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Getting Started & Navigation

Sign in to Attik with Google Main navigation and sidebar overview Favorites and quick access Help Center Company handbook: office and inspector docs Attik – System status reference guide Contact Roles And Their Connection To Services

Scheduling & Dispatch

Calendar event workflow updates Calendar settings options Inspector Calendar and Office Calendar Creating and editing calendar events Radon Chart overview Dispatch Tool: Assigning and Balancing Work Scheduler Page: Creating Quotes and Booking Jobs Online Service Filter (Settings)

Quotes & Booking

Scheduler Page: Creating Quotes and Booking Jobs Internal scheduler: required sections and action buttons Quotes: tracking, holds, and status actions Client quote portal overview Online scheduler: public flow (clients)Online scheduler: when booking stops (escape hatch)

Client Portal

Client job page overview Client reports: viewing, locks, and links (for internal staff)

Workorders & Job Execution

Workorder attachments Opening and Managing a Workorder Sync Spectora job (Attik workorders)How uploading reports affects work order status

Reports Hub

Creating Reports in Reports Hub

Report Skin

Exporting a Repair List and Viewing the Shareable Web Version

Client/Agent Portal

Client Portal View (User experience): Journey, Timeline, and Start Your Move In Report Skin (User experience) — Journey, Timeline, Start Your Move In How to Create a Repair List

Action Flows & Email Templates

Email Builder: Copying Preserves Global Block References Action flow: Delivery Delay

Connecting With Spectora

Getting Started With Spectora Connection Spectora Integration Setup Guide Sync Your Staff With The Spectora Integration Linking Your Spectora Services In Attik Linking Required Info Fields to Spectora Adding Webhooks To Spectora To Push Data To Attik

Human Resources

Human Resources Overview Payroll and Vacation Settings

Online Scheduler

Online Scheduler Overview Scheduling Settings Configuration Service Filter Setup

Payroll

Our Payroll Feature Concept Getting Started With Payroll Employee Payroll Settings Service Settings That Relate To Payroll RUNNING PAYROLL: New Payroll Report Adding Payroll Adjustments Mileage Pay & Auto Calculation Feature Using the time clock and managing hours

Service Settings

'Cannot be Primary' Service Discount Codes - Impact on Payroll and Commission

Time Off Dashboard

Time Off Dashboard Overview Settings For Managing Vacations

Workorder

Activity Feed (Job timeline and change history)Revert to Pending for Reports Disable credit card fees on a work order Refunding a Payment Invoice terms, Open Invoices, and Not Paid

Attik Settings

Pay at Close - Guardian (FlexFund)User permissions reference Required Info Fields (Custom Fields)

Action Flows & Email Templates

Action Flows, Email Templates and anything else related to these features.

Email Builder: Copying Preserves Global Block References
Action flow: Delivery Delay

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