June 23rd, 2026
Summary
Repair List Overview gives clients a post-inspection hub to review repair items, get quotes, share, and export when you enable ProPair v2 — Repair List Landing Page in Report Settings.
Dispatch swap suggestions (off by default) help schedulers unlock full slots by moving an existing job to another inspector, with a Review swap confirmation step.
Online scheduler clients can leave Notes for the Office on the summary step before booking.
New Features
Dispatch swap suggestions
Schedulers can enable Swap Suggestions to see slots that are normally full but could be opened by moving an existing job to another inspector. Selecting a swap slot opens a Review swap modal showing which job moves and which inspector takes the new booking.
Setup:
Open Settings → Scheduling.
Enable Swap Suggestions.
Optionally keep Drive Time Conflict Alerts on to see travel warnings during swap review.
Save.
Where to find it:
Turn on Settings → Scheduling → Swap Suggestions (off by default).
Open the scheduling form, enter the new property, and load slots.
Choose a swap-enabled slot and confirm in Review swap.
Notes for the Office on the online scheduler
Clients booking through your online scheduler can now leave optional Notes for the Office on the summary step before confirming. Notes travel with the booking so your team sees special instructions (gate codes, access details, pets, and similar) as a pinned note in the activity feed when the job is created. Also, the variable ‘Scheduler Notes’ can be added into email and SMS templates.
Where to find it:
Open your company's online scheduler (public booking link).
Complete the booking steps until the summary step.
Enter text in Notes for the Office before submitting.
Repair List Overview hub for clients (ProPair v2)
When ProPair v2 — Repair List Landing Page is selected, clients who save a repair list are taken to a branded Repair List Overview hub instead of the older quote-only path. From there they can get quotes, share the list, export, and manage addendum items in one place.
Where to find it:
Open Settings → Report Settings → set Repair quote experience to ProPair v2 — Repair List Landing Page and save.
In the client portal, open a report, build a repair list, and save it — you land on Repair List Overview.
Setup:
Open Settings → Report Settings.
Under ProPair, choose ProPair v2 — Repair List Landing Page.
Configure Thumbtack / QwikFix integrations as needed for your quote partners.
Save settings.
Improvements
Dispatch map shows inspector service areas more clearly
The dispatch map better highlights inspector service area boundaries, including combined areas when no inspector is selected, so schedulers can see coverage at a glance.
Where to find it: Open Dispatch — service area outlines reflect inspector boundaries and focus states automatically.
Dispatch calendar uses your saved calendar settings
The dispatch calendar now respects server-side calendar display settings (such as row height), making dense dispatch days easier to read.
Where to find it: Open Dispatch and select inspectors for calendar-oriented dispatch views — layout follows your configured calendar settings.
Inspector Balance widget shows clearer capacity at a glance
The Inspector Balance widget on the dashboard has been updated to show capacity in a cleaner, easier-to-read format. Bar colors now use a simplified scheme, the fill state caps at 100% for readability, and the over-capacity error treatment has been removed — so normal busy days no longer look like an error state. Total and Open slot count columns are retained so schedulers can still see how much capacity remains across the team at a glance.
Where to find it: Open the dashboard and locate the Inspector Balance widget. The updated layout and colors take effect automatically after the update.
Report info cards show observation location
On client reports, information observations that include a location now show a map-pin label with the location text on the info card, making it easier to see where an item applies (for example, which room or area).
Where to find it: Open a client portal report and browse Information sections — location appears on qualifying info cards automatically.
Data export previews handle large record sets more reliably
Previewing data exports that join inspections with charges or people is less likely to fail on large datasets thanks to improved timeout handling during preview queries.
Where to find it: Open Data Exports and run Preview on a report with joined inspection data.
Clearer message when a record belongs to another company
If you open a workorder, contact, service, template, or other page that belongs to a different company than your active session, Attik now shows a dedicated access message with an option to switch to the correct company when you have membership there.
Where to find it Appears automatically when you open a deep link or bookmark for a record outside your current company context.
Bug Fixes
HomeBinder sends the correct document type for specialty reports
When completed reports are sent to HomeBinder, Attik now maps specialty reports (sewer scope, radon, pest, pool, and similar) to the correct HomeBinder document type instead of sending many as generic Other documents.
Where to find it: No new screen — applies automatically when HomeBinder sends on completed reports.
Applies to: Future HomeBinder sends after the update.
Action flow inspection-time rules respect company timezone
Action flows using Inspection time conditions now evaluate against your company timezone, so time-of-day automations fire at the correct local time.
Where to find it: Open Action Flows — flows with inspection-time conditions apply the fix automatically after the update. Confirm your company timezone is set correctly under Settings.
Applies to: Existing and future inspections when flows run after the update.
Overpaid jobs no longer lock reports or send payment reminders
When a discount was applied to a job after payment was already collected — creating a slight overpayment — the report was staying locked and clients and agents were receiving payment reminder messages even though the job was paid in full. Both issues are now resolved. Overpaid jobs are treated as settled, reports unlock automatically, and payment reminders are suppressed.
Where to find it: No new screen — takes effect automatically on affected workorders after the update. Clients will regain report access and reminder automations will stop firing on overpaid jobs.
Applies to: Existing and future workorders — jobs already in an overpaid state will be corrected when totals are resynced after the update.
Service duration can be cleared in service settings
Editing a service no longer fails when duration is left empty — the settings form accepts a blank duration instead of throwing a validation error.
Where to find it Open Settings → Services, edit a service, and clear or leave duration unset, then save.
Applies to: Existing and future service records when edited after the update.
Dropdown menus in Worklist and Action Flow conditions now show full option names
When building conditions in Worklists, Action Flows, or Agreement Templates, dropdown menus for list values (such as Services, inspectors, tags, and contact roles) were cutting off long names so the full text wasn't visible. You can now read and select any option regardless of its length or the width of your browser window.
Where to find it: No new screen — takes effect automatically. The fix applies anywhere you use the Conditions builder, including creating or editing a Worklist under Work, building Action Flow conditions, and Agreement Template conditions.
Applies to: Existing and future records — any Worklist, Action Flow, or Agreement Template using list-type conditions will display correctly after the update.
Profile menu now scrolls when you belong to many companies
The profile menu in the left navigation was getting cut off for users with a large number of company memberships — items below the company list, including Attik Admin and Sign Out, were unreachable without zooming out in the browser. The menu now scrolls so every option is accessible at normal zoom on any screen size.
Where to find it: Open the profile menu at the bottom of the left navigation bar — the full menu is now scrollable when the company list is long.
Applies to: Existing and future sessions — takes effect automatically after the update.
June 17th, 2026
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:
Open Admin → Launchpad Revenue
Select companies and a date range, then click Apply
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:
Client portal → job Pay for Your Service / payment page — fee line and status chips
Client portal → timeline and invoice accordion — due-at-closing wording
Workorder → Charges & Payments — Pay at Close payment row, fee line, and PAC status chip
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:
Settings → Integrations → expand ISN
Enter ISN historical import API credentials and test connectivity
Complete inspector mapping and contact roles sections
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.
June 16th, 2026
Summary
Client Care Dashboard now lets you switch between Booked Date and Inspection Date when viewing metrics.
Reports Hub gained linked collection filters, inspector columns and filters, and timezone labels on report previews.
Payment batch details show payer names, improved sorting, and a clearer layout.
Revenue dashboard labels and forecast percentage calculations are more accurate, including daily charts that handle Sundays correctly.
