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Documentation and how-tos for SunrAI. 38 articles. Search, or pick a topic.
All topics
- 4 articles
Getting started
Sign up, set up your team, invite people, take your first project from sold to paid.
Browse → - 5 articles
Account & security
Sign-in, password reset, profile, notifications, sessions, sign-out everywhere.
Browse → - 3 articles
Projects
Create projects, the 8-step lifecycle, milestones, status changes, undo.
Browse → - 2 articles
Customers
Add customers, import in bulk, contact history, communication log.
Browse → - 4 articles
Permits & inspections
Submit permits, chase AHJs, schedule inspections, reinspection prevention.
Browse → - 4 articles
Buddies (AI helpers)
What the Buddies do, control levels, approving work, the 24-hour undo window.
Browse → - 6 articles
Integrations
Connect SoCap, CompanyCam, GoHighLevel, Slack, Google, DocuSign, Coperniq.
Browse → - 3 articles
Pipeline, PTO & AR
AR digest, PTO chasing, commission ledger, project closeout.
Browse → - 3 articles
Storm & D&R
Storm intelligence, follow-up queue, outreach templates.
Browse → - 4 articles
Troubleshooting
Common issues, error messages, what to do when something looks wrong.
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