Create new
From the Home screen, you can quickly create:
Measurement
Proposal
Invoice
Lead
Material
Measurement flow
Measurement is a new workflow that allows you to:
Add a property address
Generate AI measurements and map segments
Start measuring immediately without creating a client first
You can add client or lead details later in the process.
Get started checklist
New users will see a Get started section designed to help set up their account and begin using Duranta faster.
The checklist includes:
Upload your logo - Add branding to proposals and invoices
Add your first property - Start tracking jobs and creating proposals
Send a proposal - Win your first client
Invite a team member - Collaborate with your team
Once a task is completed, it will automatically be marked as complete. Completed onboarding tasks can later be dismissed from the Home screen.
Proposal pipeline
The Proposal pipeline provides a quick overview of proposal activity, including:
Draft
Sent
Opened
Approved
This helps track proposal progress and customer engagement.
Recent activity
The Recent section displays recently updated items, including:
Proposals
Invoices
Measurements
This allows you to quickly return to recent work and continue where you left off.
Platform notes (iOS vs Android)
The steps are the same on iOS and Android
Please contact [email protected] if you need help or have questions.