ROLL

ROLL

All-in-one business workflow & project management

4.7/5 (37 avis)

ROLL - Présentation

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.

Prix

À partir de
14,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Australie, Canada, Europe, Royaume-Uni, États-Unis

Langues

anglais

ROLL - Avis

Note globale
4.7/5
100% d'avis positifs
25
Excellent
12
Très bien
0
Moyen
0
Médiocre
0
Horrible
Sharon F.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 28/01/2018
Provenance de l'avis : Capterra

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Karen M.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 21/01/2018
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Cathy M.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 18/01/2018
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Candice H.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 21/01/2018
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Helen S.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 31/01/2018
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

ROLL - Prix

À partir de
14,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

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.

ROLL - Fonctionnalités

  • Gestion des factures
  • Gestion des flux de travail
  • Importation et exportation de données
  • Rapports et statistiques
  • Rapports personnalisables

  • API
  • Audit
  • Champs personnalisables
  • Données en temps réel
  • Gestion de la conformité
  • Gestion des stocks
  • Intégration de tiers
  • Monitoring
  • Notifications automatiques
  • Piste d'audit
  • Rapports en temps réel
  • Stockage de documents
  • Suivi de l'inventaire
  • Suivi des activités
  • Tableau de bord d'activités

Plus d'informations sur ROLL

ROLL - Principales fonctionnalités

  • 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

Avantages

  • 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 - FAQ

    Voici quelques-unes des questions fréquentes sur ROLL.

    Q. Quels sont les types de licence disponibles pour ROLL ?

    Types de licences disponibles pour ROLL :

    À partir de: 14,00 $US/mois

    Type de licence: Gratuit, Abonnement

    version d'essai gratuite: Disponible

    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. Quelles sont les principales fonctionnalités du logiciel ROLL ?

    Fonctionnalités du logiciel 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

    Q. Qui utilise ROLL ?

    Utilisateurs habituels du logiciel ROLL :

    Grandes entreprises, Entreprises de taille moyenne, PME

    Q. Dans quelles langues ROLL est-il disponible ?

    Langues dans lesquelles ROLL est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour ROLL ?

    Types de licences disponibles pour ROLL:

    Gratuit, Abonnement

    Q. ROLL prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par ROLL.

    Q. Avec quelles applications ROLL peut-il s'intégrer ?

    Applications s'intégrant à ROLL :

    Xero

    Q. Quelles sont les ressources d'aide disponibles pour ROLL ?

    Ressources d'aide disponibles pour ROLL :

    Base de connaissances, Support en ligne, Support téléphonique