Proposals & AI Map: FAQ

A proposal is a detailed estimate you send to a lead or client that outlines the scope of work, services, materials, pricing, and terms before the job begins.

You can create a proposal in several ways: from the Home page by clicking + Create new proposal, from the left navigation bar, from Clients → Proposals → Add a proposal, or from the lead or client details page.

You can:

The property map has two modes:

Click on the Services icon to switch to Services mode.

Select the measured area on the AI Map and choose Add to proposal.

Then choose:

The selected measurement is added as a service with its measured area.

Yes.

After selecting a measured area and choosing Add to proposal, select New proposal instead of an existing proposal.

Each proposal service has its own service area, so you can add the measurements you need as you build the proposal.

If you want one service area made from several segments or including an additional margin, create a Work Area first and add that to the proposal.

See Work Areas in the Web App for more details.

Open Service area on the service and choose the measurement source.

Available options can include:

These tabs match the type of measurement used by the service.

Choose the tab that matches how the service is priced.

Yes.

Choose Entered number, enter the value, and select Apply.

This is useful when the service uses a measurement that is not available from the map.

If the area was originally measured in 3D, editing its shape on the flat map changes how it is calculated.

Duranta warns you:

This area was measured in 3D. Editing the shape recalculates the area from the flat map and replaces the 3D value.

You can choose:

A 2D measurement can be smaller than the same sloped surface measured in 3D.

Open the install drawing view and use the available tools:

Duranta confirms when the install area has been created.

Yes.

Turn on Schematic in the Layers menu to replace the aerial imagery with flat colors and clean outlines.

See Schematic View for a Property: FAQ for more details.

Switch the map to Services mode.

You can also use the Layers menu and turn on:

Open Layers and make sure Install services and Maintenance services are turned on.

Work Area overlays are hidden in proposal mode so they do not cover the service drawings on the proposal map.

A re-run creates a new AI analysis of the property.

After re-running, review services whose service areas came from the map to make sure they still match the measurements you want to use.

The AI map helps you measure and define service areas using automatically detected property features.

Yes. You can hide the AI map. When the AI map is hidden, the service areas and AI segments are also turned off.

AI map segments are automatically detected areas of a property, measured in square feet, such as:
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Ground layer:

Upper layer:

When you click an area, such as Lawn, Duranta selects that service area and shows details like the number of segments, total area in square feet, and perimeter.

Yes. You can edit or adjust the shape of each area or segment on the AI map.

Yes. You can reclassify an area or segment as Lawn, Lawn (excl. trees), Beds, Ground, Buildings, Fence, Surfaces, Muni sidewalks, Parking lots, Water, Trees, Bushes / Shrubs, Hedges,

If you are creating your first proposal, click Create proposal. If a proposal already exists, click Create service.

Yes. You can turn layers on or off, including:

Yes. You can adjust the lot or property boundary directly on the map to match the area you want to service.

You can adjust the property and map segments using:

Yes. You can create proposals for both leads and clients in the same way.

You can add both maintenance and install services.

Maintenance services can include lawn mowing, edging, leaf cleanup, snow removal, bed weeding, mulch refresh, hedge trimming, seasonal cleanup, and irrigation check-ups.

Install services can include beds, plants, turf, walls, and surfaces.

For maintenance services, you can define the service area by entering a number, drawing on the map, or selecting AI-detected areas. You can also add materials and charges, configure a recurring schedule, minimum price, price rounding, and price margin, and save services to Favorites for reuse.

For install services, you can add a labor charge, set a minimum price, enable price rounding, and apply a price margin.

Yes. You can add fees (such as delivery or disposal) or apply discounts to adjust the total price of your proposal.

The discount toggle allows you to switch between applying a fee (adds to the total) or a discount (reduces the total).

Yes. You can choose to apply either a flat amount (e.g., $50) or a percentage (e.g., 10%) to your proposal.

Yes. You can choose how often a fee or discount is applied:

When enabled, the fee or discount is applied to each section of the proposal. When disabled, it is applied once to the overall total.

Fees and discounts are applied once at the end of the proposal total by default. If needed, you can turn on Apply to each section to apply them to each section instead. One-time fees are used for non-recurring services, while daily, weekly, every 2 weeks, monthly, and yearly options apply to recurring services.

Fees and discounts are included in the final total and appear at the end of the proposal.

Yes. You can search, filter, edit, rename, duplicate, archive, and delete proposals.

On the Review & Send screen, you can view and finalize your proposal before sending it to a client. The proposal includes:

You can also organize and customize the proposal content.

The proposal preview shows the full proposal as your client will see it, including services, sections, fees, discounts, text, and images.

Yes. In the Review & Send tab, you can adjust settings such as Information Density and Subtotal options.

Yes. You can drag a service to create a new section and organize your proposal into clear groups.

Yes. You can add text, snippets, images, and photos from property notes to make your proposal more detailed and professional.

Yes. You can add snippets (saved text or images) to your proposal. Snippets can be created and managed in Settings → Favorites → Snippets.

Yes. You can use smart tags to automatically insert customer and account information into your proposal.

You can use smart tags such as:

Smart tags are filled in automatically if the information is available.

If the information is not available, the smart tag will not be filled in.

You can send a proposal in several ways:

Yes. You can email a proposal to multiple email addresses.

You can always contact [email protected] with any questions. Once you sign up, you can also schedule a demo call here: Duranta Demo