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Contacts might be added to multiple roles on a job or quote. In these scenarios, it would be nice to ensure that when you are sending something to a contact, the are not also the same contact etc. Client and BA are the same BA and LA are the same. Dedup the emails.

In Review

Conditions for double contacts

Christopher Scott

Prevent moving jobs from one inspector to another where the agent doesn’t like the inspector or to an inexperienced inspector by running rules on moves and alerting the user. This would also mean adding inspector dislikes along with the preferences on contact profiles.

Run Rules on Job assignments or reschedules

Add an integration for <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://www.salesmessage.com/salesmessage-api">https://www.salesmessage.com/salesmessage-api</a> which can be a primary SMS source.

Sales Message API for texting

Ability to save a template and choose a template when created a new help doc. Would be pre-populated with headers and format<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/ss-0194f19a-e9da-79b1-9e31-dbe038c2f461.png" data-width="100%" data-align="left">

Templates in Help Doc

George Scott

Will be adding the ability to integrate with Dialpad on the Integrations page in Attik.<ul><li>Secure API Management: Easily input and update your Dialpad API keys..</li><li>Office &amp; Department Mapping: You can now map specific Dialpad Office IDs or Department IDs to your Attik instance.</li><li>Status Monitoring: A real-time connection indicator will let you know if your integration is enabled.</li><li>Permissions-First Design: Access to this page is restricted to authorized Admins, ensuring that sensitive communication settings remain protected.</li></ul>Aircall integration&nbsp;(Example)<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="67a306265b865569a123326a/post/697b8de689fefb04d2770d80/019c0b79-9720-7eff-8f32-802983f90cf8/b64u-aW1hZ2UucG5n.png" src="https://67a306265b865569a123326a.featurebase-attachments.com/c/post/697b8de689fefb04d2770d80/019c0b79-9720-7eff-8f32-802983f90cf8/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260130T040000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260130%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=46a5262b54bdc1d55d1e52f5c6b8e143c5da139c7c53610da24bb397e5a80af2" data-featurebase-content-filename="image.png">

[User] Value Add

[Focus] Core Function

[Focus] Automation

Add Dialpad Integration

Ryan Wagner

To ensure no lead falls through the cracks, we are automating the "Callback" workflow within Attik.<ul><li>How it works: When a call is missed or a specific disposition is selected in Dialpad (e.g., "Follow-up Needed"), Attik will automatically trigger a ticket in Front.</li><li>Key Benefit: This eliminates the manual process of checking Dialpad's missed call list and manually creating tasks. It ensures every missed call is tracked and resolved in your existing Front workflow.</li></ul>

[Focus] Integrations

Automate Missed Call Follow-ups with Dialpad + Front

We are bringing your phone communications into the Attik Activity Feed. Once connected, you won’t have to toggle between Dialpad and Attik to see if a client was called.<ul><li>What’s changing: Incoming and outgoing calls will appear in the customer’s activity timeline.</li><li>Key Benefit: View call metadata (duration, time, and agent) and access the full call transcript without leaving the Attik dashboard.</li><li>Brand Focused: Data is isolated by brand—you'll only see the calls relevant to your specific office.</li><li>Control: Easily connect your specific Dialpad Office or Department to your Attik Brand instance using an API key. This ensures call data in Attik is only for the brand associated with the instance you are in (e.g., Dwell calls stay with Dwell, AJF calls stay with AJF).</li></ul> Activity feed notifications - Quotes<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="67a306265b865569a123326a/post/697b8bb348ba13c3f9b37c12/019c0b79-b066-7369-9368-7d32c542a234/b64u-aW1hZ2UucG5n.png" src="https://67a306265b865569a123326a.featurebase-attachments.com/c/post/697b8bb348ba13c3f9b37c12/019c0b79-b066-7369-9368-7d32c542a234/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260130T040000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260130%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=6f4995e7a3776971b18d4572a60453fad57bc7eaada2fc039768d47b5bfd4444" data-featurebase-content-filename="image.png"> Activity feed notifications - Work Order<img data-width="100%" data-align="left" alt="" data-featurebase-content-key="67a306265b865569a123326a/post/697b8bb348ba13c3f9b37c12/019c0b79-d34b-7ba6-842c-d9eb32ad6558/b64u-aW1hZ2UucG5n.png" src="https://67a306265b865569a123326a.featurebase-attachments.com/c/post/697b8bb348ba13c3f9b37c12/019c0b79-d34b-7ba6-842c-d9eb32ad6558/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260130T040000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260130%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=2ec6527b5418cd88c2eb038194a5323c470ccb86c144fad069db337934897e84" data-featurebase-content-filename="image.png">

See Dialpad Calls & Transcripts directly in Attik

<table style="minWidth: 25px"><colgroup><col></colgroup><tbody><tr><td colspan="1" rowspan="1" style="border-left:solid #1f1f1f 0.68181825pt;border-right:solid #1f1f1f 0.68181825pt;border-bottom:solid #1f1f1f 0.68181825pt;border-top:solid #1f1f1f 0.68181825pt;vertical-align:top;padding:6pt 9pt 6pt 9pt;overflow:hidden;overflow-wrap:break-word;">Dashboard doesn't separate Online Scheduler metrics from CSR metrics. Create separate widgets for Online Scheduler and CSR metrics.</td></tr></tbody></table>

[User] Blocked

[Focus] Performance Insights

Scheduler Handling Stats Widget

Add the ability for permission templates to be set in each instance so they can be customized per brand/region. Having the ability to duplicate these templates across instances would be nice as well.

[User] Refinement

Permission Template

Contact Level toggle for homebinder integration &amp; use as condition for action flows. Role based validation needed to ensure that we are only disabling the job for the contacts with the correct HB permission.

