What is Nrolled?

Nrolled is the operating system for hospitality and events. It combines workforce management, payroll, sales pipeline, and on-demand staffing into one connected platform — so operators run tighter operations, and workers get fair, well-managed shifts.

What Nrolled is — and what it isn't

Nrolled is not a scheduling app. It's not a staffing agency. And Surge, our staffing marketplace, is not a gig platform. It's a connected system that handles the full operational cycle — from closing a deal to paying your last shift worker. Each product solves a specific problem. Together, they close the loop.

The four products

Where do you want to start?

Quick start

From first contact to a fully staffed event — here's how operators get up and running on Nrolled.

Step 1 — Book a demo

Start with a 20-minute call. We'll walk through the platform, understand your operation, and focus on the products most relevant to your team. No deck. No script.

Step 2 — Set up your workspace

Which products are right for you?

Pricing

Nrolled is priced per product. Start with what you need. Add more as your operation grows.

Konnect

Flow

Payd

Surge

All pricing is in CAD. Volume and multi-product discounts available. Contact us for a custom quote.

FAQs

Common questions about Nrolled, its products, and how it fits your operation.

General

Do I need all four products?

No. Each product works independently. Most operators start with Flow, then add Surge when they need extra staff or Payd to automate payroll. Konnect is for teams with an active event sales function.

Is this built for hospitality specifically?

Yes. Nrolled is not a generic WFM or CRM tool adapted for hospitality. Every product is built around event-centric scheduling, shift-based labour, and the vocabulary hospitality teams actually use.

Where is Nrolled available?

Currently serving operators in the Greater Toronto Area and expanding across Canada.

Flow

How is Flow different from scheduling tools I already use?

Flow tracks budget vs. actual labour cost per event, per department — in real time. Most scheduling tools show you who is working. Flow shows you what it costs, against what you planned, before the invoice lands.

Surge

Is Surge a staffing agency?

Surge is a managed staffing marketplace. Every worker is vetted, rated, and governed by the CARE framework. It's not a gig platform — quality is the entry requirement, not the exception.

What happens if a worker cancels day-of?

Surge auto-designates backup workers on standby for every confirmed job. Cancellations happen. Chaos is optional.

Payd

Can I use Payd without Flow?

Payd is the payroll layer of the Nrolled OS — it's designed to receive verified timesheet data from Flow. It is not offered as standalone payroll software.

The CRM that speaks hospitality.

Most hospitality sales teams track deals in spreadsheets and email threads. Leads fall through. Follow-ups are missed. Pipeline visibility is zero. Konnect is built from the ground up for event-driven sales — covering the full lifecycle from first inquiry to completed event.

What's in Konnect

Dashboard

The Sales Health Dashboard gives you an end-to-end view of your pipeline — from first inquiry to completed event. It's designed to answer the questions you ask every Monday morning, without requiring you to build a report.

What you'll see

The dashboard loads with a default 6-month window and can be filtered by date range and venue at any time. Every panel updates together when you change a filter.

• Executive Sales Health — Total pipeline value, won revenue, active inquiries, and conversion rate in a single row of KPI cards.
• Funnel Conversion Health — A visual funnel showing conversion rates at every stage: Inquiry → Quote → Approved → Event → Completed. Use this to see exactly where leads are dropping off.
• Coordinator Performance — Side-by-side comparison of your sales team on inquiries handled, quotes sent, win rate, and revenue generated.
• Venue & Capacity Utilization — Booked hours vs. available hours per venue, revenue per hour, and a per-venue utilization bar chart. Identifies underbooked spaces before they cost you.
• Trends & Performance — Monthly trend lines for inquiries, quotes, revenue, and events over time. Useful for spotting seasonality and growth patterns.
• AI Sales Co-pilot — Contextual next actions and at-risk deal alerts, powered by the deal intelligence engine. Opens as a drawer on the right side.

Drill-downs

Every dashboard panel is a gateway. Click any panel header or "View details" link to open the matching drill-down page with deeper filters, full-period charts, and exportable tables.

