Every after-hours call gets handled.
Relay recognizes the customer, the work already in motion, and the workflow the call belongs to.
Every new lead gets an immediate response.
Relay responds in seconds, answers questions, and books appointments before the customer moves on.
Responds instantly
Replies within seconds when a new customer reaches out.
Understands what the customer needs
Identifies the problem, confirms key details, and collects everything needed to book the job.
Books appointments your team can actually make
Offers appointment times based on technician skills, availability, and real capacity.
Escalates only when needed
Pricing questions, policy exceptions, and unusual situations go to your office.
In the field
Job details, updates, and payments in one place.
Everything your team needs to run the day
Payments, reminders, reviews, and job readiness in one place.
Payments & Deposits
Send invoices and reminders. Collect deposits before work is scheduled.
Reviews
Follow up with customers automatically after completed work. Get more five-star ratings.
Job Readiness
Track deposits, permits, and parts before scheduling. Keep jobs from going out early.
Reminders & Confirmation
Send reminders and confirmations to reduce no-shows.
Never miss another opportunity
Relay identifies opportunities in your customer base, drafts campaigns, and turns replies into booked work.
Don't dispatch unprofitable work
Relay catches low-margin jobs before they're booked, so your team fixes the price up front, not after the job.
FAQs
Your questions answered
Relay is built for HVAC and plumbing companies that need to respond to every new customer, book work their team can actually handle, and keep the day moving as conditions change.
It works especially well for growing service businesses where owners, CSRs, or dispatchers are juggling calls, texts, lead follow-up, emergency work, and constant scheduling decisions about who should take each job, what needs to move, and how to use existing capacity.
Relay handles customer calls and lead follow-up, books against skill- and seniority-based technician capacity, builds and adjusts the schedule, and helps the team reduce drive time, avoid unnecessary overtime, and fit more work into the day.
Most field service software helps you record and organize the operation: customers, jobs, invoices, schedules, and technician activity.
Relay actively helps run it. It answers calls, responds to new leads immediately, gathers what's needed to book the job, and offers appointment times based on the capacity of technicians who are actually qualified for that work, including required skills and seniority, not simply whoever has an open slot.
From there, Relay builds the schedule, adapts when jobs run late or new work comes in, and shows the office exactly what would change before any recommendation is applied.
Customer intake, booking, scheduling, dispatch, and technician availability work together as one system, so Relay helps your team make commitments it can realistically keep instead of simply 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.
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