Coperniq Inc.
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Apr 13, 2026 — Opportunities Board view, Purchase orders, Proposals

Web v2.123, Portal v2.29.1, Mobile v2.1.8
Opportunities
  • New
    Board view
    for 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 Orders
    are 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 v1
    is 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 SLAs
    are now supported, with improved SLA UI consistency
  • Workflow/automation condition reliability improvements (including support for
    0 values
    and 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 Requests
    now show in Customer Portal requests
  • Service plans now show a clearer selected state
Mobile
  • SMS
    reliability 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 Password
    on the mobile login page