New Features
Client Care Dashboard date type filter
What changed: The Client Care Dashboard now includes a Date Type toggle so you can view metrics by Booked Date (when the job was scheduled) or Inspection Date (when the inspection takes place). KPI labels update to match your selection.
Where to find it:
Open Admin → Client Care Dashboard
Use the Date Type toggle in the header — Booked Date or Inspection Date
Apply your company and date range filters as usual
Setup: Requires Client Care Dashboard access.
Online scheduler row on Client Care Dashboard
What changed: The Client Care Dashboard Employee Performance table now includes an Online / Self-Booked row that shows scheduler metrics for jobs booked through the online scheduler (client self-booking), alongside individual client care reps. Use the Online Scheduler toggle above the table to show or hide the row; when visible, it is included in the Team Average calculation.
Where to find it:
Open Admin → Client Care Dashboard
Scroll to Employee Performance
Use the Online Scheduler toggle to include or exclude the Online / Self-Booked row
Setup: None — requires Client Care Dashboard access.
Filter Reports Hub exports by linked collection fields
What changed: When a Reports Hub report links multiple collections (for example inspections plus quotes or reports), you can now add filters on fields from those linked collections — such as quote status, report status, or inspection published state — grouped under each linked collection in the filter panel.
Where to find it:
Reports Hub
Create or edit a report and add a Link collection (for example link Quotes to an Inspections report)
Open Filters — linked collection filters appear in their own sections
Setup: Requires Reports Hub permission.
Improvements
Inspector columns and filters in Reports Hub
What changed: Reports Hub exports and filters now support inspector-focused fields such as assigned inspector names, requested inspector names, and inspector-based filter options when building or running reports.
Where to find it: Reports Hub → create or edit a report (Inspections Collection) → Columns and Filters.
Setup: None.
Reports Hub preview shows dates in company timezone
What changed: Report previews in Reports Hub now label date and time columns with your company timezone, so you can confirm how exported dates will read before downloading.
Where to find it: Tools → Reports Hub → open a saved report or run preview.
Setup: None.
Payment batch details show payer names and improved layout
What changed: The payment batch detail view now shows customer/payer names linked to each transaction, with improved column sorting and a clearer table layout for reviewing batch payouts.
Where to find it:
Payments → Payment Batches
Open a batch to view transaction details
Setup: None.
Revenue dashboard SummaryBox labels clarified
What changed: The revenue widget Summary area now uses clearer column headings (Budget, Available, Actual) and more consistent percentage labels so capacity and forecast comparisons are easier to read at a glance.
Where to find it: Tools dashboard → Revenue widget → summary boxes at the top.
Setup: None.
Workorder people and inspector display improvements
What changed: Contact and inspector sections on workorders, worklists, and quote rows were refreshed for clearer names, avatars, phone formatting, and layout consistency.
Where to find it: Workorders, Tools → Work worklists, and open quote rows.
Setup: None.
Bug Fixes
Internal scheduler ignores next-day booking cutoff
What changed: Staff scheduling jobs through the internal scheduler can still book next-day appointments after your online next-day cutoff time. The cutoff continues to apply to the online scheduler and client self-booking only.
Where to find it: Tools → schedule or reschedule a job using the internal scheduling flow (not the client-facing online scheduler).
Setup: None — online scheduling cutoffs under Settings → Scheduling are unchanged.
Applies to: Future internal scheduling and rescheduling actions after the update.
Revenue forecast percentage calculation
What changed: The revenue widget now calculates % of budget filled and related forecast comparisons correctly when a business segment is selected or when forecast totals are partial.
Where to find it: Dashboard → Revenue widget.
Applies to: Existing and future date ranges when viewing the dashboard after the update.
Revenue daily chart handles Sundays correctly
What changed: Daily revenue charts no longer drop or mislabel Sunday data points, so custom and weekly views align with the full date range selected.
Where to find it: Dashboard → Revenue widget → daily view.
Applies to: Existing and future records when viewing historical date ranges.
June 15th, 2026
Summary
Worklists gained customizable columns, quick filters, drag-and-drop ordering, and richer inspector and contact details on each row.
Forecast Settings now supports month-first budgeting with week shaping, plus paste-from-spreadsheet entry for annual plans.
Staff can manually edit agreement content on individual workorders when the template allows it, and temporary availability slots can be hidden from the online scheduler.
Attik Mobile had no production release in this window (June 12–June 14, 2026).
New Features
Customize worklist columns
What changed: Each worklist now has a Columns control so you can show or hide optional columns — including required-info fields and contact-role columns — and save that layout for the worklist.
Where to find it:
Worklists → open any worklist (inspections, quotes, or events)
Click Columns above the list
Check or uncheck columns, then click Apply
Setup: None — available after the update for worklists you can already access.
Worklist quick filters
What changed: Worklists now include a filter bar for narrowing the list without editing the worklist definition — by inspector, team, status, business segment, date range, and other context-aware options depending on worklist type.
Where to find it: Worklists → open a worklist → use the filter controls at the top of the list.
Setup: None.
Reorder worklists by drag and drop
What changed: You can drag worklists in the Work menu to change their order. The new order is saved for your company.
Where to find it: Tools → Work → drag worklist names in the left menu to reorder.
Setup: None.
Assign worklists to specific team members
What changed: When creating or editing a worklist, you can assign it to specific team members under Members. Assigned users can click My Worklists in the Work menu to show only worklists they belong to. Leave Team Members empty to keep a worklist visible to everyone.
Where to find it:
Tools → Work → create or edit a worklist
In the Members section, select Team Members (optional)
To view your assignments, open Work and click My Worklists above the worklist menu
Setup: None — team members must already exist as office staff or inspectors in Attik.
Richer inspector and contact details in worklists
What changed: Worklist rows now show inspector avatars and initials, locked or requested inspector status, and improved contact and service summaries so you can scan assignments without opening each row.
Where to find it: Tools → Work → any inspection, quote, or event worklist.
Setup: None.
Required info fields as worklist columns
What changed: Custom required-info fields can appear as columns in worklists, so teams can see job-specific data (dropdowns, dates, text fields) directly in the list view.
Where to find it: Tools → Work → open a worklist → Columns → enable required-info field columns.
Setup: Required-info fields must already exist under Settings → Required Info.
Month-first forecast budgeting with week shaping
What changed: Forecast planning is organized around monthly budgets first. For each month you can shape how revenue is distributed across weeks — including holiday-aware week weights — so dashboard forecasts align with how your team plans by month.
Where to find it:
Settings → Forecast
Enter monthly totals in the budget grid
Open Week shaping for a month to adjust how that month’s target spreads across weeks
Setup: Requires Settings Admin access and the Annual Forecast permission to view forecast widgets on the dashboard.
Paste forecast budgets from a spreadsheet
What changed: The monthly forecast grid accepts pasted values from Excel or Google Sheets, so you can bulk-enter monthly or segment budgets instead of typing each cell.
Where to find it: Settings → Forecast → click into a budget cell and paste copied spreadsheet values.
Setup: None beyond existing Forecast Settings access.
Manually edit agreement content on a workorder
What changed: When an agreement template has Allow Editing turned on, staff can edit that agreement’s content for a single job without changing the master template. Regenerating from the template will overwrite manual edits.
Where to find it:
Open a workorder → Agreements
For agreements with editing enabled and not yet signed, click the pencil icon to edit content for that job only
Setup: Enable Allow Editing on the agreement template under Tools → Agreements → Templates.
