Signing up and creating your workspace

Roldesk takes about 60 seconds to sign up. Here's what happens.

Sign up

1. Visit /signup (or click Sign up in the top-right).
2. Enter your first name, last name, email, and a password (8 characters or more).
3. Agree to the Terms & Conditions and Privacy Policy.
4. Solve the Cloudflare Turnstile bot check (usually invisible).
5. Click Sign Up.

We send a confirmation email to the address you provided. Click the link in that email to verify your address — you cannot sign in until it's confirmed.

Heads-up: if the confirmation email doesn't arrive within a minute, check your spam folder. Default Supabase mail is sometimes filtered by Gmail.

What gets provisioned

When you confirm your email, the system creates:

• A new workspace (org) named after you. You can rename it in Settings → General.
• An org_profile record where you fill in your company's address, tax ID, phone, website, etc.
• A default plan — Free tier, which includes 1 backoffice user and 1 mobile-app seat. See Subscription plans and seats for upgrades.
• An owner role for you so you can manage everyone else.

First settings to fill in

After signing in for the first time, you'll land on /dashboard. Do these in order:

1. Settings → General — set your workspace name, sales tax rate, default currency.
2. Settings → Field Service — choose your default work-order numbering format and statuses.
3. CRM → Accounts — add at least one customer so you can create a work order against it.
4. Field Service → Field Orders → New — create your first work order. See Creating a work order.

That's it. Welcome aboard.