Proposal and payment flow
Create good/better/best proposals, attach add-ons or service plans, collect signatures, and take deposits or payments before leaving the job site.
Coperniq
ReclamarCoperniq is AI software for contractors to manage sales, projects, service, monitoring, cash flow, and embedded AI agents in one system.
Overview
Coperniq is AI software for residential and commercial contractors. The site positions it as a single operating system for teams that sell work, manage projects, handle service, monitor assets, and get paid across multiple trades such as HVAC, electrical, plumbing, roofing, and solar.
The platform is organized around contractor workflows rather than a single department. Its homepage and pricing page emphasize separate seat types for field crews and office teams, plus AI agents and Coperniq Intelligence that can be added alongside the core system.
Core capabilities
Workflow management
Define multi-step processes with conditions, dependencies, blockers, and cross-trade coordination so work moves in the right order.
Dispatch and scheduling
Route service jobs by skill, availability, and proximity, then track dispatch status and customer communication in one place.
Asset monitoring
Track service history, performance alerts, SLA enforcement, and asset status to identify issues before customers do.
Financial operations
Manage invoices, vendor purchase orders and bills, timesheets, job profitability, and QuickBooks sync from the office plan.
Embedded AI agents
Use assignable AI agents that live inside the operating system for tasks such as answering calls, booking appointments, follow-up, accounting, and QA.
Common contractor scenarios
Field sales and proposal approval
Use Coperniq to send good/better/best proposals, add service plans or add-ons, and collect signatures and deposits as part of the same sales flow.
Multi-trade project coordination
Use the workflow builder to enforce task order, dependencies, and cross-trade handoffs when one trade depends on another.
Service operations
Use the service tools to dispatch technicians by skill and proximity, track updates, and keep customers informed through a portal.
Monitoring and preventative service
Use asset monitoring, service history, and performance alerts to spot issues early and manage ongoing maintenance work.
Back-office financial control
Use the Office plan to manage invoicing, vendor bills, timesheets, profitability, and QuickBooks-connected accounting workflows.
Pros and Cons
Pros
- Combines sales, projects, service, cash flow, and AI agents in one contractor-focused system.
- Offers distinct Field and Office plans, which can align access and features to different team roles.
- Includes proposal, dispatch, workflow, service, and financial operations features in the same product family.
- Positions AI agents inside the workflow, including task assignment and @mention-style use inside the system.
- Shows contractor-specific examples in case studies, including solar and multi-trade operations.
Cons
- Pricing and AI add-ons are separated, so buyers need to evaluate platform seats and usage-based AI components together.
- The public site gives only partial detail on integrations and some feature depth, so teams may need a demo to confirm fit for their workflow.
- The homepage highlights several workflows, but the publicly visible material does not fully spell out implementation, limits, or onboarding steps.
FAQ
What is Coperniq?
Coperniq is positioned as AI software for residential and commercial contractors. The site describes it as one system for running sales, projects, service, cash flow, and AI agents.
Who is Coperniq for?
The pricing page shows two platform seat options: Field for technicians and field crews on mobile, and Office for office teams running CRM, dispatch, project management, and financials. AI is priced separately.
Can teams use the platform without the AI features?
Coperniq says contractors can start without AI and add it later. The pricing page also separates platform seats from Coperniq Intelligence and voice agents.
Does Coperniq connect to accounting workflows?
The pricing page mentions a 2-way QuickBooks sync as part of the Office plan features.
Does Coperniq support integrations?
The integrations page is linked from the site, and the pricing and homepage materials emphasize that Coperniq is meant to connect existing contractor workflows rather than replace every operational need with separate tools.
Quick Facts
- Category
- AI software for contractors
- Primary users
- Residential and commercial contractors
- Platform seats
- Field and Office
- AI
- Coperniq Intelligence and voice agents are priced separately
- Notable workflows
- Sales, projects, service, monitoring, cash flow
- Website
- coperniq.io