Hide temporary slots from the online scheduler
What changed: When creating or editing a temporary availability slot, you can turn off Offered in online scheduler. Internal-only slots remain available for staff and dispatch scheduling but do not appear to clients booking online.
Where to find it:
Settings → Inspectors → select an inspector → Temporary Slots
Create or edit a slot and toggle Offered in online scheduler
For recurring series, choose whether the setting applies to one occurrence or all future occurrences
Setup: None.
Improvements
Show more appointment times per day in the online scheduler
What changed: When a day has many available times, the online booking calendar shows a +N more control to expand the day and reveal additional slots, then Show less to collapse.
Where to find it: Client-facing online scheduler → Select a time step → days with many slots.
Setup: None.
Clearer pricing confirmation when changing requested inspector
What changed: When staff change the requested inspector or other pricing-related fields on a workorder, Attik shows a clearer confirmation explaining whether service prices, duration, or charges may change before saving.
Where to find it: Open a workorder → edit Requested inspector, property details, or required info that affects pricing.
Setup: None.
Online booking cutoff rules enforced at confirmation
What changed: Same-day and next-day booking restrictions from your scheduling settings are now enforced when the job is actually booked, not only when slots are first displayed. This prevents stale browser sessions from booking outside your allowed window.
Where to find it: No new screen — applies automatically on the online scheduler and internal booking confirmation flows.
Setup: Configure same-day and next-day rules under Settings → Scheduling if not already set.
Client portal card payment form layout
What changed: The card payment area on the client portal was reorganized for clearer labels, spacing, and accessibility on smaller screens. Previously this was causing an issued that made the expiration date field appear to be greyed out or only allow 1 or 0 as entry options.
Where to find it: Client portal → pay for an inspection → Credit card tab.
Setup: None.
Clearer QwikFix repair quote button labels
What changed: Button labels in the QwikFix repair quote flow were updated for consistency so clients understand what each action does when requesting repair quotes.
Where to find it: Client portal → report → Repair list → QwikFix quote flow.
Setup: QwikFix must be connected under Settings → Integrations → QwikFix.
Bug Fixes
Dashboard quarter and custom date range revenue totals
What changed: Revenue widgets now calculate quarter and custom date ranges correctly, including how “actual” revenue is counted across week boundaries.
Where to find it: Tools dashboard → Revenue and related date-range widgets.
Applies to: Existing and future records when viewing historical date ranges.
QwikFix repair quotes include report PDF and process more reliably
What changed: QwikFix quote submissions now send the report PDF link when available, and webhook handling is more tolerant when a quote reference is missing — reducing failed repair-quote requests.
Where to find it: Client portal → Repair list → QwikFix submissions.
Applies to: Future QwikFix quote submissions after the update.
Convenience fees respect “fees disabled” on a job
What changed: Card convenience fees are no longer charged on jobs where fees have been disabled, even when pass-through processing is enabled.
Where to find it: No new screen — applies when clients pay by card on affected jobs.
Applies to: Future card payments on jobs with fees disabled.
Pay-at-close payment status stays accurate when order status changes
What changed: Pay-at-close (PAC) payments now follow more reliable status rules when the underlying PAC order is cancelled, declined, or otherwise updated — so workorder payment status matches what actually happened.
Where to find it: Workorder Payments section and client portal payment status for PAC jobs.
Applies to: Existing and future PAC payments when status updates are received after the release.
ACH and card payment statuses display more consistently
What changed: Payment statuses from the card processor are normalized so ACH and card settlements show consistent completed, pending, or failed states across payments and refunds.
Where to find it: Workorder Payments, payment batches, and client payment history.
Applies to: Existing and future payments when settlement status updates are processed.
Client report header shows the correct inspector
What changed: Report headers on the client portal now fall back to the assigned inspector more reliably when primary inspector data is incomplete.
Where to find it: Client portal → open a report → report header.
Applies to: Existing and future reports when viewed in the client portal.
Defect photo carousel navigation cleaned up
What changed: Photo carousels on defect cards no longer show unnecessary dot indicators that could clutter the view on multi-photo observations.
Where to find it: Client portal → report → defect cards with multiple photos.
Applies to: Existing and future reports viewed in the client portal.
June 8th, 2026
Summary
Google Calendar sync lets companies turn on calendar export and lets inspectors connect a personal Google Calendar so confirmed inspections appear alongside their other events.
Admin Post-Inspection reporting now includes CSV exports for HomeBinder adoption data.
HubSpot deal linking is more reliable, with clearer deal IDs and sync feedback on the work order Integrations tab.
Dashboard charts now bucket dates using your company timezone, fixing drift for brands east of Mountain time.
QuickBooks invoice comparison on a work order reflects refunds correctly instead of overstating totals.
New Features
Google Calendar sync for inspector schedules
What changed: Companies can enable Google Calendar sync with a configurable look-ahead window. Inspectors can connect their own Google account, pick which calendar to use, and run Sync Now so confirmed inspections and event blocks appear on that calendar.
Where to find it:
Company setup: Settings → Integrations → Google Calendar
Inspector connection: Settings → Account (inspectors only) — Google Calendar section with Connect Google Calendar
Setup:
Open Settings → Integrations → Google Calendar.
Choose Sync Window (how far ahead to sync), then Enable Google Calendar Sync.
Each inspector opens Settings → Account, connects Google, selects a Calendar, and uses Sync Now if they want an immediate refresh.
New Action Flow condition: Current Contact Duplicated On Job
What changed: Flow builders can add a condition that checks whether the current recipient contact appears more than once on the same job and prevents action from sending to that specified contact—separate from the existing Contact Already On Job check which disables the action for all contacts on the job.
Where to find it:
Open Settings → Action Flows.
Edit a flow’s Edit Trigger Conditions or an action’s Conditionals.
In the contact attribute list, choose Current Contact Duplicated On Job.
Setup: None — available after the update for users who can edit Action Flows.
Improvements
Streamlined inspector mobile notification times
What changed: Schedule Reminder and Short-Notice Job Alert on the mobile app now offer a shorter, clearer set of times. Earlier evening reminder options were removed; anyone who had 6:00 PM or 7:00 PM selected was moved to 8:00 PM (night before), and 24 hours short-notice alerts were moved to 12 hours.
Where to find it:
Open Settings → Notification Settings.
Scroll to the Mobile app section.
Adjust Schedule Reminder or Short-Notice Job Alert.
Setup: None — existing selections were migrated automatically where needed.
Clearer HubSpot deal display and sync messages
What changed: The HubSpot panel on a work order shows a clearer Deal ID in the accordion header, improved loading states, and more specific toast messages when you Sync to HubSpot (created, updated, skipped, or failed).
Where to find it:
Open a work order.
Go to the Integrations tab.
Expand HubSpot — review Deal ID, Open in HubSpot, Resync, and Sync History.
Setup: Settings → Integrations → HubSpot must already be connected.
Export HomeBinder adoption data to CSV
What changed: Admins reviewing post-inspection revenue can download HomeBinder adoption data as a CSV for the companies and date range already selected on the dashboard.
Where to find it:
Open Admin → Post-Inspection.
In the Concierge Adoption section, use the Export menu.
Choose By Inspection Date or Sent Within Date Range.
Setup: Requires Admin access with permission to view Post-Inspection reporting.
Warning when a Blipp action is configured but Blipp is inactive
What changed: If a flow includes a Blipp action but the Blipp Reviews integration is disconnected, the Action Flow builder shows Blipp integration inactive with a link to reconnect before the action runs in production.
Where to find it:
Open Settings → Action Flows and edit a flow with a Blipp messaging action.
