Leads that need your attention
See what needs you, what Relay is working on, and where you are waiting on a customer. Open a lead to read the conversation and understand the next action.
Keep leads, estimates, and jobs moving
See what needs attention, what’s waiting on a customer, and what’s moving forward. Relay handles incoming inquiries and follows up on estimates and unscheduled work, so you know when to step in.
Follow-through from inquiry to the next visit
Automatic estimate follow-up
Relay follows up on open estimates by text until the customer responds, approves, or the sequence ends. Pause or resume follow-up when you need to, then move approved work into scheduling.
The next visit, with previous work in view
A job can span several visits. The Jobs board tracks the next outstanding visit and keeps completed visits in its history. Expand a card to see what has happened and what still needs scheduling.