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Three things to do in your first week
The smallest set of habits that makes the rest work.
- Send one invoice from here. Pick a real customer, add the lines, press Send. Watch the reminders go out on their own and the open happen. That one invoice shows you what the rest will do.
- Put this week's work in. One job, one project, or one event, with the steps and who is doing them. The home page starts telling you what is late.
- Switch on one text alert for yourself. Invoices at risk, or new bookings, or a step given to you. Then Tri-Gig reaches you, not the other way round.
Leave rules, portals, the booking page and Trig for week two. They are better once there is something real in the lists for them to work on.
Did this answer it? If not, write to support@trigig.com or open Help inside your workspace. A person replies within one business day.