June 23rd, 2026

Attik Update - Dispatch Swap Suggestions, Online Scheduler Notes & ProPair v2

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:

  1. Open Settings → Scheduling.

  2. Enable Swap Suggestions.

  3. Optionally keep Drive Time Conflict Alerts on to see travel warnings during swap review.

  4. Save.

Where to find it:

  1. Turn on Settings → Scheduling → Swap Suggestions (off by default).

  2. Open the scheduling form, enter the new property, and load slots.

  3. 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:

  1. Open your company's online scheduler (public booking link).

  2. Complete the booking steps until the summary step.

  3. 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:

  1. Open Settings → Report Settings → set Repair quote experience to ProPair v2 — Repair List Landing Page and save.

  2. In the client portal, open a report, build a repair list, and save it — you land on Repair List Overview.

Setup:

  1. Open Settings → Report Settings.

  2. Under ProPair, choose ProPair v2 — Repair List Landing Page.

  3. Configure Thumbtack / QwikFix integrations as needed for your quote partners.

  4. 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.