Creating a work order

Work orders are the heart of Roldesk. Here's the full flow.

Open the wizard

From the sidebar, Field Service → Field Orders → New, or from the orders list, the + New order button top-right.

Step 1 — Customer & site

• Customer — pick an existing CRM account or create one inline. The customer is who you bill; the site is where the work happens (they can be the same).
• Service address — auto-fills from the customer record. Override if the job is at a different address.
• Contact on site — name + phone of whoever the technician should call when they arrive.

Step 2 — Asset (optional)

If the work is against a specific piece of equipment you already track (e.g. an HVAC unit, a generator, a solar inverter):

• Pick the asset from the dropdown.
• This pre-fills the address, the warranty status, and the maintenance history.

Asset is optional. Lots of work orders aren't against tracked equipment (e.g. a one-off repair, a new install). Leave it blank and move on.

Step 3 — Job details

• Type — Corrective, Preventive, Inspection, Installation, or Emergency. Used for reporting.
• Priority — Low / Medium / High / Critical / Emergency. Higher priorities float to the top of the Dispatch Board.
• Description — what the customer reported. Free text.
• Tags — for filtering later (e.g. warranty, under-contract, afterhours).

Step 4 — Schedule

• Scheduled start and Scheduled end — when the technician should arrive and a rough estimate of how long they'll be on site. You can leave Scheduled end as a string like "9–11 AM" if it's a window.
• Assigned to — the technician (or technicians) running the job.

Step 5 — Parts & estimate (optional)

You can attach parts to the work order at creation time or later from the WO detail page. Attached parts automatically decrement warehouse stock when the WO is completed.

Step 6 — Save

Save creates the work order with status Scheduled. From there you (or the technician) move it through In Progress → Completed → Closed. See Work-order lifecycle.

Tips

• Use the / keyboard shortcut on the form to jump straight to the description field.
• You can save partial work orders as drafts — just don't fill in Scheduled start.
• The system never makes the asset or scheduled time mandatory unless you've configured your Settings → Field Service to require them.