Attik – System status reference guide

Written By Ryan Wagner

Last updated 18 days ago

This guide explains how quote and inspection (job) statuses work in Attik and what they affect—including action flows, worklists, reporting, and integrations.

1. Quote statuses

The table below describes the lifecycle of a quote from creation to final disposition.

Status	Definition	What it affects
Draft	Quote is being built or saved but not yet sent to the customer. Can be created by CSR, online flow, or AI.	Not sent to customer. No action flows run. For online/AI drafts, an abandonment timer may run. Editable. Not synced to HubSpot as a “live” deal until Pending.
Pending	Quote has been sent to the customer and is awaiting their accept or reject.	Action flows start (e.g. “new quote”). Synced to Client Care sheet. HubSpot deal sync runs. Customer can accept or reject from their link.
On Hold	Quote was sent (or was Pending) but is temporarily paused—e.g. waiting on the customer or another team.	Excluded from default worklists and from close-rate and pipeline calculations. Does not trigger quote_accepted or quote_rejected. Not synced to HubSpot as a separate deal stage (only Pending and Rejected sync). Scheduled follow-up actions from the quote flow are not automatically removed when moving to On Hold. Can be moved back to Pending or on to Accepted or Rejected.
Accepted	Customer (or CSR on their behalf) has accepted the quote.	Triggers quote_accepted flow. Hold is removed. Moved to “accepted” view in Client Care. Scheduled follow-up actions run; “rejected” branch is cleared.
Rejected	Customer (or CSR) has rejected the quote.	Triggers quote_rejected flow. Hold is removed. Synced to Client Care rejected list. Any scheduled “pending” follow-ups are removed.
Archived	Quote is no longer active (e.g. duplicate, wrong job, or no longer relevant).	All scheduled action-flow jobs are removed. HubSpot deal is deleted (if linked). Removed from active Client Care sheets. Use for cleanup.
Abandoned	An online/AI draft was automatically marked abandoned due to inactivity.	Only reachable from Draft. Triggers abandonment handling (reminders/alerts). Does not trigger the same flows as Rejected.

Typical flow: Draft → Pending → Accepted or Rejected. From Pending, a quote can be set to On Hold when it’s intentionally paused; it can later be moved back to Pending or on to Accepted or Rejected. Drafts can move to Abandoned. Any terminal status can be moved to Archived for system cleanup.

When to use On Hold: Use when the ball is in the customer’s court or you’re waiting on internal follow-up, so active worklists and close-rate stay focused on quotes that need action now.

2. Inspection (job) statuses

Inspections use three core system statuses. Various UI labels map back to these.

System status	Typical display labels	Definition	What it affects
Unconfirmed	Scheduled, Pending Review, In Progress, Published	Job exists but is not yet “confirmed” (e.g. date/time not locked or customer hasn’t confirmed).	Runs unconfirmed_job flow (confirmation requests/reminders). Counted as “unconfirmed” in financials. HubSpot = unconfirmed.
Confirmed	Confirmed, Completed	Job is locked (inspector/date/time set). Also used for completed work.	Runs confirmed_job flow. Counted as “confirmed” in financials. HubSpot = confirmed. Required for scheduling/calendar locks.
Cancelled	Cancelled	Job was cancelled and will not be performed.	Runs job_cancelled logic. HubSpot = cancelled. Job no longer counts toward capacity or revenue.

Note on “Completed”: In reports, “Completed” usually maps to the Confirmed status in the system. Labels like “Scheduled” or “In Progress” typically map to Unconfirmed until the job is explicitly confirmed.

3. Quick reference: action flow triggers

Quote triggers

Event	Effect
Move to Pending	Starts the quote flow (e.g. new_quote).
Move to On Hold	Quote is excluded from active worklists and close-rate. Does not trigger quote_accepted or quote_rejected.
Move to Accepted	Triggers quote_accepted.
Move to Rejected	Triggers quote_rejected.

Inspection (job) triggers

Event	Effect
Confirmed status	Runs confirmed_job actions.
Unconfirmed status	Runs unconfirmed_job actions.
Cancelled status	Runs job_cancelled actions.