Feature Requests

Use a label for jobs and sort them by distance to our warehouse locations. Organize what warehouse the job is closest to.

We would love to have a group by option in the inbox to group by record. It would bunch all the tags together. Then once that project is viewed, it would mark all those tags as read.

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

When using the mobile app and upload fields on iOS you are able to upload anything from the camera roll, but there is not the ability to upload a file from the files app. Some pdfs are saved in the files app rather than the photos app on iphone so it would be helpful if we were able to upload files from there as well

It would be nice if portal alerts could be between the customer and one person if needed. The alerts go to our entire office staff and they have to feed through them to be sure they're not missing something.

It would be great to be able to review status via drill down on dashboard or within smartviews and make updates fields directly from that table POV. Currently requested by Spartan

We’d love to have the option to export data directly from Analytics. This would make it easier to work with data outside of Coperniq and compare it with other business tools.

AHJ is sometimes incorrect. This feild needs to be editable.

I would like to be able to assign a work order to a role that multiple users will assigned to and have all of them receive a notification when a task is ready for them to complete. For example, Work Order "Permit/AHJ" would be assigned to "Permit Tech" and then three people under that role would receive the notification to complete the WO. Additionally, if it is possible to make it round robin assign the work order to someone in the role based on their current open assigned work orders and capacity then that would make it more efficient. Example: Permit Techs: Ryan Jennifer Tom New "Permit/AHJ" work order is assigned to "Permit Tech". Ryan currently has 25 assigned work orders, Jennifer has 20 and Tom has 5. This work order would be round robin assigned to Tom to complete Taking it one step further, if I as an owner can define a capacity limit guideline per tech then that would be more optimal. So in that same example; If Ryan's limit is 25, Jennifer's is 40 and Tom's is 5 then the work order would be assigned to Jennifer instead of Tom because she has open capacity.

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