One platform to run every trade: build, dispatch, service
Permit-driven jobs. Heavy installs. Emergency calls. Coperniq keeps crews moving, customers updated, and margins protected—all in one OS.
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One platform: Build • Monitor • Dispatch
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.
Tie each install to a living record. Connect hardware/IoT where available and surface issues as actionable tickets—not inbox noise. Asset & Site Monitoring (optional/beta).
Drag-and-drop on Schedule & Dispatch Boards, batch-route nearby tickets, and keep crews synced in the mobile app (offline forms included).
From bid to service, every phase under control
We've got you covered across your job lifecycle. With our intelligent automation engine, most of this can be done in seconds, freeing up your time.
Spend smarter and keep assets running longer
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.
Eliminate production blindspots with real-time collaboration and insights
See the big picture and make decisions with confidence
Keep customers informed, under your brand
Built for every trade, from bid to closeout
Coperniq adapts to how your crews actually work. Standardize quotes, scheduling, field checklists, and client updates—without bolt-ons.
Keep crews safe and compliant while finishing installs on schedule. Manage quotes, inspections, and service calls in one system—no double entry.
Coordinate heavy installs and commissioning across multiple crews. Sequence dependencies, enforce safety steps, and bill milestones with confidence.
Plan labor, track material orders, and close out inspections with ease. Material delivery is a dependency that blocks dispatch until ready.
Book jobs, dispatch techs, and collect payments in the field. Reduce callbacks with photo-required checklists and auto-notifications (“on the way,” “arrived”).
Quote fast, track material usage, and schedule multiple crews without chaos. Every work order ties to billing, so nothing slips through the cracks.
Deliver five-star client experiences. Share updates, documents, and schedules in a white-label portal that reduces “what’s my status?” calls.
Built for contractors who live in the field, not in spreadsheets.
Standardize precon → build → closeout. Keep RFIs, submittals, inspections, and punch moving so the schedule — and billing — stay on track.
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From same-day calls to multi-day installs, plan labor, enforce checklists, and avoid callbacks with photo-required steps.
Stack routes, auto-notify customers (“on the way,” “arrived”), capture forms offline, and clock-in via geofenced job sites when needed.
Commercial contractors unify their business with Coperniq
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 a trade-ready OS with phase control, automated data flow (lead → quote → permit → work order → invoice), and live visibility that cuts rework, repeat rolls, and delays so jobs finish on time and on budget.
Execute every project on time and on budget
Coperniq is a system of action that enforces process, exposes risk, and turns work into cash—from bid → build → service.
$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.
Trades teams recover thousands per project
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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.
CEO @Tron Solar
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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.
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.
Co-founder @Simplicity Roofing & Solar
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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.
Co-Founder & CFO @Energy Harbor LLC
The single source of truth for your tech stack
Using Quickbooks? Xero? Something else? No problem! We have a wide range of integrations to connect with your existing software
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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.
Manage leads to contracts with solar-specific sales stages and e-signatures.
Generate accurate project quotes with integrated design tool data.
Send and receive legally binding e-signatures directly in the platform.
White-label portal for milestone updates, service tickets, and referrals.
Seamlessly hand off won deals into project workflows without re-entry.
Built-in messaging, updates, and notifications to keep customers informed in real time.
Auto-optimize crew routes, assign jobs, and manage field ops with live GPS and offline access.
Track every step from site survey to PTO with stage-based checklists.
Real-time performance tracking with predictive maintenance alerts.
Offline-capable app for site photos, checklists, and auto clock-ins/outs.
Centralized view of all jobs for easy drag-and-drop scheduling.
Assign team members, tools, and equipment to the right jobs at the right time.
Manage leads to contracts with solar-specific sales stages and e-signatures.
Generate accurate project quotes with integrated design tool data.
Accept online payments instantly via cards, bank transfer, or Apple Pay.
Sync transactions seamlessly with QuickBooks, Xero, or Oracle.
Automate tasks, status changes, and notifications with conditional logic.
Connect seamlessly with Aurora, Nearmap, Enphase, Zoho, Slack, and more.
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.
