Feature Requests

We would like to request the ability to set automations based on the duration a work order remains in a specific status, independent of the stage. For example, if a work order stays in a specific status for 10 days, an automation would trigger a reminder for the assignee to follow up.

I was just working in the Automation and thought it would be helpful, for organization, to be able to create groups. Similar to how templates have a grouping option. This will allow for us to better organize automations that belong to particular workflows...etc. It's nice to have the different Portfolios and Work orders at the top, but I believe grouping would provide another layer of organization.

The automations feature is AMAZING! However, they are all based on project movement in one way or another. Is there a way to set an automation based on time? For example, we'd like to be able to send an automated SMS/ email after 10 days/ 20 days/ etc in a given stage to let homeowners know we are still working on whatever stage it's in.

We would like to see the form marked complete as a trigger in the automation, allowing us to send the filled form to an external email address

When looking at the feed on a project you can see the sms that were sent by the coperniq automation under the "ALL" tab, but when moving to the "SMS" tab you are only able to see the ones that have been sent by a user or sent back by the customer. It would be helpful if we could see all SMS that have been sent, including the automation messages

We would like coperniq to show if client has actually set up portal access on their side.

Hey, we're having a problem with a variable in the automations. The variable is /Project.Service Ticket start date . This variable comes in the format of YYYY/MM/DD HH:MM:SS. This should be good for a service where you have the exact date and time scheduled. But we also want to use this variable for scheduling windows a week ahead. The issue we're running into is when we leave the time blank on a date, it automatically inputs 19:00:00 for the time. These variables should probably be separated, to make it more versatile. You should have {startDate, dueDate, startDateTime, dueDateTime} all as different variables so you're not restricted to how you have to format the email/text. Here are two examples we'd like to use: The estimated service date is between startDate and dueDate . The Technician should be arriving between startDateTime and dueDateTime on startDate .

When We set reminders within a project, it should put all reminders into the schedule. So i can look at my schedule and see what reminders I have coming up. And when I'm looking into the Pipeline i want there to be a RED ! Next to all project that have set reminders.

Example Change Property to 'Site Survey Complete: End Time"

Depending on what status a project in would change who needs to be notified of the portal messages. If a project is complete, it would make sense to only have portal notifications go to the customer service team vs when a project is active the operations team would make more sense. Less clutter on notifications and gives the right people access to the messages to improve communication and service.