Clients
Every client in one directory: contact details, service addresses, notes and history. Bring your customers and their saved cards over from Square in one sync.
Product
What RelayReef does
Each part works on its own and better with the others: a booking becomes an appointment, an invoice and a payment without typing it twice. Which parts a business has depends on its plan.
Scheduling and online booking
A booking widget on your own website. Customers choose a service and a time, and the appointment lands on your schedule, priced the way you price.
Invoices and estimates
Send an estimate, turn it into an invoice, and let the customer pay it online from a link.
Payments
Take cards through your own Square or Stripe account, keep cards on file with the customer's permission, and handle refunds and disputes.
Repeating services
Weekly cleanings and monthly memberships, set up once and billed on schedule.
Customer portal
Your customers sign in to see their appointments, pay invoices, keep their saved cards and send you requests.
Contracts
Service agreements, and leases for property managers, written from templates and signed online.
Email to customers
Reminders, receipts and messages sent in your business's name, with their replies coming back to you.
Your team
Give your staff their own sign-ins, and choose what each one can see and do.
RelayAI
An assistant that knows your business. Ask what is on tomorrow or who owes you money. Anything that matters, you confirm with a click.
Reports and analytics
Sales reports and analytics that show how the business is doing, month by month.
Leasing
For property management businesses: homes, leases, rent, deposits and maintenance requests, with Texas's rules built in.
See it with your own business
Tell us how you work today, and we will show you how it looks in RelayReef.