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Getting Started
1. Basic Setup
2. Set financial information defaults
3. Add your first client
4. Add your first project
5. See your company performance
6. Understand invoicing in Roll
7. Projects already in progress
8. More info: Roll Videos
Integrations & Migrations
Migrating your data to ROLL
Xero Integration Summary
Zapier
ROLL API
Bootcamps
Bootcamp 1 – Manage Your Sales
Bootcamp 2 - Manage Your Projects
Bootcamp 3 - Manage Your Finances
Bootcamp 4 – Get Full Visibility Of Your Business
Sales & CRM
Custom project statuses
Clients and Contacts
Supplier Database
Quoting
Products and Services
Project Management
Project Templates
Custom project statuses
Identifying critical projects
How to customise table listings
Allowing staff to see project financials
Task Management
Retainer projects
Using Start/Stop timers in Roll
Completing a project
Cost Tracking
File Uploads
Track cost rate or charge out rate
Invoicing and Roll
Financials area of Roll
End of Month Invoicing (non-Xero)
Progress Payments and Payment Milestones
Mark an invoice as paid
Repeating and Auto Invoices
Default Email Template
Purchase Orders & Bills
Purchase Orders & Bills
Xero Users
How to integrate Roll and Xero
Syncronize company data
End of Month Invoicing
As you go invoicing
Confirming Invoices are syncronized with Xero
Xero integration notes and warnings
Xero Costs Integration
Customisations
Custom Fields
For Business Owners
Identifying your top lead sources
See how much you will earn this month
Visibility of Time spent on projects.
Reporting
Employee Utilisation
General Information
Updating your Roll settings
Adding users to Roll
How to use Roll search
Getting Support
User Permissions
Roll Videos
ROLL Product and Quick Tips Videos
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