Projects & Pipelines — Project Workflow: Stages, Work Orders

Estimated reading time: 2–3 minutes

Overview

The Projects & Pipelines module in Coperniq allows you to manage projects across structured workflows. Each project is tracked through stages, with associated work orders that define the tasks needed for completion.

The workflow view gives you visibility into every project’s progress, from initiation through closeout, and allows you to assign tasks, track timelines, and manage dependencies across multiple trades.

Accessing Projects

• Log into the Coperniq web app

• From the left-hand menu, select Projects

You’ll land on the Projects dashboard, which includes:

• Workflow groupings showing where each project sits in the pipeline

• A toolbar with filters, sorting, and grouping options

• A customizable project table with columns such as Trades, Status, Project Value, Size, Sales Rep, Project Manager, and Owner

Projects Dashboard

Workflow View

Projects are organized by Workflow → Stage → Project.

Example:

• Residential Workflow → Welcome → [Project #375]

• Commercial Workflow → Engineering → [Project #378]

• Solar Workflow → Permitting → [Project #372]

This structure allows you to quickly see:

• Which workflow a project belongs to

• Which stage it’s currently in

• The number of projects in each stage

• The trades involved (e.g., Solar, HVAC, Roofing)

• The project’s active status

Grouping Options

• Group by Workflow → organizes projects by workflow and stages (pipeline-style view)

• Group by None → displays all projects in a simple list, one after another, without workflow or stage separation

👉 Use Group by None if you want a straightforward list view across all projects.

Opening a Project Record

Clicking a project opens its profile view with tabs for detailed management:

Header

The Header displays key project details at a glance, including:
Project ID, Trade Type, Client, Workflow, Stage, Owner, Sales Rep, Project Manager (PM), Project Size, Client Manager, Project Value, AHJ, Utility Details, Homeowner’s Email & Phone Number, Address, and Scope of Work.

Icons and Actions:

• Workflow Pin Icon: Shows which workflow the project belongs to; click it to move the project to a different workflow if needed.

• Share Button: Displays who has access to the project and their roles.

• Copy Icon: Copies a direct link to the project for easy sharing.

  

• Phase Hover: Hovering over a project phase displays when it was entered and exited, along with the total time spent in that phase.

• Tabs

  • Work → project tasks, grouped by phase (stages)

  • Properties → additional project attributes

  • Docs → uploaded project documents

  • Financials → overall project financial details

  • Invoices & Bills → linked accounting records

  • Sales → sales details and pipeline stage

  • Changelog → historical record of updates and changes

    

Work Tab – Stages & Work Orders

The Work tab organizes all project tasks into phases.

Phases

Stages represent the major steps in a project workflow. Examples include:

1. Welcome / Intake

2. Site Survey

3. Engineering

4. Permitting

Each stage can be:

• Not Started

• In Progress

• Completed

  

Work Orders

Within each stage, you can add specific work items. Example:

• Stage: Site Survey

  • Work Order: Drone inspection

  • Work Order: Roof measurements

Work orders show:

• Status badge (e.g., In Progress, Queued, Not Started)

• Due date or visit date (e.g., 5d)

• Assignee

Stage & Work Order Actions

• Start Phase Early → begin a later stage before previous ones are completed

  

• Archive Work → archive all open or in-progress work in a stage once finished

  

• Add Work → create new work orders within any stage

• Reminders → set task reminders linked to a project phase

Right Panel – Notes & Communication

The right-hand panel provides project communication tools:

• All → combined feed of notes and communications

• Notes → internal notes with formatting and attachments

• Communication → view and send project-related emails, SMS, and portal messages

• Log Call → track call history and details

• Homeowner Contact: Displays the homeowner’s email address and phone number

Use the dropdown at the top of the panel to switch between categories.
In each view, you can see existing entries or create new ones.