Clients and Contacts

Roll allows you to store client and contact information for the businesses that you work with. As well as client information, you are also able to store all contact information where you have multiple contacts within an organization. Extensive use of this area also allows you to use Roll as a centralised business contact directory for your team.

The "Clients" area also allows you to see what work is pending, in progress or has been completed for each client. The Company data is essential for working with Roll as every project starts off being assigned to a company.

Under your financial settings you can also set up client specific charge-out rates for your clients. This makes personalizing your rates at the client level possible and will speed up the time tracking and invoicing process.