migrated off SERVICE TITAN
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migrated off PROCORE
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MIGRATED OFF salesforce/hubspot
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SELL
Quote faster. Follow up smarter. Close more HVAC work.
AI Sales Tools
Let AI handle follow-ups, objection responses, and quote nudges automatically — so no lead goes cold while your techs are on the job.
Quoting & Proposals
Build tiered proposals — good, better, best — in minutes. Customers review, sign, and pay a deposit from their phone before the truck leaves.
BUILD
Coordinate every crew, work order, and install in one place.
Workflows
Build custom job flows for installs, maintenance, and service calls — so every tech knows exactly what to do and nothing gets missed.
Scheduling & Dispatch
Put the right tech on the right job, every time. Drag-and-drop scheduling with live availability, location, and skill set in view.
SERVICE
Always be there for your customers after the deal.
Service Plans
Manage recurring maintenance, warranty visits, renewals, and follow-ups without losing track of the customer relationship.
Live Visit Tracking
See technician location, ETA, job status, and visit progress in real time from dispatch to completion.
CASHFLOW
Turn completed work into faster revenue.
Invoicing
Create and send clean invoices tied to the right customer, job, service, or project.
Deposits & Milestones
Collect deposits before work begins and milestone payments as the job moves forward.
Learn from operators who are already ahead
Your estimating, accounting, and hardware tools keep doing what they do best. Coperniq makes the work move between them.
RESIDENTIAL, LIGHT COMMERCIAL SOLAR
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.
Read Case Study
How SunState Protects 5-Star Reputation While Standardizing Operations in Coperniq
CEO AT SUNSTATE
SOLAR COMMERCIAL
Will Anderson built proprietary software that took Complete Solar through merger, IPO, and SunPower acquisition. After 4 to 6 months of daily stand-ups building for SameDay Solar
Read Case Study
Skip the 12-Month Build: How SameDay Scaled on Coperniq and Kept Its Edge
CEO AT SAMEDAY SOLAR
COMMERCIAL SOLAR
Tron Solar unified five-plus disconnected tools into Coperniq, automating appointment-to-dispatch and giving real-time visibility across ~500 active projects
Read Case Study
How Tron Solar Rose Through Solar Power World Rankings for 2 Consecutive Years
CEO AT TRON SOLAR
