For small businesses and nonprofits

Send the invoice once.
Tri-Gig does the reminding.

Every invoice is a web page. You see when it was opened, reminders go out on the schedule you set, and the customer pays or asks for more time right there, into your own Stripe account. Each customer gets a portal where they see their own invoices, files and messages, and nothing else. Behind it, the rest of the office: contacts, calls and notes, projects, and a form that turns inquiries into records. One price for the whole team.

Start freeBook a 30-minute walkthrough
  • Free for 14 days, no card
  • Your money goes to your own Stripe; we take nothing
  • Set up in four screens, in your words
  • Cancel any time and take everything with you

Sound familiar?

Most of the business runs on a spreadsheet, an inbox and a text thread.

The software built for you was built for a company with an IT department. It asks you to learn its words, pay by the seat and set it up before it does anything. So it sits there, and the real work goes back to texts.

  • “The inquiry came in by text on Saturday. I answered it on Wednesday.”
  • “The calls are on sticky notes around the house, and the notes are in my pocket.”
  • “I know who sent me my best customers this year. I never once thanked them properly.”
  • “The proposal went out on Monday. It is Thursday and I do not know if anyone opened it.”
  • “The last tool went up 89% in a year. The one before charged by the person. The one before that wanted three years up front.”

What it looks like

Six moments every owner knows, and what they look like here.

Nothing drawn here is something the product does not do. The names are made up; the screens are what you would see.

Getting paid

The invoice nobody opened.

You sent it on Tuesday. A week later you were wondering whether to call, and whether calling would sound like chasing.

Every invoice here is a web page. You can see it has not been opened, so you know it is the email and not the money. Reminders go out on the schedule you set, the customer can pay or ask for more time on the page, and you tap Approve. The money lands in your own Stripe account.

How to set this up →
A practice · Invoice INV-0104 · $1,200 · Maria ChenExample
1 day lateOpened once · usually pays on time
  1. Tue 3You sent the invoice from your phone
  2. Fri 6Not opened yet. Reminder went out: due on Monday
  3. Fri 6Maria opened it, from the reminder
  4. Tue 10Reminder went out: one day past due
  5. Tue 10Maria asked for 14 more days, from the invoice
  6. Tue 10You tapped Approve. New date set, Maria was told.
Give 14 more daysOffer $960 to close it

Calls and notes

The call you wrote on a sticky note.

The phone rang while you were driving. The name and number went on the back of an envelope, and what they wanted went on a sticky note by the kettle.

In the phone app you take a photo of the notes. Each line with a number becomes a row in Calls with a name, a number and a next step; the rest become Snap Notes, linked to the person they are about. Nothing is lost between the kitchen and the office.

How to set this up →
A studio · CallsExample

Calls · 3 new

Snap a photo

  • Dana Whitfield

    From photo

    Wants a quote for March. Call back after 2.

    Next: Call back Tue

  • Marcus Lee

    From photo

    Asked about the Thursday slot. Left a number.

    Next: Call by Wed

  • Priya Natarajan

    Typed

    Referred by Dana. Wants the brochure.

    Next: Email today

Three sticky notes photographed in the phone app. Each line with a number became a call; the rest went to Snap Notes.

Follow-ups

The quote still sitting in your inbox.

You sent the quote, they said they would think about it, and the thread slid down under everything that came after.

Quotes are a list, so a quote with no answer is a row that has gone quiet, not an email that disappeared. Trig points it out, with the follow-up already drafted for you to read and send. Or write the flow yourself, in plain words.

How to set this up →
A studio · QuotesExample
  • Q-0042Dana Whitfield$1,850No answer · 5 days
  • Q-0043Sam Lee$640Opened yesterday
  • Q-0040Bright Path$2,300Accepted

Trig noticed

Quote Q-0042 for Dana Whitfield, $1,850, has had no answer for 5 days. Here is a follow-up for you to read: Read and send →

Or write it as a flow: when a quote has had no answer for 5 days, tell me and draft the note.

