Products and services
Organize what you sell, including physical products, digital products, and services.
The Trio platform
Bring your business and people together.
Organize your products, customers, everyday sales, team access, and business records in one platform. Start with Free Business Core, then add optional Managers for the work you need next.
Free Business Core. Optional Managers for more advanced needs.
Everyday work, together
See how everyday work fits together.
A sale involves more than an amount. There is a product or service, a customer, the person doing the work, and a record you may need later.
- 01Choose what you’re selling
Select an existing product or service and the relevant details through the supported sale flow.
- 02Record the sale
Use Core POS to select a Branch register and record the Sale. Search and select Products or Services without scanning.
- 03Review the transaction
Find the recorded sale and its related details in the supported transaction or sale view.
Keep the item, customer details where provided, and transaction connected—so you can look back at what happened without rebuilding the story from separate notes.
Free Business Core
Start with the essentials already in place.
Free Business Core gives you a starting point for organizing and running your business. Set up the business, keep useful records, and give the right people access before choosing additional Managers.
Customers
Keep customer details together for the business that serves them.
Sales and records
Record Sales through Core POS and find related transactions and supporting documents.
Businesses, branches, and people
Organize locations and control who can access the business’s information and work.
Permanent foundationBusiness Core
- ManagersSpecialized software products for particular areas of business work.
- ExtensionsAdditional functions that build on supported Managers or capabilities.
- Operation AppsFocused interfaces for people carrying out particular tasks.
Optional Trio Managers
Add Managers as your business needs grow.
Trio Managers are optional software products that add specialized business functions to your Business Core.
Choose Managers for the work you need next, such as more detailed workflows, approvals, automation, or reporting. They build on your Business Core instead of creating another disconnected place to manage.
The right view for the work
See the whole business. Focus on one branch.
Some decisions need a business-wide view. Other work belongs to one location. Trio lets you change the view while keeping each business’s information separate.
Change your view without mixing one business’s information with another’s.
- PersonalAn overview of the businesses you own.
- BusinessWork with one business as a whole.
- BranchFocus supported work on one location.
People and access
Give people the access and experience they need.
Owners need oversight. Team members need the right working access. When enabled by the business, customer and employee portals provide dedicated places for their respective activities.
Owners and administrators
See and manage work within the authority assigned to them.
Team members
Use the areas and actions their business permits.
Customers and employees
When the business enables and links the relationship, customers can review associated purchases, while employees can see employment details and shared documents in their respective portals.
One Trio account can support different roles. Each business still controls access to its own information.
Your next step
Start with the part your business needs most.
Explore Free Business Core, or tell us what you use today and where the work gets difficult. We’ll help identify what Trio supports, what needs setup, and whether a more tailored approach is appropriate.
You do not need to decide on every Manager today.