By Solar Installers for Solar Installers
What's the Difference Between a Site, System & Project in Sunvoy?
with
Jascha Brinkmann
By Solar Installers for Solar Installers
withJascha Brinkmann
Jascha breaks down the key differences between a site, system, and project in Sunvoy, helping you better understand how your data is organized.
Learn how Sunvoy categorizes data into three distinct elements: Sites, Systems, and Projects, and why this matters for your solar operations.
Project is information pulled from your CRM (HubSpot, Salesforce, Pipedrive, etc.), including customer details, installation address, system size, and project-related information.
A System refers to data coming directly from your inverters (e.g., Enphase, SolarEdge, SMA), such as energy production, error codes, and battery data. This typically doesn't include customer info.
A Site is the combination of Project and System data—blending CRM customer information with real-time system performance to give a complete view of each installation.
Sites can exist with only a Project (e.g., pre-installation) or only a System (e.g., legacy systems with no CRM data), offering flexibility for tracking installations and maintenance.
Sunvoy makes it easy to manage legacy systems that were never added to your CRM but still need ongoing maintenance and monitoring.
Easily check if a Site has an associated Project, System, or both by clicking on the Site and reviewing its associations in the details panel.
Quickly filter Sites to find active projects with both CRM data and live system performance, streamlining your workflow.
Use filters to quickly find Sites with associated Project information from your CRM, making it easier to manage active installations and customer data.
Learn how to identify Sites missing either Project or System data to ensure complete and accurate records for every installation.
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.
Learn more about how to run and grow your solar business
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