How SunState Protects 5-Star Reputation While Standardizing Operations in Coperniq

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.

Company profile

  • 185 employees
  • Industry: Solar & Roofing, Electrical
  • Operating in: Florida, New Jersey

20%

Decreased time efforts with the help of Coperniq by streamlining the business

120K

Saved time efforts with the help of Coperniq by streamlining the business

88

Projects done, time efforts with the help of Coperniq by streamlining the business

Operational Reality Before Coperniq

5+ systems with no unified view

Data lived across HubSpot, Go High Level, JotForm, SharePoint, and Acuity. Leaders exported to spreadsheets just to compute close rates and rep performance. As Joel explained, "I want to be able to log into a system and see everything related to solar without having to pull up a Google Sheet." The company had reached the point where, as Joel put it, "We had to get in the CRM game." Spreadsheets couldn't support the scale and complexity of multi-state operations.

Manual re-entry at every stage

Keith reviewed departmental processes in his first week. He identified the core problem: "Every time a sale is made, the rep has to input the customer's name, project size, price, interest rate, and other details into JotForm. The data is foul." As Keith explained, "I'm a data guy and want to make decisions based on data, but I didn't have access to it." The manual re-entry introduced errors at every handoff. Reps re-typed customer and finance details across multiple systems. Some projects became stale, resulting in hidden costs and customer service issues.

Limited visibility for decisions

Weekly marketing meetings struggled to track customer acquisition costs and funnel drop-offs because the data required manual collection and cleanup, which was time-consuming and prone to errors. Decisions were often made without a trustworthy, unified view of performance drivers.

Routing discipline across states

With operations spanning multiple states and both virtual and in-home appointments, Tron needed consistent routing, disposition tracking, and quality control. Call centers were paid based on "quality of set" criteria, but systematic data capture to validate performance was lacking.

Screening Platforms: Coverage and Configurability

Tron evaluated platforms against both immediate needs and long-term operational requirements.

Immediate needs:

  • End-to-end lead-to-install coverage
  • Reliable appointment and dispatch automation
  • Real-time visibility for leadership (no spreadsheets)
  • State-specific configurability
  • Implementation in weeks, not quarters

Long-term requirements:

  • Unified data model to eliminate re-entry and enable analytics
  • Workflow processor to standardize training and iterate as gaps are found
  • Service workflow aligned with OEM requirements and revenue recognition
  • Scalability for multi-state operations and new markets

What fell short:

Generic CRMs required significant customization to accurately mirror solar operations—a patchwork of tools created data silos and dependency on spreadsheets. ERPs introduced significant implementation overhead without sufficient depth in field operations.

Why Coperniq

  • Solar-specific operating core: Pre-built flows from appointment to install and install to close, matched day one needs without customization.
  • Unified data architecture: One system of record across sales, operations, and service, eliminating manual re-entry.
  • State-aware operations, Dispatch boards, and tasking by state and appointment type (e.g., Illinois in-home, Illinois virtual, Wisconsin in-home) created consistent processes while maintaining local flexibility.
  • Ops Analytics 3.0 Live dashboards for stage timing, cycle times, and rep/team performance replaced spreadsheet workarounds.
  • Workflow processor Standardize processes and continuously improve when gaps are identified, strengthening training and quality control.

Implementation: Weeks to Unified Operations

Appointment Work Orders

When a Request moves to "appointment set," Coperniq automatically creates a dated work order with required fields, checklists, and photo requirements. This ensures dispatch-ready appointments and removes duplicate entries that previously caused delays.

State-specific dispatch

Dedicated boards and routing logic by state and appointment type improved discipline across virtual and in-home flows. Each state maintains its own process variations without fragmenting the data model.

Unified analytics

Leadership views average job duration, stage distribution, no-sale vs. entered-sale conversions, and team/rep performance inside Coperniq. Weekly marketing reviews now surface CAC and drop-offs with reliable data, rather than relying on manual spreadsheet compilation.

Measured Outcomes

Complete system unification

Replaced 5+ disconnected tools (HubSpot, Go High Level, JotForm, SharePoint, Acuity) with one platform, ending data fragmentation across ~500 active projects at any given time.

Real-time operational visibility

Managers track performance by rep/team and monitor conversion rates directly in product. Weekly marketing reviews now surface CAC and funnel drop-offs with reliable data instead of manual exports and cleanup. Keith's assessment: "Coperniq changed that." The shift from data skepticism to data-driven decision-making came from having clean, reliable information in a unified system.

Automated workflow efficiency

Auto-generated dated work orders with checklists and photo requirements eliminated manual re-entry and closed communication gaps that previously led to project delays and rework.

Standardised, continuously improving operations

State-specific dispatch boards, plus the workflow processor, standardised processes and employee training across states. When process gaps are identified, the team can iterate rapidly, rather than working around limitations.

Service workflow foundation

A standardised service flow (initiation, dispatch, close-out) aligns with OEM requirements and revenue recognition checks, creating consistency in the post-install phase.

Industry recognition

The operational improvements powered by Coperniq led to a two-year advancement in Solar Power World's annual rankings, establishing Tron as a leader in its markets.