Get set up

Find the checklist

The Get set up checklist sits near the top of Home. It shows how many steps are done and a progress bar.

You do not tick steps yourself. Each step marks itself done once Relay sees the saved record.

The steps

1. 1Step 1: Pick your trade. Relay adds services with starting prices, quote templates, job checklists and customer messages made for your work.
2. 2Step 2: Add your logo and phone number. They appear on every quote, invoice and customer page.
3. 3Step 3: Add the services you offer. Prices and checklists fill in quotes and visits for you.
4. 4Step 4: Add or import your customers. Upload a CSV or add your first customer by hand.
5. 5Step 5: Add the equipment you service. This step only shows for trades that track equipment, such as HVAC, plumbing, electrical, appliance repair, pool and garage doors.
6. 6Step 6: Invite your team. Everyone gets their own login and their own day. This step is hidden on the Solo plan.
7. 7Step 7: Turn on your request form so customers can send requests from your website.
8. 8Step 8: Send your first quote. Customers approve and sign it online.
9. 9Step 9: Take card payments. Customers pay invoices by card into your own Stripe account.

• Tip: Tap any step to go straight to the right page.
• Tip: To hide the list, use the X button (Hide setup steps). It also goes away once every step is done.