HVAC
Schedule installs, track equipment, and close out service calls faster
Schedule installs, track equipment, and close out service calls faster for residential and light commercial.
MIGRATED OFF SERVICETITAN
MIGRATED OFF PROCORE
MIGRATED OFF SALESFORCE/HUBSPOT
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.
How SunState Protects 5-Star Reputation While Standardizing Operations in Coperniq
Skip the 12-Month Build: How SameDay Scaled on Coperniq and Kept Its Edge
How Tron Solar Rose Through Solar Power World Rankings for 2 Consecutive Years
See what the best operators are building on
Walk through how leading contractors use Coperniq to connect sales, projects, service, cashflow, and AI agents in one operating system.
🪩 Coperniq Discovery
30 min
Share with us your top 2–3 priorities for 2026. Commercial? Service plans? Launching new trades? Etc.
If there’s alignment, we’ll run a demo tailored to your business—covering resi vs. commercial, retrofit vs. service, and where your business can compound more!
Select a Date & Time
June 2026
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Time zone
UTC Time
(6:45pm)