845 results found
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ROI Presentation Sheet Included In Proposal
Would love to have an ROI sheet with graph
1 vote -
Filter by Project Size
I need to be able to search previous projects by size. For example, can I search and see only projects over , say 100 KW.
1 vote -
Autofill data
Anything we can do to be able auto-fill data would be great. We use excel to enter new customer data. We would love to be able to import the data directly into Solargraf.
Also, the dates are on the proposals are hinkey. They start in April, move to May and then back to April. Is it GiGo on our part?
1 vote -
Display the Offset as Actual Production Used / Base Production'.
Display the Offset as Actual Production Used / Base Production'
2 votes -
New Webquote Comments
- The calendar in the proposal has been goofy since you updated your software. I have to keep changing the dates in the proposal. Then what shows on the screen doesn't match what is in the pdf. Would like an ETA on when the fix is coming
- How come the pdf is the old version and the screen view is a new version? (The new version seems a little cartoonish)
- I think they should have rolled it out all at once (PDF + Webquote) so there is consistency in what the client sees. Did they do any market research on their…
1 vote -
Upload csv files
Need a way we can upload CSV files from out system directly into Solargraf.
1 vote -
Download All non-signed proposals (CSV file)
In the 'Export csv' button on the project page, there needs to be a download all non signed proposals in the filter options.
1 vote -
Import Address List / Export Custom Mailers
I would like to be able to import an address list. CSV is fine. Typical Fields Street, City, State, Zip, Phone, Email. Ideally Solargraf would take those addresses and be able to Auto Design a default layout preference in order South, East, West solar depending on. But I'll settle for creating layout by hand. So Once addresses are imported they fall into a Status of say "imported no layout". I'd like to be able to say draw layouts. If opens the list of items without layout and draw them. Click save and it changes status to say "imported layout drawn"…
2 votes -
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 -
Tesla Tiles (PV vs. non-PV)
The Tesla solar roof consists of PV and non-PV tiles. How do we adjust Tesla solar roof project configuration to take into account tiles that are not photo voltaic? Your software auto populates the max amount of tiles/panels that fit into an array, but not all of the Tesla tiles are PV, and it appears the your software is counting them as PV. We need the ability to visualize the entire Tesla roof (both PV and non-PV tiles) with customers.
1 vote -
Automatic Bill of Material
Automatically generating Bill of Material just from the design and emailing it to suppliers for quotes.
2 votes -
New Solar Tracker - Smartflower
We want to be able to use Solargraf to display and permit the Smartflower. www.smartflower.com
1 vote -
Solar Shingles Desing tool
Hi, Would you be able to incorporate a layout tool for Certainteed Appollo II solar shingles? I am starting to offer these for my customers. Thanks
8 votes -
List of Variables in Solargraf
I'm posting the idea on behalf of the client as they do not like the idea of posting ideas for us. But the client would like to have a list of variables that are in Solargraf like the '{{size}} = system size (KW-DC)'
See Slack link for reference - https://sofdesk.slack.com/archives/C03SBQVE7/p1614292650073900
1 vote -
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.
1 vote -
Custom offset/Manual Offset
I suggest an option for a company to use their own equation, or enter their own “100% offset”. For instance, we divide KWH/day by 4.5(sun hours) on every home. Using your PV watts, sometimes it matches your offset, but generally it doesn’t. It would be very helpful if we could use our own numbers, but your visual aid.
Thank you1 vote -
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
1 vote -
Calendly integration
it will be great if I can control the Schedule or link my calendly on your plat form
1 vote -
Pricing tables based off of panels selected
Pricing Tables based off of panel choice. We as a company change panels often and also offer higher tiered panels as an option if your roof can't accommodate the panels need to produce enough wattage. When switching to a higher tier wattage the pricing table will shift to a different starting price based off of kW. When adding a new panel in you can set an existing pricing table or create a new one.
4 votes
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