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Describe the job you are trying to get done. Every request is read when we plan what comes next.
Call us on +386 40 129 000 or write to info@relayplan.com.
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Quick help by area
The how-tos people ask us about most, taken straight from the RelayPlan documentation. Pick an area, or open the full guide for screenshots and detail.
First login and profile
- 1Open relayplan.app/login and sign in with the credentials your administrator gave you.
- 2Open the profile menu in the bottom-left corner and choose Settings.
- 3Check your name and email, and set your interface language.
Fastest start: add users, create cost centers, enter your key warehouse items — then start tracking hours.
Read the full guide →Add a user and set a role
- 1Open HR → Users and click Add user.
- 2Fill in their details and choose a role — administrator, HR manager, team lead, stock manager or worker.
- 3Save. The user gets an invitation, if invitations are enabled.
One administrator cannot change another administrator’s password or remove their rights.
Read the full guide →Create a cost center
- 1Open Cost centers and click Add new location / cost center.
- 2Enter the name, code and address.
- 3Mark it permanent if it is ongoing, like an office, then save.
Pick a name field teams recognise at a glance, for example FTTH – Vodnikova – 2025.
Read the full guide →Review and correct hours
- 1Open HR → Users and select the employee.
- 2On the Hours tab, review everything they have recorded.
- 3Adjust hours, sick leave and holidays where needed.
Hours come in two ways: entered on the web by an administrator or HR, or recorded by employees in the mobile app.
Read the full guide →Set up stock and move items
- 1Create categories, for example Connectors, Cables, Tools.
- 2Add items with a unit of measure, SKU and minimum stock level.
- 3Enter initial stock, or post it through Orders. Use Multi-transfer to move several items at once.
Unused material coming back from site is a Return; material used up gradually is a Partial write-off.
Read the full guide →Order and receive material
- 1Create an order with the supplier, the items and the cost center.
- 2Send or export the purchase order, if your process needs it.
- 3When the goods arrive, record the receipt to post the stock.
Important: the status shown in the orders list is the one that counts.
Read the full guide →Assign people to a cost center
- 1In HR → Schedules, click Add assignment / new workday.
- 2Select the workday and the cost center, then save and continue.
- 3Add the employees who will work that day.
Tip: copy an existing workday and adjust it — much faster than building a schedule from scratch.
Read the full guide →Issue tools to an employee
- 1Open Multi-transfer in the warehouse module.
- 2Select the recipient — the employee who will hold the equipment.
- 3Choose the items and quantities, and save. They now appear in that person’s personal stock.
When equipment comes back, record it as a Return so it rejoins the warehouse.
Read the full guide →Add a vehicle
- 1Open Vehicles → Add.
- 2Enter the plate, make and model, year and mileage.
- 3Add the registration, technical inspection and vignette dates, set reminders and assign a driver.
Record services with the date, type, amount and invoice, and refuelling with the quantity, price and location.
Read the full guide →Create and send an invoice
- 1Open Quotes and invoices → Issued invoices and click New invoice.
- 2Pick the client and cost center, then Add line items — net, VAT and total update as you go.
- 3Save, then click Send to email it with a preview of the document.
Line items, dates and amounts are edited on the invoice itself — the send window only changes the covering text.
Read the full guide →Sign in to the mobile app
- 1Install RelayPlan from the App Store or Google Play.
- 2Enter your tenant name — usually your company name, as in company.relayplan.app.
- 3Sign in with your web app email and the password set by your administrator.
Lunch is one tap and records 30 minutes automatically; you can edit the current day if something needs correcting.
Read the full guide →Set up your company details
- 1Enter your company details — name, address and tax ID.
- 2Upload your company logo.
- 3Choose which languages your users and employees can pick from.
Each user still sets their own interface language in their profile.
Read the full guide →Frequently asked questions
Quick answers to what the support team hears most often.
Need more than a quick answer?
The full documentation covers every module step by step, with screenshots and a glossary. Prefer to be shown? Book a walkthrough and we will set RelayPlan up with you.