Contact Roles And Their Connection To Services

What Are Contact Roles?

Contact Roles allow you to define specific roles for contacts based on the type of service being scheduled. Instead of relying on generic contact slots, Attik lets you create a structured, service-specific system to ensure the right people are attached to the right jobs.

This feature improves clarity, enhances automation (such as emails and reporting), and helps teams know which contacts are expected for which service types.

Why Use Contact Roles?

Different services often require different types of contact involvement. For example:

• Home Inspection might include:

  • Client

  • Buyer's Agent

  • Listing Agent

• Pre-Listing Inspection might include:

  • Seller

  • Listing Agent

• Builder Walkthroughs might include:

  • Builder

  • Project Manager

Rather than force-fitting every job into the same contact structure, Contact Roles let you customize which contact types are relevant to each service.

Setting Up Contact Roles

1. Go to the Contact Roles Settings

   • Start with a blank list and click Add New to create a new contact role.

2. Define the Role

   • Give it a name (e.g., Client, Listing Agent, Builder)

   • Optionally add an icon and description to clarify its purpose.

3. Assign Roles to Services

   • Open any service type (e.g., Radon Testing)

   • Scroll to the Contact Roles section

   • Select which roles are needed for this service

Now when that service is scheduled, those contact roles will appear in the form for users to fill in.

Spectora Integration

If you're using Spectora, you can link contact roles in Attik to Spectora's built-in contact slots. Spectora currently supports:

• Buyer

• Buyer's Agent

• Seller's Agent

If your Attik role (e.g., Listing Agent) matches one of these, you can map it accordingly. This ensures:

• Data flows both ways between systems

• Contacts appear properly inside Spectora's tools

• You avoid duplicating or missing contact data during sync

Best Practices

• Define only the roles you actually need per service

• Keep naming consistent so your team always knows who’s who

• Link roles to Spectora early if you’re pushing data

Summary

Contact Roles make your scheduling process smarter, clearer, and better integrated. They help guide staff, trigger the right communications, and streamline integrations with Spectora. Set them up once, and let them power the rest of your workflows.

If you need help setting this up, don’t hesitate to reach out to support!