CRM

The client, the site, the job and the check that goes with it.

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.

Job 2026-118 SCHEDULED
Fri 21 Aug, 09:00
Roof survey, Block C
Harlow Estates Ltd · Kirkstall Forge, LS5
Client contact Priya Shah, Facilities
Pilot Dan Whitworth · GVC
Aircraft Matrice 350 RTK · 6.47 kg
Quote £1,450.00 accepted
ATTACHED TO THIS JOB
Flight check, 18 Aug 09:12
Flyable with checks · 120 ft · Leeds Bradford ATZ 1.8 km
PDF
SOP, roof survey template
Adopted 14 Aug by S. Harker, accountable manager
PDF
Raise invoice Re-run the check
Harlow Estates Ltd Client since 2024
Kirkstall Forge, LS54 jobs
Temple Newsam, LS152 jobs
ContactsPriya Shah · Mark Ellis
This week 5 jobs
Wed · Progress shots, Aire StS. Ali
Thu · Thermal roof, Unit 7D. Whitworth
Fri · Roof survey, Block CD. Whitworth
The accounts list showing three client companies with sites, jobs and outstanding balances
Accounts, with what is owed on each one visible without opening it.
The quotes list showing a sent quote and an accepted quote
Quotes with staged payment terms, sent by link and accepted online.

What it holds

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 job is priced, flown and invoiced in one place.

See invoicing See pricing