The AI-native Operating System for Commercial & Residential Contractors running Construction and Service at scale.
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Migrated off ServiceTitan
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Migrated off Procore
Migrated off Salesforce/HubSpot/NetSuite
You are doing Commercial & Residential, Projects & Service, across multiple trades... your software platform should do the same.
We've got you covered across your job lifecycle. With our intelligent automation engine and AI agents, most of this can be done in seconds, freeing up your team’s time.
Coperniq bakes AI into the tools your team already uses — phone lines, inspections, forms, dispatch, and asset workflows — so work gets created, routed, and documented automatically.
Answers like a trained CSR, books work orders, and logs every call—even after hours.
Drag-and-drop your existing forms and let AI build reusable templates you can attach to projects and service plans.
Capture make, model, serial and more in one shot and drop it straight into your asset tree.
From phone calls to form templates, here’s how AI shows up across the platform.
Ask questions inside any job record, create reminders and comments in plain language.
Describe the slice of work you want to see and save it as a smart portfolio view.
Clean up emails, status notes, and work order instructions anywhere there’s a text box.
Generate good/better/best options with catalog items, scope, and sales copy pre-filled.
Hit “Create with AI” to pre-fill long forms; you review and approve before anything goes live.
A subtle highlight marks AI-pre-filled fields so teams can review quickly—disappearing as soon as they edit.
Learn how resimercial teams reduce misses, standardize handoffs, and get paid faster with Coperniq’s unified platform for projects, service, & assets.
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Dispatch used to live in emails and memory. Now requests, photos, checklists, and messages sit with the job in Coperniq. Fewer misses, cleaner hand-offs.
Coperniq let us ship production workflows in weeks and still build our proprietary edge on top—no 12-month rebuild, no compromise.
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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.
Replace spreadsheets, siloed apps, and manual handoffs with one system built for growing mid-market contractors running complex operations.
Manage leads to contracts with solar-specific sales stages and e-signatures.
Generate accurate project quotes with integrated design tool data.
Accept online payments instantly via cards, bank transfer, or Apple Pay.
Sync transactions seamlessly with QuickBooks, Xero, or NetSuite.
Automate tasks, status changes, and notifications with conditional logic.
Connect seamlessly with design tools, ERPs, and hardware APIs
Pipeline from leads to contracts with automation and e-signatures.
Generate accurate project quotes with integrated design tool data.
Send and receive legally binding e-signatures directly in the platform.
White-label portal for milestone updates, service tickets, and referrals.
Seamlessly hand off won deals into project workflows without re-entry.
Built-in messaging, updates, and notifications to keep customers informed in real time.
Auto-optimize crew routes, assign jobs, and manage field ops with live GPS and offline access.
Track every step from site survey to PTO with stage-based checklists.
Real-time performance tracking with predictive maintenance alerts.
Offline-capable app for site photos, checklists, and auto clock-ins/outs.
Centralized view of all jobs for easy drag-and-drop scheduling.
Assign team members, tools, and equipment to the right jobs at the right time.
Coperniq is the operating system that enforces process, exposes risk early, and keeps work moving from sale → build → PTO → service.
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.
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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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.
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Disconnected systems create missed steps, callbacks, and slow invoicing. Coperniq gives contractors one place to run requests, projects, and service helping teams invoice up to 2× faster and protect margin on every job.
