Opening and Managing a Workorder

Use a Workorder to review job details, manage scheduling/payment/report actions, and track activity in one place. This guide covers the main tabs and the Actions menu.

Written By Ryan Wagner

Last updated About 1 month ago


Where to find it

You can open a workorder from multiple places, including:

  • Calendar events

  • Worklists

  • Other job links in Attik

When open, the page has tab sections:

  • Workorder

  • Activity Feed

  • Integrations

When you can use it

  • You must have access to the inspection/job.

  • If you are not authorized for that company’s record, access is blocked.

  • Some actions depend on status and permissions.

Workorder tabs

Workorder

Main operational tab for job details, including areas such as:

  • service/payment details

  • people and assignment

  • reports and agreements

  • booking details

Activity Feed

Use this tab to review timeline history and job updates.

Integrations

Use this tab for integration-related data and links for the job.

Using the Actions menu

Click Actions on the workorder header to open grouped actions.

Portal

  • Open Client Portal

  • Open Portal as [role] (when role-based portal access is available)

Spectora

  • Open Spectora Job (when applicable)

Manage

  • Confirm Job

  • Lock Movement / Unlock Movement

  • Enable Fees / Disable Fees

  • Reschedule

  • Cancel Inspection

You may also see confirmation dialogs such as:

  • Confirm Job

  • Cancel (close action in confirmation modal)

Status and booking details

Workorder booking history can include:

  • Scheduled

  • Confirmed

  • Canceled

These items show who performed the action and when.

After you run an action

  • Confirming a job shows a success message and updates status.

  • Rescheduling opens the reschedule flow and then updates the workorder.

  • Canceling opens the cancel flow and then updates the record.

  • Lock/unlock and fees toggles update the job and show a success/error message.

Caveats and common confusion

  • Confirm Job only applies to eligible job statuses.

  • Lock Movement affects assignment behavior during rescheduling.

  • Portal and Spectora options depend on available data/integrations.

  • Tabs show different views of the same job; updates may appear in multiple tabs after refresh.

Need help?

If an action fails, provide Attik admin/support with:

  • workorder ID or URL

  • action name (for example Reschedule or Confirm Job)

  • exact message shown after clicking the action