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Changelog
Help/Pipeline, PTO & AR

Pipeline, PTO & AR

AR digest, PTO chasing, commission ledger, project closeout.

  • Sales and commissions

    Review sales activity and commission status in SunrAI.

    Read · 1 min
  • Read the AR digest

    Review installed projects waiting for PTO and projects with PTO that have not activated.

    Read · 1 min
  • How PTO follow-up works

    Review suggested follow-ups for installed projects that are waiting for PTO.

    Read · 1 min
  • Commission ledger

    Review inspection commission accruals and correct mistakes.

    Read · 1 min