We built Tregovia to make service operations feel connected, calm, and in control.
Tregovia started from a real frustration: service businesses were juggling one tool for bookings, one for invoices, one for follow-ups, and another for client notes. Context kept breaking. Work slowed down. Clients felt the delay. We wanted one operating rhythm instead of tool chaos.
50+
live feature areas
1
flat price, no per-seat fees
14-day
free trial, no card required
Why we exist
Service work isn't just scheduling. It's promises.
Appointments, deadlines, approvals, billing, and trust. We built Tregovia around the full lifecycle so teams stop stitching tools together and start running one reliable system.
The problem we saw
Teams were copying client details between apps, manually sending follow-ups, and switching tabs to understand one client's status. Revenue signals arrived late because invoices lived in separate tools. Delivery became reactive instead of intentional.
We call this the "Operations Leak": the invisible cost of fragmented tools.
What Tregovia changes
Tregovia connects operations end-to-end: client records, appointments, booking, billing, estimates, documents, communications, automations, and a client portal. All in one workspace.
Less tool-hopping, clearer accountability, faster cash flow, and a smoother client experience. Your clients get their own portal. AI helps you draft, not just organize.
Platform
What we've built, today, in production.
Not a roadmap. Not a pitch deck. These are live modules running in code right now across 50+ feature areas.
Client Management & CRM
One record per client with contacts, history, notes, custom fields, and communication logs. Not just a contact list.
Appointments & Scheduling
Schedule staff calendars, block availability, handle no-shows, and send reminders automatically.
Online Booking
Clients self-book on yourbusiness.tregovia.com with your rules, availability, and confirmation logic.
Invoicing & Payments
Full invoice builder, payment links, Stripe Connect, refunds, credit notes, and automated follow-ups.
Estimates & Quotes
Pre-work quotes clients can accept or decline online, then convert straight to invoices with one click.
Client Portal
A branded self-serve dashboard where clients see appointments, invoices, files, approvals, and messages.
SMS & Notifications
Appointment reminders, updates, and missed-call textback via Twilio — billed per message, no markup.
Unified Inbox
Email, SMS, and internal notes threaded by client so nothing falls between tabs or team members.
Documents & eSign
Jinja2 document templates, contract envelopes, e-signature workflows, and a signer portal.
Sales Pipeline
Kanban deals, pipelines, activities, forecasts, stale-deal recovery, and conversion analytics.
Follow-up Sequences
Email and SMS drip campaigns with templates, A/B testing, and triggers tied to client events.
Workflow Automation
Visual DAG builder with triggers, conditions, and actions that run without manual handoffs.
AI Assistant
Draft emails, SMS, follow-ups, marketing copy, and research in your team tone — you keep review control.
Vet & Medical Records
SOAP notes, vaccinations, prescriptions, lab orders, and patient or pet profiles tied to appointments.
Reports & Analytics
Revenue, appointment, client growth, and feature usage reports with period comparisons and CSV export.
Who it's for
Built for any business that runs on appointments, trust, and follow-through.
Workflow
How work moves through Tregovia.
We design around delivery momentum, not feature checklists.
Capture client context
One client record holds contacts, history, notes, and custom fields — no re-typing between tools.
Book the appointment
Staff schedule or clients self-book on your branded page, with reminders fired automatically.
Send the estimate
Pre-work quotes clients can accept or decline, then convert straight to invoices.
Deliver and record
SOAP notes, documents, time entries, and payments all tied to the same record.
Invoice and collect
Invoices with payment links, refund handling, and automated follow-ups.
Automate & improve
Workflows, pipelines, and reports show where the business leaks money or time.
Trust
Built to earn trust, not just attention.
Modern product experience shouldn't trade off reliability. We care deeply about both.
Tenant-isolated data
Every tenant's data is scoped by tenant_id at the database level. No cross-tenant access, ever. Multi-tenancy is not an afterthought — it is the foundation.
Role-based access control
Six-level RBAC from receptionist to owner, enforced on every backend route, frontend route, and action. People only see what they should.
Protected payment operations
Stripe-backed subscriptions and invoice payments with server-side credential handling and PCI-compliant checkout flows. Your money never passes through our hands.
Connected, not locked in
Google Calendar, Outlook, Twilio SMS, webhooks, and CSV exports keep data flowing. Open formats and API surfaces mean you control your stack.
Why this matters
We're here to build with you, not above you.
Tregovia is shaped by real service operations. Faster handoffs, clearer scope, better client visibility, and healthier cash flow. If you're scaling delivery, we want to help you do it with less noise.