• Revenue — Won revenue, average deal size, revenue by venue and event type.
• Funnel — Stage-by-stage conversion rates, drop-off analysis, time-in-stage metrics.
• Trends — Multi-year trend lines for inquiries, quotes, bookings, and revenue.
• Alerts — Overdue payments, stale inquiries, and at-risk events in one list.
• Venue Utilization — Booked vs. available hours per sub-venue with capacity heatmaps.
• Coordinator Performance — Per-coordinator quotas, win rates, and revenue contribution.

Inquiries & Deal Room

Inquiries are where every deal begins. The Deal Room is where you work them. Together, they give you a structured intake process and a dedicated workspace — with AI intelligence, email integration, and a full activity history — so nothing falls through.

Creating an inquiry

Every new lead starts as an inquiry. When you create one, the system assigns a permanent Event ID that follows this deal through every stage — Quote, Event, Contract, Payments.

The Deal Room

The Deal Room is an inquiry-focused workspace that brings communication, AI insights, and customer context into one screen. Open it by clicking any inquiry.

• Email tab — Send and receive emails directly from the deal room via Microsoft 365 integration. Pre-built templates are available for common touchpoints.
• Phone tab — Log call details, record outcomes, and schedule follow-up calls without leaving the workspace.
• Scripts tab — Access recommended talking points and objection-handling guides for consistent messaging across your team.
• AI Deal Intelligence — Gemini-powered success probability score, sentiment analysis, risk level, and suggested next action based on deal signals.
• Manual probability override — Adjust the AI score when you have context the model can't see (a verbal commitment, a known budget constraint, etc.).
• Activity Timeline — Every email, call, note, and status change for this inquiry in chronological order.

Kanban

The Kanban board gives your whole pipeline a visual form. Every inquiry sits in a column that matches its current sales stage. Move deals forward by dragging cards — the system updates the status and prompts for a reason on key transitions.

How the board works

• Columns = stages — Columns map to your company's configured sales stages. The number and names of stages are set in Settings.
• Card information — Each card shows the customer name, event date, estimated value, and current probability score at a glance.
• Stage totals — The header of each column shows the count of deals and total pipeline value in that stage.
• Lost Deals lane — Deals marked Lost move to a dedicated section. Review reasons here to identify recurring objection patterns.

Working the board

Drag a card to a new column to advance it through the pipeline. On key transitions (Won, Lost, Cancelled), a reason prompt appears — this data feeds the funnel drop-off analysis in the Dashboard.

Click any card to open the full inquiry detail or jump directly to the Deal Room. Use the filters at the top to narrow the view by venue, coordinator, event type, or date range.

Quotes

Quotes are built from your unified catalog — food, beverage, packages, staff — and assembled into itemized proposals with proforma financials, payment schedules, and client-ready PDFs. When a customer approves a quote, Konnect automatically creates an Event.

Building a quote

Create a quote by converting an inquiry, or directly from the Quotes page. The Event ID from the originating inquiry carries forward.

Customer quote portal

Share the Quote Lookup URL with your customer along with their Event ID. They can retrieve the latest approved version of their quote — without an account — review all line items, sub-events, and totals, and download a PDF copy. Internal notes, cost prices, and coordinator metadata are automatically stripped from the customer view.

Events

Events in Konnect represent confirmed bookings — created automatically when a quote is approved. This is where your sales record becomes an operational record: BEOs, contracts, payment tracking, and post-event notes all live here.

Event lifecycle

Move the event through stages as it progresses. Events with overdue payments cannot be archived — resolve payment status first.

Documents

• BEO (Banquet Event Order) — The production-ready operations document. The Event ID is prominently featured; the literal text "BEO" is excluded from the document by design.
• Contract — Multi-page contract with footer layout and signature page stack. Review all pages before sending to the client.
• Post-Event Form — Captures customer feedback and operational lessons after the event completes.

Tracking and audit

Every change to an event is recorded in the Audit Trail tab — who changed what and when. Floor plans, contracts, vendor agreements, and photos can be uploaded as file attachments. Pre-event, during-event, and post-event notes are kept separately so your team always knows which context is current.

Completed events

Once an event is marked Completed, it moves to the Completed Events archive. Records are read-only from this point — preserved for audit, reporting, and repeat-customer analysis. You can re-download any document (contract, BEO, invoice) from the Files panel at any time.

Calendar

The Calendar gives you a visual schedule of all held inquiries, sent quotes, and confirmed events across your venues. Use it to check availability and prevent double-booking before committing a date.

