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Solargraf Features


Solargraf Features

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  1. 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!

    2 votes

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  2. Would like to see revisions be free even after the 6 month time period.

    2 votes

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  3. Rather than "Solar Savings" in the proposal, can we call it "Cost of Doing Nothing"?

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  4. We would like our salespeople who are not solargraf clients or users to be able to see quotes before sending them to our customer. "Send to Sales Team" option on the proposal would be great! Right now, the only workaround we have is to put a sales rep in as the customer email. This causes confusion in the proposal when our company email is listed with all the personalized proposal info for the customer. We usually have at least 3 options for our customers during a presentation, so downloading pdfs beforehand and sending them to our reps is not time…

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  5. email a monthly report for the day/ week/ month/ year summery of the dashboard items.

    2 votes

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  6. Solar Graf
    should consider adding the - Orientation Azimuth Degree to the Project Information Page
    1) easier for us to quickly confirm Azimuth is correct.
    2) allow owner to see Azimuth for proposed project.

    I take multiple steps to confirm Azimuth
    1) edit drawing
    2) click on panels
    3) review Array Details
    4) redo if you have multiple option in proposal

    5) need to review - Staffs work quickly just by reviewing - Manage Options then projectj detail - ONE PLACE

    4 votes

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  7. Net Metering update.

    Please create a feature that will allow us to show the client:

    As such, your credit
    amount will be capped by your monthly usage. The credit amount will be exclusive of any monthly base
    charge, applicable taxes and fees or other charges (such as late fees, special meter reading fees, and fees
    related to disconnection or connection of service)

    1 vote

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  8. Need to make some extra costs hidden from sales reps. These extra costs are inputted at the company level for all projects based on our internal costs.

    Need to restrict sales rep access from editing loan options to see dealer fees and any other configuration associated with that specific loan.

    1 vote

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  9. I would like to see a Generac PV link and battery calculator in my SolarGraf account reference project.

    6223 Fringe Sage Ct NE, Albuquerque, NM 87111, USA

    Please see my Alt account at Albert@nmsolarpro.com for example

    See option 1 settings for easy review

    1 vote

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    0 comments  ·  Materials  ·  Admin →
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  10. Editing a pdf proposal and adding in an additional page of print screen of other option, allowing to offer all in one proposal.

    1 vote

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  11. When setting up Lead Status', It would be helpful to have the ability to edit the description.

    3 votes

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  12. 1 vote

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    1 comment  ·  Proposal  ·  Admin →
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  13. Add generator button to proposal/permits.

    1 vote

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    0 comments  ·  Proposal  ·  Admin →
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  14. WHEN PAYMENTS ARE CALCULATED IN THE PDF IT NEED TO BE CONSISTENT WITH THE PROPOSAL. IN THE PDF THE FEDERAL TAX CREDIT IS NOT BEING CALCULATED SO IT SHOWS A HIGHER LOAN AMOUNT. REALLY CONFUSING TO OUR CUSTOMERS

    1 vote

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    0 comments  ·  Financing  ·  Admin →
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  15. Improve the map search functionalities. There is an address that appears on Apple Maps but Solargraf (and Google Maps) is unable to locate this address.

    2 votes

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  16. Integration with SolarAPP

    1 vote

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  17. Need to show panels on a vertical surface/wall.

    1 vote

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  18. Need mandatory password reset for our employees after X amount of days.

    1 vote

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  19. Would like to show Cash and Loan options seperately in Each option on the same project page and not have to toggle in proposal.

    1 vote

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  20. Need a way to customize Utility Bill portion of proposal.

    3 votes

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