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What's new in Sunny

Everything we ship to Sunny, by the day it went live, newest first. Each entry says what it means for EPCs, sales orgs and their reps.

See the Sunny product page.

Catch usage mismatches before a deal moves on

Sunny now checks the power bill against the proposal on every residential deal, so a deal sized on the wrong usage is caught at review.

For EPCs, sales orgs and sales reps

New

  • Every residential deal gets a usage check. Sunny compares the twelve months on the power bill with the usage on the proposal. If they disagree, your rep gets a text to fix it. If the numbers can't be read, your ops team decides instead of Sunny guessing.

Fixed

  • When Sunny asks your rep two questions at once, both reach them, so no deal waits on a question the rep never saw.
  • Fixes we ship reach your reps' open conversations right away.

Your reps can watch Sunny work and step in

Reps can see Sunny's browser live from their phone and take over to sign in. Deals that stall get a nudge before your ops team has to chase them.

For EPCs, sales orgs and sales reps

New

  • Your reps can watch Sunny's browser live on their phone, take control with one tap to sign in or fix something, hand it back, or stop the task. It works on iPhone, Android and regular text messages.
  • Sunny never sees your reps' passwords, and it still stops to ask before anything that pays, sends or signs.
  • Your reps see when Sunny has read their text and when it is typing, so they know it is working on their deal.
  • Stalled deals get a nudge. When a deal waits on a rep's fix for a couple of business days, or a question goes unanswered, Sunny sends the rep one short reminder during business hours. After two nudges, your ops team gets a text.
  • Your ops team hears about a stuck or failed upload, so no deal sits unnoticed.
  • Admins and ops can scroll back through their own full history with Sunny in the dashboard.

Improved

  • Sunny remembers more of what your reps tell it, even when they ask in different words.
  • Large deal packets start review sooner.

Fixed

  • A dropped connection during a review no longer sends the deal to your ops team. The review restarts on its own.
  • Reps who connect a different Google account are no longer asked to reconnect again and again.

Coming soonNot live yet

  • Your reps will be able to send Sunny a voice memo instead of typing.
  • When a rep edits a text they already sent, Sunny will follow the edited version.

Fewer false alarms for ops, shorter texts for reps

Sunny checks deals in fewer steps and only flags what it can point to in the documents, so your ops team chases less and your reps hear back sooner.

For EPCs, sales orgs and sales reps

New

  • Sunny can open any website or portal your reps use, from Google to the sign-in pages they use every day. The rep signs in, and Sunny never sees the password.
  • Your reps can tell Sunny to remember something, and it does within minutes. The next time it comes up, Sunny already knows.
  • Sunny learns what each rep tends to leave out, such as a utility bill or a meter photo, and asks for it as soon as the deal comes in.
  • When Sunny says it will check back, it does. Each deal has at most one open follow-up, so reps are not buried in reminders.
  • If a homeowner hasn't replied to an approved text, the rep hears about it.

Improved

  • Your reps find out sooner what is missing, because Sunny checks each deal in fewer steps.
  • Your ops team sees fewer false alarms. Sunny only flags a problem it can point to in the deal's own documents.
  • Texts to reps are short and plain, name the deal they are about, and read cleanly on any phone. A second reminder is always shorter than the first.
  • A rep can ask about several deals in one text and get one answer.
  • Nothing goes to a homeowner without your rep's approval. The rep gets a card showing the deal, the homeowner's number and the exact message. The rep approves the exact recipient, message, purpose, and project before a homeowner text. Any change to those needs a fresh approval.

Fixed

  • Browser tasks keep going after Sunny replies to the rep.
  • Reps can finish a task while we ship an update, without "not approved" or "failed to start" errors.

You decide whether Sunny texts homeowners

EPCs can now turn homeowner texts off for the whole company, and fixes from reps clear faster.

For EPCs, sales orgs and sales reps

New

  • EPC admins can turn off homeowner texts for the whole company in Settings, under Texting hours. Sunny then stops offering them to your reps.

Improved

  • When a rep sends a fix, Sunny checks only the items still open and keeps what it already verified, so the deal gets back on track sooner.

Fixed

  • A review that can't start hands off right away instead of leaving the deal waiting.

Texts your team can read at a glance

Texts from Sunny are free of system labels and always make clear which deal they mean.

For EPCs and sales reps

Improved

  • When a rep has several deals at one address, each text adds a detail so they know which deal it means.

Fixed

  • Texts to your reps and ops team no longer include system labels, code formatting or stray symbols.
  • Reps who ask a simple question like "what deals do I have open?" get an answer instead of an error.

Deals move from submission to review without stalling

New deal packets flow into review reliably, and Sunny's browser stops your reps less often to ask.