Using the calendar

Three views are available: month, week, and day. Entries are color-coded by type — inquiry holds, quotes, and confirmed events appear distinctly so you can assess commitment level at a glance. Click any entry to jump to the underlying record.

Filter by venue and sub-venue to check availability for a specific space. Inquiry holds are visible alongside confirmed events — so you can see what's tentatively blocked before proposing a date to a new lead. Sub-venue capacity ranges (minimum and maximum guest counts) surface in tooltips.

Customers

Customer records in Konnect are more than contact information. Each profile includes a full journey timeline, revenue history, and a 100-point ranking score that helps your team prioritize the right relationships.

Customer Ranking Score

The 100-point model evaluates each customer across five dimensions: conversion probability, total revenue, sales cycle speed, average lead time, and repeat-booking history. The score updates automatically as new activity is recorded — no manual input required.

Use the score to identify your most valuable customers for priority follow-up and to flag at-risk relationships that need attention.

Customer journey

The Journey Timeline shows every inquiry, quote, and event for a customer in chronological order — with KPIs at the top showing total revenue, win rate, average lead time, and repeat ratio. This is the fastest way to understand a customer's full history before a call or meeting.

Managing customer records

• Tag customers by category (Corporate, Wedding, VIP, Repeat Customer) for segmented outreach.
• Internal notes are strictly excluded from any customer-facing export or the quote portal.
• Create new inquiries or quotes directly from a customer profile — customer details pre-populate.
• Soft-delete inactive customers rather than deleting them. Records are preserved for journey analytics and reporting history.
• Bulk import customers from CSV with validation. Use the search bar to find by name, email, phone, or company.

Payments

Payment records are created automatically when a quote is approved — linked to the event and pre-populated with the payment schedule you defined in the quote. Track deposits, installments, and final payments, and get alerted when anything goes overdue.

How payment tracking works

Each payment record can be broken into multiple lines — deposit, installments, final payment. For each line, you set an expected amount and due date. When a payment is received, record it with the actual amount, payment date, and method (Credit Card, Bank Transfer, Cheque, or Cash). The status transitions automatically: Outstanding → Paid when fully settled, or Overdue if the due date passes without a payment.

Invoices and reminders

Generate a professional invoice directly from the payment record. Use "Send Invoice" to email it to the customer — the URL is validated against the canonical domain. Upload payment proof (receipts, bank statements, confirmation emails) against each payment line for a clean audit trail.

Overdue payments surface in the Dashboard Alerts panel and the dedicated Alerts drill-down. Export payment data to CSV for integration with your accounting software.

Reports

Six report families cover the full scope of sales and operations analytics. Every report renders live in the browser before you export, and all support date range and venue filtering.

Report families

Select a report family from the left panel, choose the specific report, apply your filters, and review the live preview. Export as PDF for sharing, Excel for analysis, or CSV for downstream tools.

Settings

Konnect settings cover two layers: company-level configuration that applies across all venues (CRM stages, catalog, contract templates) and system-level setup (users, branding, notifications). Configure these once — they govern how the entire platform behaves.

Company and venue setup

• Company profile — Logo, branding, address, and tax settings.
• Venue & sub-venue management — Add venues with minimum and maximum capacity ranges per sub-venue. Capacity data surfaces in the Calendar and Venue Intelligence panel.
• Event types and subtypes — Configure the event categories your team uses (Wedding, Corporate, etc.) with color coding.

CRM configuration

These settings are company-level and shared across all venues.

• Sales stages — Define and order the stages that drive the Kanban board.
• Inquiry statuses — Configure the status labels used throughout the inquiry list.
• Marketing sources — Track where inquiries originate.
• Status change reasons — Enforce reason capture on Won, Lost, and Cancelled transitions. This data feeds the funnel drop-off analysis.

Unified catalog

The catalog is the single source of truth for everything that appears in a quote. Build it in this order: Categories → Food Items → Ingredients → Menus → Packages.

• Menus only accept edible and beverage items — the catalog enforces this constraint.
• Active package items cannot be sold as standalone line items.
• The Contribution Calendar lets you define Low and High pricing tiers per item. Mid is auto-calculated as the average of the two.
• Use Master Import / Export to bulk-load or back up catalog data.

