[Book a demo](/content/old-home-3#/index.html) [Sign in](https://app.coperniq.io/) [NEW\\ \\ Commercial Contractor Software](/content/old-home-3#/index.html) # The Operating System for Commercial & Residential Contractors Scale sales, projects, and service all in one platform. [Book a Demo](/content/old-home-3#cta/index.html) Migrated off **ServiceTitan** .png) Migrated off **Procore** .png) Migrated off **Salesforce/HubSpot/NetSuite** .png) [Schedule & Dispatch](/content/old-home-3#w-tabs-0-data-w-pane-0/index.html) [Cashflow Control](/content/old-home-3#w-tabs-0-data-w-pane-1/index.html) [Client & Partner Portal](/content/old-home-3#w-tabs-0-data-w-pane-2/index.html) [Asset Monitoring](/content/old-home-3#w-tabs-0-data-w-pane-3/index.html) .png) **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. [Book Live Demo](/content/old-home-3#/index.html) 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](/content/old-home-3#/index.html) 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. .svg) [See company](/content/old-home-3#/index.html) [**Ryan Lock**](/content/construction#/index.html) 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](/content/old-home-3#/index.html) 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](/content/old-home-3#w-tabs-1-data-w-pane-0/index.html) [Sales & Customer Management](/content/old-home-3#w-tabs-1-data-w-pane-1/index.html) [Operations & Field Management](/content/old-home-3#w-tabs-1-data-w-pane-2/index.html) **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 ContractorTelecomOther**Number 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)Utility**Type of Work****\***Select work typeBoth (Construction & Service)ConstructionService Next #### We can’t wait to meet you. Please fill in the details below so that we can get in contact with you. 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