Service operations workspaceFor heating and cooling businesses
Relay keeps each customer's equipment, past visits, quotes and photos with the next service call, and turns tune-up season into visits that land on the schedule without retyping.
30 days free, no card required; then $149/month. 5 users included.
AC tune-up checklist
Comfort Club
From the HVAC template a trial adds. You change every price and step.
Built for HVAC work
No-cool calls stack up faster than the office can write them down, and some never get called back.
In Relay
Every call, web form and online booking lands in one request list with an owner and a response deadline, so nothing waits without someone responsible for it.
The tech finds out on site that the condenser is 14 years old and the last visit flagged a weak capacitor.
In Relay
Save each unit on the customer record, from AC condensers and furnaces to heat pumps and mini-splits. The tech sees the equipment and past visits before knocking.
A single number on a replacement invites the customer to shop it, and nobody explains the upgrade options.
In Relay
Send good, better and best replacement options, from a straight swap to a heat pump with a smart thermostat. The customer picks and signs online, and earlier versions stay on record.
Spring and fall tune-ups for members get missed because the list is in someone's head or a file nobody opens.
In Relay
Sell a membership like Comfort Club with included visits and a member discount. Member visits coming due in the next 30 days show in Needs scheduling, so none slip by.
When the compressor fails in August, there is no record of the temperature split or refrigerant check from the spring visit.
In Relay
The AC tune-up checklist asks for before and after photos and has fields for the temperature split and unit condition. Required steps come first, then the visit can close.
An all-day changeout and six service calls compete for the same people, and the dispatcher juggles it on a whiteboard.
In Relay
Book installs and service calls on the day or week view with conflict checks. The dispatch map shows every tech's stops with a suggested order.
Ready on day one
Pick HVAC when you start your trial and Relay adds heating and cooling services, tune-up and install checklists, replacement quotes and a ready membership. You review everything before it is added and change any price or word.
| Service | Time | Starting priceFrom |
|---|---|---|
| Diagnostic visitRepairs | 1 hr | $99 |
| AC tune-upMaintenance | 1 hr 15 min | $129 |
| Furnace tune-upMaintenance | 1 hr 15 min | $129 |
| Capacitor replacementRepairs | 45 min | $225 |
| Heat pump system installInstalls | 10 hr | $9,800 |
| Ductless mini-split install (single zone)Installs | 6 hr | $4,200 |
Suggested starting prices from the template, not Relay charges. You set your own before anything reaches a customer.
Job checklist
Quote with options
Three replacement choices, from a straight swap to a full upgrade with indoor air add-ons.
Good
Better
Best
Repeat work
A ready membership with a spring AC tune-up and a fall furnace tune-up each year, a member discount on repairs and priority scheduling. Price it your way and sell it from the customer record.
A day using Relay
A worked example of how the office and the field use Relay together. Times are illustrative.
Pricing
Solo is $59/month for one user. Team is $149/month with 5 users included, then $29/month for each added user. Every feature on both, and no contract.
30 days free. No card required.
Every feature on both plans. No contract.
FAQ
Keep exploring
$149/month, 5 users included
30 days free, no card required; then $149/month. 5 users included, $29/month for each added user, and no contract.