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.
Getting started
The Integration with Xero takes 30 seconds. Go to the settings area in Roll, click on "Authorise Xero" then follow the onscreen instructions.
