Completed
Sample Reports
Account executives use sample reports (e.g. for USPs or demos) and today have to create fake orders and fill full reports to get one. They want a dedicated place—a sample report library—where they can view or download sample reports without creating a test order every time they need a sample report
Ryan Wagner About 1 month ago
[Focus] Core Function
New Features
Completed
Sample Reports
Account executives use sample reports (e.g. for USPs or demos) and today have to create fake orders and fill full reports to get one. They want a dedicated place—a sample report library—where they can view or download sample reports without creating a test order every time they need a sample report
Ryan Wagner About 1 month ago
[Focus] Core Function
New Features
Planned
Inspector Capacity Widget
The widget currently treats any time slot blocked by an event (rather than an inspection) as “booked,” so capacity is not what the brands are expecting; it should count only scheduled inspections (orders) as booked so schedulers see accurate capacity.
Ryan Wagner About 1 month ago
[User] Refinement
Existing Features
Planned
Inspector Capacity Widget
The widget currently treats any time slot blocked by an event (rather than an inspection) as “booked,” so capacity is not what the brands are expecting; it should count only scheduled inspections (orders) as booked so schedulers see accurate capacity.
Ryan Wagner About 1 month ago
[User] Refinement
Existing Features
Planned
Solar Inspections - API for Reports
Users need when a solar service is added for a job to automatically create the order in their solar partner’s system, and when the report is published for that job to trigger the appropriate response to the client. They are asking for this connection so the solar workflow is seamless in Attik. Why it matters: Required for brands that offer solar and for a smooth client experience.
Ryan Wagner About 1 month ago
[Focus] Integrations
New Features
Planned
Solar Inspections - API for Reports
Users need when a solar service is added for a job to automatically create the order in their solar partner’s system, and when the report is published for that job to trigger the appropriate response to the client. They are asking for this connection so the solar workflow is seamless in Attik. Why it matters: Required for brands that offer solar and for a smooth client experience.
Ryan Wagner About 1 month ago
[Focus] Integrations
New Features
Planned
Region Level Birthdays/Anniversaries Widget
Users want birthdays and anniversaries (for employees and optionally agents) in one place at the regional level so everyone gets the same treatment and no one is missed. Today this is managed per brand or in spreadsheets. They are asking for a regional list or dashboard of upcoming birthdays and anniversaries. Why it matters: Fair, consistent recognition and less manual tracking across brands.
Ryan Wagner About 1 month ago
[User] Refinement
New Features
Planned
Region Level Birthdays/Anniversaries Widget
Users want birthdays and anniversaries (for employees and optionally agents) in one place at the regional level so everyone gets the same treatment and no one is missed. Today this is managed per brand or in spreadsheets. They are asking for a regional list or dashboard of upcoming birthdays and anniversaries. Why it matters: Fair, consistent recognition and less manual tracking across brands.
Ryan Wagner About 1 month ago
[User] Refinement
New Features
Planned
Allow for copying reports when re-ordering a workorder
Users can already copy (reorder) a job so the new one has the same contacts, property, and services. For BINSERs and revisits they also need the original report and defect items to come over so the new job starts from the same findings. They are asking for the copy/reorder flow to optionally include reports and line items so inspectors or client care don’t have to re-enter them. Why it matters: Speeds up BINSERs and revisits and reduces mistakes when reusing the original report.
Ryan Wagner About 1 month ago
[User] Friction
New Features
Planned
Allow for copying reports when re-ordering a workorder
Users can already copy (reorder) a job so the new one has the same contacts, property, and services. For BINSERs and revisits they also need the original report and defect items to come over so the new job starts from the same findings. They are asking for the copy/reorder flow to optionally include reports and line items so inspectors or client care don’t have to re-enter them. Why it matters: Speeds up BINSERs and revisits and reduces mistakes when reusing the original report.
Ryan Wagner About 1 month ago
[User] Friction
New Features
Planned
Allow Equipment Fields to be variables
Users need to track radon monitors (serial number, calibration date) and see when calibration is due—for example a list or worklist of monitors due within 30 days or email action based on calibration date—so the team avoids missed calibrations.
Ryan Wagner About 1 month ago
[User] Friction
New Features
Planned
Allow Equipment Fields to be variables
Users need to track radon monitors (serial number, calibration date) and see when calibration is due—for example a list or worklist of monitors due within 30 days or email action based on calibration date—so the team avoids missed calibrations.
