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Location Picker
Customer
Site Name / Street / City / Zip Code
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Facility ID
ROTH ID
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Create a new work order
The customer and location selection will search the database as you type. Wait for the search to return the information before clicking the create button. This information is important to the system when creating the work order.
Free-form typing of the customer name or location will not work.
You must select from the returned values by clicking the value.
If the customer or location you are looking for does not show, check the spelling or check to see if the customer or location is set up in the roofing database.
Date
Customer (for USPS, you can type Postal)
Location
Customer Account Type
(for the dispatch log reports, if applicable, can be selected later)
-- N/A --
Local
Miscellaneous
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Error
The system cannot complete this transaction. If the problem persists, contact IT for assistance.