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Work Orders

Send the crew out knowing exactly what to build

The second a job is won, Orbit turns it into a clean work order — scope of work, material list, measurements, crew assignment, and site notes. No more calling the office from the driveway to ask what shingle goes on this roof.

  • Scope, materials, and measurements pulled straight from the proposal
  • Assign the crew and lead installer in one field
  • Site notes, gate codes, and photos travel with the order
Work Order #1042
Scope: Tear-off + 30 sq architectural
Materials: GAF Timberline HDZ — Charcoal
Crew: Team B — lead: Marcos
Site: gate code 4417, dogs in back
Squares to install30.5 sq
One tap
generated from the won job
On-site
opens on any phone from the truck
Branded
your logo, not a scrap of paper

Everything the crew needs, nothing they don't

One order that replaces the whiteboard, the group text, and the crumpled sheet on the dash.

Built from the won job

The moment a job moves to won, the work order is drafted for you — no retyping scope or materials into a second system.

Clear scope of work

Spell out the tear-off, the layers, the flashing, and the details so the crew builds it right the first time.

Full material list

Shingle, underlayment, drip edge, and quantities carry over from the estimate so the truck loads correctly.

Measurements on the order

Squares, pitch, ridge, hip, and valley footage ride along from your takeoff — no separate report to dig up.

Crew assignment

Pick the team and lead installer, and the order shows up on their phone with the day's job attached.

Site notes and access

Gate codes, dumpster placement, material drop spot, and hazard photos travel with the order to the roof.

Up and running in three steps

01

Win the job

Move the job to won on the pipeline and Orbit drafts the work order from the accepted proposal automatically.

02

Assign and add notes

Pick the crew and lead, drop in gate codes and site photos, and confirm the scope and material list.

03

Dispatch to the crew

Send it to the field. The team opens the branded order on their phone and shows up knowing exactly what to build.

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