Changelog
Follow up on the latest improvements and updates.
RSS
new
improved
NEW FEATURE
IMPROVED FEATURE
WISHLIST
November 18, 2024 Release Update: Platform 2.50: Work Visualization & Client Notifications & Portal 2.13: Progress Tracking
We are excited to announce the release of Workflow 1.5 and Portal 2.13, bringing significant improvements to project management workflows and portal customization options.
Workflow 1.5 Enhancements:
⭐ Project Workflow Improvements:
- Enhanced Project Management:Completely redesigned work management interface with improved task visualization
- Smarter Task Dependencies:Improved handling of task dependencies and progression logic
- Retroactive Workflow Udates:All workflow improvements automatically apply to existing projects
🛠️ Portal Settings:
- Customizable Request Button:New ability to show/hide the request button
- Event Display Controls:Flexible configuration for displaying overdue events
🔔 Enhanced Notification System:
- Scheduled vs Dispatched Notifications:Separate immediate notifications for scheduled and dispatched events
- Visit Reminders:Configurable visit reminders with custom timing
- Notification Templates:More robust & customizable message templates for improved clarity & branding
📊 Analytics & User Interface:
- Extended Date Ranges:Added "This" and "Future" date ranges for better reporting
- Document Management:Improved notification system for portal document uploads
- Bulk Operations:Redesigned interfaces for bulk editing work orders and records
Portal 2.13 Enhancements:
⭐ User Experience Improvements:
- Project Visibility:Better handling of archived projects
- Stage Visualization:Enhanced clarity in project stage display
- Login Simplification:Streamlined phone number format in login process
These updates represent our ongoing commitment to improving workflow management and the user experience for your clients. We value your feedback as we continue to enhance our products. Thank you for trusting Coperniq with your business!
improved
IMPROVED FEATURE
November 2, 2024 Release Update: Platform 2.49: Role & Label Management
Platform 2.49 Enhancements
⚙️ Workspace Settings Improvements:
- Streamlined Role Management:Complete redesign of the roles configuration interface for better usability
- Enhanced Label System:Rebuilt label management system with improved organization and clarity
📝 Work Order Enhancements:
- Clearer Instructions:Improved formatting and clarity for work order instructions, checklists, and linked forms
- Location Services:Updated geolocation notifications for automatic clock-in/out features
new
improved
NEW FEATURE
IMPROVED FEATURE
October 22nd, 2024 Release Update: Platform 2.48 & Portal 2.12: Systems - Fleets & Alerts; Mobile 1.24.0: UX Improvements
We are excited to announce the release of Platform/Web 2.48, Portal 2.12, and Mobile 1.24.0, bringing significant enhancements to system management, operational workflows, and user experience across our platforms.
Platform/Web 2.48 & Portal 2.12 Enhancements🌐:
System Management Enhancements 🌟:
- Advanced Fleet Management:Introduced ability to create and manage multiple monitoring profiles for efficient system distribution across fleets
- Custom Alert System:New functionality to configure custom alerts for underperforming systems
- Budget Management:Added comprehensive budget setup capabilities with overbudget behavior controls
- System Simulation:New simulation mode to predict budget impacts based on different system configurations and fleet ratios
- Enhanced Portfolio View:Added alert visibility and bulk fleet editing capabilities in the Systems Portfolio
- Improved System Overview:Reorganized header and properties information, with enhanced fleet management controls
Work Order Improvements 🔧:
- Assignment Controls:Implemented safeguards to prevent simultaneous active work orders for field technicians
- Timeline Analytics:Added flexibility to include or exclude specific status times in Timeline Widget analytics
Form & Interface Updates 🛠:
- Form Builder Enhancement:Improved save process for more reliable form creation and editing
- Team Management:Resolved issues with team permission editing
- Portal Visibility:Added system alert visibility in the Portal interface
Mobile 1.24.0 Enhancements📱:
Form and Document Improvements 🌟:
- Enhanced Field Support:Improved handling of Link fields in forms and fixed display of DateTime and Link fields in upload queue
- Record Creation:Enhanced user experience in record creation forms
- Document Management:Improved visibility of custom property file uploads in Documents section with refreshed interface
Operational Controls 🔧:
- Assignment Management:Added prevention of simultaneous Clock In / On the way status updates to align with web platform controls
These updates represent our ongoing commitment to enhancing system management, operational efficiency, and user experience across all platforms. We value your feedback as we continue to improve our services. Thank you for your continued support!
