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Solar workflows that run the customer journey for you

The welcome email, the permit update, the review request and the Wi-Fi fix go out on autopilot, and stop as soon as the homeowner acts.

Proven automations, ready to switch on for welcome, reviews, referrals, documents and offline systems
Personalized with real project data so every message sounds like your team wrote it
Email, text and push under your own brand, from your own address and number

See if you qualify

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

The Sunvoy automation builder with a trigger, a one-day delay and a yes/no decision

9:41

MessagesEvergreen Power

Contract signed

Hi Maria, thank you for going solar with Evergreen Power. Please log into our app to track your solar project at app.evergreenpower.example

Sent by: Send welcome email

Install complete

If you think we did good work installing your solar system, please give us a 5-star review: evergreenpower.example/review

Sent by: Alert on Good/Bad NPS Score

Two years later

Hi Maria, we noticed your solar system is not connected to the internet anymore. Here is a tutorial on how to reconnect it: evergreenpower.example/wifi

Sent by: Wi-Fi or internet disconnection

Text message

The first steps of an automation in Sunvoy: a trigger, a one-day delay and a yes/no decision

Evergreen Powernow

Hi Maria, thank you for going solar with Evergreen Power. Please log into our app to track your solar project at app.evergreenpower.example

Sent by: Send welcome email

The customer journey

Seven moments that run themselves

Every moment below is a ready-made automation. Switch it on, adjust the wording to your liking, and your team never sends the same email by hand again.

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1
Contract signedSend welcome email
Login details by email, then email and text reminders over the next weeks.
EmailTextStops when: the homeowner logs in
2
First loginCustomer logs in for the first time
Your sales and project managers get an email when the homeowner opens the app for the first time.
Team alert
3
Every project step2.3 Permit approved
One update email for each step you pick. Your project managers stop copying CRM data into emails.
Email
4
DocumentsDocument upload
The homeowner hears when you upload a permit or a design, and your project manager hears when the homeowner uploads a utility bill.
EmailTeam alert
5
Install completeNPS survey on last project milestone
A good score gets a review request by email and text. A bad score goes straight to your sales and project managers.
EmailTextTeam alertStops when: the survey is answered
6
Three weeks laterAsk for referral
Happy homeowners get their personal referral link three times, four weeks apart, and hear back when a lead signs.
EmailText
7
After installationWi-Fi or internet disconnection
When a system stops reporting, the homeowner gets reconnect steps by email and text, with follow-ups.
EmailTextTeam alertStops when: the system is healthy again
And more out of the box
New ticket and message alerts, signed documents, zero production and site status escalation. Each one stays a draft until you switch it on.

Customer portal & app Document management Referral programs

Triggers

Start from anything that happens in Sunvoy

A project step, a new ticket, a signed contract, a system that goes offline: almost anything can start an automation. And a reminder stops on its own when the homeowner acts somewhere else.

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ProjectsConstruction step changed to Permit approved
UsersHomeowner account logged in
TicketsTicket is created
SystemsProduction value equals zero
DevicesStatus category is Critical
Inverter alertsAlert type is Ground fault
SitesMonthly performance changes to high production
LeadsLead is converted
Referral payoutsPayout status changes to ready
DocumentsDocument is created
Signature requestsSignature request is fully signed
CheckoutsCheckout is completed

Project management Service tickets eSignatures

Delays and decisions

Wait for the right moment. Check before you send.

Check the project before a message goes out, and send it when the homeowner is most likely to read it, in their own time zone.

The Edit Decision Step window with the condition Device status category is equal to Critical

Delay for a set period of 3 days then execute on Mon at 09:00 recipient's local time

The homeowner's side

Updates in your brand, written once by your team

Most of a personal update is project data: the name, the address, the permit date, the system size. Sunvoy fills it in for you, so your project managers keep their time for the conversations that need a person.

