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Settings

The Settings area lets you configure everything about your organization and how you use dronelist.io. Access it from the sidebar — the settings navigation is split into two groups: Organization and Platform.

Organization

General

The starting point for your organization’s profile. Update the basic details that appear across the platform.
FieldDescription
NameYour organization’s display name
LogoUploaded logo used in proposals, invoices, and the client portal
Business typeThe type of business you operate
WebsiteYour company website URL

Address & Locale

Manages two tabs of location-related settings: Business Address — Your physical business address used on invoices and proposals. Locale & Regional — Regional preferences that control formatting across the platform:
SettingWhat it controls
CurrencyDefault currency for invoices, proposals, and financial displays
Date formatHow dates appear throughout the platform
Number formatDecimal and thousand separators
TimezoneUsed for scheduling and date calculations

Members

Manage who has access to your organization and what they can do. See Team Management for the full guide.

Member roles

RolePermissions
OwnerFull access including organization deletion and ownership transfer
AdminCan manage settings, members, and all organization resources
MemberCan access and work with organization resources
ViewerRead-only access to organization data
Only Owner and Admin roles can invite new members, edit roles, or remove team members. You can also invite people who are not yet on the platform — they receive an email invitation to register and join your organization.

Insurance

Manage insurance policies for your organization. Add, edit, and track policy details including provider, coverage type, policy number, and expiration date. Expiring and expired policies appear as attention items on the Dashboard. The dashboard checks for policies expiring within 30 days.

Plans

View and compare available subscription plans. During the beta period, all users have full access to every feature. After beta, you can select from available plan tiers. Plans are compared side by side with feature limits and pricing for both monthly and yearly billing cycles.

Billing

View your billing history and download invoices from Stripe. Each entry shows the date, invoice number, amount, payment status, and links to view or download the PDF. If you are on the free plan or have not yet been billed, this page shows an empty state with a link to the Plans page.

Usage

Track your current resource consumption against your plan limits. The usage page shows three sections:
SectionWhat it shows
Resource LimitsProgress bars for plan-limited resources (projects, team members, equipment, etc.)
AI CreditsMonthly AI credit usage with remaining balance
Feature AccessWhich features are included in your plan (CRM Contacts, Invoicing, Client Portal, Priority Support, API Access)
Each resource shows a visual progress bar that changes color as you approach the limit.

Communications

Configure how dronelist.io drafts emails on your behalf.
SettingDescription
Email ToneChoose a tone for AI-drafted emails (e.g., professional, friendly, concise)
Email SignatureA signature appended to all AI-drafted emails

Notifications

Control how you receive notifications across different channels. The settings page shows a matrix of notification categories and delivery channels.

Channels

ChannelDescription
EmailNotifications sent to your registered email address
In-appNotifications shown in the platform’s notification inbox
SMSComing soon (Pro plan)

Notification categories

Categories are organized into three groups: Account
CategoryDescriptionDefault channels
Security alertsNew logins and security eventsEmail + In-app
OnboardingGetting started tips and guidanceEmail + In-app
Business
CategoryDescriptionDefault channels
OrganizationTeam activity (members joining, invitations)Email + In-app
CRMDeal stage changes and pipeline updatesIn-app
InvoicingPayments received and overdue remindersEmail + In-app
ProposalsClient views and acceptancesEmail + In-app
Platform
CategoryDescriptionDefault channels
Platform updatesNew features and improvementsEmail + In-app
Marketing & promotionsOffers, webinars, community newsOpt-in (Email only)
Toggle individual checkboxes to enable or disable specific category-channel combinations. Click Save to apply changes, or use the reset button to revert to your last saved configuration.

Platform

Integrations

Connect third-party services to extend the platform’s capabilities. Each integration has its own detail page with setup instructions, feature descriptions, and connection status.

Available integrations

IntegrationCategoryWhat it does
Google CalendarCalendarSyncs your availability from Google Calendar. Reads only free/busy status for privacy.
Google DriveStorageBrowse and attach Google Drive files to projects and proposals. Share files with clients via links.
Stripe ConnectPaymentSend invoices and receive payments. Handles payment processing, compliance, and payouts to your bank account.
Each integration card shows its current status (connected, not connected, or requires setup) and a button to install or manage the connection.

API Keys

Create and manage API keys for programmatic access to your organization’s data through the public API.

Creating a key

  1. Click Create Key
  2. Enter a descriptive name (e.g., “Zapier Integration”)
  3. Select the scopes (permissions) the key needs
  4. Click Create Key
  5. Copy the key immediately — it is only shown once

Available scopes

ScopePermission
Equipment: ReadRead fleet equipment data
Equipment: WriteCreate and update equipment records
Projects: ReadRead project data
Projects: WriteCreate and update projects
CRM: ReadRead CRM accounts, contacts, and deals
CRM: WriteCreate and update CRM records
Proposals: ReadRead proposal data
Proposals: WriteCreate and update proposals
Expenses: ReadRead expense data
Expenses: WriteCreate and update expenses
Services: ReadRead service catalog data

Managing keys

Each key card shows:
  • Key name and status (Active or Revoked)
  • A masked preview of the key prefix
  • Assigned scopes as badges
  • Creation date and last used date
To revoke a key, click the delete icon and confirm. Revocation is immediate and permanent — any application using the key will lose access. Opens a dialog to manage your cookie consent settings. This controls which types of cookies (analytics, marketing, etc.) the platform is allowed to set in your browser.

Tips

Currency, date format, and number format affect how values appear across invoices, proposals, and the dashboard. Configure these in Address & Locale before creating financial records.
When creating API keys, grant only the permissions each integration actually needs. A Zapier workflow that reads project data does not need CRM write access.
The default notification settings are a good starting point, but you may want to adjust them. For example, enable email notifications for CRM if you want deal stage changes in your inbox, or opt out of marketing emails.
The Stripe Connect integration must be fully set up (identity verification and bank account) before you can send invoices and receive payments through the platform.
Check the Usage page periodically to see how close you are to plan limits. If you are approaching a cap on projects or team members, consider upgrading your plan before it blocks new records.