Starter HVAC catalog
During onboarding, review starter services and materials, enter your labor rate and costs, adjust suggested prices, and choose what to add.
Build service prices and keep inventory current
Set service prices from labor and materials, see expected gross margin before quoting, and review every service affected by a cost change. Inventory stays current through receiving, physical counts, and materials used on completed jobs.
Service
Capacitor replacement, 45 µF
Built from
Cost
Price
Stock
Tracked materialsPricebook setup and inventory records
Start with Relay's HVAC catalog or enter your own services and materials. Inventory adjustments retain the reason and quantity change.
Physical counts
A physical count sets the observed quantity and records the difference from the prior count.
Returns, damage, and corrections
Returns, damage, and manual corrections update stock with a reason. Correcting material use after job completion applies only the difference instead of deducting the job again.
Turn supplier documents into ready-to-use materials
- 1
Upload the supplier document
Relay extracts the supplier, document number, item details, quantities, package units, and cost into an editable receipt draft.
- 2
Match or create the material
Approve an existing Pricebook match or create a material from prefilled document details. Relay remembers the confirmed supplier SKU and package conversion for later receipts.
- 3
Review the conversion and confirm
See the supplier quantity and package conversion before stock changes, such as 2 boxes of 6 becoming 12 inventory units. Only receipt confirmation adds the quantity on hand.