Feature Requests

We've had customers ask if there was a fee when using CC, and if we do ever enable CC it would be great to have the fee % clearly visible to the customer so they can make an informed choice.

We want the ability after a customer approves a proposal, to generate an agreement that also includes the line item proposal information. So customer will sign an agreement that is not just our Tcs & Cs, but also includes the line item proposal they just approved.

It would be nice to have a spell check feature for notes while using the mobile app.

We'd like to be able to share photos inline in the communications pane. It's really clunky to have to upload each photo to docs view, then there isn't a good way to link to that photo in internal chats. This applies for external (customer facing) communications as well, but it seems easier to build this in internal comms first? Photos are a key part of many conversations, and we're forced outside coperniq (to gchat, whatsapp) to have a real-time exchange between team members because often photos need to be quickly added to give context to the text that is being sent.

When inside project properties attempting to view the file it is too easy to hit the X and delete the file. Can we get a confirm or an OK / CANCEL option if that were to occur.

We currently use forms to upload documents (such as permits and stamped plans), but manually reorganizing these files within CN consumes a lot of administrative time. To streamline our workflow, we would love to see a feature that allows files uploaded via a form to be automatically filed into a specific folder (e.g., our Permitting Docs folder) and instantly made viewable in the client portal. Ideally, this could be solved in one of two ways: Preset Form Actions: Allow us to configure a form so that any document uploaded to a specific field is automatically routed to a designated folder and shared to the portal. Form Toggles: Give us the option to toggle "Auto-File to Folder" and "Share to Portal" on or off for individual document fields within any form.

It would be nice to have customized new project form templates. Creating a service project is different than a residential solar and/or commercial project. The fields required are different from one to another. We are forced to think about this more generally as to not "require" a field for a service project that only pertains to a resi project.

Since this newish feature of members being auto-assigned available days and hours defaults to general office hours (not crew hours which would be the only people we schedule on a WO) can you maybe make a default for that role available that we can set? Each time I add a new crew member, I have to edit every day and its hours manually for all seven days of the week.