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Enterprise Layer Intelligence
Categories/Project Management/Coperniq
Coperniq

Coperniq

Manage sales, projects, dispatch, and billing for commercial and residential contractors

Pricing model

Paid

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use Coperniq to run daily operations across residential and commercial trade businesses like HVAC, solar, roofing, electrical, and plumbing. It lets your team send quotes, build multi-tiered proposals, collect deposits, and enforce project workflows with conditional dependencies. You can dispatch technicians based on skills and proximity, share live tracking links with clients, and monitor asset performance. Automated agents answer inbound phone calls, schedule appointments, and coordinate cross-trade tasks, while two-way accounting sync tracks job costs, invoices, and field timesheets.

What Coperniq does

Generate good, better, and best project estimatesSchedule and assign work orders to field techniciansTrack job milestones and install dependenciesProcess customer deposit payments and invoicesMonitor remote solar and generator assetsLog customer support calls and dispatch service visitsBuild multi-option proposals with real-time pricing and signature collectionAutomate inbound call answering and appointment scheduling with virtual agentsCreate conditional workflows with dependency checks across multiple tradesDispatch technicians using a skill matrix and live technician trackingTrack live equipment performance and surface asset maintenance issues earlySync invoices, timesheets, and vendor bills directly with QuickBooks

Pricing breakdown

Pricing model: Paid

PlanList price
Field (per user)$90 / mo
Office (per user)$200 / mo

Tutorials & Demos

Frequently asked

QuickBooksQuickBooksNetSuiteNetSuiteXeroXeroAurora SolarAurora Solar

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Coperniq, contractor management, HVAC, solar installation, roofing workflows, field dispatch, job profitability, trade scheduling, CSR agents, multi-trade contracting, proposal builder, work orders, QuickBooks sync, automated dispatch, field service