misnomer. They are designs not drawings no one is drawing anything.
       NEW IDEA SUBMITTED

    Proposal Creation/Customization/Panel Sizing Pricing etc

    There needs to be (in addition of offset KW/H) the following (on the edit drawing scree)

    1. Offset $$ monthly
       NEW IDEA SUBMITTED

    2. Also the proposal is not taking an average of utility bills, it’s only taking the earliest one for some reason
       NEW IDEA SUBMITTED (so we can do outreach to client to clarify this, as it's not enough information)

    3. New utility payment monthly $$
       Loan payment monthly $$
       Differential/net credit/debit = Old utility payment - (new utility payment + loan payment)

    *** THIS IS CRUCIAL to being able to right size the array. Having this instant feedback will greatly improve the speed and relative ease of figuring out the right amount of panels to quote someone
    Also, we are fully aware the loan terms, efficiency, etc factor into the above savings differential, this feature would just make it a lot easier to calculate
    Actual Proposal PDF
    (legitimate issue, will add as separate UV, savings differential request for financing team)

    The estimated savings over the life of the panels is good
    The estimated monthly savings is good
    NEW IDEA SUBMITTED

    1. The year over year chart is WRONG It takes a single month’s calculation and extrapolates it across 12 months This does not factor in months where there is more sun production. Long story short the full term savings and the monthly savings and the yearly break down need to coincide. NEW IDEA SUBMITTED

    1. Adding a new loan option default AFTER creating a proposal does not show the new loan option.
       (confirmed bug, will create bug card)

    2. Save button is inconsistent
       Done
       Save
       Floppy disk icon
       No warning when not saving changes
       (legitimate issue, will add as a separate Uservoice issue)
       NEW IDEA SUBMITTED

    3. When editing a drawing and clicking to draw, the right click should cancel adding or removing points instead of having to click “undo” all the way to the right
       NEW IDEA SUBMITTED

    4. “Edit project” and “Open project” are too similar and confusing. Either combine them or make it clearer what… more

    3 votes

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15. Proposal sharing

    We should have the ability to send our builds to other accounts under different companies. It should be as simple as sharing the build so that they could have a copy of which they could edit and send back if needed.

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16. App for Apple platform

    Create an app for Apple, so when in the Appointment we do not have to pull up the website and login, we could just click on an icon and go straight to the proposal

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17. Bulk Assign Leads
    3 votes

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18. Campaign Management (CRM functionality)

    Ability to create marketing campaigns using various tools such as email, texting and autodialling.

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