{"__v":11,"_id":"560244ce930fe1170074bd41","api":{"auth":"required","params":[],"results":{"codes":[]},"settings":"","url":""},"body":"[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"1. Customise job types, lead sources and add users\"\n}\n[/block]\nOn the settings tab (spanner icon - top right hand side), do the following:\n\n1. Setup the \"Job Types\" that your business works with. E.g Website Development, Trade Shows, SEO, Branding, Logo development etc.\n2. Add the \"Project lead sources\" that your business comes from. E.g. Google, Radio, TV etc. This information will be used to help tell you what marketing is working for your business. \n3. Hit the \"Users\" tab and add additional users as needed. (Tip: All admin users will see the dashboard and financial information).\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/T5allDFcQ3isKzs0go6Z_image\",\n        \"image\",\n        \"465\",\n        \"100\",\n        \"\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"2. Add your first company\"\n}\n[/block]\nBefore you do anything else, you should add a company that you have a project you're working on. \n\nOn the \"Companies\" screen (top left menu) do the following:\n1. Select \"New Company\" and add the details of a company that you wish to setup a project for.\n2. Add any additional contacts you may have for that company.\n3. Ensure that for each new project, you have already entered the company details into the Company's area.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/CQtjEXqYSduMI2HUodcO_image\",\n        \"image\",\n        \"669\",\n        \"215\",\n        \"#738caf\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"3. Add your first projects\"\n}\n[/block]\nOn the \"Projects\" screen do the following:\n\n1. Select \"New Project\" and add the details of a project that you wish to enter.\n2. Give the project a Title, Description and type the company name into the \"Company Name\" field. \n3. Add \"Team\" members who are involved in the project.\n4. Select \"Job Type\" and \"Lead Source\" from the drop downs (this should have your custom information from step 1!). \n5. Enter project values. (Tip: the \"Est Month End\" figure is how much you estimate you will invoice at the end of the month. This will help provide you with a rough guide to how much your business will invoice for the month in the Dashboard screen).\n6. Click \"Save and close\"\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/BzDicNeSQDmIPZbrBlgt_image\",\n        \"image\",\n        \"650\",\n        \"270\",\n        \"#688cb1\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"4. Understand how invoicing and payments work.\"\n}\n[/block]\nWhen you're ready to handle payments and carryout invoicing through your accounting application, it's really important to understand how Roll helps you with this process.  This is a hugely important topic and it's critical that you understand it. To help you with this, we've created another guide which you can access **[here](https://rollhq.readme.io/docs/invoicing-and-roll)**.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"That's it! You're off and running.\"\n}\n[/block]","category":"563bb8b7dfa1282b000dd31c","createdAt":"2015-09-23T06:21:02.716Z","excerpt":"This page will help you get started with Roll. You'll be up and running in a jiffy!","githubsync":"","hidden":false,"link_external":false,"link_url":"","order":0,"project":"560244cc930fe1170074bd3b","slug":"getting-started","sync_unique":"","title":"Quick start guide","type":"basic","updates":[],"user":"5602447d7435de0d00fabd37","version":"560244cd930fe1170074bd3e","childrenPages":[]}

Quick start guide

This page will help you get started with Roll. You'll be up and running in a jiffy!

[block:api-header] { "type": "basic", "title": "1. Customise job types, lead sources and add users" } [/block] On the settings tab (spanner icon - top right hand side), do the following: 1. Setup the "Job Types" that your business works with. E.g Website Development, Trade Shows, SEO, Branding, Logo development etc. 2. Add the "Project lead sources" that your business comes from. E.g. Google, Radio, TV etc. This information will be used to help tell you what marketing is working for your business. 3. Hit the "Users" tab and add additional users as needed. (Tip: All admin users will see the dashboard and financial information). [block:image] { "images": [ { "image": [ "https://files.readme.io/T5allDFcQ3isKzs0go6Z_image", "image", "465", "100", "", "" ] } ] } [/block] [block:api-header] { "type": "basic", "title": "2. Add your first company" } [/block] Before you do anything else, you should add a company that you have a project you're working on. On the "Companies" screen (top left menu) do the following: 1. Select "New Company" and add the details of a company that you wish to setup a project for. 2. Add any additional contacts you may have for that company. 3. Ensure that for each new project, you have already entered the company details into the Company's area. [block:image] { "images": [ { "image": [ "https://files.readme.io/CQtjEXqYSduMI2HUodcO_image", "image", "669", "215", "#738caf", "" ] } ] } [/block] [block:api-header] { "type": "basic", "title": "3. Add your first projects" } [/block] On the "Projects" screen do the following: 1. Select "New Project" and add the details of a project that you wish to enter. 2. Give the project a Title, Description and type the company name into the "Company Name" field. 3. Add "Team" members who are involved in the project. 4. Select "Job Type" and "Lead Source" from the drop downs (this should have your custom information from step 1!). 5. Enter project values. (Tip: the "Est Month End" figure is how much you estimate you will invoice at the end of the month. This will help provide you with a rough guide to how much your business will invoice for the month in the Dashboard screen). 6. Click "Save and close" [block:image] { "images": [ { "image": [ "https://files.readme.io/BzDicNeSQDmIPZbrBlgt_image", "image", "650", "270", "#688cb1", "" ] } ] } [/block] [block:api-header] { "type": "basic", "title": "4. Understand how invoicing and payments work." } [/block] When you're ready to handle payments and carryout invoicing through your accounting application, it's really important to understand how Roll helps you with this process. This is a hugely important topic and it's critical that you understand it. To help you with this, we've created another guide which you can access **[here](https://rollhq.readme.io/docs/invoicing-and-roll)**. [block:api-header] { "type": "basic", "title": "That's it! You're off and running." } [/block]