🎓 Coperniq Academy
🎓 Coperniq Academy

Welcome to Coperniq Academy

Last updated 4 months ago

Introduction

  1. Platform Navigation & Architecture

Company Settings

  1. Workspace & Company Setup

  2. Invite Members & Create Teams

  3. Notifications Settings Overview

  4. Phone Setup & How to Make Calls

  5. Setting up SMS Messaging

  6. Configure Payments

Configuration

  1. Creating/Managing Properties & Tags

  2. Managing Workflows

    1. Workflow Change Rules

  3. Office Work Orders

  4. Field Work Orders

  5. Capturing Data with Forms

  6. Automations

    1. Email & SMS Automations

  7. Client Portal

  8. Client Notification Settings

  9. Geolocation

Note: For Integrations (see last section)

Daily Operations

  1. Managing Your Sales (Requests, Quotes, Proposals)

  2. Create a Client

    1. Clients & CRM

  3. Create a Request

    1. Request Management

  4. Create a Project

  5. Navigating Projects

    1. Project & Workflow Management

  6. Schedule & Dispatch

    1. Schedule Board

    2. Dispatch Board

  7. Work Orders - Assign, Manage, & Close

  8. AI & Copilot

    1. Creating & Saving Smart Views with AI

  9. Creating and Managing Invoices

  10. Accessing the Client Portal

Mobile App

  1. Installing & Logging In to the Mobile App

  2. Using the Coperniq Mobile App

  3. Searching for Records

  4. Offline Data Capture

Analytics & Import/Export

  1. Analytics for Sales & Operations Insights

  2. Analytics Dashboards

  3. Widgets & Drill Down

  4. Exporting Records

Integrations

  1. Aurora Solar

    1. How to connect Aurora Solar to Coperniq

  2. Open Solar

  3. Quickbooks Online

    1. How to connect Quickbooks to Coperniq

  4. How to Access and Use the Coperniq API

  5. How to Setup Outbound Webhooks with Coperniq Automations

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