June 15th, 2026
Attik Update - Worklist Customization & Month-First Forecast Budgeting
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.