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ROLL

By ROLL
4.86 out of 5 stars
Free 14 day trial available
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ROLL workflow management software is a great alternative to WorkflowMax. Manage leads, track time and projects, and get real-time visibility of how the business is performing. ROLL is perfect for consultancies, graphic designers, web studios, engineers and other service-based businesses.
Rated
4.9
out of 5
Reviewed by
61
Xero users
Try this app
Free 14 day
trial available
Listed for
8 years
March 2016

Overview

Who ROLL is designed for

ROLL is designed for businesses requiring between 1 and 25 users and trade on time such as creative businesses, consultancies, digital agencies, architects, civil and environmental engineers and other service-based businesses.

Migrating from WorkflowMax?

ROLL offers a free migration service for all paying customers coming from the "end of life" product, WorkflowMax.

What ROLL covers

ROLL manages the full project workflow for a business from capturing leads and opportunities and quoting through to managing projects, tasks, costs, time tracking, scheduling and invoicing. Importantly, the software provides visibility over individual projects and business performance.

Our point of difference

We provide functional software that is intuitive and straightforward. Not super complicated and ‘busy’. ROLL has an easy-to-use interface which teams love. It allows users to come up to speed with the software quickly, move fast, and spend less time on admin and more time on paid work.

Types of projects

We manage the three types of projects that service businesses use: “Fixed Fee”, “Time & Materials” and “Retainer” projects. Project management includes quoting, time tracking, cost management, task assigning, invoice generation, progress payment management and scheduling.

Custom data

If you have data that you want to capture that’s specific to your business, our super flexible custom fields functionality allows you to customise ROLL and capture that information. This functionality allows you to tailor the software nicely to your business needs.

Project and business performance

ROLL provides performance metrics on individual projects to ensure each project is profitable. From there, we provide business metrics to business owners and managers which assist with understanding how the business is performing and how the next 6 months are shaping up. This allows for data-driven decision-making based on real-time information.

Expectations

Employees of a business will generally see huge time savings around project management when using ROLL. Our underlying process is designed to be fast and efficient which means employees enjoy using the product and are more likely to keep it updated. Managers and business owners will get great visibility on how the business is performing and save time when it comes to end-of-month invoicing.

Summary

ROLL is great software for businesses that focus on getting work done. It is streamlined and provides the features you need and none of the stuff you don’t. It saves time and money by being smart, efficient and super easy to use. Our user base loves our fresh approach to this genre of software and the added value and savings that ROLL generates.

ROLL + Xero

With the Xero integration, you can create and send invoices directly out of ROLL. These then appear immediately in your Xero account—no need to switch to Xero when it comes time to invoice. Alternatively, you can start an invoice in ROLL and pick it up in Xero, finalise it and send it to the client.

All contact information is also synchronised between your ROLL and Xero accounts eliminating rekeying of client data.

Integration with Xero “Products and Services”, Xero GL Account and Xero “Tracking Codes” allows for streamlining of cost entering and enables the generation of quotes, and invoices quickly and easily.

Costs and Purchase Orders that have been entered into your Xero account can also be associated with projects in your ROLL account giving accurate visibility over project profitability and performance.

The combination of ROLL and Xero is extremely powerful. ROLL provides estimates of financial performance for the current month and forecasts revenue for the next 6 months. Xero looks at the previous months' actual revenue. Together you've got a powerful combination.

Reviews & ratings

4.9 out of 5 stars
61 Reviews

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Most recent reviews

BB
Bec Bennett
Posted 30 Apr 2024
5 out of 5 stars

Great for creatives

I run a small creative studio, specialising in branding and websites, and Roll is brilliant. It enables me to organise myself, staff and contractors quickly and easily and everyone finds it intuitive and simple to use. The ability to take a project from the initial client contact, all the way through to invoicing and syncing with Xero is a huge time-saver for my business, leaving me free to focus on creating the best design solutions for my clients. We've been using it for at least 5 years and have found the support service (on the odd occassion we've need it) to be extremely prompt and thorough. I really couldn't run this business without it.
One person found this review helpful.
DG
David Griffiths
Posted 30 Apr 2024
5 out of 5 stars

Seamless Invoicing and Timekeeping with Xero Integration

We've been using Roll for over 4 years now, and it has been indispensable for our invoicing and timekeeping requirements. Its seamless integration with Xero was a major selling point for us, and it has consistently delivered. The team's quick response to any issues has been impressive, with resolutions provided promptly. We highly recommend this product!
CP
Cynthia Pfeffer
Posted 30 Apr 2024
5 out of 5 stars

Easy to use - PM Tool

Our company has used Roll for 5 years now. We love that it is so simple to learn and is a great tool. It is so easy to contact Roll when you have a problem and they have always responded within the hour. A great programme which we can highly recommend.

Additional info

Shared data

Xero
ROLL
Invoicesshared from Xero to ROLL and from ROLL to Xero
Contactsshared from Xero to ROLL and from ROLL to Xero
Tracking Categoriesshared from Xero to ROLL
Tax Ratesshared from Xero to ROLL
Receiptsshared from Xero to ROLL
Purchase Ordersshared from Xero to ROLL
Itemsshared from Xero to ROLL

Functions

Invoicing and jobsTime tracking

Industries

Professional services

App details

By ROLL
Added in 2016

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportinfo@rollhq.com

Contact

09 242 3506

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14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.