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Data lived across HubSpot, Go High Level, JotForm, SharePoint, and Acuity. Leaders exported to spreadsheets just to compute close rates and rep performance.
As Joel explained, "I want to be able to log into a system and see everything related to solar without having to pull up a Google Sheet." The company had reached the point where, as Joel put it, "We had to get in the CRM game." Spreadsheets couldn't support the scale and complexity of multi-state operations.
Keith reviewed departmental processes in his first week. He identified the core problem: "Every time a sale is made, the rep has to input the customer's name, project size, price, interest rate, and other details into JotForm. The data is foul."
As Keith explained, "I'm a data guy and want to make decisions based on data, but I didn't have access to it." The manual re-entry introduced errors at every handoff. Reps re-typed customer and finance details across multiple systems. Some projects became stale, resulting in hidden costs and customer service issues.
Weekly marketing meetings struggled to track customer acquisition costs and funnel drop-offs because the data required manual collection and cleanup, which was time-consuming and prone to errors. Decisions were often made without a trustworthy, unified view of performance drivers.
With operations spanning multiple states and both virtual and in-home appointments, Tron needed consistent routing, disposition tracking, and quality control. Call centres were paid based on "quality of set" criteria, but systematic data capture to validate performance was lacking.
Tron evaluated platforms against both immediate needs and long-term operational requirements.
Immediate needs:
Long-term requirements:
What fell short:
Generic CRMs required significant customisation to accurately mirror solar operations—a patchwork of tools created data silos and dependency on spreadsheets. ERPs introduced significant implementation overhead without sufficient depth in field operations.
When a Request moves to "appointment set," Coperniq automatically creates a dated work order with required fields, checklists, and photo requirements. This ensures dispatch-ready appointments and removes duplicate entries that previously caused delays.
Dedicated boards and routing logic by state and appointment type improved discipline across virtual and in-home flows. Each state maintains its own process variations without fragmenting the data model.
Leadership views average job duration, stage distribution, no-sale vs. entered-sale conversions, and team/rep performance inside Coperniq. Weekly marketing reviews now surface CAC and drop-offs with reliable data, rather than relying on manual spreadsheet compilation.
Replaced 5+ disconnected tools (HubSpot, Go High Level, JotForm, SharePoint, Acuity) with one platform, ending data fragmentation across ~500 active projects at any given time.
Managers track performance by rep/team and monitor conversion rates directly in product. Weekly marketing reviews now surface CAC and funnel drop-offs with reliable data instead of manual exports and cleanup. Keith's assessment: "Coperniq changed that." The shift from data scepticism to data-driven decision-making came from having clean, reliable information in a unified system.
Auto-generated dated work orders with checklists and photo requirements eliminated manual re-entry and closed communication gaps that previously led to project delays and rework.
State-specific dispatch boards, plus the workflow processor, standardised processes and employee training across states. When process gaps are identified, the team can iterate rapidly, rather than working around limitations.
A standardised service flow (initiation, dispatch, close-out) aligns with OEM requirements and revenue recognition checks, creating consistency in the post-install phase.
The operational improvements powered by Coperniq led to a two-year advancement in Solar Power World's annual rankings, establishing Tron as a leader in its markets.
Tron is now positioned to:
The company that struggled with 5+ disconnected tools and spreadsheet workarounds now operates on a single platform that supports ~500 active projects with real-time visibility and continuous improvement.
From first lead to long-term O&M, Coperniq automates every hand-off so you finish installs 45 days faster and bank the savings.
Coperniq unifies contractor operations across sales, installations, and asset management, enforcing process with end-to-end automation from lead acquisition through long-term service (O&M).
