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How do I...?
Short guides for getting the job done in Relay. Each one takes a couple of minutes.
Getting started
Customers
Quotes and invoices
- Send a quote and get it signedBuild a quote with options and tax, send the link, and let the customer approve and sign online.16 steps
- Create an invoice and get paidTurn an approved quote into an invoice, tell customers how to pay, and record payments.17 steps
- Take card payments with StripeConnect your own Stripe account so customers can pay invoices by card from the invoice link.4 steps
- Saved cards and autopayLet customers save a card for faster payments, charge a saved card from an invoice, and get paid automatically with autopay.8 steps
- Change orders on a jobAdd or take out work on a job with an approved quote, get the customer's signature from a private link, and bill it on the invoice.7 steps
- Sales proposals for bigger jobsPresent a quote as a branded proposal with photos and the options side by side. The customer picks one and approves with their signature.5 steps
Scheduling
- Online booking and the website embedFinish booking readiness, set your booking rules, and put a booking button or form on your website.12 steps
- Schedule visits and use the dispatch mapAdd and move visits in Day and Week view, assign your team, and use the dispatch map with a suggested order.13 steps
- Routes, rain delays and skipped stopsPut recurring customers on named routes in stop order, move a whole day for weather, and skip one stop without changing the plan.16 steps
- Multi-day jobs: schedule, track and push daysBook a roof, repaint, floor or install over several working days with a crew each day, track progress, and push the rest of the job for rain.9 steps
- Let customers reschedule or cancelCustomers move or cancel their own visits from the customer portal, inside your cutoff, and you approve or decline what needs a person.17 steps
Field team
- My day for techsTechs see their stops in order, mark progress, tick checklists and keep working with weak signal.9 steps
- Live on my way tracking linkCustomers get a private link with who is coming, the visit window, live status and, if the tech shares it, an approximate location.7 steps
- Inspection reportsBuild a branded inspection report on a visit with checks, readings, photos and recommendations, then send the customer a private link and PDF.18 steps
- Truck stock: parts in the shop and on every truckTrack parts on each truck and in the shop. Parts used on visits come off the tech's truck, with restocks, counts and a shopping list.14 steps
- Purchase orders and vendorsOrder parts from your vendors, email a branded PO, and receive deliveries straight into truck stock or onto a job's costs.10 steps
- Time tracking and timesheetsClock in and out from My day, fix missed time, and download weekly timesheets.11 steps
- Job expenses and receiptsAdd fuel, dump fees, permits, rentals and other costs to a visit or job, snap the receipt, and bill them to the customer with a markup.9 steps
- Team chat and job notesMessage your whole team, one person or a small group, and keep notes and photos on a visit, customer or request. Customers never see it.10 steps
Running the business
- ReportsSee money collected, invoices completed, quote close rate, response times, completed visits and unpaid invoices, and download a CSV.4 steps
- Team roles and inviting your teamInvite people as Owner, Manager or Staff, change names and sign-in emails, and remove people who leave.13 steps
- Tech pay and commissionsPay rules for each person (hourly with overtime, flat rate or salary), commissions and spiffs, then approve each pay period and export it for payroll.10 steps
- Team time off and working hoursTechs ask for time off from their phone, owners and managers approve it, and the schedule, online booking and customer rescheduling work around it.10 steps
- Your business profile pageBuild a website for your business with ready templates, then publish it on a paid plan with booking and quote requests built in.19 steps
- Brand studio: fonts, colors and menusPick your fonts and colors for the workspace and every customer page, and arrange the menu for your team and yourself.18 steps
- Automatic customer emails and unpaid invoice remindersTurn on booking confirmations, day-before reminders, on my way, thank you and unpaid invoice reminder emails.4 steps
- Plans and billingPick Team at $149 a month with 5 users included, or Solo at $59 a month, and manage your subscription in Stripe.3 steps
Still stuck? Contact support and tell us the page you were on.