Everything you need to manage your business in one simple yet smart software application.

Get full visibility of your business

The Roll Business Intelligence Dashboard

Financial Situation

Get visibility of projected earnings, the value of work in progress and the status of invoices.

Sales

See at a glance where your leads are coming from and how much work you have in your pipeline.

Time Reporting

Get visibility of time tracked for individual projects and view billed vs. unbilled time by project, month, and team member.

Project Tracking Summaries

Get visibility on how individual projects are tracking against their budget.

Manage sales

Contact Management

Quickly add and find contacts and companies.

Quoting

Create and send quotes in seconds and get clients to approve quotes online.

Sales Pipeline

Easily capture and manage your leads through all stages of the sales process.

Contact Activity Summaries

See how much revenue each customer generates.

Manage projects

Work in Progress, Project info screenshot

Task Management

Create, assign and manage your and your team’s tasks.

Time Tracking

Track time with the simple start/stop timer or enter time in timesheets.

Team Collaboration

Assemble project teams, leave notes and add contractors.

Retainers

Easy retainer management including repeating tasks, automatic invoicing and retainer profitability.

File Uploads

Attach images and documents to your project notes, keeping all the essentials in one place.

Manage your team with Scheduling*

Project Scheduling

Schedule projects and build a time line for project delivery.

Workload Visibility

Get visibility over your workload at both a a business level as well as an employee level. Easily see pinch points and resourcing issues.

Assign Team Members

Assign team members to individual projects and tasks in the schedule.

Understand Your Resources

See which team members have too much work and those that have not enough.

* Scheduling is available on our Business Pro plan

Manage finances

Invoicing

Create, send and manage invoices in ROLL. Invoice all unbilled time on a project with the click of one button.

Xero Integration

Make accounting even simpler by integrating ROLL with Xero for a seamless two-way information flow. Read reviews from the Xero community.

Cost Tracking

Track project costs line by line, add margin and on-charge as needed.

Progress Payments

Set up progress payments on your projects, and get projections of earnings in the upcoming months.

Capture the Important Details with Custom Fields*

Extremely Powerful

Custom Fields give you the power to capture and manage the data that's important to your business.

Very Flexible

Select from multiple field types and sizes depending on the data that you need to capture.

Fast Setup

Fast, easy setup and management ensures you’re capturing the data you need from the get go.

Visible

Add custom fields to areas that make sense including project info, client info and project listing areas.

* Custom fields are available on our Business Pro plan

Connect with the apps you love

ROLL can integrate with all the tools you love, moving information automatically between apps so that you can focus on your most important work.

View Integrations Public API

Run your business on the go

ROLL Mobile App has been designed to help you go about your day-to-day tasks, whether you're at your desk or visiting clients. Get yours now and keep your business rolling.

Simply put this app has completely removed a question that continually nagged at me on daily basis: “are we making enough money this month?” and “have we got enough in the pipeline for the upcoming months?”
James McFarlane — Director, Pitch Studio

Everything you need. In one simple tool.

Try Roll for free