Create a project manually
Add a project to SunrAI without going through a sales-system import.
Most projects flow in automatically from SoCap. For one-offs or migrations, you can create one by hand.
Before you start
- The customer should already exist. If not, add the customer first.
- Have system size, address, and target install date ready.
Steps
Click + New Project
Top-right of any dashboard or project-list page.
Pick a customer
Type to search. If they don't exist, click Create new customer inline.
Fill required fields
Address, system size (kW), and target install date are required. Everything else is optional and can be filled in by data-completeness later.
Save
Project lands in Not started. Quinn will sweep for missing data within 24 hours.
Verify it worked
The project appears in Projects with status "Not started" and shows up in the dashboard's live pipeline strip once data is complete.
Troubleshooting
"I can't find the customer" — Make sure you're searching the right field (name vs. company name). If the customer is under a different team, you'll need to be a member of that team to see them.