User Research Repository
Copperfinch Labs · Product research · Chicago, IL
Ines Marchetti plans studies, schedules sessions and keeps the proof behind each finding.
Use this templateBy status
StudiesField crew diary study
Invoice screen usability test
Onboarding friction interviews
Tables
Studies
3 sample rows · 10 columnsEach research study, its method, owner and the questions it answers.
| Study | Status | Method | Owner | Starts | Ends | Sessions |
|---|---|---|---|---|---|---|
| Onboarding friction interviews | Ines Marchetti | Sep 12, 2026 | Oct 22, 2026 | — | ||
| Invoice screen usability test | Devansh Rao | Oct 9, 2026 | Oct 31, 2026 | — | ||
| Field crew diary study | Ines Marchetti | Oct 24, 2026 | Nov 28, 2026 | — |
Sessions
8 sample rows · 8 columnsEvery session held or scheduled, with who took part.
| Session | Study | Participant | Date | Status | Recording | Action items done |
|---|---|---|---|---|---|---|
| Onboarding call: first week at a plumbing firm | Onboarding friction interviews | Tomas Beaulieu | Sep 17, 2026 | https://recordings.copperfinch.net/x1 | Yes | |
| Onboarding call: dental clinic admin | Onboarding friction interviews | Priyanka Desai | Sep 20, 2026 | https://recordings.copperfinch.net/x2 | Yes | |
| Onboarding call: roofing owner | Onboarding friction interviews | Dale Kowalczyk | Sep 23, 2026 | https://recordings.copperfinch.net/x3 | Yes | |
| Onboarding call: HVAC dispatcher | Onboarding friction interviews | Gwen Alderidge | Sep 27, 2026 | — | No | |
| Invoice test: contractor on a laptop | Invoice screen usability test | Marcus Whitlock | Oct 11, 2026 | https://recordings.copperfinch.net/x5 | Yes | |
| Invoice test: vet practice manager | Invoice screen usability test | Noor Haddad | Oct 14, 2026 | https://recordings.copperfinch.net/x6 | Yes | |
| Invoice test: landscaping owner | Invoice screen usability test | Alina Petrova | Oct 19, 2026 | — | No | |
| Invoice test: electrician on a phone | Invoice screen usability test | Hector Villanueva | Oct 22, 2026 | — | No |
Participants
8 sample rows · 6 columnsThe people who take part, their consent and the date of last contact.
| Participant | Segment | Company | Consent given | Last contacted | |
|---|---|---|---|---|---|
| Gwen Alderidge | gwen@alderidge-hvac.net | Alderidge HVAC | Yes | Oct 15, 2026 | |
| Tomas Beaulieu | tomas@beaulieuplumbing.net | Beaulieu Plumbing | Yes | Oct 12, 2026 | |
| Priyanka Desai | priyanka@northpierdental.net | North Pier Dental | Yes | Oct 9, 2026 | |
| Marcus Whitlock | marcus@whitlockbuilders.net | Whitlock Builders | Yes | Oct 6, 2026 | |
| Alina Petrova | alina@sagebrushlandscape.net | Sagebrush Landscape | Yes | Oct 3, 2026 | |
| Hector Villanueva | hector@villanuevaelectric.net | Villanueva Electric | Yes | Sep 30, 2026 | |
| Noor Haddad | noor@cedarlanevet.net | Cedar Lane Vet | Yes | Sep 27, 2026 | |
| Dale Kowalczyk | dale@kowalczykroofing.net | Kowalczyk Roofing | Yes | Sep 24, 2026 |
Insights
10 sample rows · 6 columnsFindings, their confidence level and the sessions that show them.
| Insight | Theme | Confidence | Impact | Evidence | Study |
|---|---|---|---|---|---|
| New teams look for a sample project before inviting anyone | Onboarding call: first week at a plumbing firm, Onboarding call: dental clinic admin | Onboarding friction interviews | |||
| Admins want to import customers before anything else | Onboarding call: dental clinic admin, Onboarding call: roofing owner | Onboarding friction interviews | |||
| The invite email lands in spam for small domains | Onboarding call: roofing owner | Onboarding friction interviews | |||
| Owners skim the dashboard once a day, mostly on a phone | Onboarding call: first week at a plumbing firm, Onboarding call: roofing owner | Onboarding friction interviews | |||
| The Send button hides below the fold on small laptops | Invoice test: contractor on a laptop | Invoice screen usability test | |||
| People expect to edit a line item by clicking its price | Invoice test: contractor on a laptop, Invoice test: vet practice manager | Invoice screen usability test | |||
| Tax fields confuse clinics that do not charge tax | Invoice test: vet practice manager | Invoice screen usability test | |||
| Crews photograph receipts first and enter them later | Onboarding call: roofing owner | Onboarding friction interviews | |||
| Draft status is mistaken for sent by the customer | Invoice test: contractor on a laptop, Invoice test: vet practice manager | Invoice screen usability test | |||
| Pricing questions come up before feature questions | Onboarding call: first week at a plumbing firm, Onboarding call: dental clinic admin, Onboarding call: roofing owner | Onboarding friction interviews |
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