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Your first-day setup checklist

Use this checklist on your first day to get Relay Tow ready for real calls. Each step is done in the dashboard by an Owner or Admin. Each item links to a full article.

1. Invite your team

In the dashboard, open Settings, then Team Members, and invite your office staff and dispatchers by email. Invitations expire after 7 days.

Article: Invite your team members

2. Add your drivers

Open Drivers in the sidebar and add each driver. Each driver gets an email invitation to join your company and sign in to the driver app.

Article: Add drivers and get them signed in

3. Add your trucks

Open Settings, then Trucks. Trucks are used when you assign drivers and when drivers run truck inspections.

Article: Manage trucks

4. Add your storage lots

Open Settings, then Lots. Lots are where impounded vehicles are stored.

Article: Manage storage lots

5. Set your rates

Open Accounts to add the customers you bill, such as motor clubs and businesses, and set their rates for towing, storage and extra services. Impound fees come from these rates.

Article: Set up accounts and customer rates

6. Build your website

Open Site, then Builder, add your company details, services and hours, then publish.

Article: Build and publish your company website

7. Connect payments

Connect Square from Settings, then Square Payments, or connect RoadSync. Your company uses one payment provider at a time. Drivers cannot use the Collect Payment screen in the driver app until Square is connected, even for cash jobs.

Articles: Connect your Square account, Connect RoadSync for payments

8. Run a test call

Create a call, assign a driver, and follow it through to an invoice.

Article: Your first call, start to finish

Good to know

  • Plan limits apply to drivers, calls and websites.

  • If you are moving from another system, you can upload your old data from Migrate Data.

Relay Tow links

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