Door knock to PTO without the chaos
Your reps close the deal. AI handles the proposal. Your PM tracks the project. The homeowner gets a portal. One system from the first appointment to the final inspection.
A day with SunrAI
From the morning briefing to the last project update, here is how a residential solar rep uses SunrAI throughout the day.
Morning briefing
Open SunrAI to see today's appointments, pending proposals, and project updates. The AI assistant highlights 3 hot leads and drafts follow-up messages for yesterday's site visits.
Site visit and survey
Arrive at the Johnsons' home. Pull up Google Solar roof analysis on your tablet -- panel count, shading data, and production estimates are already loaded. Complete the site survey checklist and photos auto-attach to the project record.
Create and present proposal
Back in the truck, generate a branded proposal with real solar data, financing options, and 25-year savings projections. Share an interactive presentation link. Mrs. Johnson signs the e-contract on her phone before lunch.
Submit permit application
Project data auto-fills the permit application for the local AHJ. Upload engineering drawings, submit the application, and set a reminder for the 10-day review window. The permit tracker updates automatically.
Schedule crew and inspection
Assign the roof crew for next Tuesday's install on the Martinez project. Schedule the final electrical inspection for the Davis project -- it passed rough inspection this morning. Update the project phase to 'Inspection'.
Sound familiar?
Juggling 5+ disconnected tools
Spreadsheets for leads, a separate app for proposals, email for contracts, shared drive for documents, and texts for crew scheduling.
Proposals take 2+ hours
Manual data entry, separate roof measurement tools, copying numbers between spreadsheets, and formatting PDF documents by hand.
Missed inspections and permit delays
Permit status lives in someone's email. Inspection dates are on a whiteboard. No one knows which projects are blocked.
One login for everything
CRM, proposals, project management, presentations, and contracts in a single platform. Data flows between modules automatically.
AI proposals in 5 minutes
Enter an address. Google Solar API provides roof data. AI generates the proposal with financing options. Send an interactive link.
Zero missed deadlines
Every permit and inspection is tracked in the project record with automatic reminders. AI briefings highlight blocked projects daily.
Import leads, qualify instantly
Upload your lead list or add customers one at a time. Every lead is automatically enriched with Google Solar API data -- roof analysis, panel count, and production estimates -- so you know which homes have the best solar potential before making the first call.
- CSV import with automatic field mapping
- Google Solar roof analysis on every lead
- Priority scoring based on solar potential
- Automatic duplicate detection
Lead Capture and Qualification
Proposals that close deals
Generate a branded proposal with real solar data, multiple financing options, and 25-year savings projections. Then share it as an interactive web presentation the homeowner can explore on any device.
- AI-generated proposals in under 5 minutes
- Interactive web presentations with engagement tracking
- Multiple financing comparisons (cash, loan, lease, PPA)
- E-signature for instant contract execution
Proposal and Presentation
Never miss a permit deadline
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.
- AHJ-specific permit tracking
- Auto-fill permit applications from project data
- Inspection scheduling with automatic reminders
- IL ABP disclosure form support
Permitting and Compliance
From crew assignment to PTO
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.
- Crew assignment and capacity planning
- Phase-based project tracking
- Document management for plans, permits, and photos
- PTO tracking and utility coordination
Installation and Completion
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