832 results found
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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 -
Ability to add users to project at company level
I would like certain admins to be notified when a proposal is signed. Currently, they have to be added manually to each project. I would like to be able to set up notifications at the company setting level rather than at the project level so we don't have to add users for every single project.
1 vote -
Timelines by state
When we select the timeline in settings the first option should be State. Then each state will have its on timeline. Ie Approvals(utility) in CT take about 45days longer then FL.
2 votes -
Book a meeting feature
To whom ever views these request,
Please view attachment. If Solargraf/Enphase is planning on having this feature please have a setting to be able to set/edit available times or not allow clients to double book. Or very simple integrate with Calendly!
Also I can’t remove this feature for all estimates we have sent out. So now if a customer decides to book a meeting i will have to inform them “SORRY our system doesn’t work and we need to reschedule”
Please keep it really simple guys! Fix it!! Lol
2 votes -
Default Material Groupings
When certain materials such as roofing material is set, a default preset list of components are assigned to the project. For example: If rolled asphalt is set as roof material; racking, standoffs and flashings are set to predetermined (by the company) default components.
2 votes -
Upgrade for user managment and exporting of proposals.
1, Make the proposal information exportable, with a field that says what project it's associated with. 2. Keep the old owner for a project or at least a placeholder that says who the old owner was when we delete a user. Right now if I delete a use all their info goes to me, Brian and how will I know what projects were the old users projects?
Thank you!
1 vote -
Add Load Calculation for New construction Project
Please add option to calculate loads (appliances, etc.) while designing a project for a New Construction Project (for a non-battery system as well)
https://enphase.lightning.force.com/lightning/r/Case/5003m00001SQKsEAAX/view1 vote -
1 vote
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1 vote
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1 vote
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Notify Project Owner when customer opens expired proposal
You recently added functionality to set an proposal expiration date, which I like. It would be great to notify the project owner that a customer tried to open an expired proposal so the project owner can follow up
1 vote -
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…
1 vote -
Add utility bill number to contract template
Hello,
We need to add utility bill account number to have it show up in the contract template when the customer signs our contract and right now we don't know of a way to make it automatically be inserted.
I know there's a way to add a custom placeholder in the pdf, but that means the sales reps need to remember to add the account number before sending the contract for signing.
Suggestion 1: a custom place holder could be added to prompt the sales rep or customer to input this information while they are signing.
Suggestion 2: adding a…2 votes -
2 votes
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Easier method to upload usage
Most of our bills have a bar graph indicating the usage. Please implement an interactive bar graph in the New Project page Utility Bill section that we can match up with the one we have to visually import the usage.
1 vote -
1 vote
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Ability to download a PDF when Genability doesn't work
Ability to download a PDF when Genability doesn't work
1 vote -
Show Checkboxes Sticky
Personal Options "Show" checkboxes should be remembered. Right now only defaults to New which makes it hard to find Sent Proposals and you have to set checkboxes every time you launch.
1 vote -
Month to Month Net Metering (MA)
In our service area there is only "full" net metering up to 10kW. We are allowed to install over that limit but then the net metering only applies month to month. It would be great if there was a setting in "utilities" to be able to have this reflected on the quote. Thank you for your time and consideration and please reach out if you have any questions. keith@grenergysolarstore.com
1 vote -
The system shall allow users to work on the opted cloned proposal without returning to option #1 after any modification
When working on a cloned proposal, the system defaults to option 1 ( the initial proposal ) after performing any modification.
Example: The client is working on proposal #2. He /she updates the pricing section and clicks on save. After this, the client will be redirected automatically to the original proposal (proposal#1). If the installer wants to modify another section of proposal #2, he/she has to select the option again, and so on.
1 vote
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