Scale sales, projects, and service all in one platform.
Migrated off ServiceTitan
.png)
Migrated off Procore
Migrated off Salesforce/HubSpot/NetSuite
.png)
Run installs, retrofits, maintenance, and dispatch in one operating system.
From bid to closeout—coordinate subs, approvals, and milestone billing without rework.
Lead → PTO → O&M for renewable energy assets, including client & AHJ management
Whether you're managing contacts, tracking bids, or analyzing performance, Coperniq has every tool your business needs—all in one easy-to-use platform.
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).
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.
.svg)
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)
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.
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.
Coperniq unifies contractor operations across sales, installations, and asset management, enforcing process with end-to-end automation from lead acquisition through long-term service (O&M).
