# Manage every solar and storage job without switching tools.

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

## Give customers clear options for going solar.

### AI Sales Tools

Speed up lead qualification, proposal creation, follow-ups, and sales workflows so reps can close faster.

### Contract Management

Send agreements, collect signatures, and keep every solar contract tied to the right customer and project.

# BUILD

## Turn solar projects into clear workflows.

### Workflows

Standardize each solar project phase from site survey and design to permitting, install, inspection, and PTO.

### Work Order Management

Keep every solar task moving with clear work orders for surveys, design, permitting, electrical, installation, inspections, and PTO.

# SERVICE

## Send the right technician to the right job, faster.

### AI CSR

A custom, human-sounding AI agent that answers calls, handles objections, books jobs into your CRM, and routes emergencies. 24/7.

### Call Insights & Transcripts

Turn every call into structured data with transcripts, summaries, and clear next steps for your team.

# MONITOR

## See every job, crew, and asset before anything slips.

### Performance Dashboards

See revenue, job status, technician productivity, service trends, and operational performance at a glance.

### Automated Alerts

Get notified when jobs are delayed, assets need attention, inspections are pending, or issues require action.

## 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.

### RESIDENTIAL, LIGHT COMMERCIAL SOLAR

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.

**How SunState Protects 5-Star Reputation While Standardizing Operations in Coperniq**  
CEO AT SUNSTATE

### SOLAR COMMERCIAL

Will Anderson built proprietary software that took Complete Solar through merger, IPO, and SunPower acquisition. After 4 to 6 months of daily stand-ups building for SameDay Solar.

**Skip the 12-Month Build: How SameDay Scaled on Coperniq and Kept Its Edge**  
CEO AT SAMEDAY SOLAR

### COMMERCIAL SOLAR

Tron Solar unified five-plus disconnected tools into Coperniq, automating appointment-to-dispatch and giving real-time visibility across ~500 active projects.

**How Tron Solar Rose Through Solar Power World Rankings for 2 Consecutive Years**  
CEO AT TRON SOLAR

# 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.