Your contract is signed. Let's build.
SoCap generates the contract and gets the customer's signature. SunrAI takes over the moment the ink is dry — engineering stamps filed, BOM ordered, AHJ permits submitted, crew assigned, inspections booked, interconnection chased to PTO. No spreadsheet handoff. No dropped balls.
Four steps. From signed to powered-on.
Five AI Buddies running the post-sale workflow in parallel.
Contract signs in SoCap
Final agreement, e-signature, payment terms locked. SoCap fires contract.signed.
SunrAI fires up the project
Engineering stamp filed, BOM queued, milestone template applied, signed PDF attached.
AI Buddies coordinate every handoff
Permits → materials → crew → inspection → PTO. Five Buddies running in parallel.
You ship the install
Photos in the portal, customer informed, commission accrued, PTO chased.
Contract.signed fires the entire install workflow
When SoCap fires the contract.signed webhook, SunrAI creates the install project, copies the system spec, attaches the signed PDF, applies your milestone template, and starts the clock. The signed contract IS the trigger — no spreadsheet handoff, no email chain, no dropped balls.
- SoCap webhook handler creates project + customer + design in seconds
- Signed PDF auto-attached to the project record for audit trail
- Milestone template (residential or commercial) applied automatically
- Notifications fire to the assigned PM and crew lead
Auto-trigger on signature
Pip files the permits and chases AHJs to approval
Pip the Permits & Approvals Buddy files engineering stamps the moment design is confirmed, submits AHJ permit applications, tracks utility interconnection through to approval, and books your post-install inspection. You see status; he does the chasing.
- Engineering stamp request fired when design is locked
- AHJ permit applications filed and tracked to approval
- Utility interconnection chased through PTO
- Inspection bookings auto-scheduled with the AHJ
Permits, by Pip
Bob generates the BOM and tracks every delivery
Bob the Procurement Buddy queues the bill of materials against your supplier, tracks delivery ETAs, and feeds the install-readiness check that Cal uses to schedule. Material slips trigger automatic reschedule proposals — no surprise install delays. (Shipping after supplier integration lands.)
- BOM auto-generated from the system design
- Order queued for your approval, sent to supplier directly
- Delivery ETAs surfaced to Cal's readiness gate
- ETA slips trigger Reschedule Proposer to keep dates honest
Materials, by Bob
Cal proposes install dates that fit crew, materials, and customer
Cal the Scheduling Buddy reads readiness (permits clear, material ETA confirmed, crew docs on file), the crew-capacity calendar, and customer window preferences. When all three align he proposes a date. PM approves, crew auto-assigned, date posted to the customer portal.
- Daily install-readiness scan against permit, material, and crew gates
- Date proposals routed to PM for approval, never directly to customer
- Crew assigner matches by capacity, proximity, and skill
- Weekly capacity forecast feeds Sam's standup
Schedule, by Cal
Cash chases PTO, accrues commissions, runs the AR command center
Cash the Closeout & Money Buddy handles every dollar after signature: PTO chasing, dealer-fee reconciliation, commission accrual at each milestone, and an AR command-center view of every open invoice. Get paid faster without chasing your own ledger.
- PTO chasing across utility and AHJ touchpoints
- Commission ledger accrues automatically at each milestone
- AR command center surfaces stale invoices and short-paid funds
- Compensation ledger feeds payroll-ready exports
Money, by Cash
Signed contracts shouldn't die in someone's inbox
Connect SoCap and SunrAI so every signed contract becomes a live install project in seconds — with engineering, permits, materials, and crew scheduling already moving.
Pilot data: 1,391 installs delivered through the SunrAI workflow.