- Client-level Quotes

- Create Quotes from Service Work Orders

- Create Invoices from Service Work Orders

- Work Order trigger conditions now correctly use record attributes

- Fixed required fields validation in the Automations builder

We’ve shipped a round of updates focused on , , , and your team will feel day-to-day. Here’s what’s included:

A clearer view of active records without archived items getting in the way.

When closing a request creates a Work Order or Project, the activity feed link now opens the in context () instead of taking you to the generic work list.

Added AI-assisted invoicing support to help streamline billing workflows.

Added support for collaboration directly on form-related files.

Added clearer disclosure messaging during calls for transparency.

Some views now default to the current user to reduce noise and help you focus.

Comment attachments now render correctly.

Prevents closing “Won” requests without an assigned workflow to avoid misconfigured states.

Resolved an issue caused by clicking “Setup Payments” repeatedly.

Fixed cases where work orders were missing a Site link and backfilled missing Site IDs where needed.

Fixed an issue where the signed proposal webhook could be removed after execution.

We’re excited to share the latest improvements now live across Coperniq. These updates focus on , , , and . Here’s what’s included:

> Better handling of email attachment size (validation + optimization)

> Fixes for invoice send failures caused by missing templates

>Fix to prevent edge cases where emails could be sent to extra unintended recipients

Since our last update we're introduced a number of changes that improve document management, speed of handoff from sales to project managers and service managers, a better way of managing all work in a centralized plane, as well as a helpful AI copilot to assist with information retrieval and common project actions. Let's dive in!

You told us the old List view was fast, but Grid with thumbnails is far more helpful for QA teams, lender/inspector compliance photos, and quickly skimming visual content—so we added an instant List↔Grid toggle. We also introduced “Form Folders” and a single virtual folder to browse form photos in one place, making large libraries effortless to navigate.

A unified, faster List now includes Work Orders, Forms, Reminders, and Action Items—directly addressing feedback that these were missing. Powerful filters, saved views, and bulk operations provide “nothing left on my plate” peace of mind and help leaders balance workloads across the team.

Convert a qualified request into execution with one click—either create a multi-phase Project or a Service Work Order for one-off visits or recurring plan work. New Won/Lost statuses capture reasons for better pipeline analysis while auto-carrying client/site/scope/attachments forward to eliminate re-entry.

Coperniq AI understands your records—including standard & custom properties, workflow state, and all record communications (internal notes, external SMS, email, and portal messages). It can create comments and create reminders today, with more actions coming soon, so your team spends less time hunting and more time doing.

As always, these updates reflect our commitment to providing you with powerful, flexible tools to help unify your sales, project management, service management, & asset operations.

We appreciate your partnership and welcome your feedback as we continue to enhance our platform!

We are excited to announce a few key enhancements centered around deadline management & powerful automation features.

Work order templates now support dynamic due date settings, allowing you to automatically set deadlines relative to creation dates (for example, "3 days after created date"). This enhancement helps streamline project timelines and ensure consistent task management across your operations.

Two powerful new automation triggers have been added to enhance your workflow automation:

Like all other Triggers, these can send our Emails, SMS, as well as trigger 3rd party tools via our "Call webhook" Action.

These updates reflect our commitment to providing you with powerful, flexible tools to keep your projects running smoothly and on time, as well as alleviating manual steps in your processes.

As always, we appreciate your partnership and welcome your feedback as we continue to enhance our platform!

We are excited to announce the release of Workflow 1.5 and Portal 2.13, bringing significant improvements to project management workflows and portal customization options.

These updates represent our ongoing commitment to improving workflow management and the user experience for your clients. We value your feedback as we continue to enhance our products. Thank you for trusting Coperniq with your business!