Right now a single job is scattered across DASH, a whiteboard, three apps, and a group text. Something always slips through. Relay pulls the whole job onto one record, from first notice of loss to final payment, so the whole team works from the same information.
The job record is where restoration work lives, from intake through closeout. Schedules, vendors, communications, photos, contents, and invoices share the same record, accessible by every department.
The capabilities that make the job module work, and what each one connects to.
Each job lives on the customer's account, alongside contacts, channels, account value, and every prior job for the same customer. Every team sees the same record, without exports or status meetings.
When the call comes in, whoever answers sees the real availability of every project manager, estimator, and technician (pulled live from their Google and Microsoft calendars) and books the right one into an arrival window right there on the call. The appointment lands on that person's calendar, and the customer gets a calendar invite, plus a text confirmation where enabled.
Photos are categorized by room and stage. Documents (scopes, estimates, certifications, COIs) attach directly to the job. Notes log the conversation between office and field. The whole timeline lives on the record.
Dispatch subcontractors right from the job, and only ones whose insurance and documents are current. The vendor portal standardizes how subs onboard and keeps their COIs up to date, creates approved vendors in QuickBooks automatically (no manual entry), and lets vendors submit invoices against the jobs they're added to, posting to QuickBooks as bills tied to the job.
Collect payment right on the job (by link, Tap to Pay, or card) while vendor bills from QuickBooks match back to the same job. Approved costs and payments roll into the job’s live financials, so operations and accounting see the same number on the same day.
The things that make Relay's job module restoration-specific, not a translation from horizontal field service.
Water, fire, mold, smoke, and biohazard each carry their own scope, sequence, and documentation. Relay treats loss type as part of the job model, not a custom field bolted on.
Mitigation, reconstruction, and contents may all happen on the same job, with different teams and timelines. Each division is tracked on the same record.
Lead → In Progress → Completed → Closed reflects how restoration work actually flows. Stage transitions trigger handoffs between departments.
Photos, scopes, and notes are organized for carrier visibility from the start, not retrofitted at closeout.
Contents work, vendor dispatch, and invoice handoff happen inside the job, not in a different system. There's nothing to re-enter when the work changes hands.
Each role uses the job module differently.
Run the schedule, the field, and the office.
Job board, stage tracking, vendor coordination, and communications on every job.
ExploreKeep the work moving on time.
Daily activity on each job, schedule conflicts visible on the job timeline, scope tied to the record.
ExploreBuild the scope inside the job.
Scope and pricing live on the job from the first walkthrough through the invoice.
ExploreSee every job at once.
Cross-job visibility, financial state, and pipeline rolled up to one dashboard.
ExploreJobs is the hub. Every other module on the platform touches the job record, and shares the same data.
Opportunities convert to jobs. Pipeline and job share the same account.
Contents work belongs to a job. Packouts, inventory, and invoicing live with it.
Equipment assigned to the job: dehumidifiers, air movers, and rentals tracked.
Subcontractors dispatched on the job. COI status surfaced on the record.
Calls and SMS tie to the job. Every conversation tracked in context.
Job becomes an invoice. A/R and payment status stay tied to the record.
A single job can carry mitigation, reconstruction, and contents work together. Each division has its own stage and team, but they share the same record so handoffs happen inside the job.
Yes. Technicians update stages, add photos, log notes, and mark tasks complete from mobile, and updates land on the same job record the office sees.
Photos are categorized by room and stage. Documents (scopes, estimates, certifications, COIs) attach directly to the job. Both stay in the job timeline, visible to every team.
When the work closes, the invoice generates from the job and syncs to QuickBooks. There's no re-entry between operations and accounting, they read from the same source.
Vendors are assigned to the job record. COI status, insurance expirations, and dispatch state are visible inside the job. The full vendor record lives in the Vendors module.
About an hour with a restoration specialist. We'll walk through the job module against the way your team runs work today.
