INDUSTRIES

INTEGRATIONS

CASE STUDIES

Pricing

BOOK A DEMO

INDUSTRIES

INTEGRATIONS

CASE STUDIES

Pricing

BOOK A DEMO

INDUSTRIES

INTEGRATIONS

CASE STUDIES

Pricing

BOOK A DEMO

Heading to RoofCON? Talk to us at booth 2211.

Product

Agents

Integrations

Customers

Implementation

Pricing

Book a demo

Heading to RoofCON? Talk to us at booth 2211.

Book a demo

Blurred aerial view of a San Francisco Bay Area neighborhood at golden hour

Pipeline · All divisions

Pipeline

+ Opportunity

Open pipeline

$4.7M

+9%

Win rate

34%

+4 pts

Signed this month

$1.2M

of $1.5M

Commercial

$3.3M

Lead · 2

$1.0M

Lakeview Mall

$780,000

Redwood Plaza

$220,000

Site walk · 2

$526K

Harbor Flats

$336,000

No touch 9d

Delta Storage

$190,000

Bid · 2

$660K

Harbor & Pine Market

$412,000

Commercial job

Sent 9:42

Oak Ridge HOA

$248,000

Proposal · 1

$1.15M

Unit 9 Plaza

$1,150,000

Won · 1

$960K

Mission Bay Logistics

$960,000

Residential

$102K

Lead · 2

$24K

44 Elm St

$14,200

7 Pine Ln

$9,800

Site walk · 1

$18K

123 Main Street

Thu 9:00 AM

$18,400

Home job

Sent 9:42

Bid · 1

$19K

310 Judah St

$18,900

Proposal · 2

$41K

91 Cedar Ct

$24,600

12 Clement St

$16,300

No touch 8d

Won · 1

$30K

22 Diamond St

$30,300

Insurance

$412K

New construction

$860K

Harbor & Pine Market

$412,000

Commercial job

Proposal out

123 Main Street

Thu 9:00 AM

$18,400

Home job

Sent 9:42

AI booked inspection

9:16 AM

1:12

“We got hail last Tuesday. There’s granules in the gutters.”

Hail · Sep 22

Insurance likely

9:42

Pipeline

123 Main Street

Roof replacement · Dana Ruiz

Good

Architectural shingle

$14,200

Better

Selected

$18,400

Impact-rated shingle · 25-yr workmanship

Synthetic underlayment

Best

Standing-seam metal

$24,900

Add-ons

Gutter replacement

$1,150

Skylight flashing

$480

Service plan

Annual roof check-up

$149/yr

Storm priority

$299/yr

Total

$19,699

$20,179

Send proposal

Proposal sent

Blurred roofing crew working on a craftsman house in San Francisco

Projects

127 active · Grouped by workflow

+ Project

Exteriors · Residential

Contract & Deposit

Pre-Production

Construction

Closeout

123 Main Street

Roof done · gutters booked Tue 7:00

Construction

Residential job

Exteriors · Commercial

Contract & Deposit

Pre-Production

Construction

Closeout

Potrero Supply Depot · San Francisco

Commercial exterior renovation · Roofing, siding, gutters

$186,000

Commercial job

1. Contract & Deposit

2. Pre-Production

3. Construction

Day 5 of 7

1 of 3 work orders started

In progress

Work order

Schedule

Proof

Assignee

Status

EXT-C

Roof installation

Crew 2 · started Mon 7:04 AM

Mon – Wed

+11

Ray C.

Crew 2 lead

Awaiting sign-off

Roof installation field report

· submitted 2:10 PM

30 / 30 steps

All steps done

EXT-C

Siding installation

Crew 3 · north and east walls

Thu 7:00 AM

Tomás R.

Crew 3 lead

Scheduled

EXT-C

Gutter installation

Locked

Unlocks when roof installation is signed off

Fri 7:00 AM

Andre P.

