Changelog

We’ve launched Sunvoy Concierge, a done-for-you service designed for solar companies who want to grow faster through referrals, reviews, and customer engagement but don’t have the internal bandwidth to manage it all.

This feature helps turn Sunvoy into an active growth engine without requiring your team to manually manage automations, broadcasts, or follow-ups.

What It Does:

• Activates and optimizes your automations
  We set up and monitor workflows that ask for referrals, request reviews, and re-engage past customers.

• Writes and sends branded broadcasts
  We handle messaging to your customer base using your tone, brand, and company domain, ensuring a consistent customer experience.

• Performs warm referral outreach
  Our team personally calls customers on your behalf to ask for referrals, creating real conversations that feel like they’re coming directly from your team.

• Tracks and improves performance over time
  We monitor engagement and make ongoing improvements to maximize results.

Why It Matters:

• Increases referrals and reviews with no extra work for your internal team

• Improves outreach consistency by ensuring your tools are being used, not sitting idle

• Delivers a branded experience where all messages and calls come from your name, your logo, and your domain (no third-party confusion)

Sunvoy Concierge is ideal for solar teams who are growing fast, but don’t have the time or resources to manage customer communications and follow-ups consistently.

This is a high-touch service that works quietly in the background while your team gets the credit.

Sign up for Sunvoy Concierge here

You can now merge multiple systems and CRM projects into one unified site inside Sunvoy. This gives your team a complete, consolidated view of everything installed at a single location.

Whether you’re working on a multi-phase residential install, a residential expansion project, or a site with multiple inverters and batteries from different manufacturers, this feature brings it all together.

Why This Matters:

• Simplified System Management
  No more jumping between separate project records or inverter dashboards. You can now see all inverters, batteries, and CRM-linked projects in one place, organized under a single site.

• Ideal for Complex Installs
  This is especially helpful for:

  • Commercial sites with multiple PV systems

  • Residential add-on or battery retrofit projects. The end result is a single project for your homeowner with PV + battery.

  • Any install with multiple warranties, timelines, or stakeholders

• More Accurate Reporting & Monitoring
  By unifying all system data under one site, you get a clearer picture of total performance, savings, and service needs, making O&M easier and reporting more accurate.

How It Works:

• Inside a site, you can now merge multiple inverters (“systems”) and link multiple CRM projects together.

• These elements are then grouped under one site, which becomes your source of truth for that location

• Everything (from monitoring to documents to service tickets) will reflect the full scope of the install.

Video tutorial:

Link to video tutorial: https://www.loom.com/share/3def3f5674d445608bebf1bfd91476f9?sid=c1da7f38-ddea-486f-92fb-43ca83963078

This feature is a foundational piece of Sunvoy’s architecture and is designed to help solar companies scale smarter, manage complex portfolios, and deliver better long-term support to their customers.

Let us know if you’d like help setting up your first merged site.

We’ve added a set of powerful new automations to help solar companies work smarter & not harder. These are designed to prevent small things from slipping through the cracks, reduce response time, and help you deliver a smoother customer experience from install to post-sale:

1. “Forgot to Turn Disconnect ON” Reminder

When it triggers: Right after installation, if the system isn’t reporting or the inverter is offline
What it does: Sends an automated reminder to the install crew or operations team to double-check the disconnect.

Why it matters: This is a simple mistake that can lead to frustrated customers and delayed production. Catching it early saves time, prevents unnecessary service calls, and keeps your projects on track.

2. Document Upload Notifications

When it triggers: Any time a document is uploaded—by a homeowner or an employee
What it does:

• Notifies the homeowner if your team uploads something like a permit or design

• Alerts your project manager if the customer uploads a utility bill or HOA form

Why it matters: No more wondering “Did they get the file?” It keeps both sides informed without anyone having to ask or follow up.

3. New Ticket Message Alerts

When it triggers: Any time someone replies inside a ticket thread
What it does: Sends a notification to the other party (whether that’s the homeowner or your team)

Why it matters: Conversations stay alive. No missed messages. And your customers feel heard without your team needing to manually nudge each other.

4. Ask for Referrals at the Right Moment

When it triggers: You choose the moment, often after system activation or a successful NPS score
What it does: Sends a friendly message asking the homeowner to refer a friend or neighbor

Why it matters: Timing is everything. Customers are most likely to refer you when they’ve just had a good experience. Automating that ask means more referrals without anyone on your team needing to remember to follow up.

5. NPS Score Alerts (Internal)

When it triggers: A homeowner submits any NPS score
What it does:

• Sends a thank-you and a review link if the score is 9–10

• Notifies your team if the score is low (0–6) so you can reach out and make things right

Why it matters: Useful for internal tracking, team follow-up, or triaging low scores quietly before responding

6. Production is 0 & Internet Connectivity is Working

When it triggers: When a system has no production but the inverter is still online
What it does: Alerts your internal team so they can investigate further

Why it matters: Helps you distinguish between true system issues and simple offline errors so you act faster and avoid false alarms

These automations are built to give your team more visibility and faster reaction times. Want help turning them on or tailoring them to your workflow? Just let us know.

You can now add a custom tile to the homeowner portal to display important information pulled from your CRM, inverter data, or other mapped fields. You decide what’s important to show on your homeowner’s front page in your app.

This tile appears directly on the homeowner’s dashboard. You can use data from your CRM or solar inverter and is perfect for showing things like:

• Service plan details or warranty tier

• Any field from your CRM

• Estimated annual savings or ROI metrics

• You can put static content, too

How to Enable It:

Go to Settings → Projects → UI → Enable Extra Tile:

Why It Matters:

• Gives you flexibility to surface relevant data for each customer

• Reinforces transparency and professionalism

• Helps homeowners stay engaged and informed throughout their solar journey

This feature lets you tailor the homeowner experience even further, using the data you're already syncing into Sunvoy.

Our goal is to assist the O&M department in triaging and automating some of the tedious tasks.

You can now create automations based on inverter error codes using a new trigger called System Status.

This trigger provides a dropdown list of all supported inverter error codes, allowing you to build smart, targeted workflows around specific system issues.

For example, if an inverter reports a communication error, you can set up an automation to:

• Wait 1 day (in case it self-resolves)

• Then, automatically notify the O&M team or the associated project manager

With this update, you can also:

• Send text message alerts for high-impact situations

• Set conditional filters based on customer name, location, system size, or other CRM data

This feature gives you more control over how your team responds to system issues, helping you reduce downtime, prioritize urgent cases, and provide faster support to homeowners.

Note: Be careful with this trigger. With great power comes great responsibility. It’s possible to generate hundreds or thousands of alerts all at once, so be smart and think about adding extra filters.