Roll

4.7 (37)
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All-in-one business workflow & project management

About Roll

Roll is a business workflow and project management software for small businesses in the creative service industries including designers, copywriters, engineers and architects. With a focus on business performance, Roll provides users with tools such as finance projections, time tracking and lead management with the aim of maximizing business productivity.

By providing users with the tools to view and analyze financial statistics, sales and projects, Roll aims to simplify business management and improve profitability. On the customizable dashboard, users can access statistics and graphs outlining projected earnings, pipelines and lead distribution in order to assess business effectiveness. The automated calculations generate forecasts based on previous income and estimated invoicing dates from progress payments. In order to enhance team collaboration, Roll allows users to assemble project teams and add contractors, as well as notes, images or documents.

With Roll’s time tracking feature, users can gain visibility on time taken for individual projects - billed and un-billed - or time spent filtered by date or employee. Utilizing the sales and payment features, users can create and approve quotes, track project costs, set up progress payments, and create and send personalized invoices. Roll’s integration with Xero accounting platform aims to help users achieve seamless two-way information flow regarding finances and payments.


Key benefits of Roll

  • Streamline different software accounts with Roll’s accounting software integration with Xero. Send data across the two platforms automatically to ensure finances match up.

  • Understand where leads come from with Roll’s breakdown of traffic and lead distribution charts. Find out whether leads come from existing clients, word of mouth, Google or through other means.

  • See how much revenue each individual customer generates with contact activity summaries by Roll. Simply search for a company in the contact database and explore their revenue.

  • Manage retainers more efficiently with Roll’s repeating tasks, automatic invoicing and retainer profitability.

  • Gain better understanding of business performance - current and future - with Roll’s detailed projection of earnings. Projections are presented as a line graph and can be divided into retained earnings and all earnings.

  • Images

    Roll Software - The customizable dashboard allows users to track finances and leads
    Roll Software - Integration with Xero allows users to create invoices
    Roll Software - Manage projects with assigned teams, due dates and financial summaries
    Roll Software - Create and assign tasks for team organization
    Roll Software - View time spent on each task filtered by billed and unbilled hours
    Roll Software - Keep track of sales by adding companies and projects
    View 7 more
    Roll video
    Roll Software - The customizable dashboard allows users to track finances and leads
    Roll Software - Integration with Xero allows users to create invoices
    Roll Software - Manage projects with assigned teams, due dates and financial summaries
    Roll Software - Create and assign tasks for team organization
    Roll Software - View time spent on each task filtered by billed and unbilled hours
    Roll Software - Keep track of sales by adding companies and projects

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    US$39.00
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    Ease of Use

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    Reviews

    Overall rating

    4.7 /5
    (37)
    Value for Money
    4.6/5
    Features
    4.4/5
    Ease of Use
    4.6/5
    Customer Support
    4.9/5

    Already have Roll?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 37
    Karen
    Karen
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Roll has helped us find the many many hours we didn't know that we were losing.

    Reviewed on 2018/01/21

    Using Roll in our business on a daily basis, we've found the 'lost' hours that we never quite knew...

    Using Roll in our business on a daily basis, we've found the 'lost' hours that we never quite knew where the time is going. With the implementation of Roll it has allowed us to find those hours and ensure that they're now chargeable, improving our bottomline. It's also been great that if a client has queried our time on a project, we've captured everything in Roll with a brief description - again helping us give clarity to the client of just how long a project may take.

    Pros

    We love Roll's simplicity. It's clean in design to use, nothing is complicated - it's a case of setting up a client in the software, adding users, chargeout rates, then clicking the timer on and off on each job - truly that simple!
    It's a great tracker of what jobs you've got in the system, where they are at, which team member is working on the job, and the value the hours on the job, so you know exactly where you are at for end of month budget.
    Being able to add costs to the jobs as well, ensures that you know whether you've made a profit, or you're about to make a loss - which means you can go back and understand where and why that loss has been made.
    The ability to set up tasks and notes is also great - love the notes section, as that's where we can jot things that are sometimes forgotten.
    You can set different hourly rates for different team members, great for tracking their chargeouts at the end of each day, week or month.
    We've been able to set up a chargeout for unproductive time and that has been a game-changer for us - understanding where we're losing time and whether it can be charged out, whereas previously we never understood where our lost 'unchargeable' hours were used. We've fine tuned everything now and its made a huge difference to our bottomline.
    Love the fact that everytime we click into a job, we can put a brief description of what we are doing on the job - i.e. photo manipulation, telephone discussion with client etc.

