I run a drainage company. I got sick of paying for CRM software, so I built my own. Meet Relayhand.

Description and use

Relayhand is a CRM for small trade contractors that centralizes lead capture, quote generation, electronic signatures, payments, and scheduling, ensuring contract immutability and payment auditability.

Problem

Small trade contractors lose money due to manual, fragmented back‑office processes: leads go quiet, contracts are hard to find, deposits are missed, and payments are not tracked accurately.

Outcome

Relayhand reduced manual back‑office work, ensured contract immutability, enabled electronic signatures, automated payments, and provided audit trails, thereby decreasing money leakage for a small trade contractor.

Workflow

• 1. Capture lead from call, text or website into a single pipeline with address and history.
• 2. Generate a quote from the contractor’s price catalog and send a branded PDF.
• 3. Customer signs electronically on their phone; the signed contract is frozen and archived.
• 4. Customer deposits a card payment at signing; remaining balance is charged after job completion.
• 5. Follow‑up drafts are queued for manual approval before sending.
• 6. Schedule jobs on a dispatch board; crew members use a field app that syncs offline.
• 7. Recurring service plans are invoiced automatically per agreement.
• 8. Job costing and time tracking are recorded for owner visibility.
• 9. AI assistants draft replies or reports, requiring human approval before any money‑moving action.
• 10. All money actions are logged in an append‑only log.

Evidence

A lead that goes quiet for four days usually stays quiet. A contract signed on paper can't be found when there's a dispute. And a deposit nobody asked for at signing is a deposit that never comes in.

Source

Relayhand covers the stretch of work between "someone called about a job" and "the job is paid for."

Source

Multi-tenancy is enforced in Postgres, not in route code. Every table has row-level security, in three tiers.

Source

Payments are direct charges on the contractor's own Stripe account. Relayhand doesn't hold anyone's money.

Source