Run the day with clarity
See what needs attention and keep customer work moving from one operational overview.
- Business dashboard and activity overview
- Customer records and balances
- Reports built from your records
Rosterexa Business
Run your business with connected records.
Bring customers, services, invoices, payment records, documents, communication, and reporting into one focused workspace.
For small businesses and independent service providers who need an organized operating system—not another scattered tool.
Get startedA connected workflow
- Customers
- Services
- Invoices
- Payments
- Receipts
- Statements
- Communication
- Reports
Built for daily work
What’s inside
Practical tools work together, while each record stays connected to the right workspace.
Turn services into clear records
Set up your own services and prices, then build invoices with dependable customer and line-item history.
- Services and your own pricing
- Draft, issue, and retain invoice history
- Customer statements and balances
Record money received elsewhere
Keep payment history connected without Rosterexa taking possession of customer funds.
- Record external and partial payments
- Present your own payment links or instructions
- Create receipts from recorded payments
Stay in touch
Keep customer-facing communication close to the records it relates to.
- Messages and reusable templates
- Invoice reminder rules
- Customer Portal access
Keep documents organized
Store business and customer records privately, with links to the right customer, invoice, or payment.
- Documents and records
- Customer-shared files
- Receipts and statements
Make the workspace yours
Set the business details customers see while keeping administration controlled.
- Business settings and branding
- Staff roles and permissions
- Customer-facing defaults
Protect accountability
Role boundaries and retained history help teams understand who can do what and what changed.
- Staff access controls
- Audit and security safeguards
- Private customer portal records
Rosterexa does not collect, process, hold, or settle customer money. It records payments made outside Rosterexa and can show the business’s own payment instructions or links.
Ready to create your workspace?
Start with the Rosterexa product built for the way you operate.