We are excited to announce the release of Platform/Web 2.47 and 2.46.4, alongside Mobile 1.23.0, bringing a range of enhancements and fixes aimed at improving functionality and user experience across our platforms.
Platform/Web 2.47 Enhancements🌐:
Key Features and Improvements 🌟:
- Migration to Nylas v3:Updated our integration to Nylas v3 to enhance email and calendar synchronization capabilities.
- Feed Item Corrections:Fixed issues related to incorrect user display in feed items and added new feed items for membership changes.
- Form Field Ordering:Implemented numeric ordering for form fields to improve usability and manageability.
- Handling of Removed and Inaccessible Properties:Enhanced form logic to handle removed or inaccessible properties effectively.
- Importer Fixes:Addressed issues with custom properties that were created in the importer wizard and were breaking imports.
- Copy Updates:Made several updates to the text and wording across the platform for clarity and consistency.
Platform/Web 2.46.4 Enhancements🌐:
Improvements and Fixes 🔧:
- Improved Members View:Enhanced the formatting of the "Members" view on smaller screens for better usability.
- Portal Message Ownership:Enabled changing the owner for all Portal messages, providing greater flexibility in message management.
- Default Feature Settings:Adjusted the default enabled features for new companies to optimize initial setup experiences.
- Analytics Display Issues:Resolved issues that were preventing analytics data from displaying properly.
Mobile 1.23.0 Enhancements:
New Features and Fixes 📱:
- Numeric Order for Form Fields:Introduced numeric ordering for form fields to align with web platform updates, enhancing form usability.
- Project Stage Color-Coding Removal:Removed color-coding from project stages to standardize presentation across devices.
- Form Access Fixes:Resolved issues related to accessing restricted project fields in forms.
- DateTime Field Support:Fixed support for DateTime fields within forms to ensure accurate data entry and processing.
These updates are designed to provide a more robust, efficient, and user-friendly experience across our platforms. We value your feedback as we continue to enhance our systems and services. Thank you for your ongoing support and engagement!
We are excited to announce the release of Platform/Web 2.45.5 and 2.46, alongside Mobile v. 1.22.0, scheduled for September 20th, 2024. These updates introduce significant enhancements to improve user experience, data management, and cross-platform functionality.
Platform/Web 2.45.5 Enhancements:
Cross-Company Data Integrity 🛠️:
- Refined Company ID Handling:Ensured consistent company identification from URLs, eliminating discrepancies between URL and user interface displays.
- Enhanced Entity Filtering:Upgraded filtering logic for records, notifications, work orders, and files to align with the company ID, ensuring data integrity across notifications and entities.
- Company-Specific File Uploads:Adjusted file uploads within forms to respect company context, ensuring files are stored correctly according to the associated company.
- Company-Scope Settings Page:The settings/account page now operates under the company scope, streamlining configuration and user management.
Platform/Web 2.46 Enhancements:
Portal and Communication Customization 🌞:
- Customizable Portal Notifications:Enhanced workspace settings to include address, website, and timezone fields, which are crucial for rendering email portal notifications correctly.
- Portal SMS/Email Customization:Provided options to customize the body of portal SMS and emails, improving communication consistency.
- Homeowner Email Design:Introduced a new design for homeowner emails to enhance readability and engagement.
Analytics Enhancements 📊:
- Time to Completion Analytics:Added new analytics measures for "Time to Completion" in work orders and projects, enabling better tracking of operational efficiency.
UI and Functionality Enhancements 🤷:
- Stage Color Coding:Removed confusing color-coding for stage types to simplify the user interface.
- Autogenerated Keynames for Record Properties:Introduced human-readable keynames for properties, aiding in integrations and system interactions.
- Metadata Panel Consistency:Standardized the MetadataPanel across records and work orders, including updated hyperlinking for related records.
Fixes 🔧:
- Notification and Documentation Accuracy:Addressed issues with inaccurate notification texts and document visibility within project pages.
Mobile v. 1.22.0 Enhancements:
User Interface and Geolocation Enhancements 📱:
- Updated Metadata Panel UI:Enhanced the metadata panel UI for work orders and forms, aligning with overall design language.
- Consistent UI for Work Orders and Reminders:Introduced a uniform UI for work order and reminder cards across home, schedule, and search screens.
