Your first week

One first action, three things for the week, and the home page that tells you what is late.

Right after setup you see one thing to do: add the person you are working with right now, or for some businesses the job, shoot or course you are doing next. Do that and the workspace is yours. No blank canvas, no sample data.

Your home page then shows This week: three things that fit your business, which tick themselves off as you do them. Below that is a getting-started list and a few things you can ask Trig. None of it is required.

The three habits that make the rest work#

  • Send one invoice from here. A real customer, the lines, Send. Watch the reminders go out and the open happen.
  • Put this week's work in. One job, project or event, with its 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.

Was this helpful?

Still stuck? Inside your workspace press Get Support at the top of any page, or write to support@trigig.com. A person replies within one business day.