01
Signed contract → live project
The signed-deal webhook creates the project, copies system specs, attaches the signed PDF, and starts the milestone clock — in seconds.
Platform overview
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.
From signed deal to live project
Seconds
Milestones tracked, signature to PTO
8
Undo window on automated changes
24h
The platform
Sales tools own the pitch. SunrAI owns the install, the customer experience, and the years of follow-up that turn one install into the next referral.
Module
Customer records, communication history, and account context that follow the deal from signature into install and beyond.
Module
The moment a proposal is signed, the install project creates itself — no handoff, no spreadsheet, no re-keying.
Module
Phases, tasks, crew assignments, permits, and inspections from signed contract to PTO — with the busywork automated.
Module
Live storm intel mapped to your customer base. Affected homeowners surface automatically for proactive D&R outreach.
Module
Customer portal with install milestones, photo proof of work, and post-PTO storm follow-up. The referral engine.
Module
The signature fires permits, BOM, crew, and PTO chasing — every step from signed to powered-on.
How it works
A signed deal in your sales system fires a webhook. SunrAI auto-creates the install project, schedules the crew, and runs the customer portal — all before you finish your coffee.
01
The signed-deal webhook creates the project, copies system specs, attaches the signed PDF, and starts the milestone clock — in seconds.
02
Permits get filed, install dates proposed, PTO chased, storms watched — drafted in the background, approved by you, every handoff coordinated.
03
Years after PTO, when a storm hits, affected customers surface automatically for insurance D&R outreach. The retention engine runs forever.
Integrations
Signed-deal webhooks create install projects automatically — no re-keying
Team notifications, agent inbox, and project updates
CRM sync and SMS outreach
Calendar, Drive, and admin access
Legacy CRM sync for migration period
SMS for customer comms and crew dispatch
Every closed deal becomes a live install project in seconds, with the workflow running from signature to PTO and beyond.
Free during beta · No credit card required
Company
Legal