Crew 4 lead

Waiting on roof

Build agent

14 photos synced from Crew 2. Gutters unlock as soon as Ray signs off.

Reviewing 14 photos from Crew 2 against the roofing checklist…

30 of 30 steps verified. Asking Ray to sign off.

Ray signed off at 2:16 PM. Gutters unlocked for Andre’s crew, Fri 7:00 AM.

Review photos

Ask Ray to sign off

Waiting on Ray…

View schedule

Sent to Ray

4. Final Payment & Closeout

Solar · Commercial

Survey

Engineering

Permitting

Installation

PTO

2:16

Potrero Supply Depot · San Francisco

Working

Roof installation

30 of 30 steps

Gutters wait on this

Photos and proof

28 · Decking and underlayment

29 · Flashing and penetrations

30 · Final roof completion

Mark roofing complete

Roofing signed off

Build agent

now

Please sign off Roof installation · 30 of 30 steps verified

Blurred roofing technician and homeowner in a driveway at sunset

Schedule

Tue, Sep 29

Day

Week

+ Work order

Map layers

5 mi

Harbor & Pine Market

On site · Ray T.

14 min

123 Main Street

San Francisco · 10:00 AM

Residential job

Leak · garage roof

Unscheduled

Storm damage · ridge cap

55 Noe St, San Francisco

Reactive

SLA 2h 40m

Gutter overflow

310 Judah St, San Francisco

Reactive

SLA 5h 05m

Annual roof inspection

Harbor Flats, San Francisco

Preventative

SLA 3d

Gutter cleaning

22 Diamond St, San Francisco

Preventative

SLA 5d

Skylight reseal

91 Cedar Ct, San Carlos

Preventative

SLA 7d

Flat roof sealant refresh

Bayside Commons, San Francisco

Preventative

SLA 9d

Ridge vent replacement

18 Castro St, San Francisco

Preventative

SLA 12d

Roof drain clearing

Bayshore Clinic, San Francisco

Preventative

SLA 14d

8 AM

12 PM

Roofing

Luis M.

Lead

123 Main Street

Roof leak

Residential job

Ray T.

Tech II

Harbor & Pine Market

Inspection

Commercial job

77 Hawthorn Dr

Chimney flashing

Sam O.

Apprentice

14 Pine St

Gutter repair

55 Noe St

Suggested · ridge cap

Solar

Mia R.

Lead

Dock 4

Panel install

Tom K.

Tech

Delta Storage

Racking

Residential

Commercial

Suggested by agent

WO-1842 · Reactive

Roof leak · garage

SLA 1h 12m

Karen Lee

123 Main Street, San Francisco

Platinum member

4-hour response · $0 repairs · Annual inspection included

Luis M. · Crew lead

Today 10:00 AM

Storm damage · ridge cap

55 Noe St, San Francisco

Reactive

SLA 2h 40m

Service agent · 8:12 AM

Booked Luis for today, 10:00 AM

Leak is under warranty. Karen confirmed by text.

View

123 Main Street

9:45

Ridgeline Roofing

Arriving 10:00 – 10:15 AM

Luis is 14 minutes away

Booked

Confirmed

On the way

Fixed

Luis M.

