solar CRM Software

Cut solar project costs by $3K & finish installs 45 days faster.

Replaces spreadsheets, siloed apps, and manual workflows with single, real-time system from sale -> PTO.

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Featured & backed by tech leaders
99% first-time completion rate
45 days faster to project completion
Hit double-digit margins and stay there
65% faster payment collection

One platform: Build • Monitor • Dispatch

Build projects

Templates, stage blockers, and milestone billing keep teams moving without rework or premature truck rolls. Work Orders flow from Queued → Scheduled → Dispatched → Review, so nothing slips.

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Monitor assets

Tie each installed system to a living record. Connect hardware monitoring and surface issues as actionable tickets, not inbox noise. System Monitoring Portal is in beta.

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Dispatch field service

Drag-and-drop on the Schedule & Dispatch Boards, batch route nearby tickets, and keep crews synced in the mobile app (offline forms included).

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Benefits

Built for how solar companies run

Whether you're managing contacts, tracking bids, or analyzing performance, Coperniq has every tool your construction business needs—all in one easy-to-use platform.

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Protect margins

Spend smarter and keep assets running longer

Guardrails—not guesses. Stage blockers, required photos, and review steps stop premature dispatch and rework. Change requests route for sign-off, and nothing moves until it meets your gate.
System monitoring

Prevent downtime before it costs you

Our crews show up with the right info, the right parts, and zero back-and-forth. That alone paid for the rollout.

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Unite office & fields

Eliminate production blindspots with real-time collaboration and insights

Live calendars, capacity views, and a dispatch board built for actual crews—not theory. See who’s overbooked, who’s free, and what’s slipping, then fix it in two clicks.
Insights & Analytics

See the big picture and make decisions with confidence

Turn day-to-day activity into decisions: upcoming visits, due work orders, forms, and reminders routed to the right people by role, team, or assignee via inbox, email, push, or SMS.
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Client portal (under your control)

Keep customers informed, under your brand

Reduce “what’s my status?” calls. Share updates, documents, appointments, and messages in one place; invite owners and stakeholders in seconds.
Who is coperniq for

Built for contractors who live in the field, not in spreadsheets.

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General Contractors

Standardize precon → build → closeout. Keep RFIs, submittals, and punch items moving so the schedule—and the cash—keeps pace.

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Specialty Trades (HVAC, Electrical, Concrete, Low-Voltage)

From service calls to multi-day installs, plan labor, enforce checklists, and avoid second trips with photo-required steps and sign-offs.

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Service & Warranty Teams

Stack routes, auto-notify customers (“on the way,” “arrived”), and capture forms offline. Techs clock-in via geofenced job sites when you need it.

Solar companies unify their business with Coperniq

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BEFORE / AFTER

Status Quo → Coperniq Upgrade

You’ve outgrown cookie-cutter CRMs. This side-by-side shows the shift from a patchwork of spreadsheets and bolt-ons to Coperniq’s solar OS solar-specific phases (AHJ, interconnection, inspection), automated data flow (proposal → permit → work order → invoice), and live visibility that cuts rework, truck rolls, and time to PTO so projects finish on time and on budget.

KEY ADVANTAGES

Execute every project on time and on budget

Coperniq is the solar ops OS that enforces process, exposes risk, and turns work into cash—so you get measurable ROI from sale → PTO → service (build • monitor • dispatch).

$3,000 soft-cost savings per install

Automation kills duplicate entry, rework, and idle truck rolls with stage blockers and required checklists.

~45 days faster to PTO

Permit packets assemble automatically, AHJ/utility tasks advance with templates, and coordinators see blockers in real time.

99% first-time completion rate

Photo-required steps and parts prompts keep crews from rolling early—fewer repeat visits, cleaner handoffs.

24/7 faster DSO (cash collection)

Invoices trigger on milestones; the portal handles e-sign and payments while automated follow-ups keep cash moving.

testimonials

Don't just have our word for it, here's what contractors say about Coperniq

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The new updates have been working very well, optimizing our internal processes and reducing the manual work required. The ability to link ad-hoc or secondary work orders directly to forms has been a significant improvement for us. We noticed the change immediately and were super impressed with how quickly Coperniq was able to get it implemented.

Joel Donskey
CEO @Tron Solar

Coperniq replaced the chaos of spreadsheets with a seamless, automated workflow. It acts like an extra project manager. We scaled from 20 to 50 installs a month without adding staff. The platform keeps projects moving without constant check-ins, and onboarding was fast. For a growing solar company, it’s a game changer.

Zachary Haithcock
Co-founder @603 Solar

Coperniq has scaled with us every step of the way. What used to take three different CRMs to manage Solar, Roofing, and Alarms now happens seamlessly in one platform. Workflows 2.0 ensures nothing gets missed - keeping 100+ installs a month on track without costly delays.

