Three powerful modules, one platform
Choose the modules you need and scale as you grow.
Relato CRM
Complete customer relationship management for service businesses
- Customer profiles with service history
- Communication logs (calls, SMS, email)
- Custom fields and tags
- Import/export customers
- Customer portal access
Relato Service
End-to-end service operations management
- Job creation and tracking
- Smart scheduling calendar
- Technician assignment
- Route optimization
- Parts and inventory tracking
Relato Billing
Automated invoicing and payment management
- Automated invoice generation
- AMC/subscription management
- Multiple payment methods
- Payment reminders
- Financial reports
Scheduling & Operations
Smart Scheduling
Drag-and-drop calendar with automatic conflict detection and technician availability management.
Recurring Jobs
Set up recurring service appointments for AMC customers with automatic scheduling.
Route Optimization
AI-powered route planning to minimize travel time and fuel costs for your technicians.
Technician Tools
Mobile App
Native mobile app for technicians with job details, navigation, and offline support.
Digital Forms
Custom service forms, checklists, and digital signatures for professional documentation.
Parts Tracking
Track parts usage, inventory levels, and automatically reorder when stock is low.
Customer Experience
Smart Reminders
Automated SMS and email reminders for appointments, renewals, and follow-ups.
Customer Portal
Self-service portal for customers to book appointments and view service history.
Satisfaction Tracking
Collect feedback after each service and track customer satisfaction trends.
Business Intelligence
Analytics Dashboard
Real-time insights into revenue, job completion rates, and technician performance.
Financial Reports
Detailed financial reports with revenue breakdown, outstanding payments, and forecasts.
Compliance Reports
Generate compliance and audit reports for regulatory requirements.