A lead is someone you have not worked for yet. A client is someone you already work with.
Both can have properties, measurements, proposals, and invoices in Duranta.
Start a new account
From Home:
Tap Create a new.
Tap Lead.
Choose the account type
Choose:
Residential for a homeowner or residential property owner
Commercial for a business with more than one contact
Fill in the details
Complete the account information:
Field | What to enter |
Name | Customer or account name |
This is a new lead | Turn on for a lead or off for a client |
Phone | Customer's phone number |
Customer's email address | |
Account Owner | The team member responsible for the account |
Property Address | The property you will be working on |
Notes | Additional information about the customer |
Billing Address | Turn on Different billing address if invoices should go somewhere else |
Choose lead or client
The This is a new lead switch determines whether the account is created as a lead or client.
Leave it on for someone you have not worked for yet.
Turn it off for an existing customer.
You can change this later. Converting a lead to a client keeps its properties, proposals, and notes.
Use Next to continue through the form, then tap Create Account.
Add and confirm a property
Type in a property address and select it from the search results dropdown.
Tap on Confirm property button
What happens next
Once the account and property address are saved, you can continue working from the account.
From there, you can:
Measure the property
Create a proposal
Send an invoice
Please contact [email protected] if you need help or have questions.