Ryan Lock
Co-founder @Simplicity Roofing & Solar

Coperniq has been a huge win for us. It’s easy to customize to our needs, simple for employees to pick up, and the scheduling and dispatch tools keep everything running smoothly. We’ve tried other platforms like Sunbase and Salesforce, but Coperniq is by far the better choice. It really brings all our operations together in one place.

Vanesa Gonzalez
Co-Founder & CFO @Energy Harbor LLC
Integrations

The single source of truth for your energy tech stack

Integrates seamlessly with the entire tech stack of renewable energy companies from proposal tools to accounting software to hardware.

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Aurora Solar

Aurora Solar's platform provides a comprehensive suite of tools for solar professionals for creating proposals.

Coperniq solar integration software logo
OpenSolar

OpenSolar is a free, end-to-end solar design and sales application that provides solar professionals with tools for marketing, lead management and system design.

Solargraf

Solargraf is a cloud-based solar design and proposal software that offers tools for designing, financing, and permitting solar and battery storage systems

Coperniq solar integration software logo
Solo

Solo offers dynamic design and proposal creation tools including 3D design and CAD and engineering services.

Salesforce

A powerful cloud-based platform that helps businesses manage customer relationships, streamline sales processes, and gain valuable insights through AI-driven analytics, offering scalable solutions for companies of all sizes across various industries

HubSpot

A user-friendly customer relationship management tool that integrates marketing, sales, and service functionalities, enabling businesses to track the entire customer journey and optimize their growth strategies through data-driven decision-making

Coperniq solar integration software logo
Enphase

Coperniq integrates with Enphase microinverters for monitoring installed systems.

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SolarEdge

Coperniq integrates with the SolarEdge inverter and monitoring platform for monitoring installed systems.

Coperniq solar integration software logo
QuickBooks

A locally-installed accounting software offering robust bookkeeping, payroll, and financial management tools for small to medium-sized businesses.

Coperniq solar integration software logo
Xero

A cloud-based accounting platform popular among small businesses offering bookkeeping, payroll, and financial reporting features.

NetSuite

A cloud-based enterprise resource planning (ERP) system providing comprehensive accounting, financial management, and business operations tools.

Coperniq solar integration software logo
Sage

A cloud-based accounting solution offering financial management tools tailored for small and medium-sized businesses.

Coperniq solar integration software logo
Microsoft Dynamics 365

An enterprise-grade business management solution that combines ERP and CRM capabilities with comprehensive accounting features.

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FreeAgent

A comprehensive accounting platform designed for freelancers, small businesses, and their accountants with integrated banking and tax filing features.

COPERNIQ FEATURES

Discover the tools that keep your business running smoothly.

Bring every part of your operation into one platform from closing deals and managing crews to tracking system performance and getting paid.

Solar CRM

Manage leads to contracts with solar-specific sales stages and e-signatures.

Quotes & Proposals

Generate accurate project quotes with integrated design tool data.

Contract Signing

Send and receive legally binding e-signatures directly in the platform.

Client Portal

White-label portal for milestone updates, service tickets, and referrals.

Lead-to-Project Conversion

Seamlessly hand off won deals into project workflows without re-entry.

Customer Communication Tools

Built-in messaging, updates, and notifications to keep customers informed in real time.

Field Service Management

Auto-optimize crew routes, assign jobs, and manage field ops with live GPS and offline access.

Project Management

Track every step from site survey to PTO with stage-based checklists.

System Monitoring

Real-time performance tracking with predictive maintenance alerts.

Field Mobile App

Offline-capable app for site photos, checklists, and auto clock-ins/outs.

Work Order Scheduling

Centralized view of all jobs for easy drag-and-drop scheduling.

Task & Resource Assignment

Assign team members, tools, and equipment to the right jobs at the right time.

Analytics & Reporting

Manage leads to contracts with solar-specific sales stages and e-signatures.

Document Management

Generate accurate project quotes with integrated design tool data.

Instant Payment Processing

Accept online payments instantly via cards, bank transfer, or Apple Pay.

Real-Time Accounting Sync

Sync transactions seamlessly with QuickBooks, Xero, or Oracle.

Workflow Automation

Automate tasks, status changes, and notifications with conditional logic.

API & Integrations

Connect seamlessly with Aurora, Nearmap, Enphase, Zoho, Slack, and more.

Coperniq personalized demo

Ready to reclaim $3K in soft-costs on every project?

From first lead to long-term O&M, Coperniq automates every hand-off so you finish installs 45 days faster and bank the savings.

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