Ryan Wagner

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

Action Flows & Email Templates

Email Builder: Copying Preserves Global Block References

Action flow: Delivery Delay

Changelog

Reports Hub

This article explains how to use Reports Hub: starting from ready-made reports, building your own exports, using the AI Report Assistant or the full form, and downloading results. Use it when you need spreadsheets or summaries of inspections, payments, contacts, and related data.

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

This article explains the client experience on the job page: the Progress (inspection journey), the Timeline in the sidebar, and the Start Your Moving Plan section. Use it when explaining the portal to clients, troubleshooting what they see, or training staff on the client experience.

Report Skin (User experience) — Journey, Timeline, Start Your Move In

This article is for internal staff. It describes how the client (and agent, when they use the same job link) create a repair list in the client portal: where they start, what they see at each step, and what happens after. Use it when explaining the flow to clients, troubleshooting missing sections or quote requests, or training staff on the client and agent experience.

How to Create a Repair List

Christopher Scott

If you are using Spectora, here is a guide to integrate the 2 platforms

Connecting With Spectora

A checklist to connect your Spectora Instance with your Attik company instance. 

Getting Started With Spectora Connection

How to setup your Spectora integration in Attik's settings

Spectora Integration Setup Guide

How to easily migrate over your inspectors and office team. 

Sync Your Staff With The Spectora Integration

A strong link between Attik services and Spectora services is needed if you are using webhooks. 

Linking Your Spectora Services In Attik

Defining how to link required fields in Attik to custom fields in Spectora. 

Linking Required Info Fields to Spectora

To make sure your Spectora data flows into Attik system properly, you’ll need to set up webhooks carefully and accurately. This guide walks you through exactly how to do that.

Adding Webhooks To Spectora To Push Data To Attik

Getting Started

Help Center

Theory behind contact roles and how you can set them up properly

Contact Roles And Their Connection To Services

This explains the theory and setup behind Required Info Fields and how you can use them in your org to reduce errors of missing information from your team. 

Required Info Fields (Custom Fields)

Attik – System status reference guide

Human Resources

Human Resources Overview

Online Scheduler

Online Scheduler Overview

Guide to help admins set the online scheduler settings. 

Scheduling Settings Configuration

Create your step 1 service filter for the online scheduler

Service Filter Setup

Payroll

Our Payroll Feature Concept

Getting Started With Payroll

Settings under the employee pages that effect payroll

Employee Payroll Settings

Service Settings That Relate To Payroll

RUNNING PAYROLL: New Payroll Report

Make adjustments to an employees pay outside of split charges or salary, etc.

Adding Payroll Adjustments

Mileage Pay & Auto Calculation Feature

This article explains how to track time with the Time Clock on your dashboard, how to add hours manually for a pay period, and how payroll administrators can review, edit, or remove hour entries. Use it when you need to clock in and out, enter time you forgot to clock, or correct time on behalf of your team.

Using the time clock and managing hours

Service Settings

'Cannot be Primary' Service

Discount Codes - Impact on Payroll and Commission

A feature to manage your employee time off requests and vacation pay.

Time Off Dashboard

Time Off Dashboard Overview

How to input needed data to start using the Time Off feature

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

How uploading reports affects work order status

Refunding a Payment

This collection covers various processes for making changes to settings within Attik so that your instance functions the way you want it to.