How do you prepare to set up Sunny by Mass AI?
Start with the way your residential solar team handles a sold deal: where the evidence lives, who resolves missing items, and who approves the package.
Use this worksheet to prepare for a setup conversation. Bring a clear picture of your current workflow, then confirm the connections, rules, and responsibilities with Mass AI.
Bring a map of the current workflow
For one illustrative sold deal, fill in these four lines. Identify each source record and the person who owns it.
| What to map | What to bring |
|---|---|
| Deal submission | Where a sold deal appears, what identifies the project, and who owns it. |
| Source records | Where the contract, finance documents, photos, and other intake evidence live in your sales, project, or design tools. |
| Missing or conflicting evidence | Who can answer the question, who supplies the missing item, and which calls go to operations. |
| Handoff | Who approves the package, where it needs to go, and what your team uses to confirm arrival. |
Start with the minimum intake list, then add your rules
Every company starts from the same minimum intake list. Your company rules add to it; they cannot remove items from it. Use solar file checks for that list and solar deal review for the review workflow.
Bring your additional requirements and examples that explain how your team makes a call. Record the requirement, the evidence that answers it, and who decides when the evidence is unclear. That gives the setup conversation something concrete to work through.
Confirm connections in the context of the job
Your sales, project, and design software stays the source of truth. Bring the tools your team uses and the records needed for deal review. Connections are confirmed during setup.
Ask which source each check reads, what access that job needs, and where the result will appear. Identify the person on your team who can confirm that source and access. A software name on a worksheet is the start of this conversation, not evidence that a connection has been checked.
Still evaluating the kind of tool you need? The alternatives and fit guide separates installer operations from design, monitoring, and other solar software jobs.
Name the rep and operations responsibilities
Reps do not log in. They text Sunny from iMessage or SMS. Ops uses the project view.
- Record which rep owns the deal and can provide missing evidence.
- Name the operations person who resolves exceptions and approves a handoff package.
- Agree who can confirm company rules and required access when the setup conversation reaches an unclear point.
Keep the two approval decisions explicit
The rep approves the exact recipient, message, purpose, and project before a homeowner text. Any change to those needs a fresh approval.
Your ops team approves the exact package before a handoff goes out. A change to that package needs a fresh approval.
Use an illustrative walkthrough to ask better questions
Bring an illustrative file and ask the team to walk through these situations. Record what is demonstrated and what still needs confirming for your workflow.
- 01
A complete file
Compare the evidence with the minimum intake list and your additional requirements. Ask what makes the package complete.
- 02
One missing item
Ask how the rep sees what is needed, and what evidence makes that item complete when it comes back.
- 03
An unclear or conflicting document
Ask which question reaches operations and what evidence accompanies it.
- 04
A homeowner text
Review the exact recipient, message, purpose, and project that the rep would approve.
- 05
An approved handoff
Review the exact package, its destination, and the evidence your team will use to confirm arrival.
Setup questions
How much does Sunny cost?
Pricing for Sunny is negotiated per EPC.
Which software does Sunny work with?
Your sales, project, and design software stays the source of truth. For your workflow, Mass AI confirms during setup which source each check reads, what access the job needs, and where the result will appear.
Do reps need to download an app for Sunny?
Reps do not log in. They text Sunny from iMessage or SMS. Ops uses the project view.
Can our company rules replace the minimum intake list?
Your company rules add to the minimum intake list. They cannot remove items from it.
Bring your workflow to the conversation
See Sunny, then bring your sources, rules, and approval roles to a setup conversation with Mass AI.