rapidco
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All topics

Start here

  • How rapidco is organised
  • Sign in, password, and MFA
  • Turn modules on

Companies

  • Companies and contacts
  • People on a company

Sales

  • Sales pipeline
  • Proposals and contracts

Projects

  • Create a project
  • Write the project scope
  • Tasks on a project
  • Phases, roadmap, and Gantt
  • Notes, files, links, subcontractors
  • Finish a project and open a follow-up

Documents

  • Documents and templates

Client portal

  • Client portal (staff view)
  • Client portal (customer)

Support

  • Support desk
  • Support requests

Meetings

  • Meetings

Appointments

  • Appointments and public booking
  • Linked workspaces

Billing

  • Invoices
  • Customer billing

Bookkeeping

  • Bookkeeping

HR

  • HR and applications

Leave

  • Leave (vacation planner)

Calendar

  • Company calendar

Website

  • Website module
  • Edit and publish a page
  • News, events, and links
  • Public site, contact, and book

Team

  • Invite the team
  • Roles and who can open what
  • Your profile

Settings

  • Branding
  • Custom domains
  • Workspace settings
  • Export and import a workspace
  • Reports and automation

Support

Support desk

Tickets for client work. Optional public intake if another website should open tickets in this workspace.

  1. Open Support Desk. Create a ticket for a company, or pick up an existing one.
  2. Add notes, assign, resolve, close, or archive from the ticket page.
  3. Public intake (a key and form on another site) is optional. Configure it under Support Desk → intakes if you need that.
  4. Workspace staff and portal users can send feedback with the envelope: choose this company’s support for local issues, or rapidco app support when the product is broken.

Related: Client portal (staff view) · Companies and contacts · Support requests

← Client portal (customer)Support requests →