INDUSTRIES

INTEGRATIONS

CASE STUDIES

BOOK A DEMO

INDUSTRIES

INTEGRATIONS

CASE STUDIES

BOOK A DEMO

MIGRATED OFF SERVICETITAN

+More

MIGRATED OFF PROCORE

+More

MIGRATED OFF SALESFORCE/HUBSPOT

+More

AI Agents & Software for
Multi-Trade Contractors

One system for residential and commercial contractors to run sales, projects, service, and AI agents across every trade they touch.

One system for every trade you run

Whether you run one trade or several, your software does not have to change every time the business expands.

HVAC

ELECTRICAL

PLUMBING

ROOFING

SOLAR

One system for every trade you run

Whether you run one trade or several, your software does not have to change every time the business expands.

HVAC

ELECTRICAL

PLUMBING

ROOFING

SOLAR

One system for the whole business.

Sell work, build projects, service customers, monitor operations, and get paid — all in one operating system built for modern contractors.

One system for the whole business.

Sell work, build projects, service customers, monitor operations, and get paid — all in one operating system built for modern contractors.

Sell

Sell any scope for any business

Whether it’s solar, HVAC, roofing, electrical, plumbing, or service, give your team one way to quote, package, approve, sign, and collect payment.

Learn more

Good / Better / Best

Real-Time Pricing

Add-Ons & Service Plans

Contracts, Deposits & Payments

AI Copilot for Proposals

Sell

Sell any scope for any business

Send good/better/best proposals in minutes — customers choose, sign and pay a deposit before you leave the driveway.

Learn more

Good / Better / Best

Real-Time Pricing

Add-Ons & Service Plans

Contracts, Deposits & Payments

AI Copilot for Proposals

Sell

Sell any scope for any business

Send good/better/best proposals in minutes — customers choose, sign and pay a deposit before you leave the driveway.

Learn more

Good / Better / Best

Real-Time Pricing

Add-Ons & Service Plans

Contracts, Deposits & Payments

AI Copilot for Proposals

Build

Describe any business process. Then enforce it

From roofing blocking solar to permits gating installs — define the sequence, conditions, and dependencies so no job moves out of order.

Learn more

Workflows with Conditional Logic

Dependencies & Blockers

Cross-Trade Coordination

Field Work Orders & Forms

Workflow AI Copilot

Build

Describe any business process. Then enforce it

Send good/better/best proposals in minutes — customers choose, sign and pay a deposit before you leave the driveway.

Learn more

Workflows with Conditional Logic

Dependencies & Blockers

Cross-Trade Coordination

Field Work Orders & Forms

Workflow AI Copilot

Build

Describe any business process. Then enforce it

Send good/better/best proposals in minutes — customers choose, sign and pay a deposit before you leave the driveway.

Learn more

Workflows with Conditional Logic

Dependencies & Blockers

Cross-Trade Coordination

Field Work Orders & Forms

Workflow AI Copilot

Service

Get the right tech there first

From call to dispatched work in minutes — match every job by skill, availability, and proximity, then give your customers a portal they’ll actually use.

Learn more

Speed to Lead

Skill Matrix

Real-Time Dispatch Boards

Live ETA Links

White-labeled Client Portal

Service

Get the right tech there first

Send good/better/best proposals in minutes — customers choose, sign and pay a deposit before you leave the driveway.

Learn more

Speed to Lead

Skill Matrix

Real-Time Dispatch Boards

Live ETA Links

White-labeled Client Portal

Service

Get the right tech there first

Send good/better/best proposals in minutes — customers choose, sign and pay a deposit before you leave the driveway.

Learn more

Speed to Lead

Skill Matrix

Real-Time Dispatch Boards

Live ETA Links

White-labeled Client Portal

Monitor

See problems before your customer do

From service history to live performance — monitor any asset across any fleet, surface issues early, and triage before the phone rings.

Learn more

Asset Monitoring

Service History

Performance Alerts

SLA Enforcement Solar, Storage.

Generators & More

Monitor

See problems before your customer do

Send good/better/best proposals in minutes — customers choose, sign and pay a deposit before you leave the driveway.

Learn more

Asset Monitoring

Service History

Performance Alerts

SLA Enforcement Solar, Storage.

Generators & More

Monitor

See problems before your customer do

Send good/better/best proposals in minutes — customers choose, sign and pay a deposit before you leave the driveway.

Learn more

Asset Monitoring

Service History

Performance Alerts

SLA Enforcement Solar, Storage.

Generators & More

CASHFLOW

Get paid on time without chasing

From customer checkout to QuickBooks sync — collect payments, track costs, manage vendor bills, and know every job's margin.

Learn more

Invoices & Payments

Vendor POs & Bills

Timesheets

Job Profitability

2-Way QuickBooks Sync

CASHFLOW

Get paid on time without chasing

Send good/better/best proposals in minutes — customers choose, sign and pay a deposit before you leave the driveway.

