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

Team

Your profile

Everyone can open their own profile even if they cannot open Team.

  1. Click your avatar or Open profile. Edit name, photo, and password.
  2. MFA setup lives under /app/settings/mfa from that area.
  3. Appointment hours for you personally are set in Appointments settings, not on the profile page.

Related: Sign in, password, and MFA · Appointments and public booking

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