ROLL

ROLL

All-in-one business workflow & project management

4.7/5 (37 reviews)

ROLL Overview

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.

Pricing

Starting from
US$14,00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, Europe, United Kingdom, United States

Supported Languages

English

ROLL Reviews

Overall rating
4.7/5
100% positive reviews
25
Excellent
12
Very good
0
Average
0
Poor
0
Terrible
Sharon F.

I use Roll to manage projects, track time spent and manage clients in my Graphic Design Business.

Used Daily for 1-5 months
Reviewed on 2018/01/28
Review Source: Capterra

Pros

Xero integration and sync is a winner no more re-entering data! This goes both for invoicing and also client contact information. Love how they talk to each other (both ways) and Roll just 'knows' what the next invoice in Xero is. Also, I like how I can approve the invoice and then send a PDF myself via Xero. I don't use the invoice from within the software as I have a custom template, so don't want to use the standard one the Roll issues. If in a future release if I could import my Xero Invoice template it would perfect. Invoicing my logged time (and the ability to edit this on the fly before 'approving' an invoice) is just what I need. I can round figures and adjust things as needed. Time tracking seems to be working well for me too, and as I often skip from one job to another during the day, the Multi-timers to track my time for several projects is great. I can stop and start each one as the need arises and just hit 'complete' at the end of the day and the time is logged to each job. Adding attachments is useful too, as it allows me to add a PDF or link to the final job completed for my future reference. I'm sure this is will come in handy to send a quick reference file to a client in the future (when they ask 'what did you do last time?') and save me the hassle of searching my archived projects for this. I also like how I can setup custom folders in the Projects section to move the job status through the project workflow and know exactly what stage each is at.

Cons

I can't adjust the width of columns in 'all projects' or 'all contacts' view so longer names or descriptions are cut off. If I could adjust these I could quickly slide the column wider to see what I need to see, rather than having to open the individual project or contact. Also, I'm not a big fan of how the 'invoice this month' fields works as I find it confusing and the options given don't always suit my projects. For example, I may have a large ongoing project that lasts 12 months and just bill time taken each month. Unfortunately there doesn't seem to be an easy way to set 'guesstimates' that vary, and I found once I changed these settings it was inflexible in changing back and then logged future bill amounts but wouldn't reset. It hasn't really give appropriate forecasting reports for me (which is what it was intended for), so I have avoided using this so far and have just gone the default 'bill later' and used the reporting to look at actual billed items. I may need to learn a bit more how this works, but given everything else in the software has been simple and intuitive, I just haven't bothered about trying to research it further and make it work for me yet.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Karen M.

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

Used Daily for 1+ year
Reviewed on 2018/01/21
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Cathy M.

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

Used Daily for 1+ year
Reviewed on 2018/01/18
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Candice H.

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

Used Daily for 2+ years
Reviewed on 2018/01/21
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Helen S.

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

Used Daily for 2+ years
Reviewed on 2018/01/31
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
User Recommendation
9.3/10
Based on 37 reviews
Compare user recommendation rating with alternatives

ROLL Pricing

Starting from
US$14,00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Pricing starts at US $14 / month for 1 user. Includes 10 active projects, limited email support and all features.

Business packages start at US $36 / month with each additional user costing US $12 / month. Includes all features, unlimited projects and full email and phone support.

Value for Money
4.6/5
Based on 37 reviews
Compare value for money rating with alternatives

ROLL Features

  • Customizable Reporting
  • Data Import/Export
  • Invoice Management
  • Reporting & Statistics
  • Workflow Management

  • API
  • Activity Dashboard
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Compliance Management
  • Custom Fields
  • Document Storage
  • Inventory Management
  • Inventory Tracking
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Third Party Integration
Features
4.4/5
Based on 37 reviews
Compare features rating with alternatives

Additional information for ROLL

Key features of ROLL

  • Accounting integration
  • Accounting management
  • Activity monitoring
  • Automated billing
  • Automated quoting
  • Billable hours
  • Billable hours tracking
  • Budget control
  • Budgeting & forecasting
  • Business process automation
  • Client database
  • Clock in / out
  • Collaboration
  • Collaboration tools
  • Completion tracking
  • Cost estimating
  • Cost tracking
  • Customizable billing
  • Customizable reporting
  • Dashboard creation
  • Data import/export
  • Employee time clock
  • Estimating
  • Event tracking
  • Filtered views
  • Gantt charts
  • Goal setting / tracking
  • Import / export data
  • Income statements
  • Invoice management
  • Invoice processing
  • Invoices
  • Job costing
  • Job tracking
  • Knowledge base
  • Lead management
  • Pricing management
  • Profit / loss statement
  • Progress reports
  • Project budgeting
  • Project notes
  • Project time tracking
  • Quote management
  • Real time monitoring
  • Recurring billing
  • Reporting & statistics
  • Risk alerts
  • Spend analysis
  • Task planning
  • Testing / QA management
  • Time / task reporting
  • Time tracking by client
  • Time tracking by project
  • User activity monitoring
  • Web traffic reporting
  • Workflow management

Benefits

  • 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.

  • ROLL FAQs

    Below are some frequently asked questions for ROLL.

    Q. What type of pricing plans does ROLL offer?

    ROLL offers the following pricing plans:

    Starting from: US$14,00/month

    Pricing model: Free, Subscription

    Free Trial: Available

    Pricing starts at US $14 / month for 1 user. Includes 10 active projects, limited email support and all features.

    Business packages start at US $36 / month with each additional user costing US $12 / month. Includes all features, unlimited projects and full email and phone support.

    Q. What are the main features of ROLL?

    ROLL offers the following features:

    • Accounting integration
    • Accounting management
    • Activity monitoring
    • Automated billing
    • Automated quoting
    • Billable hours
    • Billable hours tracking
    • Budget control
    • Budgeting & forecasting
    • Business process automation
    • Client database
    • Clock in / out
    • Collaboration
    • Collaboration tools
    • Completion tracking
    • Cost estimating
    • Cost tracking
    • Customizable billing
    • Customizable reporting
    • Dashboard creation
    • Data import/export
    • Employee time clock
    • Estimating
    • Event tracking
    • Filtered views
    • Gantt charts
    • Goal setting / tracking
    • Import / export data
    • Income statements
    • Invoice management
    • Invoice processing
    • Invoices
    • Job costing
    • Job tracking
    • Knowledge base
    • Lead management
    • Pricing management
    • Profit / loss statement
    • Progress reports
    • Project budgeting
    • Project notes
    • Project time tracking
    • Quote management
    • Real time monitoring
    • Recurring billing
    • Reporting & statistics
    • Risk alerts
    • Spend analysis
    • Task planning
    • Testing / QA management
    • Time / task reporting
    • Time tracking by client
    • Time tracking by project
    • User activity monitoring
    • Web traffic reporting
    • Workflow management

    Q. Who are the typical users of ROLL?

    ROLL has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does ROLL support?

    ROLL supports the following languages:

    English

    Q. What type of pricing plans does ROLL offer?

    ROLL has the following pricing plans:

    Free, Subscription

    Q. Does ROLL support mobile devices?

    We do not have any information about what devices ROLL supports

    Q. What other apps does ROLL integrate with?

    ROLL integrates with the following applications:

    Xero

    Q. What level of support does ROLL offer?

    ROLL offers the following support options:

    Knowledge Base, Online Support, Phone Support