Who this is for: Operations, scheduling and Customer Care staff who need to know why a customer's tracker shows what it shows. What it covers: each of the seven stages, which Sunrise task checks off each Key Step, and what the customer sees in the Up Next box.

At a glance

  1. Every Key Step is tied to one Sunrise task. Complete the task and the step is checked off on the customer's next page load.
  2. A stage is complete when all of its visible steps are done. The next stage then unlocks; until then it is greyed out.
  3. The portal always opens on the first stage that is not complete.
  4. Appointment dates in Up Next come from the project's appointment fields in Sunrise (site assessment, electrician, installation, city and utility inspection times).
  5. Fix a wrong tracker in Sunrise. The portal has no settings of its own.

Rules that apply to every stage

Stage by stage

1. Project Kickoff

Project Kickoff on a cash deal. "Pay deposit" links to the deposit invoice and is flagged Action required.

Project Kickoff on a cash deal. "Pay deposit" links to the deposit invoice and is flagged Action required.

Key Step the customer sees Checked off by this Sunrise task
Sign contract Signed Contract
Send utility bill Upload Utility Account Information
Pay deposit (cash deals or loans with a down payment) / Loan approval received (other financed deals) Confirm Deposit Received. Optional: the stage can complete without it.
Verify internal documents Verify Required Sales Documentation

Pay deposit becomes a link with an Action required tag when the project has a deposit invoice link. Up Next shows "Pay Deposit" on cash deals with the deposit outstanding; otherwise "We're uploading key documents, and will contact you for any action needed".

2. Site Assessment