Who ROLL is Designed For ROLL is designed for businesses that trade on time such as creative businesses, consultancies, digital agencies, civil and environmental engineers and other service-based businesses.
What ROLL Covers ROLL manages the full project workflow for a business from CRM, capturing leads and opportunities and quoting through to managing projects, tasks, costs, time tracking, scheduling and invoicing. Importantly, the software provides businesses with visibility on business performance.
Our Point of Difference Our point of difference is providing software that is intuitive and straightforward. Not super complicated and ‘busy’. ROLL has an easy-to-use interface which teams love and allows users to come up to speed with the software quickly, move fast and spend less time on admin and more time on generating revenue.
Types of Projects ROLL focuses on the three types of projects that service businesses use: “Fixed Fee”, “Time & Materials” and “Retainer” projects.
Xero Integration ROLL has advanced 2-way integration with Xero, which allows for using Xero tracking codes and Xero Products and Services on quotes and invoices. It also synchronises your customer data and allows for the easy importing and assigning of costs and purchase orders from your Xero account to projects in ROLL. You’ll generally see a huge time saving around invoice time with most invoices generated at the press of a button which then appear in your Xero account instantly.
Custom Data Suppose you have data that you want to capture that’s specific to your business. In that case, our super flexible custom fields functionality allows you to customise ROLL and capture the information that’s important to your business. This functionality allows you to tailor the software 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 essential business metrics to business owners and managers which assist with understanding how the business is currently performing and how the next 6 months are shaping up - allowing decision-making based on real-time business data.
Summary ROLL is great software for businesses that focus on getting work done. It saves time and money by being smart, efficient and super easy to use. Our user base loves our approach to the 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, which appears immediately in your Xero account—no need to switch to Xero when it comes time to invoicing time. 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 allows for the generation of quotes and invoices quickly and easily.
Costs and Purchase Orders that are held in your Xero account can be associated with projects in your ROLL account giving you excellent visibility over project profitability and performance.
The ROLL and Xero combination 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.
The Integration with Xero takes 30 seconds. Go to the settings area in Roll, click on "Authorise Xero" then follow the onscreen instructions.