18. Quick Reference Guide
This section provides a task-oriented overview of core features in the BhuMeet Web Application. It helps Drone Service Providers (DSPs) and team members quickly locate the relevant screen, function, or workflow without reading through full chapters.
User Onboarding and Login
| Task | Action |
| Sign up as a DSP | Visit registration URL → Fill form → Submit → Activate account |
| Log in | Use registered email/mobile and password |
| Forgot Password | Click “Forgot Password” on login screen → Follow OTP reset steps |
Dashboard Navigation
| Widget/Section | Purpose |
| My Teams | View/add/edit/delete team members (admins/managers) |
| My Requests | View status of all customer requests |
| Revenue | View summary of total revenue from paid requests |
| Profile | Manage personal/company info, invoices, and security settings |
Managing Profile and Account
| Action | Navigation | Details |
| Update name, number, password | Profile → My Profile | Edit and save changes using “Edit” links and dialogs |
| Update company name or address | Profile → My Profile | Update in Company Details section |
| Download DSP QR Code | Profile → Additional Features | Used by pilots to scan and join DSP |
| Enable/Disable OTP for completion | Profile → Additional Features | Controls OTP requirement on order completion |
Team Management
| Action | Navigation | Steps |
| Add new team member | My Teams → + Add New | Enter details, select role and location, then click Add |
| Edit team member | My Teams → ⋮ → Edit | Update fields and save |
| Delete team member | My Teams → ⋮ → Delete | Confirm deletion in warning dialog |
Customer Management
| Action | Navigation | Details |
| View all customers | Customers | Displays name, contact, and service stats |
| View customer details | Click customer row | Opens side panel with profile and request history |
| Import customers in bulk | Customers → Import icon | Upload .xls file with customer records |
| Delete customer | Not supported | Currently not available in UI |
Request Management
| Action | Navigation | Details |
| Create a new request | My Requests → + Create Request | Enter customer details, select crop, area, and schedule |
| View request details | Click request row | Opens complete request data and status logs |
| Mark request as Completed | Pilot app only | Pilot confirms; reflected in DSP web app automatically |
| Mark request as Paid | Pilot app only | Pilot confirms payment received; reflected in DSP portal |
| Reschedule or Reject a request | My Requests → ⋮ Menu | Available based on current status |
Finance and Revenue
| Feature | Navigation | Description |
| Revenue Summary | Revenue | Shows total requests, amount collected, and completion counts |
| View/download invoices | Profile → My Invoices | Filter by date, click to view, download PDF |
| View/download debit notes | Profile → Debit Notes | View adjustments made to invoices, downloadable in PDF |
Security and Access
| Feature | Navigation | Details |
| Change password | Profile → My Profile | Accessible via “Change Password” link |
| OTP for order completion | Profile → Additional Features | Toggles mandatory OTP flow for pilots |
Help & Support
| Need | How to Access |
| Common issues or errors | Refer to Chapter 14 – Troubleshooting Guide |
| Definitions and abbreviations | Refer to Chapter 15 – Glossary |
| Task guidance | Use this Quick Reference Guide |