Contact Level Toggle for Homebinder Integration

Save state locally in schedule form

Chris Scott

It would be cool if we could make custom fields conditional on the selection from other custom fields in the order form. Taking it a step further adding conditions if it appears in the scheduling form and if it is required.

Conditional Required Info Fields

Google Login update to new organization

In the slot scheduler, make it clear to the users that a job will extend past the “closing hours” of the company. Cant start an 8 hour job at 1pm etc.

Inspector End Time

If the distance is far blow up the score in the slot sched

Max drive distance for inspectors

When a repeat client with custom pricing is loaded into the job in scheduler, and a service is selected, use the negotiated price for that customer and not the standard pricing.

Custom Pricing Per Contact

<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/ss-0194ecf9-2369-7115-826c-ebb22c1152a6.png" data-width="100%" data-align="left">Show unconfirmed, paid, signed, published, requested on the calendar event? Link to jobs.

Add More Info To Cal Events

Looking for an AI bot that can review the report, answer questions the Client's Agent has and can help to instruct the Agent on what to do/discuss with the client based on the content of the report.

[User] Gamechanger

[Focus] Client Experience

AI Chatbot in Client's Agent Report Skin

In ISN and Spectora, there is an automated email that gets sent to the inspector with a list of any jobs scehduled for them the next 24 hours (spectora includes 48 hours of jobs). Is there a plan for a similar email to be built in Standalone? If so, it would be great if brands could have the ability to edit the content of the message template and include links, images etc if they wanted.

Email to Inspector - Next Day Schedule

Built in form where CC can request refunds that will allow for manager review and approval. It would also be great if that approval would then trigger the refund to take place automatically.

Refund request/approval process

Texting Timeframe - Texts should only go out at specific timesAdding delay options in event based actions<s>Report triggers. Multiple triggers for report send.</s>Text Message Templating

Major ActionFlow Event Upgrades

<ul><li>Have Attik notify CSR when they are creating a quote that might already exist based on address, service, contact info etc</li><li>batch review feature in open quotes worklist to look for potential duplicate quotes </li></ul>

Duplicate Quotes Filter/Notification

Discounts - Inspector Pay Toggle

Standard Jobs details screen. Key Features<ul><li>Property Details</li><li>People Details</li><li>Services/Invoice Info<ul><li>Service assignments/Event linking</li></ul></li><li>Activity Feed</li><li>Timeline</li><li>Report Uploaders</li><li>Past Jobs</li></ul>Phase 2<ul><li>Jobs task list</li><li>Required Data (Based On Services)</li></ul>

Job Details Page

Completed

Foundation in Address type

Need to take whats in Spectora or push to spectora

Referral Source

Discount Feature

<ol><li><s>Use Conditional component in place of the compare modifier.</s><ol><li>Run script to convert these.</li><li><s>This will add multi-select in a single condition.</s></li><li><s>Make it so inspectors can be selected. Inspectors have more or less time etc.</s></li></ol></li><li><s>Modifier that adjust the number of equipment items needed.</s></li><li>Modifiers grouped and reordered.</li><li>Miles from company address modifier needed</li></ol>

Major Modifier Updates

Blocks that can be reused throughout emails that can be edited in a single place

Reusable Email Blocks

<ol><li>List of all repair quotes with details</li><li>Date range selector</li><li>Which companies sent per</li><li>Links to generated PDFs</li></ol>

Repair Quote View Screen - Results

Reimbursement Requests File Field

Worklists - Custom Task Check

Accepted Quotes from Client Creating as 1 hour

Sales Tax Field under Services

Make the split % editable on jobs where multiple inspectors are available. i.e. 60% 40% split etc.

Next Up

Split % On Multi Inspector Jobs

Is there a reason you are aware of why we cannot login using google and we need to type our email in? This is the error notice that pops up when we try that way. <img data-width="100%" data-align="left" alt="" data-featurebase-content-key="67a306265b865569a123326a/post/69446613172509227098e524/019b332e-863f-7b87-b68e-ff4368bd60d9/b64u-aW1hZ2UgKDIxKS5wbmc.png" src="https://67a306265b865569a123326a.featurebase-attachments.com/c/post/69446613172509227098e524/019b332e-863f-7b87-b68e-ff4368bd60d9/b64u-aW1hZ2UgKDIxKS5wbmc.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260130T040000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260130%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=64aed24dec4a55f82e75fbf9f9d2557e7bbc813bd67e360c68f7d1c58f0c9615" data-featurebase-content-filename="image (21).png">

Question - google connection on log in

We have some inspectors who either through request or medical necessity are not able to inspect crawlspaces. It would be helpful to be able to have these inspectors excluded from the options provided in dispatch if the home has a crawlspace foundation type. I thought it might be easiest to use the foundation field as another matrix for the inspectors to control this permission.

Inspector Permissions - Foundation Type

<ul><li>Manually enter an email to send to/cc that isn’t based on a contact or the office. This will be needed to send to a vendor that doesn’t otherwise need a contact role</li><li>Add variables for Client First Name, Client Last Name, Client Phone, Client Email &amp; foundation (again I would need these for our pest lead emails</li></ul>

Email Template Features

Would like to have permission based access to the contacts page. View only, create, edit, delete etc.

Easy access to the contacts page & Add permissions

Have a shorter URL link that appears in sms where we are sending portal links to clients/agents to help keep the length of the message to a minimum.

Short link for sms actions

Add bundles/discounts to quote email block

When primary is selected, dont let these addons be added

Excluded Addons

“Would it be hard to setup an email automation when an expense reimbursement is approved? Basically just want it to say who approved it, who it is for, what the description is, attach the documentation, and then send that to an email”

Notification for approved Payroll adjustments

Scheduler only looks at primary for services. it should also look at the other services that dont have events.