Stop Losing Project Time
to Paperwork
COIs, lien waivers, change orders, submittals — stop chasing subs and clients for documents. CollectRelay gives every project a single portal where everyone uploads what's needed, and AI keeps it organized.
Built for the Field-to-Office Gap
From submittals to closeout, CollectRelay keeps every project document organized and on schedule.
Submittals & Compliance
Collect COIs, W-9s, workers' comp certs, and building permits from every sub before they step on site. Automated reminders chase them so you don't have to.
Change Orders & Lien Waivers
Get e-signatures on change orders and lien waivers without the paper chase. Milestone tracking keeps every project phase organized from permitting to final inspection.
Closeout Documentation
Warranties, as-builts, final inspections, punch lists — organize everything needed for project closeout in one place. Get paid faster with bulletproof documentation.
Field Tools That Work as Hard as You Do
Voice memos from the field become structured task lists. Notes become action items. AI does the organizing.
Voice-to-Task (Field Reports)
Record voice memos from the job site. AI transcribes your words and extracts actionable tasks with priorities. Review and edit before adding to your project. Full transcript stays linked to each task for complete context.
Quick Add
Capture ideas instantly from your dashboard. Record a voice memo or type a note, then assign to any active project or save to your document library. No context switching — just capture and go.
Complete Project Platform
Everything you need to manage project documentation from start to closeout.
Project Management
Create and track projects with task checklists, milestones, and status workflows. Move projects from setup through active work to closeout with full visibility.
Document Collection
Secure portal where subs and clients upload via magic link — no account needed. Drag-and-drop on desktop, camera capture on mobile.
Templates
Pre-built templates for project setup, sub onboarding, and draw requests. Create custom templates for your specific workflows.
Client Portal
Branded, mobile-friendly portal with progress tracking. Clients and subs see exactly what's needed and upload on their schedule.
E-Signatures
Collect signatures on change orders, lien waivers, and contracts directly in the portal. Signed copies stored automatically with timestamps.
Milestones & Key Dates
Track permitting, inspections, substantial completion, and final closeout. Check off completed milestones and keep every stakeholder aligned.
Pipeline & Reports
Pipeline funnel, project cost tracking, completion metrics, and activity trends. Export all data to CSV for external analysis.
Team Management
Invite team members by email and assign roles — owner, admin, or member. Manage workspace access with role-based permissions.
Webhooks & API
Connect CollectRelay to your existing tools with REST API and real-time webhooks. Automate workflows and integrate with project management platforms.
Three Steps. Zero Chasing.
Send a Link
Create a project checklist and send your sub or client a secure link. No accounts needed — they just click and upload.
They Upload
Your sub snaps a photo of their COI, uploads the lien waiver, signs the change order — all from their phone. Automatic reminders if they forget.
You Stay Organized
Every document lands in your dashboard, organized by project and trade. AI flags missing items and keeps your audit trail clean.
Your Project Assistant That Never Sleeps
CollectRelay AI transcribes voice memos into structured tasks, summarizes documents, flags incomplete submissions, and auto-organizes files by trade and category.
Ready to Close Projects Faster?
Join contractors who stopped chasing paperwork and started getting paid on time.