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Getting Started

dronelist.io is built to run your drone business end-to-end. This guide walks you through initial setup and shows how the platform’s features connect into a single workflow.

Initial setup

Follow these steps to go from sign-up to fully operational:
1

Create your account

Register at app.dronelist.io using email or Google sign-in. Complete your professional profile with your name, qualifications, and contact details.
2

Set up your organization

Your organization is the central hub for everything — team members, services, projects, and finances. Give it a name and configure your business details under Settings > Organization.
3

Invite your team

Go to Team and invite colleagues by email. Assign roles to control what each person can access:
RoleAccess level
OwnerFull access, billing, and account management
AdminManage team, services, and all operational data
MemberWork on projects, log flights, manage assigned tasks
ViewerRead-only access to dashboards and reports
Solo operators can skip this step — the platform works just as well for one-person operations.
4

Define your services

Navigate to Services and build your service catalog. Define what you offer, set pricing models, and create tiers for each service. See Services & Pricing for the full guide.
5

Add your equipment

Go to Fleet and register your drones, cameras, and accessories. Tracking equipment lets you log flights, monitor maintenance, and include equipment fees in proposals. See Fleet Management for details.
6

Connect Stripe

Under Settings > Payments, connect your Stripe account to accept online payments through invoices. This enables one-click payment links for your clients.

How it all connects

The core business workflow in dronelist.io follows a natural progression from lead to revenue:
CRM → Proposals → Projects → Invoicing
StageWhat happens
CRMA new lead comes in. You create an account, log interactions, and track the deal through your pipeline.
ProposalsWhen a deal is ready, generate a proposal with line items pulled from your service catalog. Send it to the client for approval.
ProjectsOnce accepted, the proposal becomes a project. Assign team members, schedule missions, and track deliverables.
InvoicingWhen work is complete, generate an invoice from the project. Send it with a Stripe payment link for fast collection.
Every step feeds data forward — deal values inform proposals, proposal line items populate projects, and project costs flow into invoices and Profitability tracking.

Platform features

CRM

Track accounts, contacts, and deals. Manage your sales pipeline with Kanban boards and activity logging.

Proposals

Build professional proposals with dynamic pricing from your service catalog. Send to clients and track acceptance.

Projects

Plan and deliver drone operations. Assign team members, track milestones, and manage deliverables.

Fleet

Register equipment, log flights, track maintenance schedules, and monitor certifications.

Services & Pricing

Define your service catalog with tiered pricing. Configure margins, auto-modifiers, and team rate overrides.

Invoicing

Generate invoices from projects or standalone. Accept payments via Stripe with one-click payment links.

Expenses

Track business expenses against projects. Categorize costs for accurate profitability analysis.

Profitability

See real margins on every project. Compare estimated vs. actual costs across your operations.

Client Portal

Share project updates, deliverables, and invoices with clients through secure links — no account required.

Team Management

Manage team members, roles, credentials, insurance records, and availability across your organization.

Dashboard

At-a-glance view of your business — active projects, pipeline value, upcoming tasks, and key metrics.

Settings

Configure organization details, payment integrations, notification preferences, and subscription plans.

Tips

You don’t need to define your entire catalog on day one. Start with the service you sell most often, set up its pricing tiers, and add more as you go.
When creating a new service, choose from built-in templates like Real Estate Photography, Roof Inspection, or Orthomosaic Mapping. Templates pre-fill base rates and time estimates.
The Profitability module factors in equipment depreciation. Adding your fleet early means your first project margins will already be accurate.
Invoices with payment links get paid faster. Set up Stripe under Settings > Payments so your first invoice includes a one-click payment option.