9:41

MessagesEvergreen Power

Contract signed

Hi Maria, thank you for going solar with Evergreen Power. Please log into our app to track your solar project at app.evergreenpower.example

Sent by: Send welcome email

Install complete

If you think we did good work installing your solar system, please give us a 5-star review: evergreenpower.example/review

Sent by: Alert on Good/Bad NPS Score

Two years later

Hi Maria, we noticed your solar system is not connected to the internet anymore. Here is a tutorial on how to reconnect it: evergreenpower.example/wifi

Sent by: Wi-Fi or internet disconnection

Text message

Inbox

[Evergreen Power] Login DetailsEvergreen Power

Evergreen Power

Dear Maria,

Welcome to our app to track the progress of your solar project as it moves through the design, permitting and build phases.

To set your password, visit the following address:

Set your password

Your Evergreen Power team

Hervé BillietBoard member of Sunvoy, former co-founder and CEO of a residential solar installer

Messaging

Out of the box

Start from 20 proven automations

Start with the automations installers use most, plus an update for every project step you pick. Everything starts as a draft, so you read and edit every message before it goes live.

See if you qualify

Create Automations for all Project Steps

We will create automations for sending email or text notifications for all project steps you enable. All automations and emails will be created as draft so you can preview and edit them before publishing.

Project steps

1.1 Contract signed
2.1 Site survey
2.3 Permit approved
3.2 Install scheduled

Automations

Send welcome email
NPS survey on last project milestone
Ask for referral
Document upload
You have documents to sign
Solar system wifi or internet disconnection notification
Site status escalation

Add Automation

3.2xmore referrals per customer

Sunvoy cut our cost of acquisition in half by making our customers our biggest advocates and actively requesting reviews and referrals at every step of their customer journey.

Mo Abdalla, CEO & Founder, Good Faith Energy

VoyScriptBeta

When a flowchart is not enough, script it in blocks

For operations teams that need more than a flowchart. Build advanced logic with visual blocks and data from Sunvoy and your CRM, from rules that act in the moment to workflows that wait days for the next event.

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app.evergreenpower.example/workflow

The VoyScript workflow editor with the block categories VoyScript, Objects, Logic, Loops, Math, Text, Lists, Variables, Functions, Data Sources and Types

Sync converted leads

Start Workflow when:Lead Converted

Create a new record inHubSpotDeal

Suspend for:3daysthen continue onMondayat09:00inRecipient's local time

Update an existing record

Finish Workflow

Integrations CRM

Where Workflows is going

Messages today. More of the operation next.

Next, automations take on more of the operation: they open service tickets, call the tools you already use, and text each homeowner from the right office in the right language.

See if you qualify

Open a service ticket from an automation

Waitlist

An error code or production far below the estimate opens a ticket for your O&M team, with the right priority.

Make a decisionProduction is below 50% of estimate

Create a service ticketPriority: Medium · O&M team

Scripts that call webhooks, send messages and run on a schedule

Waitlist

VoyScript gains outgoing HTTP calls, emails, texts and push, scripts that run every week, and scripts that start other scripts.

Run everyMonday at 07:00

Send HTTP requestPOSThooks.evergreenpower.example/weekly

Send a text message toproject manager

Waitlist
Weather-aware alerts
Hold an underperformance message when the weather explains the dip.
Waitlist
Projects in connected tools
Create the monitoring site or the design project when a project reaches a step.
Waitlist
Texts from the local office
Each text comes from the number of the office or state that serves the homeowner.
Waitlist
Each person's language
Automation emails and texts in the language each homeowner picked.
Waitlist
Describe it, AI builds it
Write what you want in a sentence. The assistant drafts the automation and shows the change before it applies.
Missing a trigger or an action?
Tell us what your team still does by hand. We plan Workflows with the installers who use it.
See if you qualify

Frequently Asked Questions

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

No. You build automations in a visual editor with triggers, delays, decisions and actions, or start from the 20 ready-made ones. VoyScript, the block-based scripting layer, is optional and in beta.