Run the day
- Scheduling & dispatch
- Jobs & customers
- Mobile app
- Customer reminders
Field service software for HVAC and plumbing
Answer new leads, schedule jobs, send estimates and invoices, and manage maintenance plans.
$99/monthNo contractUnlimited usersAll features included
Start with RelayNever miss an after-hours call
Relay answers calls and texts when you can’t, books jobs, reschedules appointments, and knows when to involve you.
Incoming call
11:47 PM
Customer
Sarah M.
Needs help with
“The AC stopped working upstairs.”
Handled as
Emergency repair
Outcome
Booked Tuesday
Sarah M.
Existing customer
MembershipGoldLast service8 months agoEquipment2 systems on file
In the field
Job details, updates, and payments in one place. Keep working even when you’re offline.
Every new lead gets an immediate response
Relay responds in seconds, answers questions, and books appointments before the customer moves on.
Lead sources
Google Local Services Ads
Website
Contact Forms
Facebook
SMS
Missed Calls
Relay Agent
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.
Before and after the job
Invoice #1024
AC system replacement
$1,240
$200.00 deposit
RequestedDeposit received
Payments & deposits
Send invoices and reminders. Collect deposits before work is scheduled.
Job completed
AC maintenance · Carol Hill
Request sentReceived
“Great service, on time!”
Reviews
Ask for a review after completed work, without another follow-up to remember.
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.
Appointment reminder
Tomorrow · 9–11 AM · Tech: Mike
Sent
Confirmed
Reminders & confirmations
Send reminders and confirmations to reduce no-shows.
A tighter schedule. Less wasted time
Relay continuously fits jobs, drive time, and technician availability together so your schedule stays tight without making promises your team can’t keep.
Run the day. Get paid. Grow the business
Get paid
- Estimates & invoices
- Cards & ACH
- Deposits
- Pricebook
Grow the business
- Online booking
- Maintenance plans
- Reviews & referrals
- Customer campaigns
Common questions
Relay is field service software for HVAC and plumbing companies. It covers the whole job, from the first call to the final invoice, with a focus on responding to every new customer and booking only the work your team can handle.
Most field service software records what happened. Relay helps run the day. It answers calls and texts, follows up on leads, and books work around which technicians are qualified, available, and nearby. Because intake, scheduling, and dispatch work as one system, you only promise customers what your team can deliver.
Yes. Technicians use it to view jobs, see customer details, update status, build estimates and invoices, and collect payments. It works offline, so they can keep working without service, and everything syncs once they're back online.
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 is $99/month with unlimited users and jobs. All features are included—no add-ons, per-user fees, or contracts. Standard payment processing fees apply when you collect payments through Relay.