# 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.

[Book a demo](/content/demo/index.html)

## 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.

[Case studies](/content/case-studies/index.html)

**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)

## AI agents & software for multi-trade contractors