The people who send you work

Who sent this customer to you?

Half of your best customers came from three people, and you could not say which three without going back through a year of email.

The form people reach you through can ask “How did you hear about us?”, and the answer lands on the contact. Add a “Referred by” detail to Contacts and it is on every record, in every form and in every flow. Filter by it, and you know who to thank.

How to set this up →
A practice · Get in touch form, and ContactsExample

What a new inquiry sees

Priya Natarajan
priya@example.com
How did you hear about us? (optional)A friend or colleague · Dana Whitfield
Send

What you see in Contacts

Priya Natarajan New

Heard from
A friend or colleague
Referred by
Dana Whitfield

Referred by is a detail this practice added to Contacts. Filter by it and you can see Dana sent six people this year.

Money

The payroll question at eleven at night.

Payroll is Friday. You know what is in the bank, and you have a feeling about the rest.

Upload the bank statement. Money & health answers in a sentence, with where every number came from, and shows the first week you would run short.

How to set this up →
A program · Money & healthExample

Can I pay the bills?

Yes for 41 days. $9,300 in the bank, about $230 going out a day, and $4,150 owed to you, most of it due in two weeks. Payroll on the 15th is covered.

Cash

$9,300

Owed to you

$4,150

Due out, 30 days

$6,900

Cash came from the bank statement you uploaded, marked “from September statement”. Owed-to-you is your invoices.

Signatures

The proposal that needs a signature.

The proposal is agreed. Now it needs a signature, and the signed version is somewhere between a printer, a phone photo and a reply-all.

Send it from TG eSign. They sign on any device with no account to make, you get the signed copy and a record of who signed and when, and it is stored with the customer. The deposit invoice can go out the same minute.

How to set this up →
A studio · TG eSign · Proposal and agreementExample
1 of 2 signedProposal.pdf · 4 pages · 2 signers
  1. MonSent to Maria Chen and you
  2. MonMaria opened it on her phone
  3. TueMaria signed, 9:12 am
  4. NowWaiting on your signature
  5. ThenSigned copy saved with Maria. Deposit invoice ready to send.
Sign nowSee who signed and when

Why it is not another enterprise tool

Made for a business where the owner is also the office.

  • Built to your business, not a template

    Pick your kind of business and your lists are there in your words. Four screens, not a questionnaire. A nonprofit sees Donors and Grants; a studio sees Shoots; a practice sees Matters. Add a list for anything else, or tell Trig what you do and it builds the lists you need.

  • Plain words, no training

    Nothing is called a pipeline, an object or a workflow. If you can read a text message, you can use it. The help guides are a page each.

  • Your money never passes through us

    Invoices, deposits and bookings are paid into your own Stripe account. Tri-Gig charges the subscription and takes nothing from a payment. It is never a bank.

  • Any change can be undone

    Every change by anyone, including the assistant, is kept with what it looked like before. One click puts it back. Deleted files are kept for 90 days.

  • Four screens to set up, no consultant

    Name the workspace, pick your kind of business, take the ready-made setup or describe what you do, name one goal. The next screen asks you to add the person you are working with right now.

  • Cancel any time and take your data

    Export everything whenever you like. If you cancel, your data is kept for 30 days in case you come back.

And an assistant that watches

Trig is built into every workspace. It puts back things deleted by mistake, spots duplicate customers and missing details, points out work that has gone quiet, drafts the thank-you and review notes for you to send, and does what you ask in plain words. Everything it does is listed with an Undo. It can be switched off. More about Trig.

Pricing

One monthly price. Your whole team is included.

Every feature is on every plan. You choose a plan by the size of your team. Free for 14 days with no card. Add one only when you decide to stay.

See pricingBook a 30-minute walkthrough

Send the invoice once.
Tri-Gig does the reminding.

Four screens and you’re in. Free for 14 days, no card. Your money goes to your own Stripe.

Start freeBook a 30-minute walkthrough