Welcome to dronecloud!
Dronecloud is a platform designed to help Operators manage their relationships with their clients, plan operations and manage compliance.
This guide is designed to demonstrate the relationship between operator and client accounts, to show how these two user types can collaborate, and to demonstrate how the site notifies and tracks user actions over the life cycle of a job.
First things first, setting up my clients
- How do I invite a client to join dronecloud?
Inviting a client to dronecloud is easy. From the dashboard, simply enter your clients Name, email and company information into the “Invite client” dashboard widget. If you are adding a new client user to a company you have already registered, the company name field will suggest the previously entered name (see screenshot). This allows you to add new contacts to an existing client account.
Once submitted, this will send a registration invite email to your client, where they can create an account password. Once your client has completed the registration process, you will receive a notification that this new user has registered.
- Where are all my clients?
Dronecloud stores all of your client contacts in the client table, this can be selected directly from the left hand navigation. If you are unsure whether a user has completed the registration process, you can select their account name from the table and check the status of their registration and re-submit an invite if required.
- Adding a new user to an existing client account
Dronecloud allows you to add multiple users into a client account. In this example you can see that this client account has three users assigned.
If you wish to submit a quote to a specific user, simply select the “+” symbol next to that users name to prepare a quote for this user.
- Can my client see other Operators once they have signed up?
On dronecloud, the Operator/Client relationship is a purely one to one relationship. Registered clients can only have one operator and it is not possible for other operators to see information about clients who have been registered by other operators.
How do I appear to my Client?
Once your client registers with the site and logs in for the first time, they will be presented with their dashboard. Your company details are displayed prominently here, with a button to “Request a quote”.
As you can see, a name and contact is displayed here. If you have multiple users in your account, the user that will appear in this widget is the one which has been set as the “Primary contact” in your user settings page. To adjust this, you will need to transfer the “Primary contact” status to a different user, by selecting the settings wheel from the top navigation and navigating to the company settings page, where user settings can be adjusted.
How does my client submit a job request?
When your client selects the “Request a quote” button from their dashboard, a new request draft is generated. Your client will be guided through the process of submitting a new job request. Once they have completed this, they simply submit it, and you will be notified that you have a new request. This new job will appear in your jobs table, with the status "Awaiting quote".
A quick overview of jobs and status’s
Dronecloud tracks the progress of a job by using various status types. Here is a quick run through of these status’s, what they mean and what notifications are associated with each status. As an operator, you can manually adjust the job status to anything you feel is appropriate, so it is possible to retrospectively agree a cost, even if a flight has already taken place (for example) by simply rolling the status back to “in draft” and submitting a quote.
- “In draft” – When an operator creates a quote (see: Create a quote) the new job will be created with the status “In draft”. Dronecloud automatically saves information entered, so you can close your draft and come back to it later without losing any information. While this job remains in this status, your client will not be able to see it.
- “Awaiting approval” – Once you submit a quote, the job status will automatically change to Awaiting approval. Your client will receive an email notification that a quote is awaiting their approval. In addition, they will be provided with a site notification, directing them to review the quote.
- “Flight planning” – Once your client approves a quote, the status of the job will progress to flight planning. As an operator, you will receive an email and on site notification that your client has accepted the quote. You can now prepare a flight plan (see flight planning for further information on this subject).
- “In flight” -Once your flight plan is complete, you can schedule your flight with your client. Once this is agreed, you can set the job status manually to "In flight". Your client will be notified of this change in status.
- "Data processing" - You can manually change to this status once you start processing your data in order to notify your client that their data is being prepared.
- "Data awaiting approval" - Once you have submit your data to your client, the status of the job will move to "Data awaiting approval". Your client will be notified and guided to approve your delivery.
- Complete - Once your client has approved your delivery, you can then manually finish the job by setting the status complete.
Now that we have looked at the notifications that are generated by moving through the life cycle of a job, there is one further feature to point out. At various points in the job workflow, dronecloud provides an "Activity Log".
This feature records actions, such as when a quote is submitted, when it is approved, and by whom. This provides a record of activity, relating to the section in question.
Comments can be added to the activity log, and once submitted, will trigger a notification to the client you are working with for this job. This can be particularly useful when reviewing costs, or approving data, as your client can raise an issue they might have and allow you to keep track of any comments they have made.
A quick look at the client view
The client Dashboard
Your clients dashboard appears as follows. Note: the Service provider widget displays your company information. See above for a description of how to edit this.
Client Job Request form
When your client creates a job request, this is how the form will appear to them. Note: The Feasibility and costs sections are not visible to the client, these functions are specific to Operators only. When you, as an operator, add this information, it will not be visible to your client when they inspect the job details tab.
Client costs view
Once you have prepared a quote and submitted it to your client for approval, your client will be notified and the "Costs" tab will become available for them to inspect your cost break down. The clients view is as follows.
Note: Your client is prompted to accept any terms that you have attached. They will not be able to accept the job without selecting the radio button at the bottom of this page. If you attach a contract as a document, the site will record that they have accepted any terms you have attached.
Client Flight Plan view
As you prepare a flight plan, each section has a "Section ready" radio button. When you select this button, the section you have just completed will become available to your client to review (so be sure that you are finished before clicking this button).
Once all sections have been completed, the client view of flight planning looks as follows.
Client Data tab
When you deliver data to your client, they will recieve a notification that data is awaiting their approval via a site notification. The data tab appears as follows in the clients view.