Feature Requests

Currently our sales reps can tag and therefore see everybody in our company. Remove their access to see the users for the company.

When using the SmartView, if a project is put on hold then the person working on the WO won't be notified so they may complete and pay for something unnecessary because they wouldn't have seen the change in project status

For our "Lender Rejections" we are using Checklist items and adding the responsible parties as collaborators. For Example, Fixing Shade Studies, Scheduling service work, and doing a cad revision are all a different person. It would be better if the "Checklist" could be their individual work orders so that we either don't have to have them double entry and finish a work order + update the Rejection Work Order

We’d love an email notification whenever a comment is edited to ensure updates don’t go unnoticed and improve communication.

It would be very helpful to have more notification options when sending SMS via Coperniq like but not limited to: - Send SMS and don't receive notifications - Unsubscribe/subscribe to specific project SMS notifications - Enable SMS popup notifications Currently the only notification options available are: - Send SMS and receive their notifications - Send SMS and receive notifications - Can't send SMS, but receive notifications

It would be such a huge time saver if we could edit project property fields directly from the smart views. Right now, in a list view, if you click on the column/field it opens the project and you have to then scroll to the WO or form to work on that property section.

I would like to show only active automations under the automations tab

With basic AHJ info (website, requirements, permit fees, etc...). Similar Aurora Solar's AHJ database

It would be nice to be able fit multiple members into a reminder and/or appointment. Sometimes there are multiple members involved or that need to be reminded or attend an appointment.

Add the ability to select all in a group in the list view of Schedule. Help to bulk update work orders based on filters.