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Every project document, for your team and your homeowners

Contracts, permits, designs, warranties, signed PDFs and receipts sit next to each project and in an app with your name on it.

  • Invoice requests answer themselves: the paid-in-full invoice is already in the app

  • Files arrive on their own from signatures, payments, Google Drive, SharePoint and your CRM

  • Homeowners upload too: utility bills and photos land on the right project

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Tony LostraccoJoe BennettConor DarbyJohn GaffiganLloyd LeeMichael GibsonKeith GibsonMark DicksonFortunat Mueller

Sunvoy is rated 5/5 stars by hundreds of solar installers like you

Aurelia SolarnowNew doc uploaded by Aurelia SolarA document was uploaded to your customer portal by Aurelia Solar
The Aurelia Solar app's Documents tab on a phone with a proposal, the PTO letter, the solar cover sheet, the three-line diagram and the paid-in-full statement
A close-up of the files from Aurelia Solar in the app: the proposal, PTO.pdf, the solar cover sheet, the three-line diagram and the paid-in-full statement

Paid-in-full invoice, ready when they need it

Invoice requests

The paid-in-full invoice is already in the app

Homeowners come back for the paid-in-full invoice when they apply for a tax credit, a subsidy or SRECs. Add it to the handover pack at Permission to operate, and they find it in your app instead of writing to your inbox.

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Without it

Inbox
A homeownerPaid-in-full invoiceApr 2

Hi, I installed solar with your company last year and I need my paid-in-full invoice to receive my tax credit. Can you please send it to me immediately?

The same email, from homeowner after homeowner

At PTO, with Sunvoy

Handover pack9 files
  • Paid-in-full invoice
  • Contract and change orders
  • System user manual
  • Three-line, permit set and as-builts
  • Spec sheets from the manufacturers
  • Drone shots
  • Service plan details
  • Referral program one-pager
  • SREC and subsidy info

Ready in the homeowner's app

I’ve seen project managers waste half their week chasing paperwork that should’ve been uploaded already.
Joe MarhamatiJoe Marhamati, President, SunvoyRead The Taxman Cometh
For your team

Every file next to its project

Every contract, permit, signed PDF and payment receipt sits right on the project, so nobody digs through email or shared drives to find the latest version.

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app.example.com/site/documents
A site's Documents tab in Aurelia Solar with five PDFs uploaded by the company, the Request e-Signature button and the grid and list switch
Project management
Where files come from

Add files the way your team works

Drop a file from your computer, pick it from Google Drive or SharePoint, or let signatures, payments and your CRM add it. Every file lands on the project it belongs to.

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  • Upload from your devicePDFs, photos and spreadsheets
  • Google DrivePick files from your Drive
  • SharePointPick files from your SharePoint site
  • eSignaturesSigned PDFs file themselves
  • PaymentsA receipt after each payment
  • Your homeownerUtility bills and photos from their phone
  • CRM attachmentsFiles from HubSpot, Salesforce, Dynamics 365 and Zoho WorkDrive
DocumentsGonzalez Residence
  • PIF statement.pdf
  • E001 Three Line.pdf
  • Permit set.pdf
  • Installation contract.pdf
  • Receipt.pdf
  • Utility bill.jpg
  • Your team sees it on the site
  • Your homeowner sees it in your app
eSignaturesPaymentsIntegrations
For your homeowners

Their documents, in your app

Homeowners find their documents in your app on the web or on their phone. They download what they need and send you utility bills or photos without a single email.

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The Aurelia Solar app's Documents tab on a phone with Uploaded by you, Upload from your device and a proposal from Aurelia Solar
A close-up of Uploaded by you with the Upload from your device box
  1. 1Grid or list
  2. 2Upload from your device
  3. 3Files from your company
Customer portal & app
Where it is going

Documents that sort themselves

What we are building next for documents, based on what installers ask us for.

Tell us what you need

Folders with access for each audience

Waitlist

Folders for the homeowner, your installer team and your partners, each with its own access. Internal files stay internal, and a partner sees only their folder.

DocumentsNew folder
  • Handover packVisible to: Homeowner9 files
  • Permits and engineeringVisible to: Installer team6 files
  • Site survey photosVisible to: Partners24 files

Files that add themselves at each step

Waitlist

When a project reaches a step such as Permission to Operate, the welcome pack, spec sheets and warranty for that job land in Documents without anyone uploading them.

Trigger

Construction Step changed to

Permission to Operate

Add documents to the project

  • Welcome pack.pdf
  • Panel spec sheet.pdf
  • Warranty.pdf

Added to Documents and the homeowner gets an email

Frequently Asked Questions

Get answers to the most common questions and objections about Sunvoy's platform and capabilities.

Yes. Every file on a project shows in the homeowner's Documents tab, split into the files they uploaded and the files your company added. Keep internal files in your CRM or file storage.

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Built to work together

eSignaturesContracts and change orders signed in your app and filed on the project.
PaymentsHomeowners pay in your app, and the receipt lands in Documents.
Customer portalThe branded app where homeowners find their documents.
Project managementA project tracker next to every project's documents.
WorkflowsAutomations that run when a file is added.
For project managersFewer document requests and every project in one place.

When they ask for the invoice, it is already there

See how your team and your homeowners find every document in one place.

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