Turn every lead into jobs.
Build your most profitable day.

Relay captures every customer opportunity, books jobs into real technician availability, and helps dispatch make better capacity decisions.

Every after-hours call gets handled.

Relay recognizes the customer, the work already in motion, and the workflow the call belongs to.

Missed1
11:47 PMMissed Call
2
Sarah M.Returning customer
3
"No cooling upstairs"Voice conversation
4
Emergency RepairPriority: Urgent
5
Booked TuesdayBased on technician availability
Emergency repair
Customer Profile
Gold Membership
Last service · 8 months ago
2 systems on file

Every new lead gets an immediate response.

Relay responds in seconds, answers questions, and books appointments before the customer moves on.

Inbound sources
Google Local Services Ads
Website
Contact Forms
Any Lead Source

Connect almost any lead source using webhooks or email forwarding.

Relay AI
Responds instantly
01

Starts the conversation immediately

Relay reaches out as soon as a new lead arrives.

02

Understands the request

Verifies the service address before booking.

03

Finds the best appointment

Suggests the best appointment days based on your schedule and workload.

04

Office only joins when needed

AI hands off only when pricing, policy, or human judgment is required.

In the field

Job details, updates, and payments in one place.

Technician on-site job view
Mobile terminal payment flow
Create job from mobile app

Everything your team needs to run the day

Payments, reminders, reviews, and job readiness in one place.

Invoice #1024
AC system replacement
$1,240
$200.00 deposit
RequestedReminder sentPaid · ACH
Deposit received

Payments & Deposits

Send invoices and reminders. Collect deposits before work is scheduled.

Job completed
AC maintenance · Carol Hill
Review sentReceived
“Great service, on time!”

Reviews

Follow up with customers automatically after completed work. Get more five-star ratings.

Install — Carol Hill
AC replacement · 2.5 hr
BlockedReady
Awaiting partsParts received — ready to schedule

Job Readiness

Track deposits, permits, and parts before scheduling. Keep jobs from going out early.

Customer confirmed appointment
Tomorrow · 9–11 AM  ·  Tech: Mike
Sent
Confirmed

Reminders & Confirmation

Send reminders and confirmations to reduce no-shows.

Spring AC tune-up campaign
Bulk SMS · 500 customers
500
sent
40
replies
32
jobs created

Bulk Outreach

Text your customer list. Turn replies into jobs in one click.

AC repair
Revenue · $1,250
Expected
46%
Missed by
5%
Actual
41%

Know your profit before dispatch

Compare expected vs. actual profit on every job using labor, materials, and commission costs.

FAQs

Your questions answered

Relay is built for HVAC and plumbing companies that are coordinating multiple technicians, handling emergency calls, and constantly adjusting the schedule throughout the day.

It works especially well for growing service businesses where dispatchers are making dozens of scheduling decisions every day about where work should go, what should move, and how to fit more jobs into existing capacity.

Relay helps owners and dispatchers automatically build schedules, evaluate the best options when the day changes, reduce drive time and overtime, and fit more work into the existing schedule.

Most field service software helps you record and organize the operation: jobs, invoices, customers, and technician activity.

Relay is built to help run the operation while the day is happening.

Instead of manually reshuffling the board, Relay automatically builds the schedule, proposes repairs when jobs run late or new calls come in, lets you evaluate placement tradeoffs before changes are applied, and books work against real technician capacity.

Calls, dispatch, routing, scheduling, and technician availability all work together as one operational system, so the software is actively helping the business make decisions throughout the day, not just recording what already happened.

Yes. Technicians use the mobile app to view jobs, see customer details, update status, and collect payments. The app is designed to be simple and fast on site.

Yes. Relay supports card and ACH payments. You can collect payments online from invoices or in person using Tap to Pay or Terminal. Processing fees can be passed through or absorbed.

We handle importing customers, locations, equipment history, jobs, invoices, and other core data from common field service platforms, so you don't have to start from scratch.

Migration and onboarding are included. We work directly with your team to plan the transition and minimize disruption to day-to-day operations.

Relay uses simple, flat pricing. One plan, one monthly price, with unlimited users and jobs. Payment processing fees apply only when you collect payments. There are no contracts and no add-ons.

Need more help? Contact us

See how Relay would run your day

Compare your current schedule against Relay side by side. No migration required.