Your roofing technician

Roof leak · garage

123 Main Street · Warranty, no charge

Platinum member · priority visit

Unlatch the side gate

Luis needs ladder access to the garage roof

Reschedule

Blurred roofing office with a manager at a desk overlooking the materials yard

Financials · Invoices

Invoices

Invoice

This week

Invoices paid

$94,600

Invoices due

$111,400

85% collected

↑ 35% vs last week

Last 8 weeks

Still to collect

7 open invoices

$232,262

Overdue $13,262

Next 7 days $200,600

Later $18,400

Priya Shah · 2 days late · siding crew on hold

Send reminder

Invoice

Amount

Status

Work

QuickBooks

#410 · Cedar Point HOA

Re-roof deposit · 40% on signing

$40,000

Paid Wed

Paid

ACH

Tear-off started

Matched

Commercial job

#408 · Priya Shah

Siding · 19 Pine Ct · Net 30

$13,262

$0 paid

Overdue

Siding crew on hold

Synced

#411 · Northgate Plaza LLC

Commercial re-roof · draw 1 of 4

$219,000

$21,900 paid

Due in 6 days

Next draw at 60% built

Synced

#412 · Marcus Hill

Gutters · 230 Willow Ave · Net 7

$3,500

$0 paid

Due today

Job done · QC passed

Synced

Residential job

#409 · Okafor Residence

Re-roof · final 10% · 62 Linden Ave

$6,400

$0 paid

Due Oct 14

Final walk Fri

Synced

#407 · Bayview Church

Skylight reseal · Net 30

$2,150

$0 paid

Due Oct 22

Job done Sep 22

Synced

#406 · Thompson Ranch

Metal re-roof · 50% on start

$31,200

Paid Mon

Paid

Wire

Metal delivery released

Matched

Showing 7 of 409

Export CSV

Ask AI about invoices, payments or holds…

Enter ↵

Which crews are waiting on a payment?

Draft reminder to Priya Shah

Forecast cash for October

Invoice #410

Commercial roofing

Issued Sep 23 · Due on signing

Cedar Point HOA

Re-roof deposit · 40%

TPO · 14 units

$36,000.00

Total due

$40,000.00

Paying releases your crew

Tear-off starts Thu, Sep 24 · 7:00 AM

Chase Business ••0921

Bank transfer (ACH) · no fee

Pay $40,000.00

Processing payment…

Paid · receipt sent

QuickBooks

Bank feed · For review

Live

Cedar Point HOA

ACH deposit · Chase ••0921 · Sep 23

$40,000.00

Matched in 1 min

Invoice #410 · Paid in full

Re-roof deposit · Cedar Point HOA

Balance

$0.00

Matching to open invoices…

Auto-matched by Coperniq · 2:06 PM

View in QuickBooks →

Sell

One sales portfolio, not three CRMs.

Sell

One sales portfolio, not three CRMs.

Build

One production floor, not three PM tools.

Build

One production floor, not three PM tools.

Service

We don’t leave after the storm.

Service

We don’t leave after the storm.

Bill

Bill each trade the day it’s done.

Bill

Bill each trade the day it’s done.

Residential

San Francisco

123 Main Street

$19,699

Site walk Thu · proposal out

Roof done · gutters next

Leak · Luis at 10 AM

Invoice due today

Commercial

San Francisco

Harbor & Pine Market

$412,000

Bid · review Thu

26 of 30 steps · gutters next

Inspection · Ray on site

Deposit paid · crew released

One system for every trade you run,
residential and commercial.

Roofing CRMs stop at the roof. Service software isn’t built for projects.

Coperniq runs every trade on the job, and AI does the work of your next hire.

One system for every trade you run,
residential and commercial.

Roofing CRMs stop at the roof. Service software isn’t built for projects.

Coperniq runs every trade on the job, and AI does the work of your next hire.

Tue, Oct 14

Residential

Johnson home

8:00 – 11:30

Patel home

12:30 – 3:00

10a

12p

Tue, Oct 14

Commercial

Riverside Grocery

TPO roof, day 2 of 4 · 8:00 – 4:00

10a

12p

Trusted by

One system for every trade you run,

residential and commercial.

Roofing CRMs stop at the roof. Service software isn’t built for projects.

Coperniq runs every trade on the job, and AI does the work of your next hire.

Book a demo

See how it works

↓

Tue, Oct 14

Residential

Johnson home

8:00 – 11:30

Patel home

12:30 – 3:00

10a

12p

Tue, Oct 14

Commercial

Riverside Grocery

TPO roof, day 2 of 4 · 8:00 – 4:00

10a

12p

Trusted by

01 · Sell

One sales portfolio, not three CRMs.

