Rufio documentation

Where to find what Rufio does, how much of it you control, and what to have ready

Rufio helps you connect customers, jobs, money, and messages; prepare work; build tools; and automate the routines you choose. You bring the knowledge of your business and decide how to use those capabilities. These guides explain what you can do, how to review the results, and where to adjust the rules. They are written for you and the people you work with, including colleagues, bookkeepers, and accountants.

What's in this section

  • What Rufio is — what Rufio actually is, how much control you keep over what it does, and where the boundaries are.
  • What it does — the work Rufio takes on, from the first call to the invoice that follows it.
  • Getting ready — what your business can do right now, before access opens.
  • Reference — the full capability list, which business types Rufio supports, and the exact meaning of every word this site uses.

The sections answer different kinds of questions on purpose. What Rufio is answers "should I trust this with my business". What it does answers "what would it actually do for me, this week". Getting ready answers "what do I do before I can start". Reference answers "what's the exact answer, right now" — no summarizing, no rounding off.

If you're deciding whether Rufio fits your business, start with what Rufio is — it lays out the idea and the boundaries before anything else. If you already know what you need, the reference section is the fastest way to get a straight answer without reading around it. Getting ready is for anyone who wants a head start on the parts of the switch that don't depend on access opening.

Every page here follows the same rule: if it states something Rufio does, it also states where that stops. A page that only describes success is incomplete, so you won't find one.