Residential Solar
Your reps close the deal. SunrAI takes it from there — project created automatically, permits tracked, crews scheduled, and the homeowner gets a portal. One system from signature to final inspection.
From signed deal to live project
Seconds
Milestones tracked to PTO
8
AI briefing across all projects
Daily
Handoff spreadsheets
Zero
A regular day
From the morning briefing to the last project update, here is how a residential solar ops team uses SunrAI throughout the day.
Open SunrAI to a one-paragraph digest per project: what moved, what's blocked, what needs you today. The AI assistant flags the Alvarez permit as stuck and has a follow-up draft ready to approve.
A deal closes in your sales system and the install project appears in SunrAI automatically — customer, system specs, and milestone template pre-filled. No re-keying, no handoff spreadsheet.
The crew completes the site survey checklist on their phones. Roof measurements, panel assessment, and photos auto-attach to the project record — sorted to the right project before the truck leaves.
Project data auto-fills the permit application for the local AHJ. You review, submit, and the tracker takes over — with a reminder set for the 10-day review window.
Approve the proposed install date for the Marquez project -- permits clear, materials confirmed, crew available Tuesday. Schedule the final electrical inspection for the Delgado project. The homeowner portals update themselves.
Before / after
Spreadsheets for projects, email for permits, a shared drive for documents, texts for crew scheduling, and a whiteboard for inspections.
The contract is signed, then someone has to notice the email, create the project, re-type the customer data, and remember to start the permit.
Permit status lives in someone's email. Inspection dates are on a whiteboard. No one knows which projects are blocked.
CRM, project management, permits, crew scheduling, homeowner portal, and storm follow-up in a single platform. Data flows between modules automatically.
The signed deal creates the install project automatically — customer, system specs, and milestone template pre-filled, permit workflow already moving.
Every permit and inspection is tracked in the project record with automatic reminders. AI briefings highlight blocked projects daily.
01Customer Records
Upload your customer list or let signed deals create records automatically. Every call, email, site visit, and install milestone lands on one timeline, so anyone on the team can pick up any customer's story.
02Homeowner Experience
Every signed deal gets a branded status page: install date, milestones, crew arrival window, and photo proof of work as each step lands. Fewer 'when is my install?' calls, more referrals.
03Permitting and Compliance
Track permit applications, approval status, and inspection schedules across every AHJ you work with. Project data auto-fills permit forms so you spend less time on paperwork and more time installing.
04Installation and Completion
Assign crews, track installation progress, schedule inspections, and manage the interconnection process. Every step from the first bolt to the final PTO approval is tracked in one place.
Replace the handoff spreadsheet, the permit whiteboard, and the status-call backlog with one system. Get started in minutes.
Free during beta. No credit card required.
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