    Cons

    To be fair, there's not much that we don't like about the software and if we have found something that we think would be beneficial to everyone - not just us, we have let the development team know and the have been very receptive to our requests.
    At the end of each project you need to click COMPLETE to ensure that at the end of the day your hours appear in the right day. If you keep that job open and just keep adding time to it, it can sometimes appear that you have worked a very long day. Best to click complete at the end of each action within the job.
    Also very easy to shut down your computer at the end of the day (especially on a Friday) and then get back on Monday only to find your clock has been going all weekend on a project!

    Cathy
    Cathy
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Invoicing & Xero integration, lead & client management, time tracking & task management in one...

    Reviewed on 2018/01/18

    The time saving, high-level focus on my business and performance stats are invaluable to a growing...

    The time saving, high-level focus on my business and performance stats are invaluable to a growing Auckland Digital Marketing and Social Media Company.

    Pros

    Our digital marketing company Net Branding has been using RollHQ for over a year and we cannot imagine switching to any other project management system now.

    As a business owner, you have to keep track of everything that goes on on a project and make sure all staff hours are accounted for. RollHQ has transformed my time recording, workflow and billing process. Before I used three tools (GetHarvest, Asana and Xero). After migrating to RollHQ (and the RollHQ team were incredibly supportive), it is all streamlined into one product that syncs automatically into Xero. The time saving, high-level focus on my business and performance stats are invaluable to a growing Auckland Digital Marketing and Social Media Company.

    With RollHQ, I am able to manage our company's new leads, customise project status according to our company's processes (which is something no tool offers), manage our ongoing retainers, manage invoices, time tracking system and task management all in one tool.

    Cons

    The only thing I would like to see from RollHQ is having the ability to send tasks to Roll via email.

    Verified Reviewer
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Overall OK Invoice bit a bit clumsy

    Reviewed on 2018/02/03

    Get all of my billable hours logged.

    Get all of my billable hours logged.

    Pros

    Timer on the jobs. That you can set up different timers for different jobs. Logging hours to tasks and that the invoice goes direct to Xero.

    Cons

    Invoicing. I can't group all invoicing lines together on the invoice all the dates and hours are listed on separate lines. Would like to see an option for grouping.

    Candice
    Candice
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Integral software for my day to day managing of projects and the business

    Reviewed on 2018/01/21

    A time saver, I do all the management of my business and projects in one places, so it gives...

    A time saver, I do all the management of my business and projects in one places, so it gives clarity easily, and saves me time and headspace trying to juggle the information.

    Pros

    The two main functions I use Roll for is time tracking and invoicing. This is done so easily in Roll, and I have come to rely on the constant use of these. I couldn't get by without it now. Daily I'm logging time, adding tasks and prioritising my projects. Less frequently but just as integral, I'm adding time to invoices, checking on overdue invoices, seeing how I'm tracking to my breakeven point and sending those invoices... all out of Roll, I don't use any other software.

    Cons

    Nothing there that I don't like. However, always have suggestions for new things. I would like to see more in-your-face reporting that follows you around or prompts you. Would be things like how much time you've got committed this week and prompt to fill your pipeline, or close a deal to hit your financial targets.

    Helen
    Helen
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Love Roll - Was one of your earliest customers, and now one of your biggest fans

    Reviewed on 2018/01/31

    More efficiency, fewer errors, better customer service, better sales lead follow up, more sales,...

    More efficiency, fewer errors, better customer service, better sales lead follow up, more sales, more long term customers. Allowed me to run a team of managers, rather than having all the info in my head. More transparency and predictability over finances.

    Pros

    It makes it simple to house all my business critical data in one place. It was clearly designed with an understanding of how businesses run, and the stuff we need to know to do that efficiently. We could run our business without it.

    Cons

    A few little user niggles that make it a bit inefficient and irritating to use - this is just the reality of using an early-stage bit of software.

    Showing 5 reviews of 37 Read all reviews

    Roll FAQs

    Below are some frequently asked questions for Roll.

    Roll offers the following pricing plans:

    • Starting from: A$23.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Pricing starts at AU $23 / month for 1 user. Includes 10 active projects, limited email support and all features. Business Pro starts at AU $28 / month per user. Includes all features, unlimited projects and full email and phone support.

    Roll has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    Roll supports the following languages:

    English

    Roll supports the following devices:

    Android (Mobile), iPhone (Mobile)

    Roll integrates with the following applications:

    Xero, Zapier

    Roll offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, Chat

    Related categories

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