Ryan Wagner About 1 month ago
[User] Friction
New Features
Planned
Set request fee (or no fee) per service instead of only per inspector
When an inspector is marked as “requested” on a job, a request bonus is applied. Right now that behavior is global per inspector, but some services are marked as a request for tracking only with no extra charge to the client and no bonus to the inspector. Users want to control request fee (or “no request fee”) per service so they can avoid paying a bonus on non-core services while still tracking the request. Why it matters: Aligns pay and billing and avoids manual payroll corrections.
Ryan Wagner About 1 month ago
[User] Refinement
New Features
Planned
Set request fee (or no fee) per service instead of only per inspector
When an inspector is marked as “requested” on a job, a request bonus is applied. Right now that behavior is global per inspector, but some services are marked as a request for tracking only with no extra charge to the client and no bonus to the inspector. Users want to control request fee (or “no request fee”) per service so they can avoid paying a bonus on non-core services while still tracking the request. Why it matters: Aligns pay and billing and avoids manual payroll corrections.
Ryan Wagner About 1 month ago
[User] Refinement
New Features
Completed
Change the quote status 'Rejected' to something friendlier
When a quote is rejected (e.g. after several call attempts with no answer), the client sees “rejected” in the portal and often thinks they can’t book anymore. Users want a friendlier status that can better support an automated reminder email so the client can come back and reschedule using the same quote—ideally with a link that takes them to a prepopulated booking flow instead of starting over. Why it matters: Reduces confusion and lost bookings when clients just needed more time.
Ryan Wagner About 1 month ago
[User] Refinement
New Features
Completed
Change the quote status 'Rejected' to something friendlier
When a quote is rejected (e.g. after several call attempts with no answer), the client sees “rejected” in the portal and often thinks they can’t book anymore. Users want a friendlier status that can better support an automated reminder email so the client can come back and reschedule using the same quote—ideally with a link that takes them to a prepopulated booking flow instead of starting over. Why it matters: Reduces confusion and lost bookings when clients just needed more time.
Ryan Wagner About 1 month ago
[User] Refinement
New Features
Planned
Inspectors need to see prior jobs at the property, ability to build a BINSER from someone else’s job
Inspectors want to know if the company has already done an inspection at the same property—surfaced on the job or in the app (and optionally as a notification)—so they can pull prior reports and avoid duplicate work. When a BINSER or revisit is assigned to an inspector who didn’t do the original inspection, they need a way to find that original job and build the BINSER from it instead of client care having to do it. This needs to be able to be completed by inspector or office staff and ideally inspectors can do it from the mobile app. Why it matters: Prevents duplicate inspections, speeds up BINSERs and revisits.
Ryan Wagner About 1 month ago
[User] Friction
New Features
Planned
Inspectors need to see prior jobs at the property, ability to build a BINSER from someone else’s job
Inspectors want to know if the company has already done an inspection at the same property—surfaced on the job or in the app (and optionally as a notification)—so they can pull prior reports and avoid duplicate work. When a BINSER or revisit is assigned to an inspector who didn’t do the original inspection, they need a way to find that original job and build the BINSER from it instead of client care having to do it. This needs to be able to be completed by inspector or office staff and ideally inspectors can do it from the mobile app. Why it matters: Prevents duplicate inspections, speeds up BINSERs and revisits.
Ryan Wagner About 1 month ago
[User] Friction
New Features
Completed
Inspection and revenue counts by contact roles
Schedulers and growth need to see who their top agents are by revenue and by inspection count—for VIP handling, follow-ups, and reporting. They also rely on automatic tags based on rules (e.g. inspections in the last 365 days, top producer by money and count) for slot holds, new-agent and lost-agent outreach, and lists. Users are asking for both: visible agent stats (revenue and count) and tag automations that match the rules they use today so they don’t lose that workflow in Attik. Why it matters: Drives how schedulers prioritize calls and how growth runs campaigns and thank-yous. Can this be done through a HubSpot integration, where Hubspot does the calculating and adds a tag to the contact profile?
Ryan Wagner About 1 month ago
[User] Friction
New Features
Completed
Inspection and revenue counts by contact roles
Schedulers and growth need to see who their top agents are by revenue and by inspection count—for VIP handling, follow-ups, and reporting. They also rely on automatic tags based on rules (e.g. inspections in the last 365 days, top producer by money and count) for slot holds, new-agent and lost-agent outreach, and lists. Users are asking for both: visible agent stats (revenue and count) and tag automations that match the rules they use today so they don’t lose that workflow in Attik. Why it matters: Drives how schedulers prioritize calls and how growth runs campaigns and thank-yous. Can this be done through a HubSpot integration, where Hubspot does the calculating and adds a tag to the contact profile?
