I feel like residential construction is a tight collaboration between 3 people:
Project manager
Field work lead
Homeowner
Currently persons 1 and 2 can directly interact with Coperniq, but the homeowner cannot. Here is the current set of forms (estimated number of fields in parenthesis) I would love to have the customer fill out over the course of a typical solar and battery installation project in order to streamline our operations, avoid miscommunication, improve documentation, and allow for greater automation.
Contact form (3)
Proposal request form (12)
Homeowner site survey form (20)
Finalized design review form (20)
Schedule preferences form (10)
Review and feedback form (10)
Initial system configuration form (6)
How to use the system Quiz (10)
Support ticket form (6)
Referral request form (6)
If it was 1 or 2 forms with a handful of fields each that are relatively static, it would be fine to keep doing what I'm doing (build forms using a 3rd party form tool, mirroring the data fields/types in Coperniq Request/Project Properties, and use the API to push the data into Coperniq). But I really think these forms will be pretty dynamic, growing in their detail and resolution, and will become hard to maintain and iterate quickly using the current approach.
I could imagine the customer forms could be embeddable iframes that an installer can drop into their website or app. It would be awesome to give homeowners the same interface to the forms as we see in Coperniq (easy to upload and mark up a photo!)