Outcome
Customers informed
Real-time milestones, install date, photo proof — every customer on the same portal, every time.
Presentations → Customer experience
Your customer said yes. Now keep them informed.
The customer signed. SunrAI runs the experience from there — a portal with their install timeline, status updates, photo proof of work, and post-PTO follow-up. Informed customers refer their neighbors.
Signed deal gets a branded portal URL
Every
Milestone updates, permit to PTO
Real-time
Of post-PTO storm follow-up, automatic
Years
After the close
The deal closed. Now what?
A $30,000+ purchase deserves more than radio silence between signature and PTO. SunrAI runs the post-sale experience that turns a one-time install into a referral channel.
Outcome
Office calls down
Customers stop calling for status because they can see it. Your sales reps and PMs get their time back.
Outcome
Referrals up
A delighted customer is the cheapest acquisition channel. Informed customers refer at higher rates.
01Customer portal
Every signed deal gets a branded portal URL
The moment the deal closes, SunrAI provisions a portal link unique to that customer. Install date, milestones, crew arrival window, and your branding — no app to download, no account to create, just a URL they can share with their spouse.
- Branded portal URL generated automatically at signature
- Mobile-first; works on any device, no app required
- Single contact for the customer when they have questions
- Built-in trust signals from your company's logo and colors
02Real-time status
Permits, materials, install, PTO — each milestone updates the portal
As each step in the install workflow clears — permit approved, materials delivered, crew on site, system commissioned, PTO live — the customer's portal updates automatically. Optional SMS or email pings on the milestones that matter most.
- Auto-updates as Pip clears permits and Cal schedules the install
- Optional SMS pings on milestones you choose
- Status messages drafted by Wendy (Customer Comms Buddy, coming soon)
- No more 'when is my install?' calls to your office
03Photo proof of work
Field app captures install photos; customer sees them by milestone
Your install crew uses the SunrAI field app to capture photos by checklist (mounting, electrical, conduit, panel install, commissioning). Each photo posts to the customer portal under the matching milestone — no email attachments, no chasing the foreman for a status photo.
- Checklist-driven photo capture from the field app
- Photos auto-tagged to project and milestone
- Customer portal surfaces photos by step, with dates
- Audit trail for warranty claims and AHJ inspections
04Post-PTO follow-up
Doug watches storms and reactivates customers years later
Doug the D&R Buddy ingests NOAA, NWS, and SPC storm intel and cross-references your customer base by ZIP and service area. When a hail or wind event hits, Doug surfaces affected customers for proactive follow-up — insurance D&R becomes a retention loop, not a cold-call problem.
- National hail and wind intel auto-matched to your customer base
- Affected customers surfaced for proactive D&R follow-up
- Outreach templates and bulk-send compliance checks built in
- D&R aging digest keeps every insurance claim moving
05Referral engine
Informed customers tell their neighbors
A homeowner who saw every step happen on time and got photo proof of completed work is the homeowner who tells their neighbor about you. The portal is the referral engine — it's just a side effect of doing the post-sale experience right.
- Storm follow-up keeps you in touch years after PTO
- Optional 30/60/90-day customer touchpoints
- Referral request templates that fit your brand voice
- Customer-facing portal is mobile-friendly and shareable
The proposal said yes. The portal says we delivered.
Every closed deal gets a branded customer portal with real-time install status, photo proof, and post-PTO storm follow-up. Informed customers refer.
Free during beta. No credit card required.