Changelog
Follow up on the latest improvements and updates.
RSS
Web v2.123, Portal v2.29.1, Mobile v2.1.8
Opportunities
- New Board viewfor Opportunities
- Smart Views can now remember your view type(board or list)
- Board view UX improvements (including better grouping and header behavior)
Purchase Orders & Vendors
- Purchase Ordersare now supported
- Create and manage POs with improved status changes and clearer PO actions
- Vendor workflow improvements: preferred vendors, project-level vendor communication, and faster vendor creation
Proposals
- Proposals v1is now available on Web and Portal
- Proposal improvements including clearer status display and better proposal handling
Financial documents
- Financial documents now support custom sections, discounts, and tax
Billing / Permissions
- Billing access can now be limited based on seat type(web+mobile vs mobile-only)
- Seat management improvements for admins (including clearer seat assignment guidance)
- New role options and billing access improvements for view-only users
Work Orders & Workflows
- Work Order SLAsare now supported, with improved SLA UI consistency
- Workflow/automation condition reliability improvements (including support for 0 valuesand better conditional behavior)
- Inspection sections can be reordered and the order persists
- Trade selection improvements (only showing allowed trades) and stability fixes
Automations
- New automation token: Portal link
- Appointment tokens can now be used outside appointment triggers
- New automation trigger: Note Created
- Automation guardrails improved to prevent invalid tokens for a selected trigger
Portal
- File Requestsnow show in Customer Portal requests
- Service plans now show a clearer selected state
Mobile
- SMSreliability fixes (including composer From/To options)
- Offline sync improvements (time entries and uploads) and better reconnect behavior
- Upload/photo improvements (including multi-photo uploads and less freezing in forms)
- Fixes across reminders, visits, forms, and invoices (including saved line edits and fewer crashes)
- Added Forgot Passwordon the mobile login page
Web v2.108.1, Mobile v2.1.5
Admin
- Members list now shows the total number of rows
Work Orders
- Fixed an issue where you couldn’t create line itemsonProject Field Work Orders
Mobile
- Added Service Work Ordersupport on mobile
- Mobile Work Orders now support sections, ordering/visibility rules, andline items(including line items seeded from quotes)
- Mobile Work Orders now support timesheetsandprofitability
- Improved offline time entry syncperformance
- Terminology update on mobile: Clients → AccountsandRequests → Opportunities
This release is focused on faster communication at scale, smoother service work, and more reliable billing/docs.
Messaging & Comms
- Bulk SMS & Emailactions fromOpportunitiesandAccounts
- Communications tab: thread view + message collapsing
- Email attachments+ improved email reply syncing (prevents wrong emails showing in the feed)
- Inbox notification when an email account is disconnected
Work Orders
- New Service Work Ordertype + analytics support
- Work Order Templates: one unified list, customizable sections, line items, better auto-assign behavior
- Dispatch fixes + workflow order fixes for phase work orders
Forms
- Form Builder: Opportunity properties supported
- Better UX: select controls, required-field indicators, drag/drop option ordering, stability fixes
Billing / Invoices / Payments
- Billing page: payment method + invoices list, download open invoices
- Invoice UX: Due date sorting, Archived status, PAY CTA rename, PAID watermark on paid invoice PDFs
- Fixes for invoice payment logging + multi-open-invoice edge cases
Files & Docs
- Docs grid: file tags column, folderfile-count badges
- Documents: show a unique ID per e-signature
- Docs stability fixes (white page crash, template handling)
Imports, Permissions & Admin
- Imports: large-file timeout improvements + matching by Project ID/Number
- Permissions: split Import vs Export permissions; billing permissions extracted into their own permission
Platform-wide
- Geolocation enabled for all companies
- Slack notifications
- Terminology update: Clients → Accounts and Requests → Opportunities
- Move a Project/Opportunity to a different site (and related fixes)
Portal
- Fixes for duplicate customer messages, visit sort order, ETA widget, and related portal display issues
Mobile
- Major app refresh (React Native/Expo) + over-the-air updates
- Fixes for clock-in sync, geofencing sync blocks, Google Maps deep links, permissions, tagging, and refresh/duplication issues
🆕 New
- 🔎 Web: Service Plan filters — Filter Service Plans directly in Clients and Systems views.
