Spartan
Ops
One login. One live data spine. An arsenal of operational superpowers — operated by Sphinx, the AI that watches every stage, flags every risk, builds the artifact, and moves the work.
Solar is a coordination war
dressed up as a construction business.
A project crosses sixteen critical handoffs before it turns on. Every weak relay adds days, rework, payroll, and customer anxiety.
Work waits for people.
Queues age quietly. Status meetings find yesterday's problem tomorrow.
Errors travel downstream.
One bad input burns time across sales, design, permitting, field, funding, and CX.
Everyone asks for status.
Ops, sales, and homeowners see three different versions of one project.
So we gave the whole operation one set of eyes that never blinks. Sphinx watches every handoff, on every project, all the time.
Every module in this deck
has the same operator.
Sphinx sits on top of the live data spine and runs the platform end to end — reading the pipeline, catching drift, drafting the package, sending the report, and moving the work. Every app you're about to see, Sphinx is inside it.
Every stage, every SLA clock.
Risk & slippage before it costs.
Builds, routes, sends — with an audit trail.
One live
data spine.
Every project event lands in one database. The same truth powers every queue, screen, forecast, alert, scoreboard — and Sphinx.
One source of truth means one operator. Sphinx doesn't guess — it reads the same live events every app does.
Sixteen handoffs.
One machine. One operator.
Sales QC
Proposal checks, clean intake.
ValidateSurvey
Booking, dispatch, reminders.
ScheduleSSR
Survey review, field truth.
VerifyEngineering
Plan readiness, revision clock.
ClockPermitting
Package, submit, reject loop.
SubmitICX
Utility workflow, blockers.
RouteProj Mgmt
NRTS to RTS, SLA watch.
UnblockScheduling
RTS confirm, install slots.
BookESC
MPU, MBE, service changes.
UpgradeInstall
Crews, dispatch, doorstep.
PlaceInspection
Readiness, reinspection queue.
SequenceService
Field service, rework queue.
ResolvePTO
Status chase, outreach.
AdvanceFunding
M1 M2 M3, clawback watch.
CollectMonitoring
Commissioning, exceptions.
ChaseActivation
Rejections, final closeout.
CloseSales QC → Activation. Sphinx automates each hop and holds the human gates only where judgment or money moves.
An app store of
operational superpowers.
Project Management. Design. Permitting. Field Ops. Procurement. Risk. Roofing. Cashflow. Sales Ops. Monitoring. Broadcasts. HR — plus Insights. The right apps for the role, the same truth underneath.
"Ask. Analyze. Act." — Sphinx greets every operator on the hub.
Ask the operation
anything.
The Sphinx orb greets every operator — tap it and ask in plain English. Sphinx answers from live pipeline truth, then does the work: builds the report, opens the queue, drafts the message.
Live pipeline truth.
Cross-functional context.
Action with an audit trail.
Sphinx runs ops.
Sparky runs with sales.
Every rep gets a caged, role-scoped view of their own customers, blockers, attachments, and next actions — inside Sales Ops and embedded in the sales platform.
Answers grounded in what actually happened.
Secure scope. Live data. Operational follow-through — the same spine Sphinx operates.
Sparky is coming
to Optimus.
The sales platform gets its own agent — embedded right inside Optimus. Every rep's pipeline, blockers, and next actions, answered in chat where the sales team already lives.
Sparky answers the rep from the same live data Sphinx operates — one truth, sales-side delivery.
Clean in.
Fast through.
The QC Workstation turns sold work into structured, reviewable intake. Bad inputs stop at the front door. Clean projects enter the relay sooner.
Sphinx flags missing fields, adder mismatches, and bad geometry before a clean project ever enters the relay.
Claim it. Check it.
Clear it.
A reviewer claims the case, works a structured checklist — customer, contract, financing, system, geometry — and every check lands as a pass, flag, or fail with a reason the rep can act on.
Field mismatches, missing docs, and adder math are flagged before a human even claims the case — the reviewer confirms, not hunts.
Know where
the sale wins.
County-level speed, adder economics, confidence, and outcome patterns turn market instinct into a measurable advantage — mapped across every jurisdiction we sell.
Sphinx surfaces the fastest counties, the richest adders, and the confidence signal — so sales pushes where the machine already wins.
Zones, techs, shifts —
one booking surface.
Every job is booked against a live coverage map — 30 service zones across the footprint, each with polygon geometry, tech counts, and priority. Bookings that fall outside a zone surface for review instead of failing silently.
Sphinx matches every appointment to the right zone and the most-efficient tech — and flags the out-of-zone booking before it becomes a wasted truck roll.
Pick the slot.
The day books itself.
Availability · Cedar Rapids Metro · this week
New survey booking
Zone: Cedar Rapids Metro · tech auto-assigned by route fit
Tech notified · push
Cedar Rapids Metro · route‑fit #1
Most-efficient-route auto-assign, confirmations and reminders send themselves — the slot, the tech, and the customer text all fire from one click.
