832 results found
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API Integration with Sunbase
Allow users to setup an API integration with Sunbase CRM.
2 votes -
As an installer, I would like to use custom incentive URLs on the web quote for existing Incentives
For existing settings provided by Solargraf, there should be a way to edit the provided Incentive Website.
1 vote -
remove inverter from contract
would like to remove the inverter from the contract. It's good to use to model it, but it's often selected by a salesman who doesn't have the design experience that our designer has. So when changes happen the change order process is a huge headache both for us (your customer) and for our customers
0 votes -
Show loan payment before and after tax credit is applied
We added a finance company that we work through into our system, which can be reflected in our proposals. This is a great feature, however, the "initial payment" displayed is what the payment would be if the customer decided to put the tax credit back into the loan and not what they will be paying month one. I'm guessing this is because we have the 30% tax credit in the proposal and it is automatically factored in, but this is not an accurate representation of what the customer's initial payment will be. It would be awesome if the proposal would…
1 vote -
Show Energy Savings in the Utility section
Can you add energy savings from energy efficiencies to the proposal? Maybe show the energy savings in the utility section like it does on Energy Periscope?
1 vote -
Show previous versions of a Project Option
Please have a version of the clients reviewed bids and date stamped (a link that shows the previous bid).
1 vote -
On Project Exports, include a data field for Project Status
When exporting a csv file of my projects, I want to export the Project Status as a data point for projects.
2 votes -
Allow users to enable more than one T&C's at a time under company settings
Currently, although users can add more than one T&C's in their company settings, only one can be visible at a time. We are requesting to enable more than one at at time.
1 vote -
None of the Above option for manufacturers in Storage Pricing Tables
Battery storage Price tables need a manufacturer option of "None of the Above" so we can price our own batteries in our company settings.
1 vote -
User hierarchies on SG
Having a button on the project page allowing a sales rep to select. From there, it will trigger an email to the sales manager to review the proposal. This button should give the manager the ability to disable the option to sign the proposal if the manager considers the project created by the sales rep is incorrect. Note: this is a request for Cutler Bay Solar Solutions, not Andrew Ortega. Andrew is no longer working for the company
1 vote -
When more than 1 battery is added, display all batteries under the initial 'Materials' section
When more than 1 battery is added, display all batteries under the initial 'Materials' section. Currently, only the first battery is added under this section and the remaining batteries under 'Additional Materials'.
1 vote -
to include CO2 usage on houses to our proposal
To include CO2 usage on houses in our proposal. Co2 on the house and usage are not strictly related to solar savings but it helps to build up a whole system of benefits for the homeowner. It helps the prospects understand all the benefits that can cause moving to Solar energy.
1 vote -
Finding the right tariffs using automatic usage rates
When they are referring to the homeowner’s bill to input their data into the utility settings, the tariffs rarely reflect what the bill says which is very confusing for the installer.
1 vote -
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 -
1 vote
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Make cash vs financing toggle more visible in proposals
Homeowners often aren’t aware that multiple financing options are available in the proposal. Making the cash vs financing toggle more visible, especially within the payment or detailed proposal section, would help customers better understand their options and reduce confusion around pricing and payments
2 votes -
Reflection of credits on the monthly breakdown
The user needs a more clear representation of how the credits are applied to the utility bill without having to go to two different columns. (Utility and Credits column). Ideally you would be able to see the monetary impact in a more straightforward way, to your bill.
1 vote -
Timeline Specific for each Proposal Option
I would like to have each Proposal Option contain individual timelines specific to that Proposal Option. Thank you!
1 vote -
Add Monitoring costs to Materials
In the material list there should be a monitoring section for a list of monitoring options. please make it happen.
1 vote -
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.
1 vote
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