- 🔌 Web API: Update project Site + Client — Update a project’s Site and Client via API.
- 🔑 Mobile: Google Sign-In — Google Sign-In is available again in the app.
✨ Improvements
- 🧾 Request page actions — “Create Work Order” / “Create Invoice” actions moved into an overflow menu.
- 🧾 Forms UI — Dropdown properties now render as a clear Select control.
- 📥 Imports / project creation — Improved behavior when creating projects starting from a specific phase (useful for imports).
🛠️ Fixes
- 📑 Quotes & proposals — Tabs no longer show stale/outdated data.
- 🔒 Permissions — Child forms now inherit the correct Work Order permissions.
- 🏠 Site header — Fixed zip code showing twice in the site address header.
- 🧾 Workflows — Fixed edge-case errors when saving workflows, and duplicated workflows now correctly copy SLA values.
- 🔌 Aurora — Fixed proposal status pill getting stuck at “UNKNOWN”.
- 🔗 Systems — Linking a system to a client now updates immediately.
- ⏱️ Timesheets — Timesheet entries are no longer visible to users without permissions.
- 🤖 Automations — Fixed saving in an edge case where triggers/actions weren’t configured yet.
- 🏗️ Sites — Fixed moving a site to another client from the Site page.
- 📱 Mobile permissions — Mobile no longer bypasses role permissions for work orders.
- 🗺️ Mobile home — Added a clearer empty state (with map) when there are no tasks.
🆕 New
- 🤖 AI Receptionist (Limited rollout): AI receptionist is now available behind a feature flag.
- 🤖 Automations: Create with AI: Generate automations using AI prompts.
- 📱 Mobile: Offline mode: Work offline and sync when you’re back online.
- ⏱️ Mobile: Timesheets for collaborators: Collaborators can now track time more easily.
- 🎙️ Mobile: Voice input for comments: Dictate comments instead of typing.
✨ Improvements
- 🧾 Paid invoice PDFs: Paid invoices now include a PAID watermark.
- 🧾 E-sign tracking: Signed documents now display a unique ID (UUID) for easier reference.
- 💳 Stripe onboarding: Improved Stripe connected account setup.
- 🧭 Overview “+” menu: “Create with AI” is now available from the Overview “+” button.
- 🧩 UI polish
- “Project + Work” button now uses the correct dropdown options
- Required fields now show a red asterisk in Form Builder
- Request-level quotes are hidden from the Site Overview sales list
- 📱 Mobile UI copy: “Collapse details” is now “Show less” for consistency.
- 📒 QuickBooks Online: Added control for the default payment deposit account.
🛠️ Fixes
- 🤖 Automations: Fixed toggling active/inactive from the automations list.
- 📄 Document templates: Improved PDF annotation handling and fixed document submission failures.
- 🔗 Service Work Orders: Fixed a link that could route to the wrong page.
- 📥 Imports: Import details no longer show truncated columns.
- 📚 Catalog: Fixed UI glitches (including odd white blocks) and resolved catalog scrolling issues in some accounts.
- 🧾 Invoices & Bills
- Fixed logging invoice payments with valid transaction dates
- Fixed “Sent” tab Load more not loading additional invoices
- Improved billing logic for companies with multiple open invoices
- 🧾 Forms & templates
-Fixed Preview Forms page failing to load
-Fixed Office WO template issue where the WO field wouldn’t open
- 🧾 Service plans & Dispatch
-Fixed service plan work orders missing child forms
-Fixed “Begin Construction” work order not appearing on Dispatch
- 🔌 Aurora integration: Fixed PPW billing mapping issues, resolved blank Signed tab behavior in some cases, and improved proposal status sync reliability.
