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Guides for every feature currently available in Relato.
Call agent configuration
Prepare a bilingual call prompt as a reviewed local draft, or edit and import an existing prompt.
getting-startedConfiguration and setup
Complete the required business setup, including category, review languages, locations, and platform links.
operationsContacts, jobs, and schedule
Organize contacts and properties, create jobs, and schedule visits in Relato.
referralsCreate a referral campaign
Configure each campaign's message, benefit, and bilingual form. Share the hosted form or connect your own form through the JSON endpoint.
operationsCustom fields for jobs
Create job fields, record values, and preserve historical information when retiring fields.
operationsCustomer portal access and visit requests
Share a private customer portal link and review requested visit changes.
dashboardDashboard and metrics
Metrics separate invitations, visits, drafts, copy events, outbound opens, self reports, and evidence confirmations. Selected chips appear in aspect analytics.
operationsExternal CRM integrations
Configure external CRM coexistence and owner-authorized availability connections for Housecall Pro and Google Calendar.
platformsGoogle, Facebook, and clipboard
The app prepares editable text, then attempts to copy it and open the selected platform. Opening a platform does not confirm publication.
languagesLanguages and fallback
Public pages and the dashboard offer EN and ES. Dashboard language is saved per user and translations are validated before release.
usersPassword reset and account access
Request a one-hour password reset link, choose a new password, and close previous sessions.
privacyPrivacy and data
Consent text is stored with referral submissions. Staff can delete review sessions and referral leads. Support destinations are never exposed in the public UI.
feedbackPrivate feedback
Private feedback is available for every star rating and requires consent. It remains in the business workspace.
reviewsReviews and selectable chips
Configure rating ranges, order, location, service, and bilingual labels. Customers can select several chips and add an optional detail.
operationsSearch your company
Find contacts, jobs, and invoices available to your role.
operationsServices and materials price book
Maintain your own prices and add them to quotes and invoices.
supportSupport and troubleshooting
Search Help before filing a ticket. Your tickets and replies stay in Relato; replies do not send email or external messages.
usersUsers and roles
Invite new or existing Relato users by email and control their access to each business.
operationsWorkspace modules
Choose which Relato workspace tools are available. Changing availability does not erase saved business records.