Help Center
How can we help?
Guides, how-tos, and troubleshooting for the Roldesk platform. Can't find what you need? Contact us.
Guides & buyer resources
Electrical Contractor Software: From Service Calls to Paid Invoices
What electrical contractor software does, how it handles both service calls and project work, the features electricians actually need, and how to keep jobs, parts, and billing organized in one place.
Plumbing Service Software: Run Your Plumbing Business in One Place
What plumbing service software is, the challenges unique to plumbing (emergency calls, on-site quoting, parts on the truck), the features that matter, and how to go from call to paid invoice without the paperwork.
Field Service Scheduling Software: Book More Jobs, Waste Less Time
What field service scheduling software does, why manual scheduling quietly costs you jobs, the features that keep techs busy and customers informed, and how to run a schedule that survives a chaotic day.
Work Order Management Software: A Practical Guide
What a work order really is, the lifecycle from request to paid invoice, what separates good work order software from a glorified form, and how to stop losing money to scattered paperwork.
HVAC Dispatch Software: How to Schedule and Route Your Techs
What HVAC dispatch software does, why HVAC scheduling is uniquely hard, the features that actually matter, and how to run a dispatch board that keeps techs busy and customers happy.
Best Field Service Management Software for Small Teams (2026)
What separates the best field service management software for small and growing teams β and an honest look at where Roldesk fits among the options.
How to Choose Field Service Software: A Practical Checklist
The features that actually matter, the questions to ask on a demo, pricing models to understand, and the red flags to avoid when picking field service software.
What Is Field Service Management (FSM) Software?
A plain-English explainer of field service management software β what it does, who uses it, the core features, and the signs your team has outgrown spreadsheets.
General
Getting help and contacting support
Search the help center, open a support ticket from inside the app or the website, or email us β and what to expect after you do.
Managing accounts and contacts
Accounts are the companies and sites you serve; contacts are the people at them. Here's how they link to work orders, invoices, and notifications.
Customising order statuses, priorities, types, and pricing models
Where the dropdown options for every WO live, how to add your own, and where the changes show up.
White-label & custom branding
Remove Roldesk branding and use your own domain. Available on the Advanced plan and above.
Getting started
Setting up technician skills
Maintain a controlled list of skills and attach a required skill to a work-order task.
Working in your language and currency
Set your own interface language (English, Spanish, or Portuguese) and the language + currency your customers see on documents.
Roles and permissions
Create access roles that decide exactly what each teammate can see and do β per module, down to view / create / edit / delete / link.
Inviting your team
How to add backoffice users and mobile-app technicians, and the difference between the two.
Signing up and creating your workspace
How to create a Roldesk account, what gets provisioned for you, and where to find your first settings.
Welcome to Roldesk
What Roldesk is, who it's for, and a 30-second tour of the modules you'll use every day.
Customize your contract types
Add, rename, and color your own contract types under Settings β Contracts.
Work orders
Recording a component replacement on a work order
Mark a component line as a new tracked component or a replacement; it's committed when the work order completes.
How warranty coverage is inherited
Coverage follows a pyramid β contract, then equipment, then component β and the highest active level wins.
Tracking an equipment's components
Promote a component to a tracked child of an equipment so it carries its own serial, warranty and history.
Linking work orders to contracts and projects
Filter the work-order list by their contract or project link, and link or unlink them in bulk.
Recording a breakdown for asset health
The explicit breakdown flag on a work order β what it is, why it's the single source of truth for an asset's health score, and when to tick it.
Materials, Services, and Labor on a work order
The difference between the three ways a work order accrues cost β stocked Materials, non-stock Services, and time-based Labor β and which ones touch your inventory.
Measuring service quality: SLA compliance & callback rate
How Roldesk sets SLA deadlines from priority, what counts as a breach, and how the callback rate reveals first-time-fix quality.
Mean Time to Repair (MTTR) explained
What MTTR measures, why Roldesk leads with the median instead of the average, and how to read the P90/P95 percentiles when setting realistic SLAs.
Understanding your Field Service metrics
What each chart on the Field Service overview means, how it's calculated, and how to act on it β MTTR, SLA compliance, completion rate, work-order volume, and callback rate.
Managing projects
Group multiple work orders under one project, set a budget, and watch spend, tasks, team, and assets roll up in one place.
Duplicating work orders β single, N copies, or bulk
Three flows: row-level Duplicate, the Duplicate Γ N modal for templated repeats, and bulk Duplicate from the WO list.