- 🚪 Portal: Completed Service Visits are visible again, and referral submissions no longer fail in some edge cases.
- 🚀 Performance: Improved project loading performance in cases that could feel slow, and reduced high Chrome memory usage in some scenarios.
- 📱 Mobile: Fixed offline uploads getting stuck.
🆕 New
- 🧾 Quote → Work Order — Convert a Quote into a Work Order, plus:
- Client-level Quotes
- Create Quotes from Service Work Orders
- Create Invoices from Service Work Orders
✨ Improvements
- 🏷️ Catalog — Added Envelope product categories.
- 🤖 Records — Updated the Manual vs AI flow when creating records.
- 🔐 API keys — Longer API access key names are now supported.
🛠️ Fixes
- 🚪 Portal charts & systems requests — Fixed system consumption charts/summaries not showing correctly (including missing chart values) and improved the systems request flow.
- 🚪 Portal referrals — Fixed referral submissions creating extra empty sites.
- 🏢 Work Orders — Office work order creation no longer defaults to a field work order.
- 🤖 Automations — Fixed a condition issue where record type context wasn’t initializing correctly.
- 🧾 Form Builder — Fixed multi-select properties incorrectly showing as “Single select”.
- 📥 Imports — Improved validation for projects without sites and fixed grouped imports that could create duplicate clients.
- 🔒 Permissions — Fixed a permissions issue where restricted roles could still access Smart Views/Hubs.
- 🧼 UI polish — Fixed trade label typos/formatting and small alignment issues.
- 📁 Large projects — Improved file handling for large projects and introduced a 2,500 files per project limit to maintain performance.
🆕 New
- 💰 Web: Project financials from approved quotes — Automatically seed project financials from approved quote line items.
- 📞 Web: Calls in-call dial pad — Open the dial pad while you’re already on an active call.
- 🤖 Mobile: AI Quotes — Create quotes with AI directly from the mobile app.
- 📎 Mobile: Forms support file uploads — Upload files (not only images) to Forms.
✨ Improvements
- 📤 Web: Increased upload limits — Upload files up to 1GB in Coperniq, and up to 100MB for public Portal uploads.
- 🧩 Web: Workflow list upgrades — Added an Updated column + improved workflow list columns for faster scanning.
- 🧾 Web: “File Requests” naming — “Document Requests” are now labeled File Requests across the UI.
- 🏷️ Web: Catalog UI polish — Improved Catalog table columns/badges, and clarified the “Edit Catalog Item” header.
- 🗓️ Web: Schedule/Dispatch — Removed the List View option.
- 🗺️ Mobile: Maps link fix — Address links now open correctly in Apple Maps and Google Maps.
🛠️ Fixes
- 🤖 Web: Automations (fast-follow)
- Work Order trigger conditions now correctly use record attributes
- Fixed required fields validation in the Automations builder
- 📊 Web: Smart Views + Analytics reliability — Fixed an issue where Smart Views/Analytics (and related workflow relationships) could appear incorrect after updating.
- 🔎 Web: Projects & Opportunities lists — Search/filters no longer reset after opening a record (drawer).
- 📦 Web: Assets — Fixed an issue where the Assets list could show the same assets across workspaces.
- 🔌 Web: Aurora integration — Fixed initial cost handling.
- 📞 Web: Calls UI — Fixed call panel overlap that could hide search.
- 🧑💼 Web: Client referrals — Fixed referral info not showing on the client page for the referrer.
- 📥 Web: Project imports — Fixed an issue where large project imports could slow down or stall over time.
- 🧼 Web: Workflow Builder polish — Fixed punctuation in the phase badge.
- 📱 Mobile: Work orders crash — Fixed a crash when updating work order status.
- 🍎 Mobile (iOS only): Upload fix (v2.0.9) — Fixed an iOS-only issue affecting uploads in some cases.
new
improved
fixed
📣 Coperniq Changelog — 🌐 Web v2.91 (Jan 6th, 2026)
🆕 New
- 🤖 Automations 2.0: New Automations form with Conditional Logic for more powerful workflows.