Users and access

Add team members with one of four roles: Company Admin, Division Admin, Sales Representative, or Coordinator. Use the Access Management modal to toggle individual page permissions per user. Set users to Inactive when they leave — do not hard-delete, as this preserves audit history and coordinator performance data.

Built for the way events actually work.

Labour is the largest and least controlled cost in event hospitality. Operators estimate headcount, run the event, and only discover what it cost afterward. Flow gives you full visibility before the invoice lands — with scheduling, cost tracking, and workforce reporting built around the event-centric model your operation runs on.

The core workflow

Every event in Flow moves through three structured steps. Cost control is built into each one.

What's in Flow

Workforce Dashboard

The Workforce Dashboard gives you a company-wide read on sales performance and labour costs — planned vs. actual, by month and by department. It's the first thing to check when you want to know whether your operation is tracking to budget.

What you'll see

• KPI cards — Total Sales Planned, Total Sales YTD, Labour Cost Planned, and Labour Cost YTD in a single row. The Labour Cost % shows labour as a percentage of sales — the metric most operators use as a budget guardrail.
• Variance — The gap between planned and actual labour costs, expressed as a percentage. Positive variance means you came in under budget; negative means over.
• Monthly Sales chart — Planned vs. actual sales side by side, by month. Use this to spot where revenue is running ahead of or behind projection.
• Labour Cost Trends — Three lines: planned, budgeted, and actual labour costs over time. The divergence between these lines tells you where planning accuracy needs work.
• Department Performance — Break down labour performance by department (Bar, Kitchen, Ops, Maintenance, Setup). Toggle between variance view and absolute view depending on whether you want to see the gap or the raw numbers.

Getting the most from the dashboard

Use the year selector to compare current performance against prior fiscal years. Export to Excel when you need to work with the underlying data, or print to PDF for management presentations.

Events & Planning

Events are the central object in Flow. Everything — budgets, schedules, worker assignments, and cost reports — traces back to an event. The Manage Plan page is where the Plan → Source → Assign workflow lives for each one.

Creating an event

Navigate to Workforce → Events and click "New Sales" to create a new event. Enter the customer name, venue and sub-venue, event date, expected guest count, and price per guest. Flow calculates the total sales amount (guests × price/guest) automatically.

The Manage Plan page

Click any event to open its Manage Plan page. This is where the three-step workflow runs.

Files and notes

Upload event-related documents (contracts, floor plans, vendor agreements) and add notes with special requirements or instructions. Use the filter options on the Events list to view events by date range, venue, or sub-venue.

Schedule

The Schedule gives you a cross-event view of workforce assignments — organized by time, person, or shift, depending on what you need to see. Use it to identify gaps, avoid conflicts, and manage coverage before the day arrives.

Four views

Filtering

Apply date range, venue, sub-venue, and skills filters to focus the view. The skills filter is particularly useful when you need to find events requiring a specific role — for coverage planning or last-minute fills. Export any view to Excel for payroll or external scheduling systems.

Workers

The Workers directory is your internal workforce record. Each profile holds contact information, skills, department assignment, and a full assignment history. The data here drives the reliability and performance metrics that inform every shift assignment decision.

Worker profiles

Click any worker's name to open their full profile. You'll see their assignment history, performance metrics (attendance rate, acceptance rate, reliability score), current certifications, and skill set. These metrics update automatically as events are completed — no manual scoring required.

Managing the directory

• Inline editing — Click the edit icon on any row to update worker details directly in the table. Save with the save icon.
• Skills and certifications — Assign skills from your configured skill list. Skills determine which shift slots a worker is eligible to fill in the Assign step.
• Bulk import — Import from Excel or CSV using the fixed template (download it first). On import, choose Skip to keep existing records or Replace to overwrite them — duplicates are detected by employee ID or email.
• Inactive status — Set a worker to Inactive when they leave. Records and history are preserved; the worker no longer appears in assignment dropdowns.

Reports

Flow's reports cover workforce performance, labour cost, and department analytics — with support for custom date ranges, department filters, and Excel or PDF export.

