[Book Live Demo](/content/trades#/index.html) [Login](https://app.coperniq.io/) Field Service Management Software # 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. [Book Live Demo](/content/trades#/index.html) .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** .png) Migrated off **Procore** .png) Migrated off **Salesforce/HubSpot/NetSuite** .png) [Monitoring](/content/trades#w-tabs-0-data-w-pane-0/index.html) [Cashflow](/content/trades#w-tabs-0-data-w-pane-1/index.html) [Client Portal](/content/trades#w-tabs-0-data-w-pane-2/index.html) [Dispatch](/content/trades#w-tabs-0-data-w-pane-3/index.html) .png) ## **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 install to a living record. Connect hardware/IoT where available and surface issues as actionable tickets—not inbox noise. **Asset & Site Monitoring** (optional/beta). 2 **Dispatch field service** Drag-and-drop on Schedule & Dispatch Boards, batch-route nearby tickets, and keep crews synced in the mobile app (offline forms included). 3 Benefits ## 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. 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—nothing moves until it meets your gate. System monitoring ## Prevent downtime before it costs you [**Zachary Haithcock**](https://coperniq.design.webflow.com/?pageId=6882030f6c935da3558f991c&workflow=canvas#) [**CEO @603 Solar**](https://coperniq.design.webflow.com/?pageId=6882030f6c935da3558f991c&workflow=canvas#) Our crews show up with the right info, the right parts, and zero back-and-forth. That alone paid for the rollout. **Turn alarms and client reports into prioritized tickets with SLAs. Auto-group nearby jobs and time-box visits so technicians stay productive.** 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 activity into decisions: upcoming visits, due work orders, forms, and reminders routed by role/team 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. [Book Live Demo](/content/trades#/index.html) multi trade services ## 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. Electrical Keep crews safe and compliant while finishing installs on schedule. Manage quotes, inspections, and service calls in one system—no double entry. Mechanical Coordinate heavy installs and commissioning across multiple crews. Sequence dependencies, enforce safety steps, and bill milestones with confidence. Roofing Plan labor, track material orders, and close out inspections with ease. **Material delivery is a dependency that blocks dispatch** until ready. HVAC Book jobs, dispatch techs, and collect payments in the field. Reduce callbacks with photo-required checklists and auto-notifications (“on the way,” “arrived”). Plumbing Quote fast, track material usage, and schedule multiple crews without chaos. Every work order ties to billing, so nothing slips through the cracks. Homeowner / Remodeling Deliver five-star client experiences. Share updates, documents, and schedules in a white-label portal that reduces “what’s my status?” calls. Who is coperniq for ## Built for contractors who live in the field, not in spreadsheets. General Contractors Standardize precon → build → closeout. Keep RFIs, submittals, inspections, and punch moving so the schedule — and billing — stay on track. .jpg) Specialty trades (HVAC, Electrical, Low-Voltage, Concrete) From same-day calls to multi-day installs, plan labor, enforce checklists, and avoid callbacks with photo-required steps. **Service & Warranty teams** 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 **_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](/content/trades#w-tabs-1-data-w-pane-0/index.html) [**Construction tools**](/content/trades#w-tabs-1-data-w-pane-1/index.html) [**Big-box CRM/ERP**](/content/trades#w-tabs-1-data-w-pane-2/index.html) ## 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](/#testimonials) ## 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** [Book Live Demo](/content/trades#/index.html) Teams that switched from .png) 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](/#testimonials) ## 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 [Book Live Demo](/content/trades#/index.html) Teams that switched from .png) 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](/#testimonials) ## 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 [Book Live Demo](/content/trades#/index.html) Teams that switched from .png) What you get with Coperniq Stage-gated workflows Real-time dispatch & routes Offline-first mobile Asset monitoring & alerts Costing & labor tracking KEY ADVANTAGES ## **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. testimonials ## Trades teams recover thousands per project .jpg)\\ \\ **Joel Donskey**\\ \\ CEO](/content/trades#w-tabs-2-data-w-pane-0/index.html) \\ \\ Zachary Haithcock\\ \\ CEO](/content/trades#w-tabs-2-data-w-pane-1/index.html) \\ \\ **Ryan Lock**\\ \\ COO](/content/trades#w-tabs-2-data-w-pane-2/index.html) .png)\\ \\ **Vanesa Gonzalez**\\ \\ **Co-Founder & CFO**](/content/trades#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**](/content/trades#/index.html) .svg) 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**](/content/trades#/index.html) 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**](/content/trades#/index.html) .jpg) 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**](/content/trades#/index.html) 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 [Book Live Demo](/content/trades#/index.html) [See Pricing](/content/pricing/index.html) [Sell & Design](/content/trades#w-tabs-3-data-w-pane-0/index.html) [Deliver & Monitor](/content/trades#w-tabs-3-data-w-pane-1/index.html) [Finance, Admin & Connectivity](/content/trades#w-tabs-3-data-w-pane-2/index.html) 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](/content/trades#w-tabs-4-data-w-pane-0/index.html) [Sales & Customer Management](/content/trades#w-tabs-4-data-w-pane-1/index.html) [Operations & Field Management](/content/trades#w-tabs-4-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. 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