The layout enables me to efficiently navigate between pages on Roll. I can quickly track progress on a job I am working on.

Having to go to the website to use on my phone. It is difficult to use and see.

Roll is straightforward and easy to use. It has a fantastic 'flow' to it that just makes sense.

Creating past invoices can be difficult, particularly using the calendar to select dates as sometimes it ends up jumping to the wrong date.

It combines great features into one amazing package. I can track my time, store client and project details, keep track of payment details and even see project progress at a glance.

The quoting and integration with Xero is fantastic.

Roll makes it really easy for me to manage my work, track my time or set up retainers and send my invoices. I love the Dashboard that shows me how much money I've got coming in in the next few months.

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.

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.

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

Great software, easy to use. Very simple for tracking projects throughout & staying on budget.

Also love how the Roll team keeps developing the software so it keeps getting better. And the support is great too.

This software has allowed my business to grow as we can now manage more and more projects at once, more than we ever could have before. I've also found the customer service to be excellent.

Roll is a super useful bit of software for tracking complicated projects across different stages.

Roll was recommended to me for my startup business. The software and support is excellent.

Roll is easy to use and has all of the functions I was looking for. I tried many online systems and Roll works the best for my project-based business.

The interface is simple and intuitive, with multiple ways to achieve the same results. Great to have up-to date feedback and reporting on projects and tasks.

Great support team as well - quick to respond and super friendly.

Simple and clean, easy to navigate. Does everything we need and integrates well with our accounting software.

I love how easy it is to use, including it's customisation features. The quoting and invoicing processes are excellent and the software has been invaluable in streamlining my workflow.

The overall functionality is a great fit for our industry and helps me manage prospective clients as well as active projects easily. I love the XERO integrations, which make invoicing a breeze.

Integrates seamlessly with Xero (which we also use). Great balance between the financial side of the business and project management.

It can handle project costs and track time with the ability to set time budgets as well as assign tasks to others. Our team also love the user interface.

It is a little tricky to use for repeating work.

I can't adjust the width of columns in 'all projects' or 'all contacts' view so longer names or descriptions are cut off.

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.

Maybe a little complicated for technologically challenged. I don't really consider this a serious con however.

Overall, a great experience with Visual Planning. From implementation, to customization, training, support - it's all great and the platform helps us run much more efficiently than we were previously.

Our team is extremely happy with what we have been able to do with Visual Planning. The use continues to grow as more and more people see the capability.

While it is a good thing, so an outsider/average user it can be confusing or intimidating.

Visual Planning is a perfect project management platform which helps to improve collaboration.

The visual presentation/breakdown within the platform is very helpful and needed for what we utilize the software for.

Very friendly for dev/admin teams. Technical product Support  is very good.

A powerful, flexible solution for scheduling and tracking.

We have a lot of projects to manage and equipment as well. VP really helps make it all work together without the complexity of other tools.

Visual Planning is a great solution for us for two reasons. It is extremely flexible and customizable.

During the development and implementation phases , we had superb customer service from Oakfield Software. They were always on hand , either via email or on the phone We could not fault them.

This can help to operate more efficiently and allows us to communicate and share information to any user groups, when they need it, in a format that works for them, whatever the device they are using.

It isn't a 2 minute setup, which won't work too well for small businesses, as it front loads some of the costs.

I like how flexible the tool is when is comes to configurating the options needed. It is also really easy to use.

The flexibility is the best feature. We can easily create views and displays and customize the software.

Our clients are happy in using this app to schedule officers in shifts and track their attendance.

Has got good calendar view. Easy backup and deployment.

Initial setup and customization require a bit of time and effort which can be a hurdle for small businesses or teams with limited resources.

US Dollar

Roll is a project management solution that helps businesses manage leads and opportunities, streamline project management, track tasks and time, and monitor the financial status of each project. It allows teams and contractors to dedicate more time to project delivery. Administrators can gain insights into future revenue projections, providing managers and business owners with enhanced visibility and control. 

LongDescription

Milestone Tracking

Billable & Non-Billable Hours

Billable Items Tracking

Time Tracking

Customizable Reports

Access Controls/Permissions

Online Time Tracking

Workflow Configuration

Invoice Management

Timesheet Management

Project Management

Task Planning

Gantt/Timeline View

Projections

Resource Management

Calendar Management

Collaboration Tools

Data Import/Export

Clock In/Out

Risk Management

Testing/QA Management

Project Time Tracking

Cost-to-Completion Tracking

Client Portal

Workflow Management

Employee Database

Reporting & Statistics

Time & Expense Tracking

Reporting/Project Tracking

Business Process Automation

Billing & Invoicing

Accounting Integration

Multiple Billing Rates

Budget Management

Reporting/Analytics

Customizable Dashboard

Mobile Time Tracking

Task Management

Document Management

Search/Filter

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.

Email/Help Desk

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Roll

Live Online

Documentation

Visual Planning is a hybrid resource management and scheduling platform that helps businesses to manage their assets and day-to-day operations. The solution can be deployed on-premise or hosted in the cloud.


Visual Planning offers businesses tools and functionalities such as project management, construction scheduling, human resource management, field service scheduling, fleet management, customer relationship management (CRM) and more, which help them to allocate resources, manage projects, budgets and workloads and update reports and graphs in real time.


Visual Planning offers functionalities for mobile devices that allow them to access the solution and manage their activities remotely. It also supports integration with various databases such as MySQL, SQL Server and Oracle databases and with data formats like CSV files and spreadsheets.


Support is available via phone, email, knowledge base and an online customer support portal.



Employee Management

Forecasting

Messaging

Purchase Order Management

Idea Management

Subcontractor Management

Trial Design

Fuel Management

Real-time Scheduling

Permit Management

Due Date Tracking

Staff Calendar

Rescheduling

Activity Tracking

Vacation/Leave Tracking

Schedule Distribution

Dispatch Management

Shift Swapping

Progress Tracking

Real-Time Monitoring

Contract/License Management

Task Scheduling

Financial Management

Real Time Editing

Electronic Signature

Client Database

Group Scheduling

Confirmation/Reminders

Portfolio Management

Project Planning/Scheduling

Communication Management

Recurring Appointments

Class Scheduling

Integrations Management

Room Booking

Project Scheduling

Template Management

Scheduling

Offline Access

Route History

Electronic Data Capture

VIN Lookup

Multi-Location

Contact Management

Mileage Tracking

Content Management

Budget Tracking

File Storage

EMR/EHR

Mobile Access

Skills Tracking

Resource Request

Capacity Management

Real-Time Data

Routing

Bid Management

Discussions/Forums

Agile Methodologies

Issue Management

Maintenance Management

Resource Scheduling

Commercial

RFI & Submittals

Utilization Reporting

Service History

For Residential

Project Tracking

Percent-Complete Tracking

File Sharing

Activity Dashboard

Inspection Management

Alerts/Notifications

Online Booking

Traditional Methodologies

Automated Scheduling

Estimating

Contractor Management

Chat/Messaging

Work Order Management

Customizable Templates

Windows 7

Windows Vista

Windows XP

Web browser (OS agnostic)

Windows 8

Windows 10

VP cloud: starting at $55/user/month (billed annually).

Contact Visual Planning for more information on pricing.

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