Learn more

Invoices & Payments

Vendor POs & Bills

Timesheets

Job Profitability

2-Way QuickBooks Sync

CASHFLOW

Get paid on time without chasing

Send good/better/best proposals in minutes — customers choose, sign and pay a deposit before you leave the driveway.

Learn more

Invoices & Payments

Vendor POs & Bills

Timesheets

Job Profitability

2-Way QuickBooks Sync

AI agents inside your operating system

Most AI tools live outside your workflow. Coperniq AI Agents live inside it — assignable to tasks, @mentionable, and ready to act with the same context as your team.

SEE AI IN ACTION

Riley

CSR AGENT

Sam

QA AGENT

Nina

COLLECTIONS AGENT

Leo

GROWTH AGENT

Riley handles the front desk work that usually clogs the office: inbound calls, missed-call follow-up, scheduling, customer questions, quote follow-ups, and service requests.

She does not just answer. She looks up the customer, understands the account, creates notes, books appointments, sends messages, and escalates the work that needs a human.

Support more customers and technicians without adding another human CSR.

Answers Calls

Books Appointments

Follows up

Escalates to humans

Riley

ONLINE

Riley answers inbound calls, qualifies each request, books the right appointment, and escalates exceptions — giving every customer a fast, consistent CSR experience without adding office headcount.

Answers Calls

Books Appointments

Riley

CSR AGENT

Riley

ONLINE

Learn from operators who are already ahead

Your estimating, accounting, and hardware tools keep doing what they do best. Coperniq makes the work move between them.

CASE STUDIES

RESIDENTIAL, LIGHT COMMERCIAL SOLAR

Dispatch used to live in emails and memory. Now requests, photos, checklists, and messages sit with the job in Coperniq. Fewer misses, cleaner hand-offs.

Read Case Study

How SunState Protects 5-Star Reputation While Standardizing Operations in Coperniq

CEO AT SUNSTATE

SOLAR COMMERCIAL

Will Anderson built proprietary software that took Complete Solar through merger, IPO, and SunPower acquisition. After 4 to 6 months of daily stand-ups building for SameDay Solar

Read Case Study

Skip the 12-Month Build: How SameDay Scaled on Coperniq and Kept Its Edge

CEO AT SAMEDAY SOLAR

COMMERCIAL SOLAR

Tron Solar unified five-plus disconnected tools into Coperniq, automating appointment-to-dispatch and giving real-time visibility across ~500 active projects

Read Case Study

How Tron Solar Rose Through Solar Power World Rankings for 2 Consecutive Years

CEO AT TRON SOLAR

Turn siloed tools into an operating system

Your estimating, accounting, and hardware tools keep doing what they do best. Coperniq makes the work move between them.

INTEGRATIONS

Estimating tools

OpenSolar

Aurora Solar

Solargraf

Stack

Accounting

Netsuite

Xero

QuickBooks

Solargraf

Hardware

Tesla

SolarEdge

Enphase

Solargraf

Operate better in 30 days

We map your real workflows, configure the system with your team, and get the business moving without months of meetings, imports, and half-launches.

SETUP

Map how your team actually works

Configure phases, forms, roles, and pricing

Connect the tools and data that matter first

TRAIN

Train office and field teams in the same system

Practice the handoffs that usually break

Tighten workflows before launch

LAUNCH

Run live jobs through Coperniq

Track work from lead to payment

See what’s moving, stuck, and ready for the next step

day 1

Day 15

day 30

Kickoff

You switch We build your workflows,

phases, forms, and price

Connect your business with coperniq in 5 min

1 Week average

strategise

You switch We build your workflows,

phases, forms, and price

Connect your business with coperniq in 5 min

2 Week average

scale

You switch We build your workflows,

phases, forms, and price

Connect your business with coperniq in 5 min

Ongoing

Built to be extended

Open APIs, webhooks, and SDKs to connect custom tools, automate edge cases, and shape the system around the way your business runs.

API DOCS

GET

/v1/projects/ :projectId

$ curl https://api.coperniq.io/v1/projects/projectId \

> -H "x-api-key: <apiKey>" \

> -H "Content-Type: application/json"

200

Retrived

{

"id": 12345,

"address": "123 Main St, Suite 500, Metropolis, NY 10001",

"primaryPhone": "+1-212-555-0198",

"primaryEmail": "project.manager@renovations.com",

"systemSize": 3500.50,

"systemPrice": 250000.75,

"trades": ["Solar", "HVAC"]

}

{

"id": 12345,

"address": "123 Main St, Suite 500, Metropolis, NY 10001",

"primaryPhone": "+1-212-555- 0198",

"primaryEmail": "project.manager@renovations.com",

"systemSize": 3500.50,

"systemPrice": 250000.75,

"trades": ["Solar", "HVAC"]

}

See what the best operators are building on

Walk through how leading contractors use Coperniq to connect sales, projects, service, cashflow, and AI agents in one operating system.

migrated off SERVICE TITAN

+More

migrated off PROCORE

+More

MIGRATED OFF -salesforce/hubspot

+More

INDUSTRIES

INTEGRATIONS

CASE STUDIES

BOOK A DEMO