Or open Settings → Integrations → Blipp Reviews to reconnect.
Setup: Reconnect Blipp Reviews under Integrations if you want the action to run.
Spectora-hosted images in Action Flow emails
What changed: Images hosted on Spectora domains (Inspector Headshots) load correctly in emails that use Attik’s image proxy, so report or marketing images from Spectora appear for recipients instead of breaking.
Where to find it: No new screen — affects Action Flow emails that include Spectora-hosted images.
Setup: None — takes effect after the update.
Bug Fixes
Dashboard charts respect company timezone
What changed: Dashboard widgets such as Revenue, Segment Rev, and Capacity now group dates using your company timezone instead of drifting for brands east of Mountain time.
Where to find it: Dashboard home — no new screen; chart date ranges and totals update automatically after the release.
Setup: None — takes effect after the update.
Applies to: Existing and future records
QuickBooks invoice totals account for refunds
What changed: After refunds on a job, the Quickbooks integration panel shows the correct Expected total and Totals Match / Totals Mismatch comparison instead of double-counting refund amounts.
Where to find it:
Open a work order with QuickBooks sync enabled.
Go to Integrations → Quickbooks.
Review QB Total and the match status row.
Setup: None — corrected automatically for synced jobs going forward.
Applies to: Existing and future records
HubSpot duplicate deals resolved to a single deal
What changed: Attik now links each inspection to one HubSpot deal and prefers the quote-linked deal when duplicates existed, reducing mismatched deal IDs and sync confusion.
Where to find it: Workorder → Integrations → HubSpot — Deal ID and sync results should reflect the single correct deal.
Setup: None — existing jobs benefit on the next sync or when the deal panel loads.
Applies to: Existing and future records
More accurate Action Flow tag conditions and filtered sends
What changed: Tag-based conditions now evaluate tags across contacts on the job more reliably, and actions no longer report a successful send when every recipient was filtered out by conditions.
Where to find it: Settings → Action Flows — existing Conditionals using tags; behavior improves automatically on the next run.
Setup: None — takes effect after the update.
Applies to: Future records only
June 8th, 2026
Summary
Attik Mobile gained a report queue with AI comment ingest, inspector lists on jobs, payroll-from-inspection, past-job search, and stronger sign-in reliability in the latest app release.
New Features
Job-linked payroll adjustments from an inspection (Mobile App)
What changed: Users with payroll permission can start payroll adjustments tied to a job from inspection details on mobile instead of only from separate payroll screens.
Where to find it:
Open the Attik Mobile app.
Open Inspection details for a job.
Use the payroll adjustment entry point on that screen.
Setup: The user’s account needs payroll permissions.
Search past inspections on mobile (Mobile App)
What changed: The mobile Schedule experience supports searching and scrolling through older inspections with improved handling for long lists.
Where to find it:
Open the Attik Mobile app.
Click magnifying glass icon
Search or scroll to find past jobs.
Setup: None
Improvements
Inspectors listed on mobile inspection details (Mobile App)
What changed: The inspection details screen on mobile shows an inspectors list for who is assigned on the job.
Where to find it: Attik Mobile app → Inspection details.
Setup: None — available after the app update.
Mobile sign-in and company selection more reliable (Mobile App)
What changed: Fixes for company selection after sign-in and unauthorized session edge cases; mobile sessions also last longer (90-day cookie) so inspectors stay signed in across normal field use.
Where to find it: Attik Mobile app → Sign in and Select company screens.
Setup: None — available after the app update.
Next-day job push notifications (Mobile App)
What changed: Inspectors can receive push notifications for next-day jobs when notification settings are enabled.
Where to find it:
Open the Attik Mobile app.
Open Settings (or notification settings in the app).
Enable notifications; allow device notification permissions when prompted.
Setup: Enable notifications on the device and in the app.
Schedule week selector layout on small phones (Mobile App)
What changed: The day/week selector on the schedule adapts better on narrow screens (button sizing and week width).
Where to find it: Attik Mobile app → Schedule.
Setup: None — available after the app update.
June 2nd, 2026
Summary
Temporary inspection slots let schedulers add one-off or recurring extra availability without changing the permanent weekly grid.
Signed agreements that go out of date after job changes can archive and refresh automatically so clients are not stuck on outdated paperwork.
Payments, HomeBinder, scheduling, action flows, and dashboards received targeted fixes for bank deposits, moving-plan access, invalid map coordinates, and metric alignment.
New Features
Temporary inspection slots
What changed: Schedulers can add temporary availability for an inspector—single openings or recurring series (daily, weekly, or monthly)—without editing the permanent weekly slot grid.
Where to find it:
Inspection Calendar
Click any open tile on the calendar that does not have an existing slot or hover over the black ‘+’ button and select the ‘Add Temporary Slot’ option.
Select the Temporary Slot option from the pop up
Settings
Go to Inspectors and open an inspector’s profile.
In the Temporary Slots section, add, edit, or remove temporary openings that appear in scheduling alongside the normal weekly pattern.
Improvements
Automatic refresh for outdated signed agreements
What changed: When job details change enough that a signed agreement would no longer match what a client should sign, Attik will archive the outdated version and create a fresh pending agreement for the client to sign.
Setup: None — automatic handling runs after relevant job changes; staff may use manual recreate as needed
QwikFix status visible on repair quote submissions
What changed: Repair list quote submission rows that used QwikFix show current QwikFix status and when it last changed, so staff do not need to open QwikFix for a quick check.
Where to find it: Client portal → Repair list on a report that has QwikFix submissions.
Setup: QwikFix integration must be connected.
Calendar view remembers your span and fits narrow screens
What changed: The main calendar restores how many days you prefer to view (saved per browser when a persisted view key is used) and adjusts the forward day span when the calendar layout is narrow.
Setup: None — your preferred forward range persists automatically when the calendar uses a saved view key.
Action flow conditions support date-time fields
What changed: When building action flow conditions, exists and does not exist checks can apply to date-time fields where that comparison makes sense.
Where to find it:
Open Tools → Action flows.
Edit or create a flow.
Add a condition and choose exists or does not exist — date-time fields are available where supported.
Setup: None — available after the update.
Faster sign-in for users on many companies
What changed: Users who belong to many companies should see faster login and company selection after sign-in.
Where to find it: Signing in to Attik on the web; no new screen.
Setup: None — available after the update.
Schedule shows fewer slots when coordinates are invalid
What changed: Online scheduler, dispatch, and related slot ranking handle unusable map coordinates more safely so bad geocodes are less likely to produce misleading “available” slots.
Where to find it:
Online scheduler (client-facing booking).
Dispatch and internal schedule flows that rank optimal slots.
Setup: None — available after the update.
Bank deposit batches easier to reconcile
What changed: Payments batch screens group funded rows by bank deposit date and show expected bank deposit amounts more clearly on batch detail views.
Where to find it:
Open Settings → Payment Batches
Open batch detail views for funded rows.
Setup: None — available after the update.
HomeBinder moving-plan access when reports are partially complete
What changed: HomeBinder / moving-plan eligibility in the client portal aligns better when some required reports are done but not all—completion is evaluated when any required report in the set is done, where your rules support that.
Where to find it: Client portal → Job → moving plan section (when HomeBinder is enabled for your company).
Setup: HomeBinder integration and moving-plan portal feature must be enabled.
Action flows stay valid when a referenced service is removed
What changed: Action flow conditions that reference specific services no longer break silently when those services are deleted from Settings → Services.