Every division gets its own board and steps.

02 · Build

One production floor, not three PM tools.

See what’s green, what’s stuck and why.

03 · Service

We don’t leave after the storm.

Every install stays on the map for the next call.

04 · Bill

Bill each trade the day it’s done.

Homeowner invoices and progress bills, one list.

01 · Sell

02 · Build

03 · Service

04 · Bill

One sales portfolio, not three CRMs.

Every division gets its own board and steps.

Sell

One sales portfolio, not three CRMs.

Every division gets its own board and steps.

9:42

Pipeline

123 Main Street

Roof replacement · Dana Ruiz

Good

Architectural shingle

$14,200

Better

Selected

$18,400

Impact-rated shingle · 25-yr workmanship

Synthetic underlayment

Best

Standing-seam metal

$24,900

Add-ons

Gutter replacement

$1,150

Skylight flashing

$480

Service plan

Annual roof check-up

$149/yr

Storm priority

$299/yr

Total

$19,699

$20,179

Send proposal

Proposal sent

01 · Sell

One sales portfolio, not three CRMs.

Every division gets its own board and steps.

02 · Build

One production floor, not three PM tools.

See what’s green, what’s stuck and why.

03 · Service

We don’t leave after the storm.

Every install stays on the map for the next call.

04 · Bill

Bill each trade the day it’s done.

Homeowner invoices and progress bills, one list.

Your board says “on track.”

It isn’t.

spreadsheet holds it all together.

tools hold the answers. None of them agree.

are stuck. The board still says “on track.”

open jobs. Every one says “on track.”

Dotted lines connect each stuck job to the tool that holds its answer

Group texts

Work orders

Roofing CRM

Solar CRM

Accounting

Photo app

Sheet

48 open jobs shown as houses and commercial buildings, all on track

“There’s like five buckets… there’s no middle steps for in production, for multiple trades. Like roof completed, gutters not completed.”

Roofing operations manager, on a well-known roofing CRM

48 jobs with 9 stuck jobs highlighted in red

Next trade not booked

Photos or sign-off missing

Invoice held

Jobs_FINAL_v7 (2).xlsx

A · Job

B · Trades

C · Status

D · Photo

E · What’s actually happening

F · Who

123 Main St

Roof, gutters

DONE?

Roof done Fri. Gutters??

Dana

Harbor Flats

Roof

waiting

Bldg C has no photos

Mike

17 Cedar Ln

Roof, siding

STUCK

on Jake’s phone

$9,800 held on the deposit

Jake

Harbor & Pine Market

Roof, HVAC

HVAC sub has the wrong date

Jake

Oak Ridge HOA

Roof

permit

Permit back? nobody checked

Dana:

9 stuck. ask Mike before Monday!!

Your board says “on track.”

It isn’t.

spreadsheet holds it all together.

tools hold the answers. None of them agree.

are stuck. The board still says “on track.”

open jobs. Every one says “on track.”

Group texts

Work orders

Roofing CRM

Solar CRM

Accounting

Photo app

Sheet

“There’s like five buckets… there’s no middle steps for in production, for multiple trades. Like roof completed, gutters not completed.”

Roofing operations manager, on a well-known roofing CRM

Next trade not booked

Photos or sign-off missing

Invoice held

Jobs_FINAL_v7 (2).xlsx

A · Job

E · Notes

123 Main St

Roof done Fri. Gutters??

Harbor Flats

Bldg C has no photos

17 Cedar Ln

$9,800 held on the deposit

Dana:

9 stuck. ask Mike before Monday!!

If it’s done in Coperniq, it’s done in real life.

Run twice the jobs without adding office headcount. Here’s what your crews and office stop chasing.

COMMERCIAL

Know what’s done without asking

−

Done means photos and a sign-off from the roof. Not someone’s word on a Monday call.

