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NEW\ \ Commercial Contractor Software

The Operating System for Commercial & Residential Contractors

Scale sales, projects, and service all in one platform.

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Migrated off ServiceTitan

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Migrated off Procore

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Migrated off Salesforce/HubSpot/NetSuite

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Schedule & Dispatch Cashflow Control Client & Partner Portal Asset Monitoring

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Trades — MEP, Integration, Envelope

Run installs, retrofits, maintenance, and dispatch in one operating system.

Construction — GC, EPC, Specialty

From bid to closeout—coordinate subs, approvals, and milestone billing without rework.

Energy — Solar, Storage, EV

Lead → PTO → O&M for renewable energy assets, including client & AHJ management

Benefits

Made for field service businesses

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

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

Uptime—not surprises. Sensors and integrations track production, runtimes, temps/pressures, and fault codes. When drift appears, Coperniq opens a ticket with asset context, routes it to the right crew, and stops downtime before it starts.

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.

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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IMPACT

Execute every project on time and on budget

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

3

x

More jobs won

20

hrs

Time saved per week

23

%

Avg. growth in the first 3 months

63

%

Less time spent on accounting & reports

Customer stories

What our customers are saying

Joel Donskey

CEO @Tron

Becoming a top-30 contractor in their industry

Coperniq optimized our internal processes 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.

See company

Zachary Haithcock

Co-founder @603 Solar

Scaled from 20 to 50 installs per month with 5.00 stars

Coperniq replaced the chaos of spreadsheets with a smooth, automated workflow. It acts like an extra project manager. Without constant check-ins and with fast onboarding, it’s a game changer.

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Ryan Lock

Co-founder @Simplicity Solar & Roofing

Time from quote to cash accelerated by 37%

What used to take 3 CRMs to manage Solar, Roofing, and Alarms now happens in one platform. Workflows ensures nothing gets missed keeping 100+ installs /month on track without costly delays.

.png) See company

High-performing teams win deals and delight customers with Coperniq

COPERNIQ FEATURES

COPERNIQ FEATURES

COPERNIQ 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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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).

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