Customer campaigns
Reach past customers by text or email, and keep replies in the same conversation.
Know the customer before you arrive
See equipment, service history, notes, and maintenance coverage at each property. Relay keeps customers updated automatically as the appointment changes.
Jamie Taylor
123 Main St, Louisville · (720) 555-0142
Maintenance plan
Gold · 2 visits a yearNext visit Oct 2026
Equipment
Carrier 24ACC6, 3 ton ACInstalled 2019
Lennox EL296V furnaceInstalled 2019
Service history
AC repair · capacitor$715
AC maintenancePlan visit
Notes
Gate code 4421. Friendly dog in the backyard. Prefers texts.
Customer updates
Keep customers coming back
Review requests
Ask for a Google review after completed work, automatically or from the job.
Referrals
Send a tracked referral link and see which customer and job brought in the lead.
Customer arrival page
Customers can see who's coming, when you'll arrive, and where the technician is once they're on the way.
Maintenance plans by equipment
Create a plan for the whole property or for specific equipment. Each plan has its own billing, included visits, and schedule.
Northfield Property Management
3 properties · Comfort Plus plan at each
212 Cherry St, Unit A · Louisville
Whole location · $18.00/mo
Carrier 24ACC6 AC
Lennox EL296V furnace
Visits
1 of 2 used
Spring used Apr 14 · fall due
212 Cherry St, Unit B · Louisville
Selected equipment · $18.00/mo
Goodman GSZ16 heat pump
Visits
1 of 2 used
Spring used Apr 14
48 Baseline Rd · Boulder
Whole location · $18.00/mo
Trane XR14 AC
Rheem R96V furnace
Visits
0 of 2 used
Enrolled Mar 3
Billing
Automatic · 15th · Visa ···6120Jan 152 plans charged$36.00
Feb 152 plans charged$36.00
Mar 153 plans charged$54.00
48 Baseline Rd enrolled Mar 3 from the link Relay texted. Three plans, one card, one statement.
1 of 3 properties has a fall visit due. It shows up as an opportunity you can turn into a booked visit.