π New
- π° Web: Project financials from approved quotes β Automatically seed project financials from approved quote line items.
- π Web: Calls in-call dial pad β Open the dial pad while youβre already on an active call.
- π€ Mobile: AI Quotes β Create quotes with AI directly from the mobile app.
- π Mobile: Forms support file uploads β Upload files (not only images) to Forms.
β¨ Improvements
- π€ Web: Increased upload limits β Upload files up to 1GB in Coperniq, and up to 100MB for public Portal uploads.
- 𧩠Web: Workflow list upgrades β Added an Updated column + improved workflow list columns for faster scanning.
- π§Ύ Web: βFile Requestsβ naming β βDocument Requestsβ are now labeled File Requests across the UI.
- π·οΈ Web: Catalog UI polish β Improved Catalog table columns/badges, and clarified the βEdit Catalog Itemβ header.
- ποΈ Web: Schedule/Dispatch β Removed the List View option.
- πΊοΈ Mobile: Maps link fix β Address links now open correctly in Apple Maps and Google Maps.
π οΈ Fixes
- π€ Web: Automations (fast-follow)
- Work Order trigger conditions now correctly use record attributes
- Fixed required fields validation in the Automations builder
- π Web: Smart Views + Analytics reliability β Fixed an issue where Smart Views/Analytics (and related workflow relationships) could appear incorrect after updating.
- π Web: Projects & Opportunities lists β Search/filters no longer reset after opening a record (drawer).
- π¦ Web: Assets β Fixed an issue where the Assets list could show the same assets across workspaces.
- π Web: Aurora integration β Fixed initial cost handling.
- π Web: Calls UI β Fixed call panel overlap that could hide search.
- π§βπΌ Web: Client referrals β Fixed referral info not showing on the client page for the referrer.
- π₯ Web: Project imports β Fixed an issue where large project imports could slow down or stall over time.
- π§Ό Web: Workflow Builder polish β Fixed punctuation in the phase badge.
- π± Mobile: Work orders crash β Fixed a crash when updating work order status.
- π Mobile (iOS only): Upload fix (v2.0.9) β Fixed an iOS-only issue affecting uploads in some cases.