How do you catch solar deal problems before they cost you the install?
Solar deal review for installers checks every sold residential deal against your company's rules before it reaches install. Sunny by Mass AI is an AI employee for residential solar companies that does this in under 5 minutes per deal.
Sunny by Mass AI flags what's missing or wrong, and brings your ops team only the calls that need a person.
Installer deal review vs. homeowner quote checks
A homeowner quote check helps a buyer compare bids before signing. Installer deal review starts after the rep sells the deal: it checks the deal file, asks the rep for what is missing, and prepares the package for ops to approve.
The problem: your best people are stuck checking files
Your ops team knows what a clean deal looks like. But every day they open files, hunt for a missing panel photo, compare the name on the utility bill to the contract, and text reps for the same things again. Every deal that slips through with a gap comes back later as a redesign, a permit correction, or a homeowner who stops answering.
What good deal review does
Checks every deal, not a sample.
Each sold deal is held to the same rules.
Asks for exactly what's missing.
The rep hears what is missing, why it matters, and what to send.
Doesn't guess.
When a document is unclear, the question goes to your team with the evidence attached.
Leaves the decision with you.
Your ops team approves every handoff to engineering and permitting.
Minimum intake list
| Item | What "complete" means |
|---|---|
| Site photos | Every roof plane, the main service panel (door open), and the exterior meter |
| Attic photos | Clear attic photos that show the roof measurements |
| Utility bill | Current bill in the homeowner's name, plus a full year of usage |
| Insurance | Homeowners insurance declarations page showing limited liability of more than $100,000 |
| Contract | Signed |
| Finance | Signed finance documents. The only exception is a cash deal confirmed by a source document. |
| Consistency | Homeowner, property, system and financial details match across relevant evidence. Insurance-name matching is an EPC setting, off until enabled for selected states. |
| Your rules | Anything your company adds. Your rules add to this minimum; they cannot remove from it. |
How Sunny by Mass AI fits
Sunny by Mass AI is the AI employee that gets every solar deal reviewed and ready. Reps text Sunny by Mass AI the way they text a coworker. Each rep has a computer, and Sunny by Mass AI can use it the way the rep would. Sunny by Mass AI remembers how the company works, and later reviews get faster. Sunny by Mass AI checks each deal against your rules, follows up with the rep until the file is complete, and prepares the handoff for your team to approve. Mass AI works with the tools your team already uses, confirmed during setup. See how Sunny by Mass AI works.
Who approves what
Homeowner texts.
The rep approves the exact recipient, message, purpose, and project. Any change needs a fresh approval.
Handoffs.
Your ops team approves the exact package, as a separate step.
Arrival.
After ops approves, Sunny by Mass AI sends the package and independently verifies that it arrived.
Logins.
Reps don't log in to anything; they text Sunny by Mass AI. Ops works in the project view.
Isolation.
Each rep's computer, conversation, and private notes are kept separate at their company. Ops sees the shared project.
Where deal review fits in the bigger picture
Deal review is the first gate. Clean files mean fewer change orders and redesigns, cleaner project handoffs, and a shorter sale-to-install time.
FAQ
What is solar deal review?
Solar deal review is checking every sold deal against your company's rules before it moves to survey, design, and permitting. It catches missing photos, unsigned documents, and mismatched details while they are still cheap to fix.
What is solar deal review software?
Solar deal review software checks every sold residential deal against your company's rules before it reaches install. Sunny by Mass AI is an AI employee for residential solar companies that does this in under 5 minutes per deal, asks the rep for what is missing, and brings your ops team only the calls that need a person.
Does deal review replace design or monitoring tools?
No. Sunny by Mass AI reviews sold deals. It does not do design or system monitoring.
How long should a solar deal review take?
With Sunny by Mass AI, Mass AI's AI employee for deal review, deal review takes under 5 minutes per deal. Your team still makes the calls that need a person.
What should a solar deal review check?
Start with the minimum intake list: roof-plane, main service panel, and exterior meter photos; clear attic photos that show the roof measurements; a utility bill in the homeowner's name with a full year of usage; homeowners insurance with limited liability of more than $100,000; a signed contract; and signed finance documents unless a source document confirms a cash deal. Homeowner, property, system and financial details match across relevant evidence. Insurance-name matching is an EPC setting, off until enabled for selected states. Your own rules add to that list.
Does AI deal review replace my operations team?
No. Sunny by Mass AI takes the checking and chasing off your team's plate and brings them only the calls that need a person. Your ops team approves every handoff package.
Does it work with our CRM and design software?
Mass AI works with the tools your team already uses, confirmed during setup. Your existing systems stay the source of truth.
Does anything go to a homeowner without approval?
No. The rep approves the exact recipient, message, purpose, and project first, and any change needs a fresh approval.
Get every deal reviewed and ready
Your team keeps the judgment calls. Sunny by Mass AI handles the checking.