An install estimate prices one-time construction work, such as patios, planted beds, retaining walls, turf and planting. When the customer is already in your CRM, you can start the estimate straight from their record.
Start the estimate from your CRM
In the left sidebar, select CRM and find the lead or client. Then choose one of these:
Select ... at the end of their row and choose Create an estimate.
Open their page and select + next to Estimates on the property card.
Give the estimate a name, such as Front yard planting, and select Start.
Choose the type of install
Select + Install, then choose a category on the left of the form:
Type | Use it for |
Beds | Planted beds, mulch, topsoil and other volume work |
Plants | Trees, shrubs and other plantings |
Turf | Artificial grass |
Walls | Retaining walls and fences |
Surfaces | Patios, driveways and other hardscapes |
Draw the install on the map
The price depends on the size and shape of what you build, so you draw the install on the property map. Beds, turf and surfaces are areas, walls are lines and plants are points.
Tool | What it does |
Draw | Free draw traces the shape as you drag. Node draw places a corner at each click; click the first corner to close the shape |
Select | Select a shape to adjust it |
Erase | Remove part of the area you drew |
Select the ? button above the tools for tips on drawing.
Add the install details
Type a name your customer will recognize, such as Front bed planting. This name shows on the proposal. Duranta suggests saved installs from your Favorites. Choose one to bring in its materials, or select Create new install.
Under Components, select + Material. Search your saved materials, or type a new name and select Create. Enter the price, the depth or other measurements, and an optional Price margin. Duranta works out the quantity from what you drew. Select Save.
đĄ Use Add extra material under Adjustments to add a percentage on top of the measured amount, for waste or overlap.
Add labor or delivery with + Charge. The install shows its components and the subtotal. Select Add.
Add more installs, fees or discounts
Repeat these steps for each install. Select Fee or discount to add a flat or percentage fee or discount to the whole estimate.
When you're ready, select Generate proposal.
Review and send the proposal
Choose how the proposal looks, select Preview as customer to check it, then select Publish & share to send it by email or copy a link. See Creating a maintenance estimate from your CRM in the web app for the sending steps, and Editing your proposal in the web app for the layout options.