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
Costco Wholesale
$412,000
Commercial job
Sent
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
Larry David Residence
Thu 9 AM
$18,400
Home job
Sent
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
Costco Wholesale
$412,000
Commercial job
Sent
Larry David Residence
Thu 9 AM
$18,400
Home job
Sent
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
Larry David Residence
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
Projects
127 active · Grouped by workflow
+ Project
Exteriors · Residential
51
Contract & Deposit
12
Pre-Production
8
Construction
27
Closeout
4
Larry David Residence
Roof done · gutters booked Tue 7:00
Construction
Residential job
Exteriors · Commercial
20
Contract & Deposit
3
Pre-Production
5
Construction
9
Closeout
3
Potrero Supply Depot · San Francisco
Commercial exterior renovation · Roofing, siding, gutters
$186,000
Commercial job
1. Contract & Deposit
2. Pre-Production
3. Construction
3d
7d
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
12
Survey
2
Engineering
3
Permitting
4
Installation
2
PTO
1
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
3
29 · Flashing and penetrations
2
30 · Final roof completion
2
Mark roofing complete
Roofing signed off
Build agent
now
Please sign off Roof installation · 30 of 30 steps verified
Schedule
Tue, Sep 29
Day
Week
+ Work order
Map layers
5 mi
© Esri · OpenStreetMap
2
2
C2
C4
Costco Wholesale
On site · Ray T.
14 min
Larry David Residence
San Francisco · 10:00 AM
Residential job
Leak · garage roof
Unscheduled
8
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
9
10
11
12 PM
1
2
3
Roofing
Luis M.
Lead
Larry David Residence
Roof leak
Residential job
Ray T.
Tech II
Costco Wholesale
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
Larry David Residence, 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
Larry David Residence
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
Larry David Residence · Warranty, no charge
Platinum member · priority visit
Unlatch the side gate
Luis needs ladder access to the garage roof
Reschedule
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
2d
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
Larry David Residence
$19,699
Site walk Thu · proposal out
Roof done · gutters next
Leak · Luis at 10 AM
Invoice due today
Commercial
San Francisco
Costco Wholesale
$412,000
Bid · review Thu
26 of 30 steps · gutters next
Inspection · Ray on site
Deposit paid · crew released
You roof homes. You roof commercial.
You do more than roofs.
Coperniq runs every trade you sell in one system, from the first call to the last invoice.
See it live in 15 minutes at booth 2211.
You roof homes. You roof commercial.
You do more than roofs.
Coperniq runs every trade you sell in one system, from the first call to the last invoice.
See it live in 15 minutes at booth 2211.
Tue, Oct 14
Residential
Larry David Residence
8:00 – 11:30
Patel home
12:30 – 3:00
8a
10a
12p
2p
4p
Tue, Oct 14
Commercial
Costco Wholesale
TPO roof, day 2 of 4 · 8:00 – 4:00
8a
10a
12p
2p
4p
RoofCON 8 in OKC, booth 2211, Nov 11–12
You roof homes.
You roof commercial.
You do more than roofs.
You roof homes.
You roof commercial.
You do more than roofs.
You roof homes.
You roof commercial.
You do more than roofs.
Coperniq runs every trade you sell in one system, from the first call to the last invoice. See it live in 15 minutes at booth 2211.
Coperniq runs every trade you sell in one system, from the first call to the last invoice.
Roofing
Gutters
Siding
Windows
Solar
Service
Residential
Residential
Commercial
Commercial
Trusted by
Sell
One sales portfolio, not three CRMs.
Every division gets its own board and steps.
9:42
Pipeline
Larry David Residence
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.
You’ll talk to the people who build it.
No booth staff reading a script. One of these three runs your 15 minutes.
You leave knowing if Coperniq fits. If it doesn’t, we’ll tell you.
Abdullah
CEO
Ran solar sales and operations before Coperniq. Ask him about running crews across trades.
Abdullah
CEO
Ran solar sales and operations before Coperniq. Ask him about running crews across trades.
Max
Co-founder
Built the multi-trade setup. Ask him how your jobs would look on day one.
Max
Co-founder
Built the multi-trade setup. Ask him how your jobs would look on day one.
Chris
Account Exec
Ask him about pricing and what switching takes. He sets up your next step.
Chris
Account Exec
Ask him about pricing and what switching takes. He sets up your next step.
Pick your 15 minutes
Booth 2211, Nov 11–12. Booked times skip the line at the booth. Times are Central.
Loading times…
Contractors who run every trade from one record.
Contractors who run every trade from one record.
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
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