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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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.png)](https://blog.initialized.com/2024/12/founder-spotlight-coperniq/)

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

Migrated off ServiceTitan

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Migrated off Procore

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Migrated off Salesforce/HubSpot/NetSuite

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Monitoring Cashflow Client Portal Dispatch

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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.

1

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.

2

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).

3

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.

1

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

Zachary Haithcock

CEO @603 Solar

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

2

3

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.

4

5

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.

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Who is coperniq for

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

General Contractors

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

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.

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

Comparison

Outgrowing bid-first tools? Here’s what construction ops actually need.

Most suites center bids and plan sets. Coperniq centers workflows, dispatch, and assets—so crews only move when prerequisites are met and projects finish on time.

FSM tools Construction tools Big-box CRM/ERP

What they optimize for

CPQ frontends, not a full CRM

Job-centric views; no process workflows

Weak profitability & change-order control

Primitive, one-way QBO/ERP integrations

Residential-heavy; struggle with resi-mercial & commercial

No asset graph; reactive service only

See Why Teams Switch

What you need to run at volume

CRM + operations in one workspace

Project/process-centric hub with conditional workflows

Live profitability & strict change-order controls

Two-way QBO/ERP sync + in-product payments

Built for residential, resi-mercial, and commercial portfolios

Asset graph + monitoring → proactive maintenance

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Teams that switched from

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What you get with Coperniq

Stage-gated workflows

Real-time dispatch & routes

Offline-first mobile

Asset monitoring & alerts

Costing & labor tracking

What they optimize for

Volume via change orders, not process control

Plan-set viewers; little real-time dispatch or geofencing

Bid-management front ends, not an operating CRM

Project/budget-centric; weak asset & O&M lifecycle

Field apps that assume connectivity (offline is an afterthought)

“Spreadsheet glue” for blockers, dependencies, and handoffs

See Why Teams Switch

What you need to run at volume

Stage-gated workflows that stop bad handoffs

Real-time dispatch: routes, geofences, offline-first

A construction-literate CRM that hands off cleanly to projects & service

Asset graph linking systems to jobs & warranties

Built-in costing & labor hours so PMs see true margins (no month-end wait)

Quotes → invoices → payments where teams already work

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Teams that switched from

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What you get with Coperniq

Stage-gated workflows

Real-time dispatch & routes

Offline-first mobile

Asset monitoring & alerts

Costing & labor tracking

What they optimize for

Pipeline & tickets, not project/process

Months of custom work → high TCO

No asset graph (systems ↔ jobs ↔ warranties)

Bolt-on field ops; thin dispatch/routing/offline

No native project costing & labor (stale finance reports)

Reactive tickets; no telemetry-driven maintenance

See Why Teams Switch

What you need to run at volume

Project/process-centric model with conditional workflows

Fast time-to-value; usage-aligned pricing

Asset graph: systems, meters, inverters ↔ jobs & history

First-class field ops: dispatch, routing, geofencing, offline

Built-in costing, hours & payflows → live margins

Monitoring + automations for proactive service

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Teams that switched from

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What you get with Coperniq

Stage-gated workflows

Real-time dispatch & routes

Offline-first mobile

Asset monitoring & alerts

Costing & labor tracking

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 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.

\ \ Fragmented tech stack](/content/energy#/index.html) \ \ Bloated ERP systems](/content/energy#/index.html) \ \ Manual redundancy](/content/energy#/index.html) \ \ Blind Execution](/content/energy#/index.html) \ \ Extended Cycles](/content/energy#/index.html) \ \ Delayed Invoicing](/content/energy#/index.html)

\ \ Unified Operations Platform](/content/energy#/index.html) \ \ Purpose-Built Solution](/content/energy#/index.html) \ \ Automated Data Flow](/content/energy#/index.html) \ \ Live Project Visibility](/content/energy#/index.html) \ \ Accelerated Delivery](/content/energy#/index.html) \ \ Milestone-Based Billing](/content/energy#/index.html)

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

.jpg)\ \ Joel Donskey\ \ CEO](/content/energy#w-tabs-2-data-w-pane-0/index.html) \ \ Zachary Haithcock\ \ CEO](/content/energy#w-tabs-2-data-w-pane-1/index.html) \ \ Ryan Lock\ \ COO](/content/energy#w-tabs-2-data-w-pane-2/index.html) .png)\ \ Vanesa Gonzalez\ \ Co-Founder & CFO](/content/energy#w-tabs-2-data-w-pane-3/index.html)

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

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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.

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

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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.

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

Integrations

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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Sell & Design Deliver & Monitor Finance, Admin & Connectivity

Xactimate

Insurance-grade estimating used across restoration and roofing; standardizes line-items for adjusters and GC workflows.

Roofr

Fast roofing measurements, takeoffs, and proposal tooling for roof-first jobs; speeds up bids and hand-off to Ops.

Aurora Solar

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

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

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

Enphase

Coperniq integrates with Enphase microinverters for monitoring installed systems.

SolarEdge

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

QuickBooks

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

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.

Sage

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

Microsoft Dynamics 365

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

FreeAgent

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

All-In-One

One platform for your entire operation.

Replace spreadsheets, siloed apps, and manual handoffs with one system built for growing mid-market contractors running complex operations.

Admin, Finance & Insights Sales & Customer Management Operations & Field Management

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 NetSuite.

Workflow Automation

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

API & Integrations

Connect seamlessly with design tools, ERPs, and hardware APIs

CRM

Pipeline from leads to contracts with automation 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.

Personalized Demo with Coperniq

Ready to See Coperniq In Action?

Book a demo today and see why trade contractors love Coperniq

Let’s start with your company details

Primary Industry *Select industryElectricalGC/ConstructionLife SafetyMechanical/HVACPlumbingRoofingSolar/Battery/EVSpecialty ContractorTelecomOtherNumber of Techs***Select no. of techs12-1011-2021-4041+Number of Full Time Office*Select no. of FTO12-34-1011-2021-4041+Area of Focus *Select area of focusCommercialResidentialBoth (Commercial & Residential)UtilityType of Work***Select work typeBoth (Construction & Service)ConstructionService

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