Help & Guides / Step-by-step guide

Create a project

Start the record for one client job, pick its type of work and file it in your own business folder.

Menu
Office › Work › Field › DSP
Direct link
skysuite.pro/projects/new
Level
Basic
Length
8 steps, about 2 minutes. Stop 2 of 6 on the Basic Start here path

  1. In the left menu, under “Work”, click “Field”. Skip this step if “Field” is already open.

    OpensThe Field list: “DSP”, “Repeat plans”, “Crews” and more.

    The left menu with the Field group under Work.

  2. Click “DSP”.

    OpensThe “Drone Service Provider” page, with your folders of work.

    DSP highlighted in the left menu.

  3. At the top of the left menu, click the blue “New” button.

    OpensA short menu: “Project”, “Contact” and “Invoice”.

    The New button at the top of the left menu.

  4. Click “Project”.

    OpensThe “New project” form.

    The New menu open, with Project at the top.

  5. In “Project name”, type the job's name, for example the site and the work: ‘Henderson Solar Site — Q3 inspection’.

    The New project form, filled in for a demo roof inspection.

  6. Pick the “Type of work” (marker 2), for example “Roofing” or “Mapping”. Not sure yet? Leave “Not sure yet”.

  7. Check “File under” (marker 3). Work you win yourself goes in your own business; work you fly for another company goes in its DSP folder.

  8. Click “Create Project” (marker 4).

    OpensYour new project page, with “Add mission”, “Deliver to client” and “Generate invoice”.

    Final button
    The new project page.

Next on Start here: Plan a mission

Already inside a folder on the DSP page? Its own “New Project” button opens the same form, already filed in that folder.

Next, add the flight: on the project page click “Add mission”, or read Plan the flight.

See a label on your screen that differs from this guide? Send us a ticket and we'll fix the guide. Still stuck? Ask Sky: go to Office › Community › Chat and open your System Chat.