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v1.0

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v1.0

Getting Started

  • 1. Basic Setup
  • 2. Add default financial information
  • 3. Add your first company
  • 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

  • Xero
  • 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
  • Companies and contacts
  • Quoting

Project Management

  • Custom project statuses
  • Identifying critical projects
  • Allowing staff to see project financials
  • Task Management
  • Retainer projects
  • Using Start/Stop timers in Roll
  • Completing a project
  • 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

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

For Business Owners

  • Identifying your top lead sources
  • See how much you will earn this month
  • Visibility of Time spent on projects.

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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Roll Product and Quick Tips Videos

Roll - Quick Tips: Creating and Managing Tasks
Roll - Quick Tips: Identify your top lead sources
Roll - Quick Tips: See how much you will earn this month
Roll - Quick Tips: Changing your Account Settings
Roll - Quick Tips: Identifying Critical Projects
Roll - Quick Tips: Using Start/Stop timers in Roll
Roll - Quick Tips: Visibility of time spent on projects
Roll - Quick Tips: Integrate with Xero (accounting software)

Updated less than a minute ago