Available reports

• Labour cost report — Planned vs. actual by department, event, and period.
• Department performance — Budget adherence and variance by department over a selected period.
• Worker attendance — Attendance and reliability metrics across your workforce.
• Event summary — Guest count, revenue, and labour cost per event.

Select the report type, choose a date range, and apply department or worker filters as needed. Review the preview, then export to Excel for analysis or PDF for presentations and management distribution.

Settings

Flow settings live in two places: top-level Settings for company profile, branding, and venues — and Workforce → Settings for everything specific to workforce operations.

Top-level settings

• Company profile — Name, logo, branding. Toggle company name and logo visibility in the app.
• Theme — Choose a theme color for the application interface.
• Venues and sub-venues — Add and manage venue locations. Venue structure here is shared with the scheduling and events modules.
• Event types — Configure the event categories used across Flow.

Workforce-specific settings

Navigate to Workforce → Settings for operational configuration.

• Departments — Define the department structure (Bar, Kitchen, Ops, etc.) used in budget planning and reports.
• Skills — Configure the skill and role types that appear in the Assign step and worker profiles.
• Pay periods — Set the pay period schedule for your operation.
• EFT and banking — Configure electronic funds transfer settings for payroll disbursement (used with Payd).
• Payroll items — Define recurring payroll components and rules.
• Job configuration — Configure job types and their default parameters.
• Notifications — Set up automated reminders for scheduling deadlines, unassigned shifts, and labour cost alerts.

Users and access

Add team members with roles: Admin, Company, Division, or Department Head. Use the Access Management section to toggle individual page permissions per user. Assign venues to scope a user's view to specific locations. Deactivate users when they leave — soft-delete preserves their history and assignment records.

From shift end to pay run. Automatically.

Payroll in shift-based environments is complicated. Hours vary. Shifts get modified. Last-minute coverage happens. Someone manually pulls timesheet data, reconciles it against schedules, calculates pay, and pushes it through a processor — under deadline, usually with errors. Payd removes that person from the equation.

Core features

• Shift-to-payroll automation — Approved timesheet data from Flow flows directly into payroll processing. No spreadsheets, no copy-paste.
• EFT disbursement — Electronic funds transfer for direct worker payment.
• Labour cost reconciliation — Pay data connects back into Flow's budget vs. actual reporting, closing the loop between scheduled cost and actual cost.
• Payroll rules configuration — Rates, overtime thresholds, and pay period schedules configured per venue.
• Canada-wide compliance-ready — Built for federal and provincial employment standards across Canada.

Pricing

Payd is a +$5/worker/month add-on to Flow Pro and Scale tiers. It becomes available once Flow is running in your operation.

Amazing staff for amazing events.

Staffing for events is fragmented. Operators rely on informal networks, high-markup agencies, and last-minute fixes when workers cancel. Surge is a managed marketplace — every worker is vetted, rated, and governed by the CARE framework.

What's in Surge

Role coverage

Get the right staff, every time.

No commitment to register. No agency markups. You post the job, set the rate, and Surge handles the matching. Sign up once and start placing orders in minutes.

Setting up your account

All you need is access to your email and phone.

Placing an order

Ordering comes down to three things: what you need, where, and when.

Managing an active job

FAQs

What do I need to sign up?

Your company name, primary contact details, and your work locations. There is no fee to register — you only pay when you use the platform.

How do you ensure worker quality?

Every worker goes through resume review, an interview, and training before being admitted. Workers earn performance bonuses tied to client ratings, which keeps them motivated. Performance is monitored continuously — workers are promoted to higher skill levels based on their track record.

How is the hourly rate set?

You set it. When posting a job, you choose the hourly wage for each skill type. Higher-skilled roles warrant higher rates and will attract more experienced candidates.

What happens if I need to cancel?

Cancellations before 48 hours of the shift start carry no fee. Cancellations within 48 hours are non-refundable — wages are passed directly to workers as compensation for clearing their schedules.

Who do I contact if I have an issue?

Reach us at care@nrolled.com or call our toll-free number.

Shifts that work for you.

You're not just filling a slot — you're building a track record in a network that's managed, fair, and transparent about what you're walking into.

How to join

The CARE framework

CARE is Nrolled's proprietary model governing how workers enter the Surge network, the standards they're held to, how they're supported, and how they're paid. Every design decision — from the two-tier primary/secondary system to weekly pay on Tuesdays — traces back to these principles: Continuity, Accountability, Reliability, and Efficiency.