Ryan Wagner About 1 month ago
[User] Friction
New Features
Completed
Treat primary and CC email as the same contact so we don’t get duplicates
Users have reported that when an agent (or contact) in Spectora uses one email as primary and another as CC—or the other way around—Attik creates two separate contact records for the same person. That leads to duplicate contacts, split history, and confusion. They want the system to recognize primary and CC as the same identity so one contact is kept and duplicates are not created. Why it matters: Cleaner contact data and correct attribution for agents and clients.
Ryan Wagner About 1 month ago
[User] Friction
New Features
Completed
Treat primary and CC email as the same contact so we don’t get duplicates
Users have reported that when an agent (or contact) in Spectora uses one email as primary and another as CC—or the other way around—Attik creates two separate contact records for the same person. That leads to duplicate contacts, split history, and confusion. They want the system to recognize primary and CC as the same identity so one contact is kept and duplicates are not created. Why it matters: Cleaner contact data and correct attribution for agents and clients.
Ryan Wagner About 1 month ago
[User] Friction
New Features
Canceled
More scheduler and sales metrics on dashboard
Users want to see scheduler-level metrics for a variety of time periods (week, month, quarter, year) without building custom exports every time. They are asking for either a dashboard in Attik that shows these numbers or a reliable export (or prebuilt report) that gives the same metrics— on aggregate and by individual scheduler—including: DPO (Revenue booked/total scheduling opportunities), Close Rate, 1 Call Close %, Upsell Rate, Total Revenue, . Why it matters: Client Care Leaders need these metrics for performance and reporting; manual exports are slow and error-prone.
Ryan Wagner About 1 month ago
[Focus] Performance Insights
New Features
Canceled
More scheduler and sales metrics on dashboard
Users want to see scheduler-level metrics for a variety of time periods (week, month, quarter, year) without building custom exports every time. They are asking for either a dashboard in Attik that shows these numbers or a reliable export (or prebuilt report) that gives the same metrics— on aggregate and by individual scheduler—including: DPO (Revenue booked/total scheduling opportunities), Close Rate, 1 Call Close %, Upsell Rate, Total Revenue, . Why it matters: Client Care Leaders need these metrics for performance and reporting; manual exports are slow and error-prone.
Ryan Wagner About 1 month ago
[Focus] Performance Insights
New Features
Completed
Major Modifier Updates
Use Conditional component in place of the compare modifier. Run script to convert these. This will add multi-select in a single condition. Make it so inspectors can be selected. Inspectors have more or less time etc. Modifier that adjust the number of equipment items needed. Modifiers grouped and reordered. Miles from company address modifier needed
Christopher Scott 9 months ago
New Features
Completed
Major Modifier Updates
Use Conditional component in place of the compare modifier. Run script to convert these. This will add multi-select in a single condition. Make it so inspectors can be selected. Inspectors have more or less time etc. Modifier that adjust the number of equipment items needed. Modifiers grouped and reordered. Miles from company address modifier needed
Christopher Scott 9 months ago
New Features
Planned
Allow "add all" findings from a certain section for revisits
The goal is to easily carry over previous findings into a new inspection report, specifically for revisits, which would save time and effort.
Ryan Wagner About 1 month ago
[User] Friction
New Features
Planned
Allow "add all" findings from a certain section for revisits
The goal is to easily carry over previous findings into a new inspection report, specifically for revisits, which would save time and effort.
Ryan Wagner About 1 month ago
[User] Friction
New Features
Completed
Reusable Email Blocks
Blocks that can be reused throughout emails that can be edited in a single place
Christopher Scott 5 months ago
New Features
Completed
Reusable Email Blocks
Blocks that can be reused throughout emails that can be edited in a single place
Christopher Scott 5 months ago
New Features
Completed
Repair Quote View Screen - Results
List of all repair quotes with details Date range selector Which companies sent per Links to generated PDFs
Christopher Scott 7 months ago
New Features
Completed
Repair Quote View Screen - Results
List of all repair quotes with details Date range selector Which companies sent per Links to generated PDFs
Christopher Scott 7 months ago
New Features