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.

Integrations

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.

HubSpot

A user-friendly customer relationship management tool that integrates marketing, sales, and service functionalities.

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.

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Let’s start with your company details

Primary Industry:

  • Electrical
  • GC/Construction
  • Life Safety
  • Mechanical/HVAC
  • Plumbing
  • Roofing
  • Solar/Battery/EV
  • Specialty Contractor
  • Telecom
  • Other