Delivering to Your Client

Delivery is the last step of the same project: open your project under Office ▸ Projects and hit the Deliver button in its action bar. The Deliver page shows one row per flight and a client-portal strip at the top — that’s the whole surface.

Stage the files

Pick a flight to open its delivery workspace. Files are organized under three default folders — Media, Raw Files, and Documents — and you can add sub-folders, rename, move, and drop files in.

Everything you upload starts private. The eye toggle on each file or folder releases it to the client — the client sees only what you’ve shared, and only flights that have shared files. Finished survey runs attach their deliverable package to the delivery automatically, with the Interactive Property Map shared with the client from the start.

Set up the portal and send it

Back on the Deliver page, Set up client portal creates the client’s private portal (add the client’s name and email on the project first). Once it’s live you can:

• Open portal — preview exactly what the client will see.
• Copy client link — grab the private URL to send any way you like.
• Send to client — email the link. The email comes from your company name, subject “Your files from {your company} are ready,” with a view-and-download button, and replies come straight to you.

The link is a private, random URL — no login needed on the client’s end, and it doesn’t expire on them.

What the client sees

The portal carries your company name and brand colors (set yours up at Delivery branding settings), with tabs:

• Overview — the project at a glance: files, maps, invoices, balance due, and a comment thread.
• Maps — delivered orthomosaics and 3D models open in an interactive viewer right in the browser: pan, measure, annotate. Client annotations are saved on their link and never touch your source survey.
• Files — the released files, grouped by flight and mirroring your folder structure. Each file has its own resumable download, every folder has Download folder, multi-flight deliveries add Download flight, and Download everything bundles it all into one continuous zip.
• Invoices — see below.

Clients can also post comments, approve a deliverable or request changes, and upload their own supporting documents to you.

Getting paid from the portal

Attach an invoice to the delivery (delivery invoices carry a project field) and it shows on the portal’s Invoices tab, with a Pay Now button when you’ve connected a payment gateway (Stripe or PayPal). The Overview shows the client a Balance Due card until it’s settled, and your invoice list flips the invoice’s badge to Viewed the first time the client opens it — a handy signal that it landed.

Common questions

Does my client need an account? No. The portal link is private to them and works without any login. Keep it to the client — anyone with the link can open it.

Why can’t my client see a file I uploaded? Files start private. Flip the eye toggle on the file (or its folder) in the flight’s delivery workspace to release it — the portal shows only released files.

Can my client download everything at once? Yes — Download everything on the Files tab streams one zip of all released files, and each folder and flight has its own zip button too. On a shaky connection, individual file downloads are the safer bet: they resume automatically if interrupted.

Can the client share the portal with their team? Yes — the Overview has a team-invite that emails a portal link to a colleague, and clients can also generate a read-only share view of the released files that expires after 30 days.