From booking to doorstep.
One sequenced day.
Readiness, zones, technicians, and dispatch meet in one Field Ops surface — 2,462 work orders live. The plan lands in FieldX with project detail, time clock, geofence, and next action.
Sphinx sequences crews against readiness and capacity — ops controls the day, the tech carries it, the customer sees movement.
The plan survives
contact with the field.
3,500+ jurisdictions.
One tireless permit clerk.
558 open, SLA clocks, blockers.
Every package tracked to submission across states and channels.
5,462 auto-runs · 100% success.
Assembles & auto-submits permit packages to 3,500+ AHJs.
Inbox parsed & auto-tagged.
Approvals, revisions, info-needed — read, tagged, routed to the right queue.
The design knows
what the job needs.
Live distributor inventory, auto-BOM creation, project costing, and domestic-content validation — wired into the same spine.
The field, forecast
weeks ahead.
One Field Ops surface forecasts RTS the way sales forecasts revenue — 496 expected this month at ±6%, a weekly forecast band vs. actuals, and per-state cuts with 14-day stall counts. Survival-curve calibration, not a spreadsheet guess.
Sphinx projects RTS entries against install demand and crew capacity — so the field scales into the work before the work arrives.
Every crew. Every roll.
One live board.
2,934 work orders, aged live.
Every roll scored against an outcome-exclusion rule — rework and repeat trips surface by dept.
Rolls per install, ranked.
56 crews graded on yield, first-pass rate, and truck-rolls-per-install — the number that quietly burns margin.
Utilization, conflicts, OT.
Planned utilization, double-books, and overtime by market — before the week is committed.
Every truck on one map.
Every route, live.
The console sees every truck. Sphinx sees every console — and flags the reroute, the slipped ETA, and the idle crew before the customer ever calls.
Not a mockup.
The live dispatch map.
The simulation shows the idea — this is the running system. Every unassigned job geocoded on one map, a single click from the right crew. Names anonymized for this deck.
Protect the revenue.
Close the loop with the lender.
Extension requests move through a dedicated internal workflow and a lender-facing portal — with review status, ownership, and evidence attached.
Sphinx flags the project aging toward its lender milestone and opens the extension before the funding is at risk.
At-risk project enters the extension queue.
Palmetto Lightreach sees the lender-facing package.
Decision returns to the project and the working queue.
The lender logs in.
The evidence is waiting.
Palmetto reviewers get their own portal — every extension request packaged with account, utility, status, and documentation. No email chains. No spreadsheets. Decisions in one place.
Sphinx assembles the evidence and keeps the queue moving — the lender reviews, the revenue stays protected.
Exposure isn't a snapshot.
It's a trend we bend.
Clawback exposure, aging buckets, and intervention queues tracked week over week — so leadership sees the direction, not just the number.
Sphinx watches every aging bucket and opens the intervention before the trend becomes a loss.
Three forecasts.
One operating decision.
Clawback radar.
Age every project against the M2 → M3 exposure window. Work the risk before it becomes lost revenue.
M1. M2. M3. RTS.
Three-week payment visibility plus calibrated RTS windows rolling into install demand and crew capacity.
Sphinx projects cash, production, and risk together — so leadership scales on numbers, not hope.
Age the exposure.
Work it down.
Every project is aged against the M2 → M3 clawback window and bucketed by days since M2 paid. 154 projects sit past 91 days — each one a dollar figure, an owner, and a countdown, not an anonymous line on a spreadsheet.
Sphinx re-scores clawback exposure every day and routes the aging project to an owner — the risk gets worked before it becomes lost revenue.
The number.
The owner.
The clock.
Every handoff lives on the same scoreboard — 89 KPI cards across every department. Every SLA has a definition. Drift surfaces while there is still time to fix it.
Sphinx watches every SLA definition and raises the miss before it's anonymous. No orphaned metric. No silent slip.
Rank the work.
Reward the throughput.
Cycle-time summaries, funnel stages with rejection donuts, and ranked leaderboards for relay, PM, ICX, field ops, and permitting — every team measured on the same live truth.
Sphinx ties every rank back to realized outcomes — coaching lands on behavior, not vibes.
The offsite ended.
The learning didn't.
Per-rep analysis ties sales behavior to what actually happened: realization, Survey → RTS speed, delays, and customer experience.
Did it become a project?
How clean did it move?
What did the customer feel?
The update goes out
before anyone asks.
Broadcasts turn the live spine into scheduled, triggered reports — the right numbers, to the right team, on time, every time.
Sphinx drafts the report from live data and delivers it on schedule — no one spends Monday building a status deck.
Meetings that leave
with owners.
Live-data agendas. Timed topics. Decisions with owners and due dates. AI summaries and automatic follow-up.
