Business command

Keep the office organized without slowing down the field.

Company settings, roles, clients, catalogs, schedules, reports, licenses, imports, exports, and integrations live behind a simpler operating view.

Business OperationsCompany scoped
Team6 active membersRoles
Catalog184 approved itemsCurrent
LicenseContractor credentialVerified
ReportsMonthly closeReady

Company operations

Put configuration where it belongs and daily work where people can reach it.

Rivetra separates company setup from daily job execution. Integrations, tax rules, specialty workflows, subscription controls, security settings, team roles, email and password controls, catalogs, imports, exports, and license information stay in categorized Settings and Business areas instead of competing for space in Growth or field screens.

Company-scoped role-based access controls restrict records and operations to the correct tenant. A company can decide whether password reset requests use admin approval or direct verified-email recovery. License records support state-specific identifiers while leaving room for contractors outside Oregon to record the credential used by their jurisdiction.

Guided CSV import and export reduces lock-in and helps companies move clients, items, jobs, and accounting data from another system. Read-only access and export remain available when a paid entitlement ends, helping a business retrieve its records without making new operational changes.

Team roles

Company-scoped permissions protect sensitive financial and administrative actions.

Flexible setup

Specialty and advanced modules can be enabled without cluttering every account.

Portable data

Guided imports and CSV exports support onboarding and exit.

Operational history

Important changes retain actor, time, and context for review.

Business questions

Control without unnecessary complexity.

Can different employees have different access?

Yes. Roles are company scoped, and sensitive administrative, financial, or owner operations require the appropriate authorization.

Can a company import data from another contractor app?

Rivetra provides guided CSV mapping for supported client, item, job, and accounting records, with validation before data is committed.

What happens to data after a subscription ends?

The intended free state is read-only access with CSV export so the company can retrieve and move its records without continuing paid operations.