Skip to main content- Scheduler Page: Creating Quotes and Booking JobsUse the Schedule page when you need to build a quote, save a draft, or book a job. This guide explains the order of sections, what each section does, and what must be completed before Send Quote or Book Job.
- Internal scheduler: required sections and action buttonsWhen you use the internal scheduler to build a quote or book a job, Attik checks several sections before Send Quote, Book Job, or Save Draft is enabled. Tooltips list exactly what is still missing.
- Quotes: tracking, holds, and status actionsThis guide covers labels and actions you commonly see when reviewing a quote from worklists, task checks, or related job views.
- Client quote portal overviewThe client quote portal lets clients review quote details, inspect included services, and accept a pending quote from a secure link.
- Online scheduler: public flow (clients)The online scheduler is the client-facing booking experience. It opens from your company’s scheduler link, which includes a secure access token in the URL. Clients move through guided steps, then either Schedule Now or hold a slot and email themselves a quote.
- Online scheduler: when booking stops (escape hatch)Sometimes the public (online) scheduler cannot complete booking automatically. Attik shows a dedicated screen with next steps and contact options.