Client billing & delivery

Commercial organizations can keep client money and delivery context beside the job record.

Documents

• Build quotes and invoices from reusable services in the price book.
• Share a public quote or invoice link without giving the client a workspace login.
• Let a client accept or decline a quote through the public document.
• Convert an accepted quote into an invoice, including partial draws when the work is billed in stages.
• Render documents with the organization's letterhead, logo, brand color, terms, and client address.
• Print the document or download a browser-generated PDF.

Internal unit costs, margins, identifiers, and workflow details stay out of the client-facing document.

Money tracking

Record payments, prepaid credit, budgets, voids, and payment references on the client record. Reports derive outstanding balances, collection timing, revenue by client, and job margin from the same records.

BeaconUAV does not provide a card checkout or hold client funds. Payment sync is read-only: an external processor or settlement export can send an arrival to the Payments inbox for review, after which an authorized operator applies it to an invoice.

Delivery and intake

Attach deliverables to the job and publish them through the private client portal when the job is ready. Clients receive only the files and fields allowed for their link. Organizations can also collect client documents through a revocable intake link and request signatures for property access, releases, or flight authorizations.

Files use private storage and short-lived download access. A client link can be revoked or rotated immediately.

Email boundary

Booking confirmations and "deliverables ready" emails go out automatically from your organization's own BeaconUAV address, with your reply-to on them, unless you switch that off in Document settings. Reminders, quotes and invoices are still prepared as drafts that you copy or open and send yourself.

Organization invitations and offboarding notices are separate: they go out automatically from BeaconUAV's own address, with your organization as the reply-to, and each organization can pause them on its own.

See Client jobs, CRM & money for the full contact, job, billing, and delivery workflow.