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Project Management

Permit to PTO without the chaos.

Phases, tasks, crew assignments, permits, inspections, and documents -- structured around how solar projects actually move from sale to PTO. No more spreadsheets. No more missed inspections.

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Solar-specific phases, survey to PTO

8

Permit and inspection on a paper trail

Every

AI briefing across all projects

Daily

The lifecycle

Built around the solar install lifecycle.

Pre-configured phases that match how your projects actually move from sale to PTO.

01

Site Survey

Roof measurements, electrical panel assessment, shade analysis

02

Design

System layout, engineering drawings, equipment selection

03

Permitting

AHJ applications, plan review, approval tracking

04

Equipment

Order management, delivery tracking, staging

05

Installation

Crew scheduling, roof work, electrical connections

06

Inspection

Municipal inspection, re-inspection if needed

07

Interconnection

Utility application, meter swap, net metering setup

08

PTO

Permission to operate, system activation, monitoring setup

01Phase Tracking

Solar-specific phases that match real install lifecycles

Pre-built project templates with phases that mirror how solar installations actually move: Site Survey, Design, Permitting, Equipment Ordering, Installation, Inspection, Interconnection, and PTO. Customize phases for your AHJ requirements and utility processes.

  • Pre-built templates: Site Survey, Design, Permitting, Install, Inspection, PTO
  • Custom phase creation for unique AHJ or utility requirements
  • Phase dependencies so tasks unlock in the right order
  • Phase-level status tracking with automatic progress calculations

02Crew Management

Assign tasks to specific crews and track workload

Assign tasks to specific crew members across all active projects. See who is doing what, when, and where. Know when a roof crew is double-booked before it becomes a problem. Different crews handle different phases -- electrical crews handle interconnection, roof crews handle panel installation.

  • Crew-level and individual task assignment
  • Workload visibility across all active projects
  • Double-booking detection before conflicts happen
  • Specialized crew types: roof install, electrical, inspection, survey

03Permits and Inspections

Never miss a permit deadline or failed inspection

Log permit applications, track approval status by AHJ, schedule inspections, and attach documentation. When an inspection fails, log the reason and schedule the re-inspection. Every permit and inspection has a paper trail that survives employee turnover.

  • Permit application tracking with AHJ-specific timelines
  • Inspection scheduling with pass/fail/conditional status
  • Re-inspection workflow with failure reason documentation
  • Automatic deadline alerts before permits expire or inspections are due

04Documents

Every document in one project record

Upload site survey photos, engineering drawings, permit approvals, inspection reports, and interconnection agreements directly to the project record. Stop digging through email threads, shared drives, and text messages to find the right document.

  • Drag-and-drop upload for photos, PDFs, and CAD files
  • Document categorization: surveys, engineering, permits, inspections
  • Version control so previous versions are never lost
  • Secure sharing links for AHJ submissions and utility filings

05Visibility

Real-time project status across your entire portfolio

Dashboard views showing every active project by phase, status, and crew assignment. Filter by utility territory (ComEd, Ameren, Alliant, MidAm), AHJ, or crew. Know exactly which projects are blocked, which inspections are pending, and which are ready for PTO.

  • Portfolio dashboard with phase-based project views
  • Filter by utility, AHJ, crew, status, or date range
  • Blocked project alerts with reason tracking
  • PTO readiness checklist with missing document detection

06AI Summaries

AI-generated daily briefings across all projects

The AI assistant generates daily project briefings highlighting blockers, upcoming deadlines, and tasks behind schedule. Operations managers get a single summary instead of checking 30 project boards every morning.

  • Daily email briefing with project-level status summaries
  • Blocker and risk detection with suggested resolutions
  • Upcoming deadline previews for the next 7 and 14 days
  • Tasks behind schedule surfaced with assignee and delay duration

Connected

Projects link to customer records in the CRM

Automatic

Projects auto-created from accepted proposals

Our founding team ran install operations on spreadsheets and whiteboards across nearly 2,000 installs. SunrAI is what we built so no PM has to do that again — every project, every phase, one screen.

The SunrAI founding team

Track your first project from permit to PTO

Free to start. No credit card required. Import existing projects in minutes.

No credit card required. Free during beta.

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SunrAI

The install ops platform for solar teams. CRM, projects, customer portal, and storm intelligence — all in one.

Chicago, Illinois

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