Summary

• New Launchpad Revenue admin dashboard shows cross-company revenue, forecast pacing, PIR inspection mix, and payment-type fees with CSV export.

• ISN historical import now resyncs existing orders more reliably, maps inspectors and contact roles, syncs standalone calendar blocks, and lists imported inspections.

• Staff can waive or remove Pay at Close fees before or during an active PAC order from the workorder Charges & Payments area.

• Invoices, refunds, and client payment screens show Pay at Close fees and refund amounts more accurately.

New Features

Launchpad Revenue admin dashboard

What changed: Attik admins with the right permission can open a new Launchpad Revenue dashboard to compare revenue performance across companies. The page includes KPI cards (total revenue, average fee per job, add-on attach rate, vs. budget), a revenue forecast chart with brand breakdown and export, a PIR Inspection Type view, and a Payment Type & Fees breakdown.

Where to find it:

1. Open Admin → Launchpad Revenue

2. Select companies and a date range, then click Apply

3. Use Download on the forecast widget to export inspection-level data

Setup: Grant Launchpad Revenue view permission under Admin → Settings → Instance Management → user Admin Permissions.

Remove Pay at Close fee on an active PAC order

What changed: When a Pay at Close order is already active, staff can remove the Pay at Close fee from the payment row menu on the workorder (without cancelling the whole PAC order). A confirmation step shows success when the fee is removed.

Where to find it: Inspection workorder → Charges & Payments → find the Pay at Close Fee payment row → open the row menu → remove fee option.

Setup: None — available when Pay at Close is enabled and an active PAC payment exists on the job.

Improvements

Clearer Pay at Close fee labels and payment statuses

What changed: Pay at Close fees are now labeled Pay at Close Fee instead of Technology Fee on the client payment portal, invoices, and PDFs — so clients can tell the PAC fee apart from card/ACH processing fees. Signed Pay at Close agreements also no longer show as Paid before funds are collected. They now show Due at closing (or To be paid to Guardian at closing on invoices and the client timeline) until Guardian collects at closing. Staff workorders use Pay at Close as the payment source and show clearer PAC statuses such as Signed, Awaiting Signature, and Paid when funds are actually collected.

Where to find it:

1. Client portal → job Pay for Your Service / payment page — fee line and status chips

2. Client portal → timeline and invoice accordion — due-at-closing wording

3. Workorder → Charges & Payments — Pay at Close payment row, fee line, and PAC status chip

4. Invoice PDF — fee label and payment status on Pay at Close rows

Setup: None — available after the update.

Invoice PDF reflects Pay at Close fees and waivers correctly

What changed: Invoice PDFs and the workorder invoice preview now show Pay at Close technology fees, waived fees, and totals consistently with what staff see on the workorder.

Where to find it: Workorder → Charges & Payments → Actions → View Invoice PDF.

Setup: None.

ISN historical import — resync, contacts, charges, and calendar

What changed: Companies migrating from ISN can run historical imports with improved re-sync when an order already exists in Attik, more accurate charge and contact matching, inspector mapping and contact role mapping before import, standalone calendar block import (filtered by service names and keywords), and a rollup list of imported inspections.

Where to find it:

1. Settings → Integrations → expand ISN

2. Enter ISN historical import API credentials and test connectivity

3. Complete inspector mapping and contact roles sections

4. Choose a date range and run Run import (dry run available first)

Setup: Requires ISN historical import permission and ISN JSON API credentials stored in integration settings.

Contact and activity number formatting

What changed: Dollar amounts and numeric fields on contact inspection lists, contact merge, calendar event details, and activity change history use consistent thousand-separator formatting.

Where to find it: Tools → Contacts (inspection list and merge flows), calendar events, and inspection activity feed.

Setup: None — takes effect after the update.

Bug Fixes

Pay at Close refund amounts on workorders

What changed: Refund totals and remaining refundable amounts on Pay at Close and card payments now account for fee-only refunds and settled principal correctly, so staff do not over-refund or see misleading balances.

Where to find it: Inspection workorder → Charges & Payments → payment rows and refund modal.

Applies to: Existing and future payments when viewing or refunding after the update.

Client payment portal hides waived Pay at Close fees

What changed: When staff waive the Pay at Close fee on a job, the client payment portal no longer shows a technology fee line that should not be charged.

Where to find it: Client portal → job payment page.

Applies to: Existing and future jobs where the fee is waived after the update.