TrioTheo Workspace

TrioTheo

About this app

TrioTheo Workspace is a business management app for organizing services, client quotes, and day-to-day project work. Use it to browse your service catalog, create and track quotes, and access planning tools from a single mobile workspace.

HOME DASHBOARD
View a summary of active services, draft and accepted quotes, monthly revenue based on your quote records, and project progress. Access quick actions to create a new quote, open the project toolkit, or review revenue details.

SERVICES
Browse business services by category, including Strategy, Planning, Operations, Workshops, and Growth. Search the catalog, open service details to review deliverables, process steps, and included resources, and save services for later reference. Start a quote directly from a service detail page.

QUOTES
Create client quotes with contact details, project start date, team size, and scope notes. Track each quote through Draft, Sent, Accepted, and Archived statuses. Edit quote details, update status as work progresses, and view a timeline of changes. Revenue summaries are calculated from quotes you mark as accepted.

STUDIO HUB & TOOLKIT
Access interactive workspace tools:
• Quote Spark — start a new client quote
• Deal Flow — review proposal status across your records
• Sprint Deck — manage sprint tasks with checklists and progress tracking
• Revenue Radar — view revenue trends from accepted quotes
• Project Toolkit — build briefs, checklists, and meeting notes
• Deep Work Timer — run a focus timer session

Each toolkit section supports adding, editing, and saving your own entries on the device.

MORE
Read about TrioTheo, view the business timeline, meet the team, review the TrioTheo approach, find location and hours, and send a project inquiry through your email app.

DATA & USE
Quote records, toolkit entries, and preferences are stored locally on your device. The app does not require an account to use its core features. Contact messages are sent through your installed email application.

This app is intended for business planning and quote management. It does not process payments or connect to external booking systems.