Where to find it: Settings → Action flows (conditions that reference services); removing services happens under Settings → Services.
Setup: None — available after the update.
Bug Fixes
AI assist no longer blocks “Add to Repair List”
What changed: The AI assist bar on report views no longer covers the Add to Repair List control.
Where to find it: Client portal → Report (or internal report views that show AI assist and repair list actions).
Setup: None — available after the update.
Clearer inspector context on jobs and agreements
What changed: Workorder and client agreement screens handle inspector data more reliably when multiple inspectors or partial data are involved.
Where to find it:
Workorder (job pages).
Client portal → Agreement flows linked to those jobs.
Setup: None — available after the update.
Discounted jobs no longer block reports with confusing “amount due”
What changed: Jobs with a discount that results in no remaining or a negative balance no longer show misleading payment messaging that can block client portal report access.
Where to find it: Client portal → Reports will now be accessible on discounted jobs that have paid and signed statuses.
Setup: None — available after the update.
HomeBinder buyer and agent payload fixes
What changed: HomeBinder sends use improved buyer versus agent selection and avoid stale “filtered out” state blocking valid sends after job updates.
Where to find it: Client portal → Job → moving plan / HomeBinder flows when HomeBinder is enabled.
Setup: HomeBinder integration must already be connected.
Payment funding sync and ACH settlement reconciliation
What changed: Sync for expected-to-fund and ACH settlement data is more reliable; payment batch lists present funding details more consistently for reconciliation.
Where to find it: Settings → Payments → payment batches and batch detail views.
Setup: None — available after the update.
QuickBooks invoice resync rebuilds charge lines
What changed: When you resync an invoice to QuickBooks from a workorder, charge lines on the invoice are rebuilt from the job’s current charges.
Where to find it: Workorder → invoice / QuickBooks resync actions (where your company triggers QuickBooks sync today).
Setup: QuickBooks integration must already be connected.
Buyer selection favors the actual client on jobs
What changed: When a job has both an agent and a client, buyer-related choices prioritize the non-agent client where appropriate across scheduling, portal, and messaging flows.
Where to find it: No new screen — affects scheduling, client portal, and automated communications that pick a buyer automatically.
Setup: None — available after the update.
April 3rd, 2026
Summary
Sign-in and accounts: Inspectors can use Google sign-in on the Mobile App, and the system more consistently blocks sign-in for inactive users or accounts without an active company membership—on the web tools, backend, and the inspector mobile app.
Files and uploads: Report and workorder uploads now follow a more reliable upload path with support for larger files (up to about 25 megabytes where applied), which reduces failed uploads and aligns limits across tools.
Agreements and contacts: You can archive agreements, see clearer handling of signed agreement snapshots, and benefit from fixes to contact tags and merge fields used in agreements and emails.
Money and accounting: Card payments through Guardian now ask for billing postal code when required for verification, and QuickBooks-related screens better reflect who is treated as the payer on invoices plus job status sync options.
Radon, scheduling, and the workorder: Radon tooling improves equipment transfer flows (including clearer labeling), ties radon-related calendar events to equipment, and adds shortcuts from radon data to the related workorder. Scheduling respects inspector-requested assignments better when jobs move, quote scheduling logic is refined, and editing charges can automatically suggest event end times based on duration.
Client reports and the portal: Client-facing report viewing got layout and readability improvements—including defect captions, summary sections, and media counts—with several targeted fixes; the online quote experience was tightened so client-side auth only applies where it should.
Attik Mobile: The field app shows sub-item descriptions and whether agreements are signed on the schedule, improves how required dates and times read on inspections, lets you add photos from the device into attachments, shows equipment details on events, supports selecting and copying text more easily, uses over-the-air update infrastructure for future app updates, and uses clearer error titles on login and verification screens.
New Features
Sign in with Google for inspectors (Mobile App)
What changed: Inspectors can sign in with Google on the mobile app, aligned with updated authentication on the web and server.
Before: Sign-in relied on the previous email and one-time-code flow only.
Now: Google is available as a sign-in option where your organization uses it.
Why it matters: Faster, familiar sign-in in the field with fewer typing errors.
Over-the-air update support for the mobile app (Mobile App)
What changed: The mobile app is set up to receive over-the-air updates.
Before: Most changes required a full app store release to reach devices.
Now: Certain updates can be delivered to the app without waiting for a store release.
Why it matters: Bug fixes and small improvements can reach inspectors sooner when used.
Agreement signed status on the schedule (Mobile App)
What changed: The mobile schedule surfaces whether an agreement is signed.
Before: That context was harder to see while routing the day.
Now: Signed status is visible on the schedule card flow.
Why it matters: Inspectors and leads can see paperwork status at a glance before the job.
Agreement archive and signed agreement snapshot
What changed: Agreements can be archived on the workorder, and the experience around signed agreement snapshots and related UI was improved.
Before: Limited or no archive workflow and rougher handling of signed views.
Now: Clearer lifecycle for agreements and how signed copies appear in the product.
Why it matters: Easier housekeeping and a clearer record of what clients signed.
Radon: equipment transfer experience and workorder links
What changed: Radon calibration and transfer flows were reworked; labels now emphasize equipment transfers, validation and state handling improved, and workorder links and actions appear in the right places from radon event data.
Before: Older transfer model and weaker navigation back to the job.
Now: A clearer transfer workflow and quicker jumps to the related workorder.
Why it matters: Less confusion when moving equipment between inspectors or events and faster access to the job record.
Radon equipment tied to calendar events
What changed: Calendar and event handling integrates radon equipment events so scheduling reflects equipment-aware context.
Before: Events did not fully reflect radon equipment behavior.
Now: Radon equipment is represented more consistently on the calendar side.
Why it matters: Office staff can align equipment and appointments with fewer mistakes.
QuickBooks: role-based payer on invoices and job status sync
What changed: Invoice contact selection respects role-based rules, and the interface reflects QuickBooks job status sync more clearly, with related backend fixes for display names and automations.
Before: Payer contact behavior and sync controls were less aligned with how roles work in Attik.
Now: Invoicing and sync setup better match your staff structure and QuickBooks expectations.
Why it matters: Cleaner books and fewer wrong contacts on QuickBooks invoices.
Improvements
Larger, more consistent file size limits for inspection attachments
What changed: Attachment size limits were raised and aligned (including about 25 megabytes where specified).
Before: Smaller or inconsistent limits caused unexpected rejections.
Now: Reasonable headroom for typical photos and PDFs.
Why it matters: Less frustration when uploading evidence from the field.
Presigned uploads for reports and workorder files
What changed: Uploads increasingly use direct-to-storage presigned URLs with follow-up finalization for a smoother path that avoids common browser and session issues.
Before: Uploads were more sensitive to cross-origin and session edge cases.
Now: More reliable uploads for reports and workorder file areas.
Why it matters: Fewer “upload failed” moments during busy report and documentation work.
Client report reading experience
What changed: Layout and styling improvements on report info cards, measured sections and collapsibles, text wrapping, photo modal captions, summary expansion behavior, and media count presentation; report “skin” refinements continue from prior work.
Before: Tighter layout, occasional clipping, and harder-to-scan summaries and media.
Now: Reports read more cleanly on desktop and small screens.
Why it matters: Clients and agents see a more professional, readable report.
Booking and quote detail presentation
What changed: Booking detail panels were streamlined for clearer display of key fields.
Before: Some details were harder to scan or inconsistently shown.
Now: A more consistent, readable layout.
Why it matters: Schedulers spend less time hunting for the same facts on every job.
