SoCap closes the deal. SunrAI delivers it.
SoCap generates the proposal, contract, and presentation. SunrAI takes over the second the customer signs — auto-creates the install project, files permits, schedules the crew, runs the customer portal, and follows up after PTO. From signature to powered-on, with five AI Buddies in between.
The post-sale platform for solar installers
SoCap owns the sale. SunrAI owns the install, the customer experience, and the years of follow-up that turn one install into the next referral.
Solar CRM
Customer records, communication history, and account context that flow with the deal from SoCap into install and beyond.
Proposals → Install
SoCap closes the proposal. SunrAI auto-creates the install project the second it's signed — no handoff, no spreadsheet.
Project Management
Phases, tasks, crew assignments, permits, and inspections from signed contract to PTO, run by five AI Buddies.
Storm Intelligence
Live storm intel mapped to your customer base. Doug surfaces affected homeowners for proactive D&R outreach.
Presentations → Customer experience
Customer portal with install milestones, photo proof of work, and post-PTO storm follow-up. The referral engine.
Contracts → Build
SoCap gets the signature. SunrAI fires permits, BOM, crew, and PTO chasing — every step from signed to powered-on.
SoCap + SunrAI = the full solar lifecycle
A signed proposal in SoCap fires a webhook. SunrAI auto-creates the install project, schedules the crew, and runs the customer portal — all before you finish your coffee.
Signed contract → live project
SoCap fires contract.signed. SunrAI creates the project, copies system specs, attaches the signed PDF, and starts the milestone clock — in seconds.
Five Buddies, one workflow
Pip files permits. Bob orders materials. Cal schedules the crew. Cash chases PTO. Doug watches storms. Five Buddies coordinate every handoff.
Storm-driven retention
Years after PTO, when a storm hits, Doug reactivates affected customers with insurance D&R outreach. The retention engine runs forever.
Works with your existing tools
Connect the services your team already depends on.
SoCap
Bi-directional sync — signed deals create projects, install milestones flow back
Slack
Team notifications, agent inbox, and project updates
GoHighLevel
CRM sync and SMS outreach
Google Workspace
Calendar, Drive, and DWD-scoped admin access
Coperniq
Legacy CRM sync for migration period
Twilio
SMS for customer comms and crew dispatch
The post-sale platform for installers who want to keep customers for life
Connect SoCap and SunrAI — every closed deal becomes a live install project in seconds, with five AI Buddies running the workflow from signature to PTO and beyond.
Pilot data: 1,391 installs delivered, 123 MW managed, 1,234 customers in active D&R follow-up.