All features

Operation

Clients and jobs

Keep client jobs next to the flights you logged for them.

Companies, contacts, activities, jobs, and job reports live beside your flight logs.

Plans

Client and job operations are available on Enterprise Solo and Enterprise.

What it looks like

CRM

Your clients and their companies.

ImportDuplicatesNew contact
Search contacts and companies…
All companies▾Views▾12 companies
ContactCompanyTagsLast activitySource
Dana WhitfieldRidgeview EstatesactiveSep 18—
Marcus LeeKestrel Mediaactive · repeatSep 15—
Priya NairCity WorksnewSep 12CSV review pending
Open client work
Ridgeview surveyIn flight · 2 deliverables
Kestrel rooftop mapAwaiting client

Saved views are stored in this browser, per organization.

Illustrative preview with representative data. It is not a live account screen.

What's included

Companies and contacts

Enterprise Solo and Enterprise

Maintain client records, contact details, and tags for commercial work without moving to a separate CRM.

Client context lives next to the flights, so a job conversation never starts from zero.

CSV migration and review

Enterprise Solo and Enterprise

Import and export client records by CSV, with duplicate review before incoming contacts become part of the workspace.

Migrating off another tool does not mean importing last year's duplicates with it.

Activities, tasks, and jobs

Enterprise Solo and Enterprise

Record client activity and work items, then organize job reports around the work actually delivered.

The operational record becomes the evidence trail a client-facing report is built from.

Saved working views

Enterprise Solo and Enterprise

Keep locally saved CRM filters and views for recurring workflows.

Recurring workflows stay one click away instead of re-filtered every session.

Saved views are stored locally in the browser, not shared as server-side global search.

Next feature

Operation

Quotes, invoices and delivery

Quote, invoice and deliver files to clients.