Send estimates, collect approval, and get paid
Offer one or more estimate options, collect approval from a customer link, require a deposit before scheduling, and take payment on site or online. Successful payments sync to QuickBooks.
From estimate to payment
The estimate, the version the customer approved, the invoice, and each payment stay with the job.
- 1
Give the customer options
Create one or more options from the job, attach equipment photos, and send a customer approval link without requiring a customer account.
- 2
Preserve what the customer approved
Relay keeps the exact version the customer approved. If the work or price changes later, the revision is shown separately instead of rewriting the original approval.
- 3
Collect a deposit before scheduling
For work that requires a deposit, the job remains unscheduled until the deposit is paid.
- 4
Take final payment and sync QuickBooks
Collect by Tap to Pay, card reader, card, or ACH when available. Relay can remind the customer while the balance is open and sync successful payments to QuickBooks.
Estimates and payments in Relay
Interactive product preview.