Assigning technicians and using the Dispatch Board
How to assign jobs to technicians and use the kanban dispatch board for fast triage.
Work-order lifecycle
The five states a work order moves through β Scheduled β In Progress β (Customer Not Present) β Completed β Closed β and what each one means.
Creating a work order
Step-by-step walkthrough of the work-order wizard, from customer to scheduled-end.
Scheduling
Scheduling individual work-order tasks
Give each task on a work order its own date and time so a visit's steps can be staggered.
Dispatch board β swimlanes, drag-and-drop, and collapsed cells
How the dispatch board organises your team Γ status matrix, what drag-and-drop does, and how busy cells stay readable.
Using the Scheduler
Calendar view of every work order; drag from the unassigned tray onto a technician's day.
Inventory
Vehicle status and the automatic "In Use"
Why a vehicle can read "In Use" on its own, how the shift flow overrides the stored status, and how to set a status manually.
The Catalog β Components, Equipment, and Services
One list for everything you charge for: physical Components and Equipment that carry stock, and Services that don't β plus the three ways a service can be priced.
Tracking equipment, vehicles, parts, and tools
The Assets module is your registry of physical things β installed equipment, fleet vehicles, stocked parts, and shared tools β and how they link to jobs and locations.
Warehouses, parts, and multi-location stock
How Roldesk tracks parts and equipment across multiple warehouses, vehicles, and locations, and how stock decrements when you complete a job.
Preventive maintenance
Service contracts β coverage, monthly reports, and replacement intelligence
Tie contracts to the assets they cover, auto-email a monthly intervention report with parts replaced and recommendations, and get flagged when an asset is due for replacement.
Preventive maintenance β multi-asset schedules
How one preventive schedule fans out to N work orders per cycle when you link multiple assets.
Setting up recurring (preventive) maintenance
Define a schedule once and Roldesk auto-generates the recurring work order, assigns the right tech, and burns it into the calendar.
Billing
Catalog services vs. labor
Services are flat-priced items; hourly work is billed through Labor rate cards.
Including catalog services in a contract
Add catalog services to a contract; covered ones appear on generated work orders without being charged.
Deleting a contract and its work orders
What happens to linked records when you delete a contract, and how to delete its work orders too.
How pricing models work
Pricing models are one-click billing presets. Picking one on a work order stamps the right discount, tax, invoice status, and billability β without changing the work itself.
Managing your subscription and seats
Change plans, understand backoffice vs mobile seats, and know exactly what happens to locked modules and seats when you downgrade.
Quotes and estimates
Send a priced proposal before the work starts, export it as a branded PDF, and track whether the customer accepts.
Creating and sending invoices
Build an invoice with line items and tax, export a branded PDF, and track it from draft to paid β on web or mobile.
Subscription plans and seats
How Roldesk plans are structured, what counts as a seat, and how to upgrade or downgrade.
Import a contract from a PDF
Upload a signed contract and let Roldesk pre-fill the form for you.
Export a contract as a PDF
Download a branded PDF of any contract, including its value breakdown and terms.
Recurring contract billing & auto-renewals
How monthly, quarterly, and annual contracts generate invoices automatically and handle renewals.
Mobile app
The mobile app for technicians
What field techs can do in the Roldesk mobile app, how to sign in, and how roles, plans, and seats affect what they see.
Mobile shift start β what techs see, step by step
First-shift consent, second-shift quick-start, status banner, and what happens if you force-quit mid-shift.
GPS tracking β live view, path history, and consent
What the mobile app records, where the backoffice sees it, how consent works, and how data retention is configured.
Completing jobs from the mobile app
What technicians do on their phone: start work, log time, pick parts, capture signatures, complete the job.
Customer portal
Automatic customer notifications
Email the right customer contacts automatically when a job is dispatched and when it's completed β the completion email carries a branded PDF.
Sharing status with customers (customer portal)
How to generate a public share link for a work order, quote, or invoice β and what your customer sees.
Integrations
Troubleshooting
API & developers
API recipes: common integrations
Patterns for the most common ways teams integrate with Roldesk.
Connect Roldesk to other apps with Zapier
Automate Roldesk with 6,000+ apps β no code required.
Webhooks: get notified when data changes
Subscribe to events and receive a signed message the instant something changes.
Getting started with the Roldesk API
Create an access token and make your first request in five minutes.