> ## Documentation Index
> Fetch the complete documentation index at: https://dronelist.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Companies

> Your clients — what they do, what there is to fly, and what they have paid you

# Companies

A company is a client you work with, or hope to. Every person, opportunity, and logged call ties back to one.

## Creating a company

Open **Companies** and click **New**. The fields worth filling in:

| Field             | Description                                                                               |
| ----------------- | ----------------------------------------------------------------------------------------- |
| **Name**          | The company or client name                                                                |
| **Status**        | Where the relationship has got to                                                         |
| **Priority**      | High, Medium, or Low                                                                      |
| **Lead source**   | How they reached you — website, referral, event, cold outreach, advertising, social media |
| **Website**       | Their site                                                                                |
| **Email / Phone** | The company's own contact details                                                         |
| **Address**       | Where they are                                                                            |
| **Notes**         | Anything worth remembering                                                                |

As you type the name, dronelist may offer a match from its places data. Picking one fills **only empty** website, phone, email, and address fields. It never overwrites what you typed.

### Statuses

| Status       | When to use                                |
| ------------ | ------------------------------------------ |
| **Lead**     | First contact — interested, nothing agreed |
| **Prospect** | You have had a real conversation           |
| **Client**   | They have bought from you                  |
| **Inactive** | Former client, or a lead that went cold    |

***

## The company page

The left panel holds the short facts — status, priority, website, email, phone, industry, lead source, address. Every field edits in place and saves as you go.

**Match business** next to Client Details runs the same places lookup. Confirm a match and it fills empty fields only; the name stays as you wrote it. If another company already owns that website or place, you get a conflict rather than a duplicate.

The right side has six tabs:

* **About** — what the client does, what there is to fly, and why they are worth contacting now. Your notes live here, along with anything research found and, on Pro, what you have earned from them
* **Insights** — every research and meeting-prep run for this client, newest first. Nothing is overwritten
* **Opportunities** — the work you are chasing with them
* **Contacts** — the people you deal with there
* **Emails** — email history from your connected mailbox
* **Activity** — every call, email, meeting, and note

<Note>
  **What there is to fly** is the field worth filling in. It tells you whether a client is one job
  or a dozen a year — how many roofs, sites, or listings they have, and how often they need them
  documented.
</Note>

### Letting research fill the About fields

Run **Research client** from the **AI** menu at the top of the page. When it finds something for one of the three About fields, the suggestion appears under that field with a **Use this** button. Take the ones you want, one at a time, and edit them afterwards like any other field.

Two things it will never do:

* It never overwrites a field you have already filled in. The suggestion only shows while the field is still empty.
* Accepting one suggestion changes only that field. It does not quietly fill the website, phone, or address at the same time.

To take everything at once, open the **Insights** tab, pick the run, and use **Fill empty fields** under Suggested updates. Same rule — empty fields only.

See [Automations](/docs/features/automations) for what the research agent reads and what it costs.

***

## What a client has paid you

On Pro, the **About** tab shows what this client has earned you, worked out from their accepted proposals and the hours you recorded against them. It appears once there is something to show.

This is the same arithmetic as everywhere else in the app — see [Pricing](/docs/features/pricing).

***

## Logging what happened

Click **Log interaction** in the top bar. Pick the type, write what happened, and set the date it happened on — not the date you are typing it.

| Type          | Use for                     |
| ------------- | --------------------------- |
| **Note**      | Something worth remembering |
| **Call**      | A phone conversation        |
| **Email**     | An exchange worth recording |
| **Meeting**   | In person or video          |
| **Follow-up** | A next step, with a date    |

A **Follow-up** with a date appears on [Home](/docs/features/home) when it comes due.

An interaction logged on a person also appears on their company's timeline, so the company view stays complete without you filing everything twice.

***

## Tips

<AccordionGroup>
  <Accordion title="Use priority to decide where the week goes">
    High, Medium, Low. Three levels is enough to sort a morning by.
  </Accordion>

  <Accordion title="Record the lead source every time">
    After twenty clients, this is the only honest answer to "where does my work actually come from".
  </Accordion>

  <Accordion title="Log the call while it is fresh">
    A note written the same hour is worth five written from memory a week later.
  </Accordion>
</AccordionGroup>