- Advanced Geolocation Features:Implemented version 1.0 of geolocation, including a proper debug mode for thorough testing and enhanced geolocation handling based on work order status and user location.
Fixes and Improvements 🔧:
- Geolocation and Status Management:Improved geolocation functionality to reload work order statuses based on geofence settings and added support for initializing geolocation when offline under specific conditions.
- Role-Based Warnings:Added warnings for users attempting to change work order statuses without being the assignee when geolocation is active.
These updates are designed to provide you with a more robust, efficient, and user-friendly experience across our platforms. We value your feedback as we continue to enhance our systems and services. Thank you for your ongoing support and engagement!
We are excited to announce the release of Platform/Web 2.45, Mobile 1.21.0, and Portal 2.11 on September 6th, 2024. These updates bring a range of enhancements and fixes designed to improve functionality and user experience across our platforms.
Platform/Web 2.45 Enhancements:
Features & Enhancements 🌟:
- DateTime Property Type:Introduced a new property type specifically for handling date and time, providing enhanced accuracy and integration capabilities.
- Sorting Work Orders:Updated functionality now allows sorting of work orders by priority and alphabetically, streamlining work order management.
- Project Members Updates:Enhanced the Stakeholders widget to facilitate easier addition and removal of project members, improving project collaboration and management.
Mobile 1.21.0 Enhancements:
Fixes and Improvements 🔧:
- Activity Naming:Resolved inconsistencies in the naming within the Activity feature to enhance user clarity.
- WO Collaborators and Record Members Compatibility:Fixed issues to ensure seamless compatibility between work order collaborators and record members.
- Archived Work Orders Display:Improved the display and management of archived work orders in the Work list, making them easier to access and manage.
Portal 2.11 Enhancements:
New Features and Enhancements 🌞:
- Action Completion Timestamps:Added 'CompletedAt' timestamps to actions to provide users with precise tracking and historical data.
Systems Enhancements 🌞:
- Fleet Time Series Data:Shifted Fleet time series data to its own GraphQL endpoint to enhance performance and scalability.
- Enphase Granularity Adjustment:Optimized data processing by removing day granularity from Enphase data handling.
- Handling Failed Jobs in Fleet Ingestion Queue:Implemented strategies to more effectively manage failed jobs, improving overall system reliability.
Fixes Across Platforms 🔧:
- UI Copy Consistency:Standardized the terminology around "Feed" and "Activity" to reduce confusion across the interfaces.
- Trigger Action Loops:Addressed issues where trigger actions would loop indefinitely, improving system stability and performance.
These updates are part of our ongoing commitment to continually enhancing our platforms to better serve the needs of our users. We value your feedback and are here to assist with any questions or issues you may encounter. Thank you for your continued support and engagement!
We are pleased to announce the release of Platform/Web 2.44, Portal 2.10, and Mobile 1.20.0, bringing a range of new features, enhancements, and fixes aimed at improving user experience and system functionality across our platforms.
Portal 2.10 Enhancements:
New Features and Improvements 🌟:
- System Overview:Introduced a system overview section within the Portal to provide users with detailed insights into their systems.
- System Widget Placeholder:Added a placeholder for the system widget in the Portal when no systems are present.
- Project Visibility Adjustments:Implemented functionality to hide completed projects from the home page to streamline current project visibility.
- Refer & Earn Modal Improvement:Enhanced the user experience by automatically closing the Refer & Earn modal after submission.
Platform/Web 2.44 Enhancements:
Systems 🌞:
- Contractor Side System Overview:Provided contractors with a comprehensive overview of systems directly within the platform.
- System Feed Enhancements:Improved the system feed with new features for comments and synchronization status updates.
- System Table Refresh:Ensured the systems table is refreshed immediately after linking a system to a client.
- Fleet Ingestion Stability:Enhanced the stability of fleet ingestion processes.
Geolocation 🌍:
- Enhanced Geolocation Debugging:Improved internal debugging and logging modes for geolocation to aid in development and troubleshooting.
- Geolocation Notifications:Updated geolocation push notifications to provide timely updates and alerts.
- Automatic WO Status Adjustment:Fixed issues where automatic work order status updates were not working correctly for manual geolocation entries.
Document Management and Video Playback 📂:
- Integrated Video Player:Launched a video player in both the Platform and Portal, supporting a range of video interactions.
- File Handling Improvements:Enhanced the handling of file uploads to custom properties and the documentation section.
