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Turn happy homeowners into referrals on autopilot

Through a personalized referral page for every customer and payouts without hand-written checks.

  • Ask at the right time automatically who's happy

  • Every referral tracked from lead to installation

  • Payouts ready as soon as they turn into customers

Tony LostraccoJoe BennettConor DarbyJohn GaffiganLloyd LeeMichael GibsonKeith GibsonMark DicksonFortunat Mueller

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

The Referrals tab in the homeowner app with the referral program, a personal link and share buttons
The referral flywheel

From a happy customer to a signed neighbor, without anyone chasing it

A referral program that runs on autopilot and plugs right into the customer journey. Sunvoy runs every step under your brand, from the ask to the payout.

  1. Step 1

    Ask at the right time

    Right after a project goes online, customers who rated you positively get a short email, text or push notification with their personal referral link.

    Aurelia SolarCould you take 30 seconds to share your link with a friend who is thinking about solar?
  2. Step 2

    Share in one tap

    The homeowner copies the link, sends it by text, email, shares on their socials, or even just via QR code.

    Copy your referral linkapp.example.com/share/…
  3. Step 3

    A personalized landing page

    With built-in social proof, your aggregated reviews and the real systems nearby.

    Jordan Lee went solar with Aurelia SolarGet your FREE estimate
  4. Step 4

    A conversion optimized opt-in form

    Follow the lead within Sunvoy, with the customer who referred it and the channel it came through.

    Priya ShahReferred byJordan LeeTypePage (customer)StatusNew
  5. Step 5

    Paid and thanked

    When the referral converts, the payout is ready to send and the referrer hears that their friend is going solar.

    $500CompletedYour referral is going solar!

Every converted referral is one more customer with a link to share. The flywheel starts again with them and starts spinning faster and faster.

Why you need referrals

Your cheapest lead source is already installed

Referral leads cost a fraction of others and convert significantly better. They only need a program that runs on autopilot within your own customer portal every day.

What a lead costs

Reported referral acquisition cost$150–250
Typical cost of comparable paid leads$900+
more referrals after the installer portal that became Sunvoy launched
284%
referral rate in one high-engagement rollout to a few hundred past customers
~40%
referrals from one large rollout to past customers
100+
more likely to convert than leads from any other channel
5×
I want you to have 1,000 Directors of Marketing in your solar business.
Joe Marhamati, Co-founder of Sunvoy

Sources: 284%, the referral acquisition cost and the paid-lead cost from Sunvoy's one-pager “Replace 10–15 tools with one solar operating system” (September 2026); ~40% and 100+ from the Sunvoy legacy customer case study; 5× from the Sunvoy referral white paper

Ask on autopilot

Ask when the customer is happy

Sunvoy comes with a proven but customizable referral playbook.

Before asking we check the customer's survey score and only send an email, text or push notification with their personal link when they are satisfied.

We then follow up repeatedly, multiple weeks apart and whenever good news hits. You can change the timing, the words and the channels to your liking.

Ask for referralActive
  1. Project reaches permission to operate
  2. Wait 1 week
  3. Survey score above 4
  4. Email: Can you refer us to anyone?
  5. Text message with the referral link
  6. Wait 4 weeks, then ask again2×

Only happy customers

We only ask happy customers who proved that they are satisfied. Your happiest customers get their referral link right away.

In your app, every day

A referral banner on the home screen of your branded app keeps the program in view and we also ask intelligently at key milestones like 1-year anniversary or net-zero day.

Your whole customer base

Broadcast emails, text and push notifications invite your past customers to share their personal referral page, so systems installed years ago keep sending you fresh leads.

A personalized referral page

A personal page that sells for you on autopilot

Every customer gets their own personalized page under your own brand. Their friend sees who recommended you, what that system has done for them and why even more neighbors trust you. Only then does it ask for a free estimate.

1

Their friend's name & photo

The page opens with the customer who referred them right next to your logo.

2

Your aggregated reviews

Your rating and review count from all relevant review portals, easy to skim.

The share page with the referring customer's photo, the installer's rating from seven review portals and the system details
1234
3

Their lifetime impact

The referring homeowner's system in detail: size, panels and its lifetime environmental impact plus dollar savings.

The referring customer's lifetime impact on their share page: trees planted, cars off the road, homes powered, coal avoided, production and savings
4

A conversion optimized opt-in

A free estimate in three steps. Autocompleted address, average utility bill and their contact details.

In your homeowner app

A referral hub in your branded customer portal

Generate referrals where your customers already live. Your homeowners can find their personalized referral link, QR code and share buttons right next to their energy usage, support tickets and documents.

They can send you a friend's name and number, and follow the status of every referral they have ever made to encourage even more in the future.

