AI Agents & Software for Multi-Trade Contractors

One system for residential and commercial contractors to run sales, projects, service, and AI agents across every trade they touch.

One system for every trade you run

Whether you run one trade or several, your software does not have to change every time the business expands.



HVAC](/content/industries/hvac/index.html)



ELECTRICAL](/content/industries/electrical/index.html)



PLUMBING](/content/industries/plumbing/index.html)



ROOFING](/content/industries/roofing/index.html)



SOLAR](/content/industries/solar/index.html)

One system for the whole business.

Sell work, build projects, service customers, monitor operations, and get paid — all in one operating system built for modern contractors.

Sell any scope for any business

Whether it’s solar, HVAC, roofing, electrical, plumbing, or service, give your team one way to quote, package, approve, sign, and collect payment.

  • Good / Better / Best
  • Real-Time Pricing
  • Add-Ons & Service Plans
  • Contracts, Deposits & Payments
  • AI Copilot for Proposals

Describe any business process. Then enforce it

From roofing blocking solar to permits gating installs — define the sequence, conditions, and dependencies so no job moves out of order.

  • Workflows with Conditional Logic
  • Dependencies & Blockers
  • Cross-Trade Coordination
  • Field Work Orders & Forms
  • Workflow AI Copilot

Get the right tech there first

From call to dispatched work in minutes — match every job by skill, availability, and proximity, then give your customers a portal they’ll actually use.

  • Speed to Lead
  • Skill Matrix
  • Real-Time Dispatch Boards
  • Live ETA Links
  • White-labeled Client Portal

See problems before your customer do

From service history to live performance — monitor any asset across any fleet, surface issues early, and triage before the phone rings.

  • Asset Monitoring
  • Service History
  • Performance Alerts
  • SLA Enforcement Solar, Storage.
  • Generators & More

Get paid on time without chasing

From customer checkout to QuickBooks sync — collect payments, track costs, manage vendor bills, and know every job's margin.

  • Invoices & Payments
  • Vendor POs & Bills
  • Timesheets
  • Job Profitability
  • 2-Way QuickBooks Sync

AI agents inside your operating system

Most AI tools live outside your workflow. Coperniq AI Agents live inside it — assignable to tasks, @mentionable, and ready to act with the same context as your team.

Riley - CSR AGENT

Riley answers inbound calls, qualifies each request, books the right appointment, and escalates exceptions — giving every customer a fast, consistent CSR experience without adding office headcount.

  • Support more techs without adding office headcount
  • Answers Calls
  • Books Appointments
  • Escalates issues
  • Logs Every Outcome

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

Commercial Solar

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.

How SameDay Scaled on Coperniq and Kept Its Edge

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

Turn siloed tools into an operating system

Your estimating, accounting, and hardware tools keep doing what they do best. Coperniq makes the work move between them.

Estimating tools

Aurora Solar

Open Solar

Solargraf

Stack

Xactimate

Accounting

Netsuite

QuikBooks

Xero

Hardware

Quickbooks

Enphase

Tesla

Operate better in 30 days

We map your real workflows, configure the system with your team, and get the business moving without months of meetings, imports, and half-launches.

  1. SETUP: Map how your team actually works, configure phases, forms, roles, and pricing, connect the tools and data that matter first.
  2. TRAIN: Train office and field teams in the same system, practice the handoffs that usually break, tighten workflows before launch.
  3. LAUNCH: Run live jobs through Coperniq, track work from lead to payment, see what’s moving, stuck, and ready for the next step.