Ryan Wagner

Client Portal

Use this guide to understand what your clients see on the Client Job Page so your team can explain each step clearly and troubleshoot portal questions quickly.


Client job page overview

Use this guide to understand what clients experience when opening report links, especially when they see Report Locked instead of report content.

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

Changelog

Christopher Scott

Getting Started & Navigation

Sign in to Attik with Google

This article lists the primary destinations in the left sidebar (when expanded on desktop or opened on mobile) and how sub-links appear under certain items.

Main navigation and sidebar overview

This article explains how to save the current page to Favorites in the sidebar and how to remove it.

Favorites and quick access

Help Center

The Handbook area is Attik's internal documentation hub for searchable team docs, split into office and inspector collections.

Company handbook: office and inspector docs

Attik – System status reference guide

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

Contact Roles And Their Connection To Services

Scheduling & Dispatch

Calendar event flows support both single events and recurring series edits without leaving the calendar context.

Calendar event workflow updates

Use Scheduling Settings in Settings to control how scheduling and calendar-adjacent behavior works across quote, internal scheduler, and online scheduler flows.

Calendar settings options

This article explains the two calendar routes—Inspector Calendar and Office Calendar—what appears on each, and how filtering differs.

Inspector Calendar and Office Calendar

This article covers the Add Event, Add Recurring Event, and edit flows that open from calendar actions (the address bar may show parameters such as action=addEvent while a modal is open).

Creating and editing calendar events

This article describes the Radon Chart page: the two-week grid, inspector rows, time-frame buttons, theme toggle, and corner menu actions. It matches the in-app description: levels for each inspector over about the past two weeks into the near future.

Radon Chart overview

Use Dispatch Tool when you need to compare inspector availability, travel impact, and open time slots before booking a job. This guide explains how to search by address, review slot options, and create a scheduled job from Dispatch.

Dispatch Tool: Assigning and Balancing Work

Use 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.

Scheduler Page: Creating Quotes and Booking Jobs

Online Service Filter defines the branching questions and qualifiers clients see in the online scheduler. You build a tree of options, each of which can end in services and contact roles, or expand into Next Question steps.

Online Service Filter (Settings)

Quotes & Booking

When 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.

Internal scheduler: required sections and action buttons

This guide covers labels and actions you commonly see when reviewing a quote from worklists, task checks, or related job views.

Quotes: tracking, holds, and status actions

The client quote portal lets clients review quote details, inspect included services, and accept a pending quote from a secure link.

Client quote portal overview

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: public flow (clients)

Sometimes the public (online) scheduler cannot complete booking automatically. Attik shows a dedicated screen with next steps and contact options.

Online scheduler: when booking stops (escape hatch)

Workorders & Job Execution

Attachments are available from the workorder report context so teams can review report-related files and other additional files without leaving the job.

Workorder attachments

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.

Opening and Managing a Workorder

Use Sync Spectora job when the office creates and manages the job in Attik but your team still writes reports in Spectora. This action updates Spectora so it matches what you have in Attik—it is not the same as simply opening Spectora in the browser.

Sync Spectora job (Attik workorders)

How uploading reports affects work order status

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

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

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

Human Resources

Human Resources Overview

This page is titled Payroll & Vacation Settings and configures defaults used by payroll runs, mileage, adjustment categories, benefits accrual context, notifications, and (when used) UKG Payroll Link mappings.

Payroll and Vacation Settings

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

Refunding a Payment

Use this article when you need to mark a job to be invoiced instead of collected up front, see which jobs still have a balance, or understand the difference between the Not Paid and Open Invoices worklists.

Invoice terms, Open Invoices, and Not Paid

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

Attik Settings

Pay at Close - Guardian (FlexFund)

This article lists every portal permission in Attik and what it controls: navigation, pages, dashboard widgets, settings menu items, and common in-app actions. Use it when assigning roles, troubleshooting “missing menu” reports, or auditing access.

User permissions reference

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. 