Coperniq

paid

Coperniq unifies project management, dispatch, service, and billing for MEP and Energy contractors with built-in AI agents. Manage multi-trade operations from bid to invoice in one platform.

Project Management Tools

Workflow Automation Tools

AI Agents

About

Coperniq is a purpose-built platform for next-generation commercial contractors operating across Mechanical, Electrical, Plumbing (MEP), and Energy disciplines—including solar, storage, and EV. Unlike generic tools such as ServiceTitan, Procore, or Salesforce, Coperniq is designed from the ground up to handle the complexity of multi-trade, multi-phase projects. The platform covers the full contractor lifecycle: selling proposals (good/better/best in minutes), managing construction projects with dependency-driven scheduling, running service dispatch and planned preventive maintenance (PPM), tracking assets in the field, and processing payments and QuickBooks reconciliation—all from one unified interface. Coperniq's AI is a first-class citizen throughout the platform. AI agents handle missed calls and lead intake (Agentforce), convert paper inspections into digital workflows (Field AI), draft proposals from natural language scope descriptions (Sales AI), and move operations forward autonomously. Nameplate scanning instantly creates live asset records, and forms can be generated from a single sentence. For Energy contractors, the platform supports PTO tracking, interconnection milestones, monitoring integrations, and performance guarantees. A client-facing portal enhances customer experience, while a Developer SDK and open API allow deep integration with existing systems. Coperniq promises a 90-day onboarding revamp, making it accessible without a year-long implementation timeline. It's ideal for commercial contractors managing complex, multi-disciplinary jobs who need a modern, AI-driven alternative to legacy platforms.

Key Features

Unified Multi-Trade Operations: Connects Mechanical, Electrical, Plumbing, and Energy workflows in a single platform—covering everything from bid and project phases to service dispatch and pay applications.
Built-in AI Agents: AI agents handle missed calls and lead intake, draft proposals from natural language descriptions, generate digital forms from paper inspections, and autonomously move operational tasks forward.
End-to-End Project & Service Management: Manage multi-phase construction projects with dependency scheduling, run planned preventive maintenance programs, track assets in the field, and handle emergency dispatch—all in one place.
Billing & Payments: Send payment links, generate invoices, process progress billing and pay apps, and automatically reconcile with QuickBooks—closing the loop from sold to paid.
Developer SDK & Open API: A robust API and Developer SDK allow contractors to create projects, sync data, and trigger workflows automatically, integrating Coperniq with any existing system.

Use Cases

A commercial MEP contractor managing multi-phase construction projects across HVAC, electrical, and plumbing trades on a single platform, with dependency-driven scheduling and progress billing.
A solar and energy company tracking permit-to-interconnection milestones, managing O&M service schedules, and automating performance guarantee documentation.
An HVAC service company using Coperniq's dispatch, PPM scheduling, and AI receptionist to respond to service requests faster than competitors and convert missed calls into booked jobs.
An electrical contractor digitizing field inspections, managing panel schedules and as-builts, and generating proposals automatically from job scope conversations with Sales AI.
A multi-trade contractor replacing disconnected tools like ServiceTitan, Procore, and QuickBooks with a unified platform that covers selling, building, servicing, and invoicing in one workflow.

Pros

Purpose-Built for Multi-Trade Complexity: Unlike generic ERP or CRM tools, Coperniq is designed specifically for contractors running overlapping MEP and Energy disciplines, reducing the need for multiple disconnected platforms.
AI as a Core Feature, Not an Add-On: AI agents are embedded throughout the platform—from sales proposals and field forms to call handling—delivering real automation value rather than surface-level AI branding.
Fast Onboarding Promise: Coperniq commits to a 90-day onboarding timeline with pre-built workflows, phases, and price books tailored to how your jobs actually run—far faster than typical enterprise platforms.
Comprehensive Integration Ecosystem: Native integrations with QuickBooks, design tools, and finance systems, plus an open API, keep Coperniq connected to the tools contractors already rely on.

Cons

Enterprise-Focused Pricing: Coperniq is built for commercial and complex residential contractors, making it potentially over-engineered and cost-prohibitive for very small or single-trade businesses.
Requires a Sales Demo to Get Started: There is no self-serve sign-up or free trial visible on the site; prospective customers must book a demo, which can slow down the evaluation process.
Learning Curve for Full Platform Adoption: The breadth of features across project management, dispatch, AI agents, and billing means teams may need dedicated onboarding support to unlock the platform's full potential.

Frequently Asked Questions

Coperniq supports HVAC, Electrical, Plumbing, and Energy contractors—including solar, battery storage, and EV charging businesses. It is designed for both commercial and complex residential operations.

Coperniq's AI agents operate across four areas: Operations AI (moves work forward), Agentforce (handles missed calls and lead intake), Field AI (converts paper inspections into digital forms), and Sales AI (generates proposals from natural language scope descriptions).

Yes. Coperniq has a native QuickBooks integration that automatically reconciles invoices and payments, closing the financial loop without manual data entry.

Coperniq targets a 90-day onboarding and revamp timeline. The team builds your workflows, project phases, forms, and price book around how your specific jobs run, aiming to have you operational by next quarter.

Yes. Coperniq provides a Developer SDK and open API that allow you to create projects, sync data, and trigger workflows programmatically, so the platform can fit into any existing technology stack.