Fixes and Technical Enhancements 🔧:
- Various Bug Fixes:Addressed multiple issues, including drilldown by work order label, display of overdue appointments, and column width adjustments.
- Automation Form Load Error:Resolved an error that prevented the automation creation form from loading correctly.
- Timestamp Migration:Updated database timestamps to include time zone information for better consistency across time zones.
Mobile 1.20.0 Enhancements:
New Features and Improvements 📱:
- Media Streaming:Added media streaming capabilities for an enhanced user experience.
- UI Enhancements:Improved the camera and form UI to make interaction smoother and more intuitive.
- Geolocation and Navigation Fixes:Corrected the display of user location on the map and resolved various geolocation-related issues.
- Reminder and Camera Fixes:Fixed an issue where the Reminder screen didn't open from the Inbox and addressed multiple camera-related issues.
- Work Order Management:Updated the Work section in records to hide archived work orders by default, with a new toggle to filter and tag these entries.
Technical Upgrades 🔧:
- Development Apps for iOS and Android:Released development apps to accelerate QA processes.
- Logging Improvements:Significantly improved the coverage and quality of system logs to enhance diagnostics and system monitoring.
We're excited to announce the upcoming release of Platform/Web 2.43 and Mobile 1.19.0, scheduled for August 9th, 2024. This release brings a host of new features, enhancements, and fixes to further enhance system functionality, automation capabilities, and user experience.
Platform/Web 2.43 Enhancements:
Systems 🌞:
- System Work Orders: Enhanced the functionality to create and manage work orders directly related to systems.
- Connecting Systems to Clients: Improved integration for seamlessly connecting systems with client accounts.
Geolocation 🌍:
- Enhanced Geolocation Support:Expanded capabilities for setting non-US addresses and added filters by geolocation to improve accuracy and usability.
- Observability for Geolocation:Introduced debugging and logging modes specifically for geolocation to aid in monitoring and troubleshooting.
- Map Layers:Enhanced the map interface with additional layers for better data visualization.
Automations 🤖:
- New Triggers for Project/Request Status Updates:Enabled automation triggers for updates to project or request statuses.
- Automation Duplication:Added the ability to duplicate automations, making it easier to replicate workflows across different setups.
- Record Status Filter in Schedule/Dispatch:Implemented status filters for more granular control in scheduling and dispatching operations.
Other Enhancements 🤷:
- Sharing Form Files to Portal:Facilitated the sharing of form files directly to the Portal.
- Advanced Filter Conditions:Introduced new filter conditions such as checking if a file property is empty or not.
- Video Thumbnail Generation:Enhanced backend support to generate video thumbnails for improved media management.
- Portal Activity Notifications:Streamlined notifications by grouping all Portal activities under a dedicated "Portal" tab.
- Company Settings:Added backend support for company-specific settings such as timezone, address, and website.
Fixes 🔧:
- Form and Validation Fixes:Addressed a 500 error when clearing number properties in forms and improved validation for work order subtasks.
Mobile 1.19.0 Enhancements:
Features 🌟:
- In-app Video Recording:Users can now record videos directly within the app, enhancing documentation and reporting capabilities.
- Camera Upgrade:Upgraded the in-app camera design and quality to improve user experience and media capture.
- Mentioning in Work Order Reviews:Enabled the ability to mention users when sending work orders for review, improving communication and collaboration.
Fixes 🔧:
- Map and Geolocation Enhancements:Updated and fixed issues with the map functionality and made improvements to geolocation services for enhanced accuracy and performance.
These updates are designed to enhance the flexibility, efficiency, and usability of our platforms. We look forward to your feedback on these enhancements and are here to assist with any questions or issues you may encounter. Thank you for your continued support and engagement!
We're excited to announce the release of Platform/Web 2.42 and Portal 2.8, packed with new features, enhancements, and crucial fixes. This release brings significant upgrades to both the platform and portal, enhancing functionality and user experience.
Platform/Web 2.42 Enhancements:
Features & Enhancements 🎉:
- Link Property Support:Introduced support for the new Link property type, enhancing data linking capabilities.
- Video File Support:Added very light support for video files, allowing users to view videos uploaded from the mobile app.
- Analytics Dashboard Duplication:Users can now duplicate dashboards within analytics for enhanced reporting flexibility.
- Enhanced Contact Addition:Improved the functionality to add contacts by allowing searches by phone or email.
