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Documentation and how-tos for SunrAI. 46 articles. Search, or pick a topic.

All topics

  • 4 articles

    Getting started

    Sign up, set up your team, invite people, take your first project from sold to paid.

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  • 6 articles

    Account & security

    Manage sign-in, passwords, your profile, notifications, and signing out.

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  • 2 articles

    Workspace & scheduling

    Find your work, plan installations, and keep daily operations on track.

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  • 3 articles

    Projects

    Create projects and understand stages, phases, tasks, and status.

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  • 2 articles

    Customers

    Add customers, import in bulk, contact history, communication log.

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  • 4 articles

    Permits & inspections

    Submit permits, chase AHJs, schedule inspections, reinspection prevention.

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  • 4 articles

    Buddies (AI helpers)

    Learn what Buddies do, choose their controls, and review or undo eligible actions.

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  • 8 articles

    Integrations

    Connect the tools your team uses for customers, photos, messages, and calendars.

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  • 4 articles

    Pipeline, PTO & AR

    AR digest, PTO chasing, commission ledger, project closeout.

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  • 5 articles

    Storm & D&R

    Storm intelligence, follow-up queue, outreach templates.

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  • 4 articles

    Troubleshooting

    Common issues, error messages, what to do when something looks wrong.

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