Feature Requests

We need a way to archive a workorder/task via the API

The API has no way to read SMS or email records. Calls do: GET /v1/{clients|projects|requests}/{id}/calls works well. The other two channels have nothing. Verified against a live workspace on July 30 2026. All of these 404 with a valid key: /v1/messages, /v1/sms, /v1/texts, /v1/emails, /v1/conversations, /v1/threads, /v1/inbox, /v1/communications /v1/{clients|projects|requests}/{id}/messages /v1/{clients|projects|requests}/{id}/emails /v1/{clients|projects|requests}/{id}/sms The only communications webhook is CALL_UPSERTED, and CSV export covers Projects, Clients, and Requests only. Net: zero SMS and zero email records reachable by any supported method. Anything sent through Coperniq on those two channels can't be read back out. What this blocks: a unified customer timeline (an engineer walking into a consultation can't pull the full history), response-time and touch-count reporting on the pipeline, and any durable copy of customer communications outside the platform. Requested solution: mirror the calls pattern on the other two channels. GET /v1/{clients|projects|requests}/{id}/messages and .../emails, paginated like the other list endpoints. Interim: including communications in CSV export would unblock most of this immediately, if the endpoints are a longer build. Later: MESSAGE_RECEIVED and EMAIL_RECEIVED webhooks alongside the existing CALL_UPSERTED would make real-time mirroring possible.

Dashboards filters need more options to track things such as weekly/monthly metrics such as Completion/incompletion of all scheduled events of a specific type or work order during a given time period. This can be done by adding a Scheduled date window in filters I would think.

The map function in the dispatcher is limited to tasks/workorders for today only. It would be very beneficial for scheduling if this map function were expanded so that all workorders can be shown.

For example, if a customer was installed in June 2026 but the invoice was not created until July, is there a way for us to back date the invoice so it can be captured in the correct month's revenue?

Recently, there were tasks that could be moved to different stages of a project. Now the work orders are stationary and immovable causing some issues. If a task is still open, but we need to move to the next stage, we are unable to without completing the work order/form/task. Can these be turned back to movable fields? It was a much easier flow rather than the rigidness the new update is offering.

When inside project properties attempting to view the file it is too easy to hit the X and delete the file. Can we get a confirm or an OK / CANCEL option if that were to occur.

It would be nice to have a spell check feature for notes while using the mobile app.

Expose archived work orders in the "List Work Orders" and in the "Get Work Order" endpoints.

With detailed forms, project parameters can have a major influence on which sets of questions can be ignored. One option is to break longer forms up into separate forms, but being able to do this at the section level or even the question level would allow much more customization that would streamline things like detailed site surveys.