Operation
Quote, invoice and deliver files to clients.
Commercial accounts get price books, quotes, invoices, public job links, payment tracking, documents, and client file delivery.
Plans
Commercial documents, payment tracking, portals, and delivery are available on Enterprise Solo and Enterprise.
Payment intake tracks externally collected payments and CSV activity; it is not a built-in card checkout. Email tooling currently prepares mailto/outbox drafts rather than sending through a connected provider. Portals and client delivery are part of the commercial plans and are not included with Education, which covers the Compliance Vault only.
Client Delivery Portals
Branded, expiring links for handing off finished work, per organization.
| Document | Status | Client | Expires |
|---|---|---|---|
| Quote Q-0042 | Accepted | Dana Whitfield | — |
| Invoice INV-0031 | Issued | Ridgeview Estates | $1,840 · plan |
| Delivery portal | Files ready | Ridgeview Estates | 14 days |
The record tracks money collected elsewhere; it does not process cards.
Illustrative preview with representative data. It is not a live account screen.
Create commercial documents from a price book, share public quote or invoice links, and record acceptance or signing steps.
Consistent pricing and documented acceptance close the loop between a quote and what was actually billed.
Collect intake details and present job documents through signed public links instead of exposing the workspace.
Clients get a clean doorway to their job, never a login to your operation.
Track payment-plan events and import payment activity from CSV for work collected outside the product.
Payment status is part of the job record even when the money moves through other channels.
There is no built-in Stripe customer checkout or card-payment collection flow.
Deliver documents and client files through a branded, expiring portal that carries your organization's identity instead of the workspace, with resumable and compressed file uploads for supported workflows.
Large footage delivery survives real-world connections without a shared drive workaround, and the client sees your brand rather than a generic link.
Next feature
Governance
Safety and compliance
Pre-flight checks, incident review, and airworthiness records.