About
Coperniq is an end-to-end operations platform purpose-built for complex, multi-disciplinary contractors spanning HVAC, Electrical, Plumbing, Solar, Battery Storage, and EV charging. Unlike generic business software, Coperniq was designed from the ground up to handle the unique demands of trade contractors — from multi-phase project bids and closeouts to recurring service dispatch and performance guarantee tracking. The platform covers the full contractor lifecycle: selling proposals (good/better/best pricing), running construction projects with dependency-based scheduling, dispatching and managing service work, and automating billing through QuickBooks reconciliation. A built-in client portal gives customers real-time visibility into their jobs and assets. Coperniq's AI layer is deeply integrated rather than bolted on. Operations AI agents move work forward automatically, Field AI converts paper inspections into digital workflows from a single sentence, Sales AI generates scoped proposals in one conversation, and Communication AI turns missed calls into booked jobs. An asset management module can scan nameplates to instantly capture make, model, and serial numbers and begin a service history. Built for contractors managing residential solar fleets, commercial MEP projects, or mixed portfolios, Coperniq includes a developer SDK and integrations with finance, design, and field tools teams already use. New customers can expect to be fully operational within 90 days.
Key Features
- Multi-Trade Project Management: Manage HVAC, Electrical, Plumbing, and Energy projects in one platform with dependency-based scheduling, phase tracking, and billing from bid to closeout.
- AI Agents for Contractors: Built-in AI agents handle operations, sales proposals, field form generation, and missed-call follow-ups to keep jobs moving and revenue protected.
- Dispatch & Service Management: Streamlined dispatch workflows with photo capture, checklists, and messaging tied directly to each job for fewer missed handoffs and cleaner operations.
- Asset & Systems Tracking: Scan equipment nameplates to auto-capture make, model, and serial number. Track service history, PPM intervals, and performance guarantees over the asset lifecycle.
- Client Portal & Billing Automation: Give customers real-time job visibility through a branded portal, then close the loop with payment links, progress billing, and automatic QuickBooks reconciliation.
Use Cases
- A multi-trade MEP contractor manages HVAC commissioning, electrical inspections, and plumbing rough-ins for a large commercial build all within one platform, with billing tied to phase completions.
- A residential solar company tracks PTO approvals, interconnection milestones, and O&M service orders while monitoring AI-driven follow-ups on missed inbound calls from leads.
- A service dispatch team moves from email and memory-based scheduling to structured job records with photos, checklists, and customer messaging attached to every work order.
- A contractor's sales team uses the AI sales agent to turn a verbal job description into a good/better/best proposal in minutes and sends a payment link immediately after approval.
- An energy contractor manages performance guarantees and long-term asset service histories by scanning equipment nameplates in the field to auto-populate asset records and schedule PM intervals.
Pros
- Purpose-built for trade contractors: Unlike generic platforms, Coperniq handles multi-trade complexity — PTO tracking, interconnection milestones, arc flash docs, and backflow certifications — out of the box.
- Fast onboarding (90-day target): Coperniq builds workflows, phases, forms, and price books around how a contractor's jobs actually run, targeting full operational readiness within one quarter.
- AI deeply integrated across the workflow: AI is a first-class feature — not an add-on — covering sales, field ops, communications, and operations agents that actively move work forward.
- Open API and integration ecosystem: A developer SDK and pre-built integrations let contractors connect Coperniq to existing finance, design, and field systems without workflow disruption.
Cons
- Overkill for simple single-trade businesses: The platform's breadth is designed for multi-disciplinary contractors; smaller single-trade shops may find the feature set more than they need.
- Pricing not publicly listed: Coperniq requires a demo booking to access pricing details, making it harder to evaluate cost upfront without engaging the sales process.
- Learning curve for legacy teams: Transitioning from spreadsheets, email-based dispatch, or fragmented tools to a unified platform requires buy-in and retraining across field and office staff.
Frequently Asked Questions
What trades does Coperniq support?
Coperniq supports HVAC/Mechanical, Electrical, Plumbing, Solar, Battery Storage, and EV charging contractors. It is designed specifically for multi-trade and multi-disciplinary operations.
How does Coperniq differ from ServiceTitan or Procore?
Coperniq is built for contractors who span multiple trades and project types — combining field service, construction project management, and energy-specific workflows (like PTO tracking and interconnection milestones) that generic platforms handle poorly or not at all.
What AI features does Coperniq include?
Coperniq includes Operations AI agents to move work forward, Field AI to convert descriptions into forms, Sales AI to generate scoped proposals, and Communication AI to handle missed calls, emails, and texts automatically.
How long does it take to get up and running on Coperniq?
Coperniq targets a 90-day onboarding timeline where they build your workflows, project phases, forms, and price book around your actual operations — significantly faster than typical enterprise platforms.
Does Coperniq integrate with accounting software?
Yes. Coperniq integrates with QuickBooks for invoice reconciliation and supports other integrations for finance, design, and field operations through its API and native integration ecosystem.