RESIDENTIAL

The next crew is booked before the last one leaves

MULTI-TRADE

Every trade on one board

OFFICE

Bill each trade the day it’s done

Mercy Clinic

Flat roof · TPO · 18,400 sq ft

Commercial

+14

✓

Roof signed off

4:12 PM

✓

Checklist 9 of 9

100%

↻

Office sees it now · no call needed

Luis Ortega

Crew lead, commercial · Dayton, OH

123 Main Street · handoff

Re-roof → gutters · San Francisco

0 calls

✓

Roof signed off

3:42 PM

✓

Gutter crew booked · Tue 7:00

3:42 PM

✓

Karen Lee told

3:43 PM

↻

Next trade booked the minute the roof signed off

Gutter crew

Arriving Tue 7:00 · San Francisco

All projects

One board · every trade

Multi-trade

Harbor Flats

✓ Roof

Siding

Windows

123 Main Street

✓ Roof

Gutters

Harbor & Pine Market

✓ Roof

Solar

Electrical

↻

A half-done job shows as half done

Harbor Flats

3 trades, 1 building · San Francisco

123 Main Street · invoices

Billed per trade

Residential

✓

Roof

Paid $18,400

Gutters

Sent $1,150

Service plan

Starts Nov

↻

Each invoice goes out with its photos

Dana Ruiz

Office manager · San Francisco

COMMERCIAL

Know what’s done without asking

−

Done means photos and a sign-off from the roof. Not someone’s word on a Monday call.

Mercy Clinic

Flat roof · TPO · 18,400 sq ft

Commercial

+14

✓

Roof signed off

4:12 PM

✓

Checklist 9 of 9

100%

↻

Office sees it now · no call needed

Luis Ortega

Crew lead, commercial · Dayton, OH

RESIDENTIAL

The next crew is booked before the last one leaves

MULTI-TRADE

Every trade on one board

OFFICE

Bill each trade the day it’s done

COMMERCIAL

Know what’s done without asking

Luis Ortega · crew lead, commercial

Mercy Clinic · flat roof, TPO

COMMERCIAL

Checklist

9 of 9

Roof signed off

4:12 PM

Done means photos and a sign-off from the roof, not someone’s word on a Monday call.

RESIDENTIAL

The next crew is booked before the last one leaves

MULTI-TRADE

Every trade on one board

OFFICE

Bill each trade the day it’s done

COMMERCIAL

Know what’s done without asking

Luis Ortega · crew lead, commercial

Mercy Clinic · flat roof, TPO

COMMERCIAL

Checklist

9 of 9

Roof signed off

4:12 PM

Done means photos and a sign-off from the roof, not someone’s word on a Monday call.

RESIDENTIAL

The next crew is booked before the last one leaves

MULTI-TRADE

Every trade on one board

OFFICE

Bill each trade the day it’s done

Agents that do the work, not just summarize it.

They answer the phone, check the photos, book the next crew and send the bill.

Sell

Build

Service

Bill

3 agents working now

Call agent

Karen Lee

123 Main Street · roof leak

5:01 pm

0:48

Next week

Texted to Karen

Mon

Tue

10:00

Wed

Answering call

Answers the 5:01 pm call

Books the visit and texts the confirmation.

Lead agent

Web form · 44 Elm St

6:14 pm

Hail damage

+ Gutters

Roof age

~18 yrs

Insurance claim

Filed

Jordan’s calendar

Sat 10:00

Calling back · 2 min

Calls back every paid lead

Calls in two minutes and books a rep.

Follow-up agent

91 Cedar Ct · Proposal

$24,600

Mon

Tue

Wed

4 days

Option B with financing is $189/mo. Want me to hold a start date?

Can you start Tuesday?

Follow-up sent

Follows up on every proposal

Follows up on the option they viewed most.

Anything an agent can’t finish goes to a person by name, with the whole job attached.

