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Guides RollHQ Website

v1.0

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Guides

v1.0

8. More info: Roll Videos

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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8. More info: Roll Videos

For more information and quick tips to help you get started and understand how Roll works, visit our YouTube channel here:

Updated about 2 months ago

7. Projects already in progress

Migrating your data to ROLL