Relay
Pricing
Pricing

Run the whole job from the field

The iOS and Android app keeps your schedule, customer and equipment history, estimates, invoices, checklists, photos and videos, time, and payments in one place. Core job work continues without a connection and syncs when the phone comes back online.

Offline job sequence
J-2026-0418·123 Main St·Basement
ConnectedNo connectionSyncing 0 changesSynced to Relay

Working normally

The job is open and the phone is connected.

Changes waiting to sync0
Work recorded during connection loss

The technician keeps working on the same job.

Status
Arrived on site
Saved on phone
Checklist
Completed 3 steps
Saved on phone
Photos
Added 2 photos
Saved on phone
Note
Replaced capacitor
Saved on phone
Back online at 2:41 PM. Everything recorded in the basement is on the job.

Everything stays with the job

Notes, photos, checklists, time, estimates, and payments are recorded as you work, so there is no second record to reconstruct later.

  1. 1

    See the day and job history

    Start with the route, customer, property, equipment, prior notes, and appointment details.

  2. 2

    Record the work as it happens

    Update status, complete checklists, add notes, photos, and videos, and track time on the job. Status changes also update the schedule and customer notifications.

  3. 3

    Estimate, invoice, and collect payment

    Create an estimate with job photos, record customer approval, issue the invoice, and take payment before leaving the job.

  4. 4

    Keep working without signal

    Notes, photos, checklist entries, time, and status changes stay on the phone without a connection and sync after service returns.

Required job checklists

Install steps for installs, maintenance steps for maintenance, attached from the job's category. The job can't be marked complete while a required step is open; optional steps can stay open.

J-2026-0431·AC installation
Jamie Taylor · 123 Main St, Louisville
In progress1 required step openCompleted
Install checklist
3 of 4 required
Confirm equipment matches the estimateRequired
Pressure test the line setRequired
Verify refrigerant chargeRequired
Register the warrantyOptional
Walk the customer through the thermostatRequired
Complete 1 required step to finish the job
Office view
Settings · Checklists
Install checklist
Applies to AC installation, heat pump installation
5 steps · 4 required
On this job
MSMike S.3/4
Completion refused at 3:38 PM: one required step open.

Expected and actual job margin

Compare expected margin with actual margin calculated from recorded labor, material usage, and commission. The variance identifies which recorded cost changed the result.

J-2026-0418·AC repair
Jamie Taylor · Completed May 6, 2026
Revenue
$715
Estimated margin
46%
Actual margin
41%
Variance
-5 pts
Recorded cost
Estimate
Actual
Change
Labor1.0 h1.4 h-$58
Materials$72$72$0
Commission$41$41$0
Labor ran 24 minutes over the estimate. The capacitor service is priced for 1.0 hour; this job recorded 1.4 hours.

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