December 11th, 2025 Release Update: Invoicing, Workflows, and Mobile Enhancements

We’re excited to share the latest improvements now live across Coperniq. These updates focus on

getting paid faster

streamlining workflows

improving mobile field execution

, and

boosting reliability/performance

. Here’s what’s included:

Platform/Web 2.88.x Updates 🌐

Features & Enhancements 🎉

Payment links + invoice emailing with attachments
You can now create payment links and email invoices with the invoice attached, helping speed up collections and reduce back-and-forth.
Improved Documents for emailing + portal downloads
Updates to how documents are used when
sending emails
and
downloading from the portal
for a smoother client experience.
Ask AI: Create Workflow
Faster workflow creation using AI-assisted setup.
Manual workflow ordering
You can now reorder workflows manually to match how your team operates.
Backdate invoices and due dates
Added support for backdating invoice and due dates when you need more flexibility.
Primary contact management enhancement
Improved ability to change the primary contact.
Phone improvements: mute during calls
Added mute functionality while on an active phone call.
Client auto-ID quick action
The top bar is now clickable for a faster client auto-ID action.

Fixes & Reliability Improvements 🔧

Work list performance improvements
Significant optimization to reduce slowdowns in the work list.
Automation timezone correctness
Fixes for timezone-related issues across automations (including SMS reminders and next-visit scheduling).
Email + deliverability safeguards

> Better handling of email attachment size (validation + optimization)

> Fixes for invoice send failures caused by missing templates

>Fix to prevent edge cases where emails could be sent to extra unintended recipients

Permissions accuracy for notes/comments
Users with limited permissions can no longer bypass intended restrictions; UI also hides Notes where creation isn’t allowed.
Docs labeling consistency
Improvements to file field labels and visibility of original/global labels after relabeling.
Accounting (QBO) improvements
Fixes to reduce duplicate sub-customers and improve invoice description mapping.
Stability improvements
Better resilience so background processing recovers more reliably after unexpected database interruptions.
Additional fixes across service plan imagery, exports, maps, and data integrity edge cases.

Portal 2.25.2 Updates 🌞

Fixes 🔧

Portal PDF download fix
Improved reliability when clients download PDFs from the portal.

Mobile 2.0.6 – 2.0.7 Updates 📱

Features & Enhancements 🎉

Timesheets on mobile work orders
Create, edit, and manage timesheets directly from the field.
AI-assisted text in rich text inputs
Faster drafting and cleanup for notes and rich text fields.
Improved mobile invoice sending (email + PDF)
Fixes and upgrades to mobile receivables flows for sending emails and PDFs.
Choose your maps app
Users can select which maps app to open when tapping an address.
Work orders link to related requests
Easier navigation between related records.

Fixes 🔧

Photos in comments visible again
(for affected versions)
Notification spacing/text issues resolved
Invoice UI layout improvements
(including spacing/margins and keyboard behavior)