™Help
How do I…
Short guides in plain words, a page each. No manual to read first. If a guide does not answer it, a person will: support@trigig.com.
What are you trying to do?
- Get paid without chasingSend an invoice that reminds, takes more-time requests and card payment.
- Let volunteers or clients sign inA door of their own where they check in, log hours, pay or message you.
- Take bookingsYour services, hours and deposits on a page people book from.
- Keep client work in one placeGoals and steps with files on them, and a client who can see what moved.
- Know where your money standsSix questions answered from your invoices and the papers you upload.
- Stop forgetting follow-upsA rule in plain words that tells you and drafts the note.
Every guide
Start here
If you run things from a spreadsheet, an inbox and a text thread, or you are leaving another tool.
- If you run things from a spreadsheet and textsWhat changes, what does not, and the one thing to do first.
- Moving from HoneyBook, Dubsado, Jobber, Bloomerang or a spreadsheet toolExport, import, and run both for two weeks.
- Three things to do in your first weekThe smallest set of habits that makes the rest work.
Setting up
From sign-up to your first real record.
- Set up your workspacePick your kind of business, answer seven questions, and your lists are built.
- Your first weekOne first action, three things for the week, and a short getting-started list.
- Invite your teamEveryone on your team is included in the price.
- Bring in what you already haveImport customers and records from a spreadsheet.
How do I keep track of things?
The workspace is a set of lists in your words. Here is how to shape them.
How do I get paid, and know where I stand?
Invoices that follow up, and a picture of your money.
- Send an invoiceThe invoice is a web page your customer pays on.
- Reminders, more time, and settlementsDecide once what happens when an invoice goes quiet.
- Take card payments with your own Stripe accountPayments go to you. Tri-Gig takes nothing.
- Money & healthSix questions about your money, answered in plain sentences.
How do customers and volunteers do their part?
A door of their own, a booking page, documents to sign.
- Give customers or volunteers their own sign-inThey see only what is theirs and can do their part.
- Your booking pageServices, hours and deposits on a page people book from.
- A page that collects leadsBuild a page in Lead Studio and every form submission becomes a lead.
- Connect SlackThe things that matter to the business post to a channel you choose.
- Connect Google CalendarEvents you create in Tri-Gig go onto your Google Calendar.
- Get a document signedSend a PDF for signature and get it back with a record of who signed.
How do I stop forgetting things?
Rules in plain words, and the assistant that watches.
Who can do what?
Roles, your team, alerts, and how your workspace looks.
Plans, billing and your data
What it costs, cancelling, taking your data with you.
- Plans and billingOne monthly price, your whole team included.
- Take your data with youEverything, as spreadsheets, any time.
- For programs: incubators, associations and franchisesEvery business in your cohort gets its own workspace under one agreement.
- The free Personal accountFor freelancers, contractors and job seekers.
- Get help from a personInside the app, by email, or on a call.
Still stuck?
Inside your workspace, open Help in the sidebar and tell us what happened. Or write to support@trigig.com. A person replies within one business day.