Sites that remember. Access notes, past jobs and the last check, kept against the site.
CRM
The client, the site and the job. With the check attached.
Most operators keep clients in one place, jobs in another and the airspace check nowhere at all. Here the job is the record, and everything hangs off it.
One record per client. Every visit picks up where the last one stopped.
AccountsAccounts, £4,332 outstanding
£2,592 outstanding across two jobs
Who to call. Who signs off the work and who pays, kept on the client rather than in your phone.
QuotesQuotes, 1 accepted, 1 waiting
Accepted online. 25% deposit, balance on completion
What it holds. And what comes with each one.
Clients and their sites
One client, as many sites as they have. Every job, check and invoice for that site stays with it, so the fourth visit starts where the third finished.
Contacts
Who to call on the day, who signs off the work and who pays the invoice, kept against the client rather than in your phone.
Jobs and bookings
Date, site, scope and status. Assign the pilot and the aircraft from your operator record, so the qualification and the class marking come with them.
Quotes
Price the work, send it, and when it is accepted the job is already built. The quote becomes the invoice in one step.
The check and the SOP
Attach the airspace check and the standard operating procedure to the job. When a client or an insurer asks what you did, the answer is one record, not a search through your email.
The quote becomes the invoice.
Under your own name, paid by card into your own Stripe account.
See invoicingPriced, flown and invoiced in one place.
Add your first client and site, and the next quote you send builds the job for you.