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
Freemium
AI software for contractors to manage sales, projects, service, and cash flow
What is Coperniq?
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.
What can Coperniq do?
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.
Use Cases
“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.
Frequently Asked Questions
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
Coperniq Traffic Analysis
Traffic data is for reference only.
- Domain Rating
- 34
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