Features

The one-at-a-time list. Harvested companies stay off it.

Paste a CSV of real contacts. A row is saved only with a phone or an email.

What a partner sees: Refer, My intros, and Paid.

Enter a homeowner. The same phone or address is not a second live lead.

Hand the homeowner to the closer, with an email, a text, and a pay note to the vendor.

The first referral on a phone or address wins.

Log every create, update, send, and status change.

Keep each company's people, vendors, and settings separate.

Only the owner or partner success can open a tile roofer.

Staff see Exhibit A: $1,000 to the vendor after a new solar install is complete.

The partner's Paid line is $1,000 after a completed new solar install.

Turn each of the 15 states on or off. Off blocks new vendors, imports, and sends there.

Group vendors by trade, from tile roofers through the rest of the list.

The same screens fit a phone, with text and buttons that wrap.

Pull licensed California vendors from public lists, and keep a row only when it has a phone or an email.

Send the vendor email from Canopy.

Text the vendor from 858-224-3061 after they agree.

Send the email and the text about 30 seconds apart.

Send the follow-ups at 24 hours, 48 hours after the second, and 1 week.

Use the California or Hawaii note in the mail.

Does not open a state. Use that state's own switch.

Accept a homeowner outside the 15 states without harvesting vendors there.

Run Canopy under another company's name, logo, and domain.

File the homeowner with Sunrun. Canopy does not open Sunrun's site.

Record pay, including ACH and 1099.

Let a partner upload a W-9.

Change a partner's tier from their results.

Show a score on the vendor and the queue.

Download the audit log.

Email builder sales counselors. Marked builders stay out.

Run a battery-only campaign for homes tagged NEM 2.0.

Pay an affiliate on a line separate from the vendor's $1,000.