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

Website

Website module

Owners and admins edit the public site from Website in the account menu. Visitors see it at your subdomain /site.

  1. Turn Website on. Open Website from the account menu.
  2. Create pages, then publish. Unpublished pages are not on the public site.
  3. Set SEO, languages, hero, homepage scrolling text, contact details, careers, and downloads on the same screen.
  4. Latest news, Events, and Links have their own CRM items in the left menu. Publish there so they appear on /site/news, /site/events, /site/links.
  5. Open Public website in the account menu to preview as a visitor.

Related: Edit and publish a page · Public site, contact, and book · News, events, and links

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