Changelog
See what's new in SunrAI. Explore weekly updates to the tools your team uses, including new features, improvements, fixes, and help guides.
Week of
This week’s changes span 5 product areas, including Help, Inbox, and Tasks.
Help
Explore weekly SunrAI updates and clearer help guides
See new features, improvements, and fixes by week, with clearer step-by-step guides for your team.
Inbox
Keep the Inbox open when a conversation link fails
In SunrAI Flow, keep the Inbox list visible and choose another conversation when a linked conversation cannot be opened.
Tasks
Open and review general tasks by link
Open a general task on its own page, review its assignment history, and return to Tasks if it has been deleted.
Tasks
Open the right task from a link
Follow a task link to its page or project, where the matching row opens in view.
Tasks
See general task edits across your task lists
After you update a general task, My Tasks reflects its latest details, as does the work hub when you use SunrAI Flow.
Tasks & notifications
Bring daily work together in one hub
In SunrAI Flow, reach tasks, recent messages, notifications, and a private notepad from one work hub on desktop or full-screen on a phone.
Work hub
Choose what to keep when your note changes elsewhere
In SunrAI Flow, choose the saved note or keep your edits if your private note changes on another tab or device while you are editing.
46 updated help guides
Welcome to SunrAI
What SunrAI does, who it is for, and where a new team should start.
Getting started
Create your SunrAI account and workspace
Sign up, verify your email when prompted, and create a workspace or join the team that invited you.
Getting started
Set up your team
Complete first-run setup, invite teammates, and manage membership roles from Settings.
Getting started
Create and open your first project
Create a real project, apply the standard workflow template, and find the main project work areas.
Getting started
Reset your password
Request a password-reset email and use the link to choose a new password.
Account & security
Manage your profile
Update your team profile and understand how it differs from the email you use to sign in.
Account & security
Notification preferences
Choose available in-app, email, and browser-push notifications for the current team.
Account & security
Two-factor authentication
Use an authenticator app as an extra sign-in step when the option is available for your account.
Account & security
Sign out of SunrAI
Sign out of SunrAI from the account menu.
Account & security
Notification preferences and workflows
Choose how supported notifications reach you and understand what those choices control.
Account & security
Your Home page
Use Home to review urgent work, project progress, and updates for your team.
Workspace & scheduling
Review the operations summary
Find the operations summary in Schedule and review work that is ready, scheduled, or at risk.
Workspace & scheduling
Understand project stages and status
Learn how the eight milestone stages, template phases, tasks, and project status relate.
Projects
Create a project manually
Create an install or D&R project for your team using an existing customer or one you add along the way.
Projects
Change a project's status
Edit a project status and understand how work on the project can affect it.
Projects
Add a customer
Create a customer record with the required name and address.
Customers
Import customers in bulk
Use a CSV file to add customer records in SunrAI.
Customers
Submit a permit
Create and track a permit application from a project.
Permits & inspections
How Pip follows up on permits
See when a permit follow-up is suggested and how to review it.
Permits & inspections
Jurisdiction details and inspection warnings
Find a project's jurisdiction details and review inspection warnings from Pip.
Permits & inspections
Prepare for a scheduled inspection
Review inspection-preparation items flagged before an upcoming visit.
Permits & inspections
What the Buddies do
Learn how Buddies use operational skills under Autopilot, Copilot, Signal-only, or Off controls.
Buddies (AI helpers)
Control levels: Autopilot, Copilot, Signal-only, Off
Choose how each available Buddy skill behaves for your team.
Buddies (AI helpers)
Approving and undoing Buddy work
Review Buddy proposals, identify actions that cannot be reversed, and undo eligible actions from Activity.
Buddies (AI helpers)
Reading Buddy activity
Use Activity to review Buddy proposals, completed actions, rejections, automatic actions, and eligible undos.
Buddies (AI helpers)
Connect SoCap
Link your SoCap organization with SunrAI to share project and milestone updates.
Integrations
Connect CompanyCam
Connect CompanyCam to import photos and checklist items to SunrAI projects.
Integrations
Connect GoHighLevel
Connect a GoHighLevel location and choose which data categories are enabled.
Integrations
Connect Slack
Send SunrAI notifications to selected Slack channels and mapped users.
Integrations
Connect Twilio for SMS
Connect your team's Twilio account and sending number for SMS in SunrAI.
Integrations
Connect WhatsApp Business
Connect a Meta WhatsApp Business number to the SunrAI inbox.
Integrations
Connect Google Workspace
Choose whether SunrAI can use your work calendar, Gmail, and Google Drive.
Integrations
Integration troubleshooting
Steps to check when a connected service is not working as expected.
Integrations
Sales and commissions
Review sales activity and commission status in SunrAI.
Pipeline, PTO & AR
Read the AR digest
Review installed projects waiting for PTO and projects with PTO that have not activated.
Pipeline, PTO & AR
How PTO follow-up works
Review suggested follow-ups for installed projects that are waiting for PTO.
Pipeline, PTO & AR
Commission ledger
Review inspection commission accruals and correct mistakes.
Pipeline, PTO & AR
Use the storm tracker
Sort, filter, export, and review storm follow-up work.
Storm & D&R
Storm intelligence
Review storm events and identify existing customers in affected areas.
