Welcome! This is the home for Freedom Power's internal tool guides. Choose the tool you want to learn about.
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Sunrise
The operations platform for managing residential, commercial, and service projects from sale to PTO — projects, tasks, files, and more.
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Customer Portal
The homeowner-facing project tracker: how customers sign up, how portal stages advance as Sunrise tasks are completed, documents, secondary contacts, and impersonating a customer to troubleshoot.
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Proposal Tool
Where energy consultants build, price, and send customer solar, battery, and HVAC proposals — from customer intake to signed contract.
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PO Manager
Generate and manage purchase orders for solar installs — residential PO generation, Commercial POs, and the open-PO, inventory, and missed-fulfillment dashboards.
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Vendor Portal
Subcontractor onboarding & insurance-compliance — request → intake → onboarding, COI & insurance review, contracts, and payment / NetSuite setup.
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AP Inbox Triage
Turn emailed vendor invoices into posted NetSuite bills — OCR & bill creation, project coding, vendor setup, and multi-invoice splitting.
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Freedom HR
The in-house hiring & onboarding platform (our Lever replacement) — the public careers site, candidate pipeline, new-hire onboarding portal, e-signatures, and IT provisioning.
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Resource Utilization Dashboard
The ops command center — backlogs, utilization, Lightreach, CAM/Design, and the Forms tab for vendor, work-order, inventory (NAM), and escalation requests.
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Marketing Dashboard
The internal analytics hub for lead, funnel, advertising, and sales performance — plus the region-locked Sales Dashboard for ASMs.
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