Home is where Duranta opens. It puts the actions you use most in one place and shows what has happened since you were last in.
Start something new
Create new at the top of Home has five options:
Option | What it does |
Measurement | Measure a property without creating a client first |
Estimate | Price a job for a customer |
Work order | Schedule a job for your crew |
Invoice | Bill for work |
Lead | Add a customer to your CRM |
You can also select Create at the top of the sidebar from anywhere in Duranta.
Measure before you have a client
Measurement is the quickest way to start with a property. Enter the address and Duranta measures it with AI and splits the map into areas such as lawn, beds and hardscape. You can add the customer later and turn the measurement into an estimate.
See How to create a measurement for more.
Work through Get started
New accounts see a Get started checklist with four setup steps:
Step | Why |
Upload your logo | Add your brand to proposals and invoices |
Add your first property | Start tracking jobs and sending proposals |
Send a proposal | Win your first client |
Invite a team member | Share jobs and proposals with your team |
Each step has a button that takes you straight to the right place in Duranta. For Send a proposal, select Create estimate: you price the job in an estimate, then send it to your customer as a proposal. Finished steps are checked off, and the checklist disappears once all four are done.
Select Dismiss to hide the checklist until you next sign in. It comes back while steps are still open.
Track estimates in the pipeline
Estimate pipeline shows how many of your estimates are in each status:
Status | Meaning |
Draft | Not sent yet |
Sent | Sent to the customer as a proposal |
Opened | Opened by the customer |
Approved | Accepted by the customer |
The colored bar shows the share of estimates in each status. Select View all to open the Estimates list in your CRM.
If you haven't created an estimate yet, the pipeline shows No estimates yet with a Create estimate button.
Pick up where you left off
Recent lists the items you worked on last, newest first: properties, estimates, invoices and, if Scheduling is on for your account, work orders. Select an item to open it.
Book an onboarding session
During your trial, Home may show Get help setting up your account. Select Schedule to book a free onboarding session with the Duranta team. This option goes away when your trial ends.
Use Home on your phone or tablet
The Duranta mobile app has the same Home, in a different layout:
Search Duranta and Ask at the top
Get started, while you still have setup steps
Create a new, with Measurement, Estimate, Work order, Invoice and Lead
Recent
The mobile app uses the same names: you price the job in an estimate and send it as a proposal.
The bottom bar takes you to Home, CRM, Schedule, Invoices, Create and More.
The steps are the same on iOS and Android.