Rootz is designed so professional services teams can start tracking hours and managing projects immediately — no training, no complex setup, no IT team required.
Every step from account creation to billing — here is exactly what happens on your team's Rootz journey.
Go to Rootz and enter your email. You receive a one-time login code instantly — no passwords to remember or forget. Enter the code and you are in. The first time you log in, you enter your name so your teammates can identify you.
Create a new organisation (you become the owner) or join an existing one by entering the organisation code shared by your colleague. Rootz supports multiple organisations — useful if you manage separate entities or client groups. A short setup wizard walks you through adding your first client, team, and project.
Add the clients you work for — name, email, phone, and address. Create teams with team leaders and members. Assign role-based permissions so each person sees and can edit only what they should: owners, admins, and regular members each have clearly scoped access.
Create a project linked to a client and a team. Set an hour budget for the project — how many billable hours are allocated. You can break projects into sub-projects for complex engagements, each with its own hour allocation. Hours can be transferred between projects with a full audit trail if scope changes.
Team members log time against any project in seconds. Add a description of the work done. Rootz instantly updates remaining vs. consumed hours for the project — visible to the whole team. Add comments with @mentions to keep project conversations in context. Smart alerts notify you before a project goes over budget.
Build custom dashboards with the widgets you need: remaining hours, workload tracker, Gantt timelines, KPI numbers, team summaries, and more. Export billing summaries and hour reports to Excel in one click. Share a live project health view with clients. Everything you need to deliver projects and invoice accurately.
Log billable time per project with work descriptions. See remaining vs. consumed hours instantly.
Learn more →Clients, teams, sub-projects, statuses, priorities, deadlines — all organised in one place.
Learn more →Build the exact view your team needs. Gantt, workload, charts, KPIs — all configurable.
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