Preserve inspector-requested assignments when rescheduling
What changed: When jobs move on the calendar, inspector-requested assignments are kept rather than dropped.
Before: Reschedules could clear or ignore those requests.
Now: Requested staffing survives the move.
Why it matters: Honors commitments made to inspectors and reduces rework.
Event duration and end time when editing charges
What changed: Editing charges can automatically derive end times from duration for events.
Before: End times had to be managed more manually.
Now: Duration-based suggestions reduce manual clock math.
Why it matters: Faster, more consistent calendar blocks tied to billed work.
Equipment quantities on new inspections
What changed: When inspections are created, equipment quantities use safer defaults and validation so only sensible positive numbers are stored.
Before: Missing or invalid quantities could propagate into bad data.
Now: Fallbacks and validation keep equipment counts trustworthy.
Why it matters: Reporting and scheduling that depend on equipment counts stay accurate.
Report preview and attachment cleanup
What changed: Report preview and attachment finalization behavior was cleaned up alongside the new upload approach.
Before: Stray or confusing preview and attachment states in some flows.
Now: Cleaner handoff from upload to finished attachment or preview.
Why it matters: Less confusion before publishing or sending a report.
Agent Assist guidance for general report questions
What changed: The knowledge behind report chat was tuned so general questions get gentler, more appropriate guidance.
Before: The assistant could feel overly rigid or off-topic for broad questions.
Now: More helpful tone and relevance for everyday “how do I…” questions.
Why it matters: Inspectors get unstuck without feeling scolded by the helper.
Timezone handling in jobs and agreements
What changed: Time zones are handled more consistently across job and agreement experiences.
Before: Occasional confusion near zone boundaries.
Now: Clearer alignment between displayed times and stored values.
Why it matters: Fewer “wrong time” surprises for clients and staff.
Data Exports, quotes, and permissions
What changed: Inspectors can access Data exports when their role and permissions allow. Quote-related copy and permission types used in the product were updated.
Before: Inspectors were blocked from data exports in the same way as before this change; quote wording and permission labeling may have been unclear or too narrow.
Now: Permitted inspectors can use data exports; quotes and permissions read more clearly for everyday use.
Why it matters: Trusted field staff can pull exports they are allowed to run; less confusion in quotes and access labels.
Sub-item descriptions on the mobile schedule (Mobile App)
What changed: Schedule cards can show descriptions for sub-items where available.
Before: Only top-level context was obvious on the card.
Now: Line-item detail is visible at a glance.
Why it matters: Inspectors see scope detail before arriving on site.
Equipment details on inspection events (Mobile App)
What changed: Events can show equipment details in the inspection view.
Before: Equipment context was thinner on mobile.
Now: Field staff see what equipment applies to the event.
Why it matters: Better preparation and fewer “wrong gear” moments.
Add photos from the device to attachments (Mobile App)
What changed: Attachments integrate with the device photo picker for adding images.
Before: Adding photos was less integrated with native picking.
Now: Familiar camera-roll style selection for inspection attachments.
Why it matters: Faster documentation from photos already on the phone.
Selectable text in inspection views (Mobile App)
What changed: Text in inspection areas supports selection for copy and accessibility-style use.
Before: Some blocks were hard to select.
Now: Easier to copy addresses, notes, or codes.
Why it matters: Less retyping when sharing details into messages or maps.
Bug Fixes
Guardian card payments: billing postal code required
What changed: Card payments through Guardian now collect billing ZIP or postal code when needed for address verification.
Before: Missing postal data could cause declines or processor errors.
Now: The form prompts for what the processor expects.
Why it matters: Smoother checkout and fewer mystery payment failures.
Pay at Close: order totals and client details
What changed: Logic that updates Pay at Close order totals and resolves client information was refined.
Before: Edge cases could produce inconsistent totals or buyer or client context.
Now: Totals and client-related data align more reliably with how the job and payer are set up.
Why it matters: Fewer surprises on invoices and payment-at-close flows.
Contact tags and merge fields for agreements and messaging
What changed: Validation and behavior around contact tags and merge fields were corrected alongside agreement work.
Before: Tags or fields could fail or insert incorrectly.
Now: More reliable personalization and tagging.
Why it matters: Client-facing emails and agreements show the right names and labels.
Web auth: magic links, session, and user status
What changed: Web authentication was tightened for user status, magic-link error handling, and session membership behavior.
Before: Some magic-link or session edge cases failed or showed inconsistent status.
Now: Sign-in flows and active-session behavior are more reliable.
Why it matters: People spend less time fighting the login experience.
Company switching, archived reports, payroll filters, and settings navigation
What changed: Fixes for switching companies, how archived reports appear, payroll filtering, and which settings navigation options show for a user’s permissions.
Before: Wrong company context, missing or wrong lists, or incorrect menu visibility.
Now: Expected behavior across those areas.
Why it matters: Daily work in multi-company or payroll-heavy offices is less error-prone.
Client portal and quote routes: authentication scope
What changed: Client edge authentication is limited to quote-related paths so other experiences are not unintentionally gated.
Before: Auth could leak into areas where it did not belong.
Now: Quotes stay protected without breaking unrelated pages.
Why it matters: Clients see fewer odd login prompts on public-style pages.
Reports: indicated items, sewer scope signature line, and related layout fixes
What changed: Corrections to how certain report indicators render and removal of an inappropriate sewer scope signature line where it did not belong, plus related layout fixes.
Before: Misleading indicators or extra signature noise.
Now: Report sections match the intended template behavior.
Why it matters: Clearer deliverables for clients and fewer template arguments.
Mobile: required info date and time display (Mobile App)
What changed: Required information date and time values are formatted consistently on inspection.
Before: Some values were hard to read or oddly formatted.
Now: Human-readable dates and times.
Why it matters: Inspectors confirm required details faster on site.
Mobile: login and verification error titles (Mobile App)
What changed: Error alerts on login and OTP verification use consistent, clear titles.
Before: Titles were inconsistent or vague.
Now: Users immediately know which step failed.
Why it matters: Faster recovery from typos or expired codes.
March 30th, 2026
Summary
Sign into Attik using your company Google email
Reports Hub now supports richer report building with linked data, stronger previewing, improved sharing behavior, and prebuilt report paths.
Teams can now view equipment details more clearly in events and workorders.
Invoice and payment workflows picked up meaningful upgrades, including better refund handling and selective invoice charge display.
Scheduling and reschedule flows were improved, including fixes around cancelled/rebook workflows.
Multiple updates to the mobile app to enhance inspector experience.
New Features
Sign in with Google on the login screen
What changed: The Attik login page now allows for login using the Sign in with Google button. Choosing it starts sign-in with Google and, when successful, takes you into Attik the same way a completed email link sign-in would.
Before: Sign-in was centered on other methods (such as getting a login link by email), depending on how your instance was set up. There was no Google button on the login screen for this flow.
Now: Where Google sign-in is enabled, you’ll see Sign in with Google on the login screen and can use your Google email and password (or Google’s own prompts, such as passkeys or two-step verification) to authenticate.
Why it matters: Fewer steps and less password juggling for people who live in Google Workspace; clearer option for “I use my company Google account” without hunting for the right email link. Admins still control which sign-in methods are available for your organization.
Expanded Reports Hub Builder and AI Assistance
What changed: The Reports Hub was expanded with richer report-building controls, including linked collection support, stronger filter/aggregation options, prebuilt runs, and in-flow AI help.
Before: Teams had more limited report composition and had to rely on narrower report setup patterns.
