Creating your first install estimate in the web app

An install estimate prices one-time construction work, such as patios, walls, turf, beds and planting.

Start the estimate the same way as a maintenance estimate: on Home, select