By Solar Installers for Solar Installers
How Your Customers Get Access to the Sunvoy App
with
Jascha Brinkmann
By Solar Installers for Solar Installers
withJascha Brinkmann
Jascha explains how Sunvoy streamlines customer access to your branded app, making onboarding smooth and automatic.
As soon as a customer signs a contract and is moved from lead to customer in your CRM, Sunvoy automatically detects the update in real-time.
Sunvoy sends a fully customizable welcome email to the customer, including a link to your app and instructions to set up their password.
Every aspect of the welcome email and the onboarding process can be tailored to fit your company’s unique workflow and branding.
During onboarding, all legacy customers are imported into the app without triggering welcome emails—allowing you to invite them gradually or all at once when ready.
To trigger the welcome email, a signed project must be linked to a customer in your CRM, and that customer must have a valid email address on file.
Have questions? Sunvoy's team is always available via email or phone to help ensure a smooth onboarding process.
What Sunvoy can do for your solar business
Sunvoy is the first white label customer portal & solar fleet management app built by solar installers for solar installers. It will help you drive more solar business, reduce your cost of acquisition and increase your revenue.
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