Create a Request

Last updated: January 4, 2026

Estimated reading time: 1–2 minutes

Overview

You can create a request in Coperniq using two methods:

  • From a client’s profile

  • From the Requests section in the left-hand menu

Both methods walk you through the same required fields and setup process.

Method 1: From the Clients Page

Steps to Create:

  • Navigate to Clients from the left-hand menu

    image.png

  • Search for and open the desired client profile

  • Select the Site you want to add the project to, then click the + button under the Overview section.

    image.png

  • From the dropdown, select Create Request

    image.png

  • Fill in all required fields

  • Click Create

    Screenshot 2025-07-03 at 9.16.24 PM.png

Method 2: From the Sales Page

Steps to Create:

  • Navigate to the Sales section from the left-hand menu

    image.png

  • Click + Request in the top-right corner

  • Complete all required fields

  • Click Create

    Screenshot 2025-07-03 at 9.25.16 PM.png

Best Practices

  • Make sure to assign the request to the correct client record to avoid confusion

  • You can edit or update request details later if any information changes