Now: Teams can build more advanced reports in one flow and use AI-assisted guidance while creating reports.
Why it matters: This makes custom reporting more practical for operations, implementation, and leadership teams without relying on ad-hoc spreadsheets.
Equipment Visibility in Events and Workorders
What changed: Equipment requirements are now surfaced more directly in event and inspection workorder experiences.
Before: Teams had to infer or cross-check equipment needs from other places.
Now: Equipment requirements appear in the scheduling/workorder flow where teams are actively making dispatch decisions.
Why it matters: This reduces missed equipment prep and helps field coordination stay accurate.
Contact usage tiers and job-volume insights
What changed: You can define usage tiers for each contact role (such as agent, client, or other roles your company uses). Each tier has a name, a range of job counts (based on recent work), and a color. Attik then calculates how many jobs each person has in that role over the last three, six, and twelve months, assigns the matching tier, and shows whether their twelve‑month volume is trending up, down, or steady compared with the year before. That tier, trend, and count context appears next to people on the contact directory, on quotes, and on workorders and inspections—wherever those people are already listed.
Before: Seeing who your heavy repeat relationships were meant digging through history or external habits; there was no standard, at-a-glance signal tied to role and recent job volume in the places staff already work.
Now: The same person can be summarized differently by role, with color‑coded tiers your office defines and simple trend direction for the last year vs. the prior year—right beside their name when scheduling, quoting, or managing the job.
Why it matters: Brands can prioritize outreach, recognize top referrers or high‑volume agents, and notice cooling or growing relationships without running a separate analysis—while keeping the definitions aligned with how your company actually labels roles.
Requested jobs stand out on schedule and inspection (Mobile App)
What changed: When a job lists you among requested inspectors, the mobile app shows a clear indicator (a star on schedule cards and matching treatment on the inspection details screen).
Before: There was no in-app signal that you were specifically requested for that job.
Now: You can spot requested work alongside your usual schedule and inspection details.
Why it matters: You can prioritize the right jobs without digging through office notes or the web app.
View all notes from the inspection screen (Mobile App)
What changed: The notes area on an inspection includes a View All Notes control that takes you to the full notes experience for that job.
Before: You saw grouped notes on the inspection screen without a dedicated path to the complete list in one tap.
Now: One tap opens everything for that inspection’s notes.
Why it matters: Long threads and older notes are easier to reach when you are in the field.
Finish report work from the inspection screen in (Mobile App)
What changed: On a job’s inspection screen in Attik Mobile, there is now a Reports area that matches how you wrap up reporting in the office: you can see what’s still needed for each service, add or link reports, update status (including marking a report Completed), refresh reports when your report system has new drafts, and open a report or the work order in Attik when you need the full Attik experience in the browser. View in Attik also lists client portal links by contact when those apply, so you can jump out and back without redoing your place in the app.
Before: Inspectors could review job context on the phone but still had to leave the app for most of the end-of-job reporting and wrap-up steps.
Now: The core reporting and completion steps for an inspection live on the inspection screen, with clear ways to open Attik or the portal in the browser only when something still has to happen there.
Why it matters: Less juggling between the field app and a laptop, faster handoff after the site visit, and fewer “I’ll finish that when I’m back at the desk” gaps.
Improvements
Payment and Refund Workflow Accuracy
What changed: Refund and batch-related calculations were improved, including fee-aware refund handling.
Before: Partial and edge-case refund handling could lead to confusing totals or extra reconciliation effort.
Now: Refund behavior and related payment totals are more consistent across payment views.
Why it matters: This improves trust in payment records and saves time during reconciliation.
Unfinished payment and agreements show up open on the job page
What changed: On the client portal job view, sections that still need the client’s attention—such as agreements that need a signature or payment that is not complete—now open automatically when the client is allowed to see them, together with Reports when reports are available. Finished steps stay collapsed so the page stays easy to scan.
Before: Important steps could stay folded closed even when payment was still due or agreements still needed action, so clients sometimes overlooked them.
Now: The work that still needs doing opens up front, so clients see sign and pay tasks without digging through collapsed sections.
Why it matters: Fewer missed signatures and payments, and less back-and-forth for your team when clients “didn’t see” what to do next.
Softer AI answers for general report questions
What changed: When someone asks the report AI assistant a very general question, responses lean on a lighter knowledge style instead of over-asserting inspection-specific facts.
Before: General questions could get answers that felt too specific or off-topic for what was asked.
Now: Replies better match the intent of broad questions while staying helpful.
Why it matters: The assistant feels more natural for quick questions without misleading readers about the inspection.
Contact details when you expand a row (Mobile App)
What changed: Expanding someone in the contacts list shows their phone number (formatted for readability) and email address above the Call, Message, and Email actions.
Before: You had action buttons but did not see the raw phone and email spelled out in the expanded section.
Now: You can confirm the number or address before you tap to reach out.
Why it matters: Fewer misdials and less guessing when several people share a role on a job.
Sign-in codes survive switching away from the app (Mobile App)
What changed: If you step away to your texts, email, or another app while signing in, the app remembers that you are mid–sign-in code flow for a short window and brings you back appropriately when you return.
Before: Backgrounding the app could force you to restart sign-in from the beginning.
Now: You can complete verification without repeating earlier steps, within the allowed time.
Why it matters: Sign-in is less frustrating on real devices where people constantly switch apps.
Schedule cards and location transparency (Mobile App - iOS)
What changed: Schedule cards use more consistent layout and styling so times and status read more cleanly. On iPhone, when the system asks for location access, the explanation text now describes using location for map placement and directions to inspection sites.
Before: Cards were slightly less consistent visually; the location permission prompt used generic or missing explanation text.
Now: The schedule is easier to scan, and the location prompt matches how the app uses location.
Why it matters: Less visual noise on a busy day, and clearer trust when the device asks for location.
Requested inspector indicator (Mobile App)
What changed: When an inspector is marked as requested on a job, that shows as a badge on the inspection screen and on schedule cards.
Before: Requested assignments were easier to miss on mobile.
Now: Requested work stands out in the schedule and inspection header area.
Why it matters: Dispatch and inspectors align on who was asked for without opening extra screens.
Notes list and “view all” (Mobile App)
What changed: Notes on an inspection are easier to browse, with streamlined filtering and a clear way to open the full notes list.
Before: Long note threads were harder to scan or open in full.
Now: You can jump to everything when you need the full history.
Why it matters: Office and field staff catch up on job context quickly from the phone.
Bug Fixes
Cancelled/Rebook Workflow Reliability
What changed: Workorder and contact flows were updated so cancelled jobs can be found and rebooked more reliably.
Before: Rebooking cancelled work could be inconsistent and required extra manual checks.
Now: Cancelled-to-rebook workflows behave more predictably in day-to-day operations.
Why it matters: This reduces lost opportunities and scheduling errors when customers need to book again.
Event Sync Duplication and Loop Protection
What changed: Sync handling was tightened to avoid processing paths that can create duplicate or unlinked event behavior.
Before: Some sync patterns could create messy event states that needed cleanup.
Now: Event sync behavior is more guarded in standalone synchronization scenarios.
Why it matters: Teams spend less time cleaning calendars and resolving avoidable scheduling confusion.
Large-Home Booking Validation Consistency
What changed: Booking validation and related route handling were improved around edge-case square-footage behavior.
Before: Some large-home scenarios could hit inconsistent behavior across booking paths.
Now: Booking validation behavior is more consistent for those edge cases.
Why it matters: This reduces avoidable booking interruptions for high-value jobs.
