01
The contract signs
Final agreement, e-signature, payment terms locked. Your sales system fires contract.signed.
Contracts → Build
Your contract is signed. Let's build.
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.
From contract.signed to live project
Seconds
Milestones tracked, signature to PTO
8
Lost handoffs between sales and install
Zero
How it works
Four steps. From signed to powered-on.
The workflow runs in parallel behind the scenes — you approve, it executes.
02
SunrAI fires up the project
Engineering stamp filed, BOM queued, milestone template applied, signed PDF attached.
03
AI Buddies coordinate every handoff
Permits → materials → crew → inspection → PTO. Drafted in the background, approved by you.
04
You ship the install
Photos in the portal, customer informed, commission accrued, PTO chased.
01Auto-trigger on signature
Contract.signed fires the entire install workflow
When the contract.signed webhook lands, 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.
- Signed-contract webhook 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
02Permits, by Pip
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
03Materials, by Bob (coming soon)
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
04Schedule, by Cal
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
05Money, by Cash
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
Signed contracts shouldn't die in someone's inbox
Every signed contract becomes a live install project in seconds — with engineering, permits, materials, and crew scheduling already moving.
Free during beta. No credit card required.