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
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
Build
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
Service
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
Monitor
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
CASHFLOW
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
Nick
Coordinator Agent
Leo
Growth Agent
Clara
Accounting Agent
Sam
QA Agent
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.
Let AI agents handle calls, scheduling, follow-ups, and quality assurance — so you can grow field capacity without growing the office.
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.
Read Case Study
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.
Read Case Study
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.
Read Case Study
How Tron Solar Rose Through Solar Power World Rankings for 2 Consecutive Years
CEO AT TRON SOLAR
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
QuickBooks
Xero
Open Solar
hardware
Quickbooks
Enphase
Tesla
Microsoft Dynamic 365
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.
SETUP
Map how your team actually works
Configure phases, forms, roles, and pricing
Connect the tools and data that matter first
TRAIN
Train office and field teams in the same system
Practice the handoffs that usually break
Tighten workflows before launch
LAUNCH
Run live jobs through Coperniq
Track work from lead to payment
See what’s moving, stuck, and ready for the next step
Built to be extended
Open APIs, webhooks, and SDKs to connect custom tools, automate edge cases, and shape the system around the way your business runs.
GET
/v1/projects/:projectId
$curlhttps://api.coperniq.io/v1/projects/projectId\
-H"x-api-key:
"\
-H"Content-Type:application/json"
200
Retrieved
{ "id":12345, "address":"123MainSt,Suite500,Metropolis,NY10001", "primaryPhone":"+1-212-555-0198", "primaryEmail":"project.manager@renovations.com", "systemSize":3500.50, "systemPrice":250000.75, "trades":["Solar","HVAC"] }