Client inspection report reading experience
What changed: When clients open an inspection report online, photo captions show more reliably, summary view still lets you open full finding details when needed, and media rows show clearer photo versus video counts. The optional AI help panel for reports clears when you close it and avoids showing outdated streamed text.
Before: Captions could appear inconsistently, summary mode could hide important detail, media counts were less obvious, and the AI help panel could feel “stuck” on old content after closing.
Now: The report is easier to scan, summary reading is less limiting, media is easier to interpret at a glance, and AI help feels cleaner to open and close.
Why it matters: Clients and agents review reports faster and with less confusion during walkthroughs and negotiations.
Time clarity on jobs and agreements
What changed: Time and date handling was improved where jobs and agreements are shown and edited so local timing is less ambiguous.
Before: Timezone-related edge cases could make scheduled times or agreement timing harder to trust at a glance.
Now: Display and handling better respect the intended local context.
Why it matters: Fewer scheduling misunderstandings and cleaner agreement timing for staff and customers.
Sign-in codes survive switching apps (Mobile App)
What changed: Email or text sign-in verification keeps your place in the flow if you leave the app and return (for example to read a code in mail or messages).
Before: Backgrounding the app could interrupt verification and force you to start over.
Now: You can complete verification after switching apps.
Why it matters: Less frustration signing in on a phone during a busy day.
March 26th, 2026
Summary
Workorder pricing flows were updated to improve charge accuracy, equipment handling, and modifier-based recalculations.
Scheduling and calendar experiences were refined, including better reschedule behavior and a new option to hide inspection duration in online scheduling.
Workorder syncing flows now provide clearer support for Spectora sync scenarios.
Invoice flexibility improved with better control over which charges appear on custom invoices.
Several UI polish updates improved clarity across activity, booking, quote, and assistant experiences.
New Features
Online Scheduler Duration Display Control
What changed: A new setting allows teams to show or hide inspection duration in the online scheduler.
Before: Duration display behavior was fixed and could not be toggled.
Now: Teams can control whether duration is visible during online scheduling.
Why it matters: This gives teams more control over how availability is presented to customers.
One-Off Report Support
What changed: Users can now add one-off reports in supported report flows.
Before: Report options were more limited for ad hoc needs.
Now: Users can create one-off reporting entries when needed.
Why it matters: This supports real-world exceptions without forcing users into rigid report patterns.
Agent Usage and Inspection Trend Support
What changed: Trend-oriented frontend support was added for agent usage and inspection count over time.
Before: These metrics were less accessible in trend view contexts.
Now: Users can work with more complete trend data experiences for agent activity and inspection volume.
Why it matters: Better trend visibility supports staffing and operational planning decisions.
“Sync Spectora job” action added in inspection actions
What changed: A new “Sync Spectora job” action was added in inspection actions so teams can manually pull in updated report changes when needed.
Before: If report updates were delayed or out of sync, users had fewer direct in-workflow recovery options and often had to wait or troubleshoot.
Now: Users can trigger a sync from the inspection workflow to refresh report data without leaving their normal work area.
Why it matters: This gives teams a faster recovery path when report data needs to catch up, reducing delays in client-facing workflows.
Improvements
Edit Charges Experience Enhancements
What changed: The Edit Charges experience now supports equipment count and improved recalculation behavior when modifier fields change.
Before: Related values did not always adjust as smoothly when charge inputs changed.
Now: Charge updates react more reliably as users edit modifiers and equipment-related details.
Why it matters: Faster, more predictable editing helps teams finalize workorders with less friction.
Custom Invoice Charge Visibility Controls
What changed: Users can choose which charges appear on custom invoices.
Before: Invoice charge visibility was less flexible in specialized billing scenarios.
Now: Teams can tailor invoice output to show only relevant charges.
Why it matters: Cleaner invoices are easier for customers to understand and approve.
Calendar and Reschedule Workflow Refinements
What changed: Calendar rendering/interactions and reschedule workflow behavior were improved.
Before: Some calendar/reschedule interactions were less smooth and required extra effort.
Now: Scheduling updates are more intuitive and reliable in day-to-day use.
Why it matters: Better scheduling UX saves time for teams managing high appointment volume.
Activity, Booking & Quotes Polish
What changed: Multiple interface refinements improved visual clarity and usability across inspection activity, booking & quotes.
Before: Some screens had rough edges in layout and interaction details.
Now: Interfaces feel cleaner and more consistent in everyday use.
Why it matters: Small UX improvements compound into faster navigation and better user confidence.
Sample report handling and access improvements
What changed: The sample report experience was improved so teams can more reliably open, share, and use sample reports in client and sales conversations.
Before: Sample report usage could feel clunky in some flows, especially when teams needed quick access for demonstrations or outbound communication.
Now: Sample reports are easier to access and use in real workflows, making it simpler to send prospects and clients through a polished preview experience.
Why it matters: A smoother sample report flow helps teams communicate value faster and creates a more professional pre-booking experience.
Client portal contact-permission handling updates
What changed: Contact-role access behavior in the client portal was tightened so each person on a job sees only the portal sections and actions that match their role (for example, client vs agent views).
Before: Teams could run into edge cases where portal access felt inconsistent when one person had multiple roles on a job, which made support and walkthroughs harder.
Now: Portal access is more role-accurate and predictable, so users are less likely to see the wrong options or miss the options they should have.
Why it matters: A clearer, role-specific portal experience reduces confusion for clients and agents and lowers support overhead.
Bug Fixes
Workorder Pricing Accuracy and Duration Handling
What changed: Pricing flows were improved to better handle duration-aware logic and charge conversion behavior.
Before: Pricing adjustments required more manual correction in some cases.
Now: Workorder pricing updates behave more consistently and accurately across common edit scenarios.
Why it matters: Fewer pricing inconsistencies reduce rework and improve confidence during checkout and approvals.
Charge Recalculation Consistency During Workorder Edits
What changed: Charge recalculation behavior was corrected for modifier-driven updates.
Before: Some edits could leave pricing values out of sync until additional manual changes were made.
Now: Related charges update more reliably as users make modifier changes.
Why it matters: This prevents pricing mismatches and reduces billing correction work.
Duplicate action-flow emails for contacts with multiple roles
What changed: Automated email sends were fixed so one person attached to a job in multiple roles does not receive duplicate copies of the same message.
Before: Some recipients could get the same automation email more than once, which looked like spam or a system error.
Now: Each recipient gets the expected single send from the automation flow, even if they appear on the job in more than one role.
Why it matters: This improves trust in communication, reduces inbox noise, and prevents client confusion.
Calendar lock tooltip, reschedule flow, and slot modal fixes
What changed: Several scheduling issues were fixed across lock-state messaging, reschedule behavior, and slot-selection modal interactions.
Before: Users could encounter confusing lock cues, awkward reschedule steps, or inconsistent slot modal behavior during booking changes.
Now: Rescheduling interactions are more stable and understandable, and slot updates are more dependable while moving jobs.
Why it matters: Reliable schedule-edit flows reduce rework for office teams and improve confidence when changing appointments.
Defect index display correction in report defect cards
What changed: Defect-card indexing in report views was corrected so item numbering and sequence display align properly for users reviewing findings.
Before: Some report readers could see defect numbering that looked off or inconsistent, making navigation and discussion harder.
Now: Defect cards display more accurate numbering/order, so users can reference findings more clearly during review and follow-up.
Why it matters: Clearer defect indexing improves report readability for clients, agents, and internal teams.