Feature Requests

I'm wanting to add a Sort By "A-Z" or "Z-A" for the smartview

would like to be able to view more than 22 Resources at a time in the Dispatch Calendar

Instead of only being able to select WO properties, I'd like to pull in information from the job like Address, Equipment, etc for easier diagnosing of how to dispatch services

Currently its just all options are avaliable, It should be an actual drop down and when an option is selected all you see in the form is that. It will be less messy and less scrolling.

right now, access to Company Settings is granted as a single permission. It isn’t currently possible to give a role access only to “General, Roles, Members, Teams, Notifications, Emails & Phones” while hiding “Properties, Process Studio, or Configure” within that same Company Settings permission. Feature, split it off so those are all individual, that way admin roles can have access to all, but uper management can only get access to roles and users so they can track individual employee info, without being able to make changes to Project Workflows or Properties.

We should be able to create a widget that allows us to see a day-over-day, week-over-week, month-over-month, etc. of how many accounts had x for the selected property. Ex. Contract Signed Date - how many contracts were signed week over week for the past month?

Currently, there is no option to attach documents directly to emails sent from Coperniq. We would like to request the addition of a feature that allows users to easily attach files to their emails within the platform.

For solar companies it would be really useful to set PPW on catalog items to be used on projects. This would lower the barrier to entry to have the margin accurately represented on a project level.

The ability to toggle Stripe payment methods on/off directly through our Company Settings would be very useful.

It would be amazing if our Clients could see their service plan, including the assigned photo file, visible in their client portal