For EPCs, sales orgs and sales reps

Improved

  • Sunny's browser no longer pauses to ask your rep before steps like Book, Reserve, Check out, Submit or accepting cookies. It still asks before paying, placing an order, confirming a booking, sending, deleting or signing.
  • A deal is never marked ready while an earlier problem is still open.
  • When a rep replies to a review result, Sunny knows which deal they mean.
  • Reps can ask for "the latest deal" at an address with several deals and get the newest one.

Fixed

  • New deal packets no longer stall before review, and a review no longer starts before all of a packet's files arrive.
  • Large packets with many PDF pages are no longer turned away.
  • Reps are no longer told a photo was ignored when Sunny reviewed it.
  • Deals no longer seem to vanish when your ops team switches from Working to Needs you.
  • When insurance is missing, the dashboard no longer shows the insurance checks as passed.
  • Sunny reliably reads what it saved about each rep and their deals.

Sunny launches, connected to HubSpot

Sunny went live for EPCs. Your deals can flow in from HubSpot, and your reps can ask Sunny to look things up on the web.

For EPCs, sales orgs and sales reps

New

  • Connect HubSpot in one tap from Settings. When a deal reaches the stage you choose, Sunny reviews it, and reviews it again when its files change.
  • Your reps can link their own HubSpot login by text and ask Sunny about their deals.
  • Your reps can ask Sunny to search the web or open a public page. Adult, piracy, dark web and gambling sites stay blocked.
  • Reps can ask for a screenshot of the page Sunny is on, and it arrives by text.
  • Reps get a text when Sunny starts browser work, so they know it is on it.
  • Every submitted deal gets a text to the rep confirming Sunny has it.
  • Invited staff without an invite code can sign in with a one-time code sent by email.

Improved

  • Sunny reviews the sales packet the way your team does. It checks that the proposal, contract and finance documents agree, without redoing panel engineering or proposal math.
  • Every deal meets the same baseline requirements, and you add only the extra checks your company wants.
  • Reps can change the subject at any time, and Sunny answers the new question first.
  • Before sending a connect link, Sunny says what it is for and names the right service. Reps can ask "what are you connected to?" and get a straight answer.
  • Sunny goes straight to the site a rep names and can finish longer tasks, such as a full booking.
  • Your ops team's deal list loads faster.

Fixed

  • If the browser can't start, the rep hears that plainly instead of a vague error.
  • Contracts, finance documents and insurance forms that use standard fonts read correctly again.
  • The "Your memory" page is gone from the dashboard. Sunny never used it, so edits there did nothing.

Fewer reps sent back for paperwork they already gave

Sunny sends format differences to your ops team instead of back to reps, and EPCs now control when Sunny texts.

For EPCs, sales orgs and sales reps

New

  • Set the hours when Sunny texts your reps.
  • Texting turns on as soon as your admin finishes Messaging setup.
  • Reps who text HELP get the program name, a support contact and how to opt out. Texting STOP or CANCEL gets one text confirming they are out.
  • Reps on any phone, Android included, can approve their one open homeowner card by texting APPROVE.
  • Your ops team gets a card in Needs you for anything waiting on them: an unsure item, a rep who went quiet, or a rep Sunny couldn't reach.
  • Sunny reads PDFs reps send as links, encrypted PDFs such as e-signed contracts, and the answers typed into filled forms.

Improved

  • Reps get their fix right away while your ops team decides anything Sunny is unsure about.
  • Names and addresses that differ only in format, such as "123 Main St." and "123 Main Street", go to your ops team for a quick look instead of back to the rep.
  • Power bills with shared meter read dates, or dates written like 08/01/2025, read correctly, so reps aren't asked to resend them.
  • When a rep texts a file, Sunny says what it found, and it never asks again for a file it is still reading.
  • Reviews wait until every file a rep texted has arrived.
  • Reps hear back sooner after texting a batch of photos.
  • Sunny tells reps only what the checks found.
  • When a rep says "the oak one", Sunny picks that deal.
  • Gmail and Calendar approval cards name the deal by its title.
  • Your dashboard opens on Projects, in plain words, with staff shown by name.

Fixed

  • If a reply fails, the rep gets a short note instead of silence.
  • Voice memos are recognized as audio instead of a photo in the wrong format.
  • Long text conversations no longer ask for approval before every reply.

Approvals that work on every phone

Your reps can approve by text from any phone, and email cards show exactly what will be sent.

For EPCs and sales reps

Improved

  • Email approval cards show what kind of document each attachment is, so a rep never approves the wrong file.
  • Mass AI is alerted as soon as something breaks behind the scenes, so it is fixed before your team notices.

Fixed

  • Texting APPROVE works even before the phone confirms delivery, which matters on regular text messages.
  • A street name in a rep's text no longer switches them to a different deal.
  • Sunny's web lookups can't pass a homeowner's name or phone number to an outside site.

Talk to Mass AI.

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