Create and open your first project

Start with one real customer and project. SunrAI creates the project record and can copy a template's phases and tasks into it.

Before you start

• Finish team setup if you are the workspace Owner or Admin.
• Have an existing customer ready, or have the customer's name and full address so you can create one from the project form.
• Viewers cannot create projects.

Steps

1. 1

   Open Projects

   In the dashboard sidebar, click Projects, then click New Project.

2. 2

   Choose the project type

   Select Residential, Commercial, or D&R (Detach & Reset). Use D&R only for the post-install detach/reset lifecycle.

3. 3

   Choose the customer

   Search for an existing customer. If the customer is missing, click Create new customer and enter the required name and address; email and phone are optional in this inline form.

4. 4

   Review the template

   Standard Solar Installation is preselected for a new install when it is available. The preview shows the phases and tasks that will be copied into the project.

5. 5

   Add optional staffing and dates

   You can assign a sales agent or teammates to template roles, and set optional start and end dates. These fields can be completed later.

6. 6

   Create the project

   Click Create Project. SunrAI opens the new project detail page after the save succeeds.

7. 7

   Start the real work

   Use Tasks for the template workflow. Use Photos, Documents, Checklists, and Activity as those records become available for the project.

Verify it worked

• The project opens with the selected customer and an initial Not Started status.
• The Tasks tab contains the phases and tasks from the selected template.
• Returning to Projects shows the new project in the team-scoped list.

Troubleshooting

"The customer already has an active project" — SunrAI blocks accidental duplicate active projects. Open the existing project first. Create a separate lifecycle only when it is intentional.

"No template phases appeared" — Confirm a template was selected. A team Owner or Admin can review reusable templates from Settings → Templates.

"I can view projects but cannot create one" — Viewers are read-only. Ask an Owner or Admin to review your membership role.