A commercial lead or client is a business or organization, such as an office park, HOA, retail center or property management company. You can create estimates and invoices for commercial accounts the same way as for residential ones.
Start a new account
Choose one of these:
In the left sidebar, select Create, then Lead or Client.
In the left sidebar, select CRM, then Add lead on the Leads tab (or Add client on the Clients tab).
Add the account details
1. In Create account, select Commercial.
2. Enter the Account name, for example the business or HOA name.
3. Leave This is a new lead on for a lead, or turn it off to save the account as a client.
4. Select Add a contact, enter the person's name, phone, email and role, then select Save.
đĄ Pro tip: Keep This is the primary contact on for the main person you deal with. You can add more contacts later, but only one can be the primary contact.
5. Choose the Account Owner, add any Notes, and select Save.
Add the property
After you save, Duranta opens Add property.
1. Type the address in Enter an address and choose it from the list.
2. Check the outlined lot on the map. Select a nearby parcel to add or remove it, or select Adjust lot to change the outline.
3. Select Confirm.
If the address on the map is different from the one you typed, Duranta asks which one to keep. Choose an address and select Confirm.
Duranta saves the property and starts the AI measurements. You can add more properties later from the account page with Add property.
