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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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ROLL Product and Quick Tips Videos

Please visit our YouTube channel for videos and quick tips on using ROLL.

View: https://www.youtube.com/channel/UCtfaNZBaxE6enQxHtRWkWbw

Check out our most recent webinar sessions here:

View: https://muse.ai/roll

Updated 15 days ago


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