{"__v":12,"_id":"560244ce930fe1170074bd41","api":{"auth":"required","params":[],"results":{"codes":[]},"settings":"","url":""},"body":"[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"1. Settings part 1: Add job types, lead sources, project statuses and hourly rates\"\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, Residential architecture etc etc.\n\n2. Add the \"Project lead sources\" (where you find your customers). E.g. Google, Radio, TV etc. This information will be used to help tell you what marketing is working for your business. \n\n3. Add to or change \"Project Statuses\" for \"Pipeline\", \"In Progress\" and \"Completed\" which is a fantastic way to tailor Roll to the workflow in your business. \n\n4. Add in the different hourly rates that you charge. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/bcfe92a-Screenshot_2016-11-16_11.54.27.png\",\n        \"Screenshot 2016-11-16 11.54.27.png\",\n        1758,\n        734,\n        \"#555f61\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"2. Settings part 2: Add additional users\"\n}\n[/block]\n1. In the settings area, hit the \"Users\" tab and add additional users and contractors as needed. \n\nTip: \n* \"Admin\" users will see the dashboard and financial information. \n* \"Employees\" won't see the performance dashboard but will be able to see project totals - unless you tell Roll otherwise.\n*  \"Contractors\" will only see projects they've been assigned to and won't see any financial information related to the project or the business. \n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"3. 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\": \"4. 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\": \"5. 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]\nFor more information and quick tips to help you get started and understand how Roll works, visit our YouTube channel here:\n[block:embed]\n{\n  \"html\": false,\n  \"url\": \"https://www.youtube.com/channel/UCtfaNZBaxE6enQxHtRWkWbw\",\n  \"title\": null,\n  \"favicon\": \"https://www.youtube.com/favicon.ico\",\n  \"iframe\": false\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,"isReference":false,"link_external":false,"link_url":"","next":{"description":"","pages":[]},"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. Settings part 1: Add job types, lead sources, project statuses and hourly rates" } [/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, Residential architecture etc etc. 2. Add the "Project lead sources" (where you find your customers). E.g. Google, Radio, TV etc. This information will be used to help tell you what marketing is working for your business. 3. Add to or change "Project Statuses" for "Pipeline", "In Progress" and "Completed" which is a fantastic way to tailor Roll to the workflow in your business. 4. Add in the different hourly rates that you charge. [block:image] { "images": [ { "image": [ "https://files.readme.io/bcfe92a-Screenshot_2016-11-16_11.54.27.png", "Screenshot 2016-11-16 11.54.27.png", 1758, 734, "#555f61" ] } ] } [/block] [block:api-header] { "type": "basic", "title": "2. Settings part 2: Add additional users" } [/block] 1. In the settings area, hit the "Users" tab and add additional users and contractors as needed. Tip: * "Admin" users will see the dashboard and financial information. * "Employees" won't see the performance dashboard but will be able to see project totals - unless you tell Roll otherwise. * "Contractors" will only see projects they've been assigned to and won't see any financial information related to the project or the business. [block:api-header] { "type": "basic", "title": "3. 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": "4. 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": "5. 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] For more information and quick tips to help you get started and understand how Roll works, visit our YouTube channel here: [block:embed] { "html": false, "url": "https://www.youtube.com/channel/UCtfaNZBaxE6enQxHtRWkWbw", "title": null, "favicon": "https://www.youtube.com/favicon.ico", "iframe": false } [/block]