Primary and secondary workers

Every Surge job is built to run smoothly even when unexpected things happen.

How wages work

You are paid for each hour worked at the rate in your employment agreement. Meal breaks follow the applicable federal or provincial employment standards across Canada.

Annual work reports are available for tax filing. T4/T4As are not provided.

Your rating

Your rating is the average of your client reviews and directly affects your bonus and training points. After each shift, it's worth asking the client to leave a review — consistent positive ratings unlock higher-level jobs and performance bonuses.

Cancellation policy

To cancel, contact care@nrolled.com or reach us via WhatsApp at +1-905-247-665.

Running a tighter operation starts here.

Whether you manage one venue or many, Nrolled gives you the visibility and control to reduce labour costs, staff events reliably, and close more business — without adding headcount to do it.

Control your labour costs

Labour is the largest cost in your operation. Flow tracks budget vs. actual by department, per event — in real time. You stop finding out what Saturday cost on Monday.

Staff your events reliably

Surge connects you to 2,500+ vetted hospitality workers across every role. Browse profiles, confirm with confidence, and let the backup system handle cancellations.

Close more business

Konnect is the CRM built for event sales. Your pipeline, your leads, your venue calendar, and your deal room — all connected. A closed deal triggers a Flow workforce plan automatically.

Automate payroll

Once Flow is running, Payd receives your approved timesheets and processes payroll without manual steps. Fewer errors. Faster cycles.

Your life inside Nrolled.

As a worker, Nrolled gives you access to vetted shifts through Surge. Strong performance leads to better matches, higher ratings, and higher earnings.

Surge — find and work shifts

Surge is Nrolled's managed staffing marketplace. You join a network of vetted hospitality professionals, get matched to shifts based on your skills and availability, and build a track record that travels with you. No bidding, no searching — jobs come to you.

Everything about how Surge works for workers — joining, pay, ratings, the CARE framework, cancellation policy — is documented in the Surge worker guide.

Tips & tricks

Patterns that come up often once operators are live on the platform.

Set department budgets before every event

Flow's budget vs. actual tracking only works if you set a budget. Before every event, enter your planned labour cost per department. It takes a few minutes and gives you a live cost read throughout the event — and an accurate variance report afterward.

Always use Surge's backup designation

When you confirm workers through Surge, backup workers are auto-assigned on standby. Don't override this. Same-day cancellations happen — the system handles it so you don't have to.

Let Konnect trigger Flow

When you close a deal in Konnect, Flow can automatically create a workforce plan for that event. Set this up in your integration settings. It eliminates the manual step between "deal closed" and "roster started."

The Event ID is your reference everywhere

The Event ID assigned at inquiry creation follows the deal all the way to Completed — through the quote, the BEO, the contract, and the payment record. When something is unclear, trace it back by Event ID. It's in every document Konnect generates.

Export reports after every event

Flow's event reports give you budget vs. actual, attendance, and department-level cost breakdown. Export and save them. Over time, you'll see patterns in your labour cost variance that sharpen how you plan future events.

Troubleshooting

Common issues and how to resolve them. If you don't find what you need here, contact support.

Worker didn't clock in via geofence

Geofenced clock-in requires the worker to be within the defined radius of the venue with location permissions set to "Always" for the Surge app. If a worker can't clock in, confirm their device permissions first. Supervisors can manually override clock-in and clock-out times in the timesheet review screen before approving.

Timesheet data not appearing in Payd

Payd receives data only after timesheets are approved in Flow. Confirm the relevant event's timesheets have been reviewed and approved by a supervisor. Unapproved timesheets do not flow through to payroll.

Team member can't access a section

Both Konnect and Flow use role-based access control per user, per venue, and per section. If a team member is missing access, check their role configuration in System → Users → Manage Access. Changes take effect immediately.

Quote approved but no event created in Flow

The Konnect → Flow integration requires both products to be active on your account and the integration to be enabled in Settings. If an approved quote didn't create a Flow event, check the integration status under System → Settings.

Still stuck?

Reach your Nrolled support contact directly, or email support@nrolled.com. Include the Event ID or product area and we'll get back to you same business day.