Feature Requests

When scheduling a visit within a field work order the date and time selection is too touchy. The moment you select a date and time and click away it sets it as if it is confirmed. Would love to have a CANCEL and OK BUTTONS in the window before clicking away. See example

We were wondering if it would be possible to see previews of automated emails and sms messages we have drafted up for our customers before activating an automation to go live. Would that be possible?

Need the ability to add a radio button for customers to select when sending for signatures. Would like options for dropdowns, checkboxes, radio buttons. This would allow us to almost entirely replace our other signing software. There is also a long list of "properties" that we do not use as options to add to a document. It would be nice to either filter that or only show what is in use.

It would be really helpful if I could easily grab data at the project level that I can paste into an AI prompt for various tasks outside of coperniq

As an Ops leader or field superintendent that is often traveling and on a phone rather than a mobile device it would be VERY helpful if the mobile app COMMS functionality was made to be equivalent to the web browser. For example, I do not seem to be able to edit notes or comments posted from the mobile app, only reply to them. Additionally, I do not seem to be able to add files or pictures to notes when posting in the mobile app. I may just not know how to do these functions in the mobile, but I just do not see a way to do it so at minimum it is not super intuitive. Thank you for considering this.

Can we add a feature for centralized dashboard filtering? Ideally, I’d like to set a filter (such as 'Project Workflow') in one place and have it reflect across all widgets on a dashboard automatically. This would save the effort of clicking into each individual item and make it much easier to compare metrics by state or category on the fly.

When updating a form that exists within a work worder the updates do not go live. It would be nice to have the forms update instead of having to archive and delete and add a the form again.

The current UI dynamically changes the order of the work orders in each phase based on at least one criteria, the WO status (perhaps others). Our desire is to use the workflow as a guide of the chronological order of the work and we want to keep it static. This could be a configurable option at the Company level.

We collect some site level data that would be useful when proposing future add-ons and services. Ex. is there EV charger, do they have heat pump, how difficult is physical access to site (can delivery truck reach site), site access info (garage access code), etc. This would allow any projects associated with that site to inherit / reference the site information.