Coperniq Inc.
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Jun 26, 2026 — Utility workspace, Direct vendor billing, Long Text fields

Web v2.160.6, Portal v3.4.2, Mobile v3.0.15
Utilities & AHJ
  • Added
    Utilities
    to databases with a portfolio, record drawer, roles, custom properties, and automatic Site matching
  • Added
    Utility document templates
    and Utility workflow elements
  • Improved Utility, AHJ, and Vendor matching and user experience
Financials
  • Updated invoice creation with better support for
    financier recipients, funded-project information, and partial payments
  • Added
    direct vendor billing
    without requiring a Purchase Order
  • Enabled exporting across all financial document types
  • Added one-time ACH payments in Portal with the option to save the payment method for later
  • Fixed invoices created from payment structures not appearing correctly
  • Fixed invoices with financiers being sent to the wrong recipient
Proposals
  • Sent proposals can now be
    edited and saved
  • Improved proposal previews and proposal cover-image management
Work Orders & Operations
  • Added an
    Unassigned
    option to bulk Work Order assignment
  • Saved Smart View filters now apply correctly on Service Dispatch
  • Work Order email subjects now remain consistent across status updates
  • Added a
    Show Archived
    toggle to record overviews
  • Fixed completed phases remaining in progress
Forms & Properties
  • Added a new
    Long Text
    property type on Web and Mobile
  • Improved Long Text filtering
  • Fixed primary phone and email values appearing empty in forms
  • Updated document-property icons for dropdown and numeric fields
Communications & Agents
  • Connected email accounts can now be selected in
    CC and BCC
  • Riley now replies inside the original thread instead of creating separate notes
  • Improved agent call logging, reminder assignment, and voice-call timing
  • Fixed bulk emails being duplicated when records contained faulty contacts
Portal
  • Added clearer, actionable payment errors when required Site information is missing
  • Customers can now download completed document templates
  • Invoice due dates now show
    Today
    instead of 0 days
Mobile
  • Added
    Long Text
    property support
  • Added deep links for reminders, visits, and Work Orders
  • Improved app performance and reduced hanging and out-of-memory issues
  • Improved Communications rendering and fixed missing parent Work Orders