Asset-aware quoting
Quotes are built against the asset being serviced — aircraft tail number, vehicle VIN, or vessel hull — with pricing tiers, packages, add-ons, and staff-only internal notes that never reach the customer copy.
Quoting, Invoicing & Client Portals
Quoting, Invoicing and Client Portals without the handoffs
Most service businesses lose money between the estimate and the deposit. DREKAR CRM keeps quoting, approval, scheduling, invoicing, payment, and the customer's own portal on one record, so nothing is retyped and nothing is chased twice.
Digital approval and agreements
Send a branded quote link, collect an electronic signature, and capture the service agreement in the same step. Approved quotes convert to scheduled work and carry their line items forward.
Invoicing, deposits and receipts
Invoice from a completed job or as a standalone bill, take deposits and retainers through Stripe, record offline payments, and issue branded receipts automatically. QuickBooks Online stays in sync.
A client portal customers actually open
Customers get a branded portal with open quotes, invoices and payment history, signed documents, photo galleries, and complete service history per asset — plus a place to request more work.
Frequently asked
Questions & Answers
Can a quote turn into an invoice automatically?+
Yes. An approved quote carries its line items into the scheduled job and then into the invoice, so pricing is never retyped.
Can customers pay online?+
Yes. Stripe handles card payments, deposits, retainers, and recurring billing, and receipts are issued automatically.
Can I keep internal notes off the customer copy?+
Yes. Staff-only line-item notes are excluded from every customer-facing and public document by design.
Is the portal branded to my company?+
Yes. Logo, colors, and custom domain support mean customers see your brand.
See DREKAR CRM live
Book a live demo and see how DREKAR CRM runs an aviation business end-to-end.