Aurelia Solar

Become a Solar Ambassador

Copy your referral link and share it anywhere:

app.example.com/share/…

Your Referral Stats

4Referrals
2Signed contracts
$1,000Total Earnings

Recent Referrals

View all
Priya ShahSep 24, 2026Completed$500Completed
Alex RiveraSep 9, 2026Completed$500Completed
Sam PatelAug 28, 2026In ProgressNo payment yet
HomeDocumentsSupporteShopReferrals

Infinite ways to share

Text, WhatsApp, Messenger, Facebook, LinkedIn, Instagram or email, with a ready-made personalized image of their exact system, or via the QR code in person.

Refer by name and number

Customers who would rather not share a link but send you their friend's name and number right then and there can do so, ready for your sales team to reach out directly.

Every referral, every status

Customers see each friend they referred, the status and their related payment, so nobody ever calls to ask where the money is.

An easy to share pretty link

Customers pick a short link such as example.com/jane-doe for their personal referral page.

Referral Lead tracking

Every referral lands as a lead, with its source

Every referral from any source lands in one list together with the leads your own sales team adds, each with the customer or employee who referred it.

app.example.com/settings/acquisition/leads
The Leads list in Sunvoy with the referring user, the status and the type of each referral
A lead record showing who referred the lead, the channel, and the customer who signed up

Know who sent it

Each lead shows the referring customer or employee and the channel: share page, referral form, eShop or added by hand.

Converted when you say so

Pick the project step that marks a referral as converted, or count the new customer's account as the conversion.

Your team refers too

Employees and vendors can have their own share page and referral link, and their leads are tracked the same way.

Out to your other tools

Export leads as CSV or Excel, or send new leads to other tools through Zapier, API or MCP.

Referral payouts

No more hand-written checks

When a referral converts, Sunvoy automatically prepares the payout for referee and referral. You review the list and can send everything in one batch.

Without Sunvoy

Checks, sticky notes and “where is my money?” calls

Someone has to notice that the neighbor signed, find out who referred them, then write and mail the check. Pay too late and your best referrer stops referring.

Aurelia SolarNo. 0418When?
Pay to the order ofJ. Lee?$500
Five hundred and 00/100
MemoReferral bonus
Did we pay the Lees?Who referred Priya?
With Sunvoy

Payouts wait, ready to send

Each payout shows who it goes to and its current status. Select the ones that are ready and just click Send Money.

PayoutsSend Money
Send toAmountStatus
Maria Gonzalez2026-09-24$500Pending
Jordan Lee2026-09-24$250Pending
Priya Shah2026-09-17$500Processing
Alex Rivera2026-09-03$500Completed
Paid by bank transfer, gift card or virtual Visa card

Ready at the step you choose

A payout becomes ready to send when the referral reaches the step you pick. Your team reviews it and just clicks Send Money.

One connected payout account

Connect XTRM or Stripe once in Sunvoy, and every payout you approve goes out through it.

Paid the way they like

Customers can choose bank transfer, a gift card or a virtual Visa card, in an email that carries your logo.

Your rewards, your rules

You can customize what the referrer and what the referral get.

What's next

Referrals today. A gamified growth engine next.

Sunvoy gives customers a reason to share every year and keeps rewarding your best advocates as they continue to refer more leads to your business.

Milestones worth sharing

Waitlist

Push notifications when a system reaches a moment worth celebrating, such as the first day it makes more power than the home uses, its first birthday or the day it has paid for itself. Each one comes with a button to share it.

Aurelia SolarnowYou made more than you used todayYour system covered all of your home's power today.
Aurelia SolarnowHappy first birthday, solar!One year of clean power from your roof.
Aurelia SolarnowYour system has paid for itselfFrom today, every sunny day is money in your pocket.

Referral levels for your best advocates

Waitlist

Some customers refer one friend, others refer a dozen. Levels reward your most connected customers more as they climb.

Your referral level
1Level 1
2Level 2
Level 3
2 more referrals to reach Level 3
Current: Level 2
  • Waitlist

    Tax details inside the app

    Customers enter the details for their tax form once, inside your app, when they receive their first payout.

  • Waitlist

    Referral data in the Sunvoy API

    Read referrals and payouts from your own systems through the Sunvoy API.

  • Waitlist

    Social proof on your website

    The live notifications from the share page, such as recent estimate requests, as a widget for your own website.

  • Tell us what your program needs

    Show us how your referral program runs today, and we will show you where Sunvoy takes it next.

    See if you qualify

Frequently Asked Questions

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

No. You keep your rewards and your rules. Sunvoy shows your program description and steps in the app, asks for referrals on your schedule and tracks each referral until it converts.

Explore more

Where referrals fit in

Make every install generate your next five leads

See how to run your referral program through Sunvoy, from the first ask to the last payout.