- 📚 Catalog 2.0: Upgraded Catalog experience, now you can add your new product and services categories
✨ Improvements
- 🗂️ Work Lists: Bulk archive and delete actions to clean up faster.
🛠️ Fixes
- ⚡ Client communications: Improved performance for communication queries on the client page.
new
improved
fixed
📣 Coperniq Changelog — 🌐 Web v2.90 (Dec 31st, 2025)
🆕 New (🧪 Beta)
- 📄 Document Templates (Beta): Create reusable document templates in Coperniq Web, with request + project fields.
- 🧑💻 Portal Documents (Beta): Share and access documents directly in the customer Portal.
🔥 Why this matters:
- ✍️ A DocuSign alternative for sales — generate + send signature-ready docs without bouncing between tools
- ⚙️ Workflow-native document automation — take repeatable docs (HOAs, permitting apps, interconnection apps, etc.), add them to your workflow, and Coperniq will auto-fill them from your project data so you can generate documents in seconds
✨ Improvements
- 🧾 Quote PDFs: Download quote PDFs even while a quote is still in draft.
- 🗂️ Projects & Requests: Default sorting now prioritizes time in phase.
- 📊 Portfolio: “Time in Stage” is now labeled Time in Phase, and shows consistently.
- 🔴 Invoices & Bills: Due amounts are now highlighted in red for faster visibility.
- 🔢 Invoice totals formatting: Improved readability with better number formatting.
- 📤 Larger API file uploads: Upload larger files via API using streaming.
🛠️ Fixes
- 👀 Smart View: Fixed issues where projects could disappear after a status change and where totals could show as 0.
- 🧰 Work orders: Fixed site selection behavior for clients with a single site.
- 🏛️ AHJ workflows: Fixed several cases where AHJ status/requirements didn’t reflect correctly.
- 🚪 Portal request experience: Fixed text wrapping in request dropdowns and portal preview edge cases.
- 💳 Payments onboarding: Fixed cases where Stripe onboarding could be blocked by logo upload timeouts.
- 📁 Files in forms: Fixed missing “Shared on Portal” badge for form files.
- 🖼️ Logo upload: Preserved logo aspect ratio when uploading.
- 💬 Comments: Fixed duplicate tagging display in comments.
new
improved
fixed
BUG
NEW FEATURE
IMPROVED FEATURE
PERFORMANCE
December 15th, 2025 Release Update: Workflow, Invoicing, and Reliability Improvements for Platform/Web 2.88.12 🌐
We’ve shipped a round of updates focused on
cleaner navigation
, stronger workflow guardrails
, invoicing improvements
, and reliability fixes
your team will feel day-to-day. Here’s what’s included:Platform/Web 2.88.12 Updates 🌐
Features & Enhancements 🎉
- Sites card now shows all non-archived records
A clearer view of active records without archived items getting in the way.
- Smarter links after closing a request
When closing a request creates a Work Order or Project, the activity feed link now opens the
exact record
in context (Client → Site → Work Order/Project
) instead of taking you to the generic work list.- AI Invoices
Added AI-assisted invoicing support to help streamline billing workflows.
- Comments on form files
Added support for collaboration directly on form-related files.
Improvements 🛠️
- Call recording disclosure messaging
Added clearer disclosure messaging during calls for transparency.
- Default “Current User” filtering
Some views now default to the current user to reduce noise and help you focus.
Fixes & Reliability Improvements 🔧
- Comment attachment display fixed
Comment attachments now render correctly.
- Workflow guardrail for won requests
Prevents closing “Won” requests without an assigned workflow to avoid misconfigured states.
- Payments setup stability fix
Resolved an issue caused by clicking “Setup Payments” repeatedly.
- Service Work Orders: Site linking fixes
Fixed cases where work orders were missing a Site link and backfilled missing Site IDs where needed.
- Solargraf integration reliability
Fixed an issue where the signed proposal webhook could be removed after execution.
Load More
→