The RapidBizz Customer Portal gives you one convenient place to manage your projects, billing, documents, support requests, and other services associated with your account.
1. Sign In to Your Account
Open the RapidBizz Customer Portal and sign in using your registered email address and password.
If you forget your password, use the Forgot Password option on the login page to request a password reset.
For security, never share your login password with anyone.
2. Customer Dashboard
After signing in, your dashboard provides an overview of the information available for your account.
Depending on your services and permissions, you may see:
- Projects
- Invoices
- Estimates
- Proposals
- Contracts
- Support Tickets
- Files
- Payments
- Knowledge Base
- Announcements
Some sections may not appear if they are not applicable to your account.
3. View Your Projects
Go to Projects to view projects associated with your account.
Depending on the project configuration, you may be able to view:
- Project status and progress
- Tasks
- Milestones
- Project files
- Discussions
- Activity and updates
Please use the relevant project area when communicating about an ongoing project whenever possible. This helps keep project information organized.
4. View Invoices & Payments
Go to Invoices to view invoices issued to your account.
You can check information such as:
- Invoice number
- Issue date
- Due date
- Invoice amount
- Payment status
- Outstanding balance
Where available, invoices can also be viewed or downloaded for your records.
The Payments section may show payments that have already been recorded against your invoices.
5. Review Estimates & Proposals
The Estimates and Proposals sections contain quotations or commercial proposals issued by RapidBizz.
Please review the scope, pricing, terms, and other information carefully before accepting.
If you require any changes or clarification, contact our team before approval.
6. View Contracts
Where applicable, your agreements with RapidBizz may be available under Contracts.
You can use this section to review relevant contract information, service periods, and associated documents.
7. Submit a Support Ticket
Go to Support or Tickets when you need assistance with an active service.
Choose the most relevant department and provide a clear explanation of your request.
Where possible, include:
- Website, system, or service affected
- Description of the issue
- Screenshots
- Error messages
- Relevant page or feature
- Any recent changes related to the issue
You can return to the ticket later to view replies and provide additional information.
8. Use the Knowledge Base
Visit the Knowledge Base for answers to common questions about RapidBizz services and your customer account.
We recommend checking the Knowledge Base before submitting a support ticket, as your question may already be answered there.
9. Manage Your Profile
Your profile/account area allows you to review or update certain contact and company information available to you.
Please keep your contact details accurate so that important project, billing, and service communications reach the correct person.
10. Privacy & Data Preferences
Where available, the portal provides privacy and data-management options.
Depending on applicable requirements and your account configuration, you may be able to:
- Review personal information
- Correct certain information
- Manage communication consent
- Request access to applicable personal data
- Request data portability
- Submit a data-removal request
Some information may need to be retained for contractual, accounting, security, regulatory, or other legitimate purposes.
11. Log Out After Use
If you are using a shared or public computer, always log out after completing your work.
Avoid saving your password on devices you do not control.
Need Help?
If you are unable to use a portal feature or cannot find the information you need, submit a Support Ticket and our team will assist you.