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Guides, how-tos, and troubleshooting for the Roldesk platform. Can't find what you need? Contact us.

Getting started

How to add backoffice users and mobile-app technicians, and the difference between the two.

How to create a Roldesk account, what gets provisioned for you, and where to find your first settings.

What Roldesk is, who it's for, and a 30-second tour of the modules you'll use every day.

How to assign jobs to technicians and use the kanban dispatch board for fast triage.

The five states a work order moves through — Scheduled → In Progress → (Customer Not Present) → Completed → Closed — and what each one means.

Step-by-step walkthrough of the work-order wizard, from customer to scheduled-end.

Calendar view of every work order; drag from the unassigned tray onto a technician's day.

How Roldesk tracks parts and equipment across multiple warehouses, vehicles, and locations, and how stock decrements when you complete a job.

Define a schedule once and Roldesk auto-generates the recurring work order, assigns the right tech, and burns it into the calendar.

How Roldesk plans are structured, what counts as a seat, and how to upgrade or downgrade.

What technicians do on their phone: start work, log time, pick parts, capture signatures, complete the job.

How to generate a public share link for a work order, quote, or invoice — and what your customer sees.

What to do if you've forgotten your password, your email address is wrong, or you're locked out.