®Who it’s for
Any small business or nonprofit. Set up for the way yours actually runs.
When you sign up you pick your kind of business, and Tri-Gig creates the lists that business keeps, names them the way you would, and suggests your first step. Nine kinds of business have a ready-made setup. If yours is not one of them, describe it in a sentence and Trig plans your lists. Below are the three kinds of customer Tri-Gig is built with, and what each gets.
Service professionals
People who sell their time and their relationships.
Photographers, caterers, consultants and coaches, tutors, small law and accounting firms. The transaction already lives somewhere; what you keep in a notebook, a spreadsheet and your head is who you work with, what you promised them, who owes you and who sent them. That is what this is for.
Anyone who books sessions and sends a balance invoice
Photographers, video and drone
The HoneyBook-shaped hub at one flat price, paid through your own Stripe, with your galleries staying where they are.
- A flat price with no 89% hike and no scheduler held back for a higher plan
- A booking page where people pick a session and pay a deposit
- Contract, e-signature and the balance invoice with your own pay link and no cut taken
Ready-made setup: Photography, video or drone
From inquiry to tasting to quote to the signed agreement
Caterers and event businesses
Inquiry to tasting to quote to signed agreement to deposit invoice, with an Events list and notes on every event.
- Quotes that stop stalling in the inbox: a quote with no answer is a row that goes quiet, and Trig points it out
- An e-signed agreement and a deposit invoice on your own Stripe
- An Events list in your words, with guests, totals and balances, and no setup fee
Ready-made setup: Catering
A hundred relationships, each with a next step
Consultants and coaches
The whole office except your bank: relationships by last touch, proposals, e-signature, booking and invoices.
- One place for a hundred relationships with a next step and a date on each
- Proposal, then signature, then invoice, without leaving the page
- A flat price with no team features you are paying for and not using
Ready-made setup: Consulting
Students, parents, lessons and a policy everyone has signed
Tutors and small schools
Students and the people who pay for them, a booking page, a parent portal, courses and signed policies.
- A booking page for trial lessons, with a deposit if you want one
- A parent portal with lesson notes and an e-signed studio policy
- A flat price, not per tutor or per lesson
Ready-made setup: Education or tutoring
Intake, referrals, engagement letters and matter status
Small law firms
Intake, referrals, engagement letters, matter status and invoices, beside your trust accounting, never instead of it.
- Every inquiry a visible row: Calls from the phone, forms from your page, with a text to your phone if you turn alerts on
- A “Referred by” detail on every matter, so you know who sent it
- E-signed engagement letters and a client portal, plus Matters by stage with a court-deadline calculator
Ready-made setup: Legal services
The client side of the firm, while QuickBooks stays where it is
Accounting and bookkeeping firms
The client side of the firm: requests, letters, deadlines, status and invoices, while QuickBooks and your tax software stay where they are.
- Document requests through a portal, under “Things we need from you”, not buried in email
- An engagement letter e-signed before work starts
- Monthly, flat, with no three-year contract
Ready-made setup: Consulting, or describe your firm in a sentence
Clients, campaigns, briefs and approvals
Marketing and small agencies
Clients, campaigns, briefs, deliverables and approvals as lists in your words, and projects as goals and steps for each campaign.
- Projects as goals and steps, with the brief and the screenshots on the step
- Monthly invoices that remind themselves
- A form on a simple page so new inquiries land in your workspace
Ready-made setup: Marketing or agency
Coaches, therapists, trainers and small clinics
Health and wellness
Clients, programs, appointments and packages, with a booking page live from the first day.
- A booking page with your services, hours and deposits
- Session notes and progress logs as lists in your words
- Live Invoices for sessions and packages
Ready-made setup: Health or wellness
Small nonprofits, including ones with chapters
The CRM, the grant tracker and the board documents a three-person organisation skips.
Because together they cost $700 a month. Here they are one price, with giving staying on your own Givebutter or Donorbox and the money never passing through us.
Chapters, honestly: there is no chapter feature yet. What exists today is departments on one workspace, each with its own view, or one workspace per chapter under one Enterprise agreement, where the national office sees who is using it and never anyone’s records. A roll-up that writes the quarterly report is not built, and we will not pretend it is.
What the Nonprofit setup gives you
- Donors, Programs, Grants, Funding Opportunities, Budget Lines and Volunteers as lists in your words, with no record tiers and no limit on how many
- Funding Studio: Grants.gov search, funders through ProPublica, a readiness checklist, budgets you can reuse, and grant drafts from your org profile
- A portal for members, families or volunteers, with a Check in button and hours that add up
- Live Invoices for sponsorships and program fees, paid into your own Stripe
- E-signed agreements and board documents in folders you control
Ready-made setup: Nonprofit
Home care and adult day care
The business side of your agency, beside your scheduling and EVV system. Never instead of it.
There is no home care setup, on purpose. You use the standard workspace: pick “Something else”, describe the agency in a sentence, and Trig plans lists for referral partners, families, inquiries and paperwork. Care records, EVV and caregiver clock-in stay in your agency software.
What you use it for
- The calls off the sticky notes: Calls and Snap Notes, from a photo in the phone app, each with a name, a number and a next step
- Referral partners and families as contacts, with a next visit date and a flow that reminds you
- An outside developer or vendor given goals and steps, and a portal to see progress without asking
- E-signed service agreements, and a family portal for the documents that are not care records
- A simple website with the choice to connect your own domain (TG Sites, $15 a month)
Setup: the standard workspace, used your way
Out loud
What Tri-Gig is not.
You already pay for the system that owns your transaction, and you should keep it. This replaces the notebook, never the register.
- Not a point of sale or a reservation book.
- Not a staff scheduler, a time clock or payroll.
- Not your home care scheduling, EVV or caregiver clock-in app.
- Not a payment processor and never a bank. Tri-Gig never takes, holds or routes money, charges no percentage, and every payment runs on your own Stripe.
- Not a lead marketplace, and not a follow-up engine that contacts strangers for you.
- Not trust accounting, tax preparation or fund accounting.
- Not a gallery, culling or editing tool.
- Not another all-in-one with seats, usage wallets, annual lock-in or phone-only cancellation.
- Not AI that talks to your clients, families or donors without you reading it first.
You started the business.
This is where you run it.
Four screens and you’re in. Free for 14 days, no card.