Welcome to SunrAI

SunrAI is a post-financing operations workspace for solar teams. Teams use it to manage projects from handoff through installation, inspection, activation, and follow-up.

What SunrAI helps you manage

Use SunrAI to keep customers, projects, tasks, permits and inspections, schedules, field records, documents, and follow-up together for your team. Available features can differ between teams.

Buddies can share operational information or take supported actions, depending on the control level selected for the team. Review proposed actions before approving them, especially when the action is marked Irreversible.

Choose the right workspace

• Pre-financing sales work such as proposals, contracts, calculators, and solar analysis belongs in SoCap.
• SunrAI does not create a customer or project automatically when external activity does not match an existing customer. Confirm the customer exists before starting the related work.
• Use SunrAI's field app for field-photo work where it is available to your team.

Start here

1. Create your account or accept an invitation.
2. Complete team setup and invite teammates.
3. Create and open your first project.
4. Connect the integrations and notification channels your team uses.

Explore the help center

• Getting started — accounts, workspace setup, invitations, and the first project
• Account & security — sign-in, password reset, profile, and notification settings
• Workspace & Command Center — find your work and review team operations
• Projects — create projects, review the lifecycle, and change status
• Customers — customer records and communication history
• Permits & inspections — permit and inspection workflows
• Buddies (AI helpers) — Buddy controls, proposals, and eligible undos
• Integrations — connect tools your team uses
• Pipeline, PTO & AR — closeout and related workflows
• Storm & D&R — storm and repair follow-up
• Troubleshooting — common issues and next steps