Storm & D&R
D&R projects: what they are and when to use them
Start a separate D&R project for post-install detach, reset, damage, or insurance work.
Storm & D&R
Storm follow-up queue
Review existing customers affected by storms and prepare follow-up.
Storm & D&R
Outreach templates
Create reusable message templates for storm follow-up.
Storm & D&R
My dashboard looks empty
Check your selected team, access, and project list.
Troubleshooting
I'm seeing data from the wrong team
Confirm the selected team and switch to the correct one.
Troubleshooting
A Buddy isn't doing what I expect
Check Buddy settings, project conditions, and recent activity.
Troubleshooting
Undo failed or only partly worked
Understand undo limits and review the change before correcting it.
Troubleshooting
Week of
This week’s changes span 5 product areas, including AI assistant, Files, and Notifications.
AI assistant
Review permit status in the assistant
View permit status, submission timing, and items that need attention in one assistant card.
Files
Give project files clear display names
Give project files clear display names so they are easier to recognize.
Files
Move between files from the preview
Move to the previous or next file in the project library without closing the preview.
Files
Upload larger project files
Upload project files up to 500 MB from the file library.
Files
View project PDFs full screen
Expand a PDF preview to fill the browser window and use a clearly labeled control to reset its view.
Notifications
Read notification context at a glance
See the event, customer, project, and a plain-language reason in each notification, with clearer dates.
Notifications
Save notification preferences as you change them
Each notification preference saves on its own, with a retry option if saving fails.
Projects
Find project addresses with Google Maps
Search for a project address with Google Maps or switch to manual entry when needed.
Projects
Keep work panels open while using the page
Use task, conversation, and team activity panels without blocking the rest of the page.
Projects
Keep your project order after the list refreshes
Your manually arranged project list keeps its order when the list reloads, so you can return to the same view.
Tasks & projects
Close tasks that no longer need to be done
Mark a task Not needed with a reason; it stops blocking phase progress, while each phase still needs one completed task.
Week of
This week includes updates to AI assistant and SunrAI Field.
AI assistant
Keep the assistant conversation easy to follow
The chat layout keeps conversation content and the reply box usable as the conversation grows.
SunrAI Field
Find project work from the Field app home screen
Use the Field app home and project hub to reach today’s work and its project sections.
SunrAI Field
Keep assigned jobs and work time in sync
Choose from assigned jobs when clocking in and keep time records attached to the right work.
Week of
This week includes updates to AI assistant and Projects.
AI assistant
See the project details behind AI answers
AI responses can show the project information they used so your team can check the supporting details.
Projects
Track project progress by current phase
See current project phases across the board, project list, and details, based on unfinished required tasks.
Week of
This week includes updates to Files.
Files
Preview more project file types
Open text and CSV files in the project library, including files from connected Google Drive accounts.
Week of
This week’s changes span 6 product areas, including Customers, Permits, and Projects.
Customers
Archive customers without losing their history
Remove customers from active lists, search, and exports while keeping their records available to restore.
Permits
Create follow-up tasks for failed inspections
When an inspection fails, a follow-up task carries the recorded corrections and deadline.
Permits
Keep documents with their permit records
Add project documents from the Permits & Inspections section and open permit files from the project file list.
Projects
Reorder projects to fit your workflow
Arrange projects in the order that works best for your team.
Scheduling
Match crews to scheduled work
Search available crews and assign the right team while creating a dispatch.
SunrAI Field
Keep assigned jobs and work time in sync
Choose from assigned jobs when clocking in and keep time records attached to the right work.
Tasks
Assign task owners and due dates
Give each task an owner and deadline, with calendar reminders and overdue follow-up.
Week of
This week includes updates to Invoices.
Invoices
See invoice notes alongside due dates
View each invoice’s project and notes in the list, sorted by due date with undated invoices last.
Week of
This week includes updates to SunrAI Field.
SunrAI Field
Keep assigned jobs and work time in sync
Choose from assigned jobs when clocking in and keep time records attached to the right work.
Week of
This week includes updates to Tasks.
Tasks
Assign task owners and due dates
Give each task an owner and deadline, with calendar reminders and overdue follow-up.
Week of
This week includes updates to AI assistant.
AI assistant
Keep the assistant conversation easy to follow
The chat layout keeps conversation content and the reply box usable as the conversation grows.
Week of
This week includes updates to SunrAI Field.
SunrAI Field
Find project work from the Field app home screen
Use the Field app home and project hub to reach today’s work and its project sections.
SunrAI Field
Keep field work moving with an unreliable connection
The Field app keeps queued project updates ready to resume when a connection returns.
Week of
This week includes updates to Integrations.
Integrations
Map stages separately for each Coperniq workflow
Choose which SunrAI project stage each Coperniq workflow stage represents, with mappings kept separate by workflow.
Week of
This week includes updates to Scheduling and Tasks.
Scheduling
Match crews to scheduled work
Search available crews and assign the right team while creating a dispatch.
Scheduling
Plan work in day, week, or month views
Switch the schedule between day, week, and month views, then search for the work you need.
Tasks
Assign task owners and due dates
Give each task an owner and deadline, with calendar reminders and overdue follow-up.
Week of
This week includes updates to Projects.
Projects
Edit project system specifications inline
Update a project’s system specifications directly from its overview.