Web v2.184, Mobile v3.0.17
ABC Supply & Material Orders
- Connect your ABC Supplyaccount directly from the Integrations page
- Add suppliers using a guided setup for accounts, branches, contacts, and preferred branches
- Import products into an empty Catalog or match them against an existing Catalog
- Imported products can include mapped categories and product images
- Keep supplier pricing updated through nightly price synchronization or on-demand cost refreshes
- Submit Material Ordersdirectly to ABC Supply from Coperniq
- Send delivery instructions and track updates including invoiced, backordered, and attempted-delivery statuses
- Purchase Orders are now called Material Ordersto better reflect the workflow
QuickBooks & Financials
- Added QuickBooks Online Catalog sync
- Invoice statuses now appear directly on payment-structure rows
- Pending payments are now visible in the financial-document drawer
- Project value can now be tied directly to financial line items
- Payments imported from QuickBooks are clearly labeled
- Improved invoice balance calculations for refunds and disputes
- Improved payment-structure invoice creation and financial-document status reliability
- Financial documents now use the Site address consistently in forms and PDFs
Analytics & Reporting
- Analytics drilldowns now support dynamic columns
- Export Analytics drilldown results as a CSV
- Added First Visit Dateas an Analytics field
- Added a Completed Atcolumn to Work Lists
- Timesheet exports now include the Work Order name
Docs & Collaboration
- Create custom folders inside Docs to organize record files
- Archived documents are now hidden from active Workflow lists
- Improved Portal message notifications for Project Managers and Sales Reps
- Updated the Communications composer for a cleaner messaging experience
- Vendor calls made from a Project are now logged on the Project
Calendar, Schedule & Dispatch
- Sync Appointments and Work Order Visits with Google Calendar and Outlook
- Added clearer On the Way indicators in the new Scheduler
- The Unassigned swimlane remains visible while filtering resources
- Improved Work Order status accuracy and reduced Work Order drift
Mobile
- Added dark mode
- Added Service Plansto mobile
- Create financial documents directly from a Work Order
- Updated Work Order terminology to match Web
- Reduced mobile storage usage by cleaning up older cached files
- Improved agent attribution so mobile replies match Web
AI & Communications
- Outbound AI calls now handle call screening, voicemail detection, disclosures, and IVR keypad input more reliably
- Agents can use AHJ and Utility contacts when completing calls and tasks
- Improved fallback-channel behavior when a call is not answered
- Improved agent mentions, call notes, and follow-up reliability
- Fixed bulk agent executions becoming stuck
- Fixed SMS notification loops and missing SMS details in the Inbox
Fixes
- Fixed Workflow Copilot edits clearing automation triggers
- Fixed archived Forms not updating their Workflow element status
- Fixed customer invoices syncing to QuickBooks using the wrong Vendor record
- Fixed invoices failing to generate from Workflows and payment structures
- Fixed financial documents remaining open when no document existed
- Fixed Portal sharing changes not appearing immediately
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