01
The customer signs
The proposal closes. Your sales system fires the signed-proposal webhook to SunrAI with the full payload.
Proposals → Install
Your proposal is signed. We're already working.
The moment a customer signs, SunrAI auto-creates the install project, schedules the crew, files the permits, tracks the inspections, and follows up after PTO. No handoff spreadsheet. No re-keying. The proposal is the trigger; the project runs itself.
From signed proposal to live project
Seconds
Manual handoffs between sales and install
Zero
Re-keying of customer or system data
Zero
How it works
Four steps. From signed to powered-on.
02
SunrAI auto-creates the project
Customer, design, financier, and milestone template land instantly. The signed PDF attaches to the project record.
03
AI Buddies start working
Pip files permits. Cal proposes install dates. Cash chases PTO. You approve, they execute.
04
Customer is informed end-to-end
Portal updates, install milestones, post-PTO check-ins, storm follow-up. Referral-grade experience.
01Auto-trigger
A signed proposal becomes an active install project in seconds
The moment the signed-proposal webhook lands, SunrAI creates the install project with customer, system specs, financier, and design pre-filled. Zero re-keying. Zero spreadsheet handoff. The signature is the trigger; the project runs from there.
- Signed-deal webhook creates the project automatically
- Customer, design, financier, and milestone template land pre-filled
- Signed PDF attached to the project record for the audit trail
- Milestone clock starts the second the contract is signed
02Permits, by Pip
Pip files the permits, talks to AHJs, books the inspections
Pip the Permits & Approvals Buddy handles every interconnection and AHJ touchpoint after the deal closes. He files paperwork the moment engineering is ready, chases status to approval, and books your post-install inspection. You see the dashboard; he does the chasing.
- Files AHJ permit applications the moment engineering is ready
- Tracks utility interconnection status to approval
- Books post-install inspections with the AHJ directly
- Surfaces re-inspection risk before it bites you
03Schedule, by Cal
Cal proposes install dates that fit crew, materials, and customer windows
Cal the Scheduling Buddy reads project readiness (permits clear, material ETA confirmed, crew docs on file), the team's crew-capacity calendar, and any customer window preferences. When all three align he proposes a date. Approved dates auto-assign crews.
- Daily install-readiness scan against permit, material, and crew gates
- Date proposals routed to the PM for approval, never to the customer
- Crew assigner matches by capacity, proximity, and skill
- Weekly capacity forecast feeds Sam's standup so you spot overload early
04Customer portal
Customers see install milestones, crew arrival, and photo proof
Every signed deal gets a branded portal URL. Install date, milestones, crew arrival window, and photo proof of work all update automatically as each milestone clears. Informed customers refer their neighbors.
- Branded portal URL sent at signature
- Real-time status as permits, materials, install, and PTO each land
- Photo proof of work surfaced from the field app's checklists
- Single contact for questions — fewer 'when is install?' calls
05Retention, by Doug
Doug watches storms and reactivates customers years after PTO
Doug the D&R Buddy ingests national storm intel, cross-references your customer base by ZIP and lat/lng, and surfaces affected customers for proactive outreach. Insurance D&R becomes a retention play, not a cold-call problem.
- National hail and wind events auto-matched to your customer base
- Affected customers surfaced for proactive follow-up, not cold calls
- Outreach templates with built-in compliance checks
- D&R aging digest keeps insurance claims moving through the funnel
Stop losing days between signed proposal and shovel-in-the-ground
Every signed proposal becomes an active install project in seconds, with permits filed and crews scheduled before you finish your coffee.
Free during beta. No credit card required.