Handed to Maria · 1 job

One job record. Every tool you keep stays in sync.

Cancel what Coperniq replaces. Keep what your team relies on. Every kept tool writes to the same job.

Your stack today

AccuLynx

Division CRM

Spreadsheets

Zapier

Phone system

Group texts

Paper forms

AccuLynx, Division CRM, Zapier, Spreadsheets, Phone system, Group texts, Paper forms

With Coperniq

⇄ Two-way sync

QuickBooks

NetSuite

Sage Intacct

Gmail

Outlook

Google Calendar

EagleView

GAF

QuickMeasure

Hover

QuickBooks

NetSuite

Sage Intacct

Gmail

Outlook

Google Calendar

EagleView

GAF

QuickMeasure

Hover

See all integrations

→

Contractors who run every trade from one record.

All customer stories

→

Simplicity Solar & Roofing

Roofing · Solar · Alarms · 100+ installs a month

“What used to take 3 CRMs to manage Solar, Roofing, and Alarms now happens in one platform.”

Ryan Lock

Co-founder, Simplicity Solar & Roofing

3 → 1

CRMs replaced

37%

Faster quote → cash

Simplicity Solar & Roofing crew on a residential re-roof

Roof signed off · Gutters next

Simplicity Solar & Roofing

Roofing · Solar · Alarms · 100+ installs a month

“What used to take 3 CRMs to manage Solar, Roofing, and Alarms now happens in one platform.”

Ryan Lock

Co-founder, Simplicity Solar & Roofing

3 → 1

CRMs replaced

37%

Faster quote → cash

Roof signed off · Gutters next

Most new software dies in month one. Here’s why yours won’t.

The note every new customer gets on day one.

Book a demo

Coperniq · San Francisco, CA

Coperniq

Implementation team

Dear owner,

Most tools die the same way: nobody moves your data and nobody trains your crew. Here’s what I’ll do instead:

I’m your person, even after you go live.
We move your data by hand. No Sunday nights for you.
Your crew gets certified before go-live.

Your implementation lead,

Coperniq

Coperniq · San Francisco, CA

Coperniq

Implementation team

Dear owner,

Most tools die the same way: nobody moves your data and nobody trains your crew. Here’s what I’ll do instead:

I’m your person, even after you go live.
We move your data by hand. No Sunday nights for you.
Your crew gets certified before go-live.

Your implementation lead,

Coperniq

Dear owner,

Most tools die the same way: nobody moves your data and nobody trains your crew. Here’s what I’ll do instead:

I’m your person, even after you go live.

We move your data by hand. No Sunday nights for you.

Your crew gets certified before go-live.

Your implementation lead,

Coperniq

Questions we get on every first call.

AccuLynx tracks a job as one thing. Coperniq tracks the roof, the gutters and the siding on the same job, and a job isn’t closed until every trade is.

One system for every trade you run,residential and commercial.

One system for every trade you run,residential and commercial.

One system for every trade you run,

One system for every trade you run,

One system for every trade you run,

Your board says “on track.”

It isn’t.

Your board says “on track.”

It isn’t.

If it’s done in Coperniq, it’s done in real life.

If it’s done in Coperniq, it’s done in real life.

If it’s done in Coperniq, it’s done in real life.

Agents that do the work, not just summarize it.

Agents that do the work, not just summarize it.

Agents that do the work, not just summarize it.

Answers the 5:01 pm call

Calls back every paid lead

Follows up on every proposal

One job record. Every tool you keep stays in sync.

One job record. Every tool you keep stays in sync.

Contractors who run every trade from one record.

Contractors who run every trade from one record.

Most new software dies in month one. Here’s why yours won’t.

Most new software dies in month one. Here’s why yours won’t.

Questions we get on every first call.

Questions we get on every first call.

One system for every trade you run,
residential and commercial.

One system for every trade you run,
residential and commercial.