- Inactive Automation Display:Inactive automations are now shown in the record header for better visibility.
- Work Order Enhancements:Reorganized metadata in the work order header and added display of the work order number.
- Workflow Stage Progress Bar:Improved the user experience related to the workflow stage progress bar.
- Geolocation Enhancement:Added the ability to locate workers by Ctrl+Click on the map.
- Image Quality Improvements:Updated image compression parameters to allow higher quality images when uploading from the web.
System Upgrades 🚀:
- System Connection to Clients:Backend enhancements to connect systems to clients more effectively.
- System Monitoring Defaults:All systems are now monitored by default, with improvements in fleet ingestion monitoring and performance.
- SolarEdge Ingestion Rate Adjustment:Fine-tuned the ingestion rate for SolarEdge to optimize performance.
Fixes 🔧:
- Record ID Styling:Addressed styling issues with Record IDs.
- Dispatcher Enhancements:Added an indent to the right side of the calendar and fixed the visibility of the red line in DAY view.
- Automation and Property Updates:Resolved issues related to displaying automation notifications, handling archived clients, and triggering property updates without crashes.
- Comments and Form Progress:Improved the speed of posting comments and corrected form progress indicators.
Portal 2.8 Enhancements:
Portal Features 🌟:
- Portal Login Page Update: Redesigned the Portal login page to align with the consistent UI of Portal 2.0 and introduced a "Phone or Email" user experience.
Fixes 🔧:
- API Archive Project Inclusion: Fixed an issue where the API did not include archived projects.
These updates are designed to enhance stability, improve functionality, and provide a more robust platform for our users. We are committed to continuously improving our services and appreciate your feedback on these new features and enhancements. Thank you for your ongoing support and engagement!
We are excited to announce a series of updates across Platform/Web and Portal, which rolled out with versions 2.41.1, 2.41.2, 2.41.3, and Portal 2.7.1. These updates address several key issues and introduce improvements to enhance functionality and user experience.
Platform/Web 2.41.1 Released:
Key Fixes and Enhancements 🛠️:
- SLA Flag Display Fix:Resolved an issue where the SLA flag in projects would only display the next day.
- UI Enhancements for Buttons:Cleaned up the primary and secondary button interfaces for a sleeker look.
- Comment Attachments in Portfolio:Comment attachments can now be viewed in pinned comments within the Portfolio, enhancing information accessibility.
- Analytics Timeline Accuracy:Corrected the display issues in the Analytics Timeline regarding SLA.
- Email Account Password Changes: Enabled password changes for Gmail accounts directly from workspace settings.
- Automation Action for Requests:Allowed the "Create WO" automation action for Requests to streamline operations.
- Sales Role Permission Stability:Fixed an issue where changes to permissions within the "Sales" role were not being retained.
Portal 2.7.1 Released:
Portal Fixes 🌐:
- Public Request Form Accessibility:Resolved an issue where the public request form would redirect non-authorized users to the login page.
- Login Form Phone Field Initialization:Fixed the initialization of the phone field in the Portal login form when accessed via an SMS invite link.
Platform/Web 2.41.2 Released:
Performance and Functionality Enhancements 🚀:
- Compliance Smartview Filter Fix:Addressed an issue with the Compliance Smartview filter not working.
- Projects List Performance:Improved the response time of the projects list.
- Group By Feature in Work Orders:Fixed the Group By feature when grouping by work order status.
- Virtual Property Sync Update:Changed virtual property synchronization from UPDATE to INSERT ON CONFLICT UPDATE to improve data handling.
Platform/Web 2.41.3 Released:
Critical Fixes and Improvements 🛠️:
- Due Date Display in Customer Portal:Corrected false due date displays for action items when left blank in the Customer Portal.
- Updating Work Order Visits:Fixed an issue where updating work order visits was broken.
- Deleted/Archived Work Order Impact:Ensured that deleted or archived work orders no longer affect virtual properties.
- Automation Action Removal:Removed the "Stage" option from the Update property automation action for clarity.
- Portal Connectivity for Harvest Solar:Resolved connectivity issues with the Harvest Solar-Customer Portal.
- Virtual Values Re-sync:Implemented a re-sync for all virtual values to ensure data accuracy and consistency.
These updates are designed to enhance stability, improve functionality, and address user feedback. We are committed to continuously improving our systems to better serve your needs. Thank you for your continued support and engagement!
Load More
→