Trade templates

What you get

Each trade comes with the services a tech in that trade sells every week, each with a typical time on site and a starting price. You also get two to four quote templates with good, better and best options, short job checklists with before and after photo prompts where they matter, and a maintenance plan where one fits, such as a comfort club for HVAC or quarterly service for pest control.

Trades that track equipment also get equipment types and service reminder timing. Cleaning, lawn care, roofing, handyman and painting skip equipment, so it stays out of your way.

The prices are starting points, not advice. Change them before you add the template, or any time later in Services.

Pick your trade

1. 1Step 1: When you start your trial, the setup page asks What kind of work do you do. You can also go to Settings and open Trade templates.
2. 2Step 2: Tap every trade that fits your business. You can pick more than one.
3. 3Step 3: Look over the preview. It lists every service with its starting price, each quote template, checklist and plan. Change any price in the preview.
4. 4Step 4: Tap Add to my workspace. Everything is added in one step and nothing is sent to customers.

Start a quote from a template

1. 1Step 1: Open a customer and start a new quote.
2. 2Step 2: Under Start from a template, pick one, such as AC replacement: good, better, best.
3. 3Step 3: The items fill in with your current catalog prices. Rename options, change lines or remove what you do not need, then save.

Add another trade or update later

Open Settings, Trade templates and pick a trade again. Relay only adds what you do not have yet. Services, checklists, quote templates and plans you already have, edited or archived stay exactly as they are, and the preview shows them as Already added.

A business that used an older starter pack sees the matching trade picked for them. Records added by the older pack stay as they were.

Show or hide areas

Areas that do not fit your trades, such as Equipment for a cleaning business, are hidden from Home, the setup checklist and the customer page. Nothing is deleted. Open Settings, Trade templates, Areas that fit your work to show them again.

Customer message wording

Each trade sets the first line of your automatic visit emails and texts, such as Your technician is on the way to service your system. Change the wording under Customer message wording. Automatic emails and texts still only go out once you turn them on.

• Tip: Your own wording is used in English messages. Customers who chose Spanish get the standard Spanish line.