Messages and campaigns
Filter customers and send an SMS or email when there is a reason to come back. Relay applies each customer's consent status, and replies return to the conversation.
Keep customer history, updates, and maintenance plans in one place
See the equipment and service history at each property before you answer or arrive. Relay sends appointment confirmations and schedule changes, and keeps each maintenance plan tied to the property and equipment it covers.
Jamie Taylor
123 Main St, Louisville, CO · (720) 555-0142
Equipment
Carrier 24ACC6, 3 ton ACInstalled 2019 · R-410A
Lennox EL296V furnaceInstalled 2019 · 96% AFUE
Service history
May 6, 2026AC repair · capacitor$715
Apr 22, 2026AC maintenancePlan visit
Oct 14, 2025Furnace tune-up$149
Notes
Gate code 4421. Dog in the backyard, friendly. Prefers texts over calls.
Sent to Jamie
SMS · consent on fileConfirmation sentTue 3:14 PM
Wed 12:20 to 2:20 PM · Mike S.
Reminder sentWed 7:00 AM
Today 12:20 to 2:20 PM
Schedule updatedWed 11:40 AM
Planned arrival 1:35 PM · window unchanged
Customer follow-up
Review requests
After a completed job, Relay can send the customer a review request automatically or you can send one from the job.
Referral requests
Relay can send a tracked referral link after the review step. A lead submitted from the link retains the referring customer and job.
Customer arrival page
Maintenance plans by property
Each property can have its own plan covering the whole location or selected equipment. A customer with three buildings can have three plans, each billed and scheduled separately. Recurring charges run against the card on file, and a completed plan visit records which included service was used for that equipment.
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.