Summary

• The dashboard now separates jobs scheduled online from those scheduled internally, so you can evaluate scheduler performance and see close rates and ticket metrics per channel.

• The inspector calendar has a new filter so you can focus on specific inspectors, services, or teams. The filter lives in the calendar header and updates the calendar (and slot scheduler) to show only matching events and availability.

• The reschedule flow shows a clear "no slots found" message when there are no available times, with simple next steps instead of a blank calendar.

• Work orders display a booking details box (who scheduled, confirmed, or canceled and when), and report metadata (e.g. browser tab title) now matches the actual job address.

• The inspector calendar now supports recurring events.

New Features

Dashboard: Online vs Internal Scheduler

• What changed: The dashboard now shows two distinct views: jobs scheduled online (by the client or agent via the scheduler link) and jobs scheduled internally (by staff in Attik). Each view has its own metrics so you can compare channel performance.

• Before: Online and internal bookings were mixed in one set of stats, so it was hard to see how well internal scheduling staff were performing.

• Now: You can see internal-only stats for evaluating CSR/scheduling staff, and separate online metrics (close rate, average ticket, volume) so you can invest in the right channel.

• Why it matters: Clearer performance insights and better decisions about scheduling channels.

Inspector Calendar: Inspector, Service, and Team Filtering

• What changed: A filter control was added to the inspector calendar so you can narrow the view by inspector, service, or team. The filter sits in the calendar header (next to the month). Your choices drive what appears on the calendar and, where used, the slot scheduler.

• Before: The calendar showed everyone’s events in one view with no way to focus on a single inspector, service, or team.

• Now: You open a filter dropdown in the calendar header and pick one or more inspectors, services, or teams. The calendar and slot scheduler then show only events and availability that match your selection.

• Why it matters: Dispatch and office staff can focus on one inspector or team, see capacity by service or team, and keep the reschedule and slot views relevant without switching context.

Workorder Booking Details Box

• What changed: A new booking details box on the work order shows who scheduled, confirmed, or canceled the job and when.

• Before: Those details were not visible in one place on the work order.

• Now: You see scheduled by/at, confirmed by/at, and canceled by/at in a single, easy-to-scan box.

• Why it matters: Quick accountability and audit trail for scheduling and confirmation.

Calendar Revamp

• What changed: The inspector calendar was revamped with recurring events. The slot scheduler treats recurring events as blocked time.

• Before: There was not the ability to create recurring events.

• Now: Recurring events appear on the calendar and block slots.

• Why it matters: Efficiency in blocking inspector calendars for any recurring events.

Phone Number on User Profiles

• What changed: User accounts now store a phone number. Admins can view and edit it when managing users; the number appears on the user’s account page as read-only for the profile owner.

• Before: Phone was not stored on the user record, so it was not available in one place across the app.

• Now: In Settings → Users → [user] → Data, you can set and update that user’s phone. The profile owner sees their phone on the Account page but cannot edit it there.

• Why it matters: One consistent place for user phone numbers for contact and display.

Auth for Mobile App

• What changed: The backend now supports the mobile app authentication flow: email/phone OTP and Google sign-in, with session and company membership handled correctly.

• Before: The app relied on hardcoded config and no real sign-in.

• Now: Inspectors can now sign in with OTP or Google; the backend manages sessions and company context for the app.

• Why it matters: Secure, proper sign-in and company context for the mobile app.

Session Company Options and Switch (Mobile)

• What changed: New endpoints let the mobile app load the current user's companies and switch the active company in the session.

• Before: The app could not list or switch companies from within the session.

• Now: The app can fetch company options and switch the active company, so users with multiple companies can change context without signing out.

• Why it matters: Multi-company inspectors can switch companies in the app when needed.

Improvements

Reschedule Modal: No Slots Found State

• What changed: When the reschedule flow finds no available slots, it shows a dedicated "No Slots" state instead of an empty calendar.

• Before: A successful search with zero slots could look like a blank or broken screen.

• Now: A clear message explains that no slots are available and suggests trying another week, changing filters, or contacting support.

• Why it matters: Users know what's going on and what to do next.

Thumbtack: Quote Submission and Categorization

• What changed: The app can submit quotes to the Thumbtack-style flow and supports more flexible repair-list categorization: partial runs (only some items), category reduction, and downgrading roofer to handyman when appropriate. The search wording for pros/handymen was updated, and the category section has an explainer and company color styling.

• Before: Quote submission and categorization options were more limited; wording and guidance on the categorization flow were less clear.

• Now: You can submit quotes through the dedicated flow; categorization can be run on selected items only, with options to reduce categories or move roofer to handyman. The category section explains the process and shows a warning when submissions happen in rapid succession.

• Why it matters: Clearer workflows, better control over which items get categorized, and more accurate contractor matching.

Action Flow Company Access Control

• What changed: Action flow pages now enforce company access: users only see and use action flows for their company.

• Before: Company boundaries for action flows were not enforced on the page.

• Now: If you don't have access to the flow's company, you see a clear access-denied message instead of the flow.

• Why it matters: Prevents using the wrong company's flows and keeps data scoped correctly.

Bug Fixes

Report Meta Title Matches Actual Job

• The report's metadata (including the browser tab title) now uses the correct job data so the address in the title matches the report.

Quote Created By and Employee Stages

• Quotes are no longer saved with a generic “system” creator when the logged-in user is known. The system now sets the creator from the current user when creating quotes and handles invalid creator values in employee-stage aggregations so pipelines and reports stay correct.

Repair List PDF: Recommendation typo fixed

• The recommendation text shown on the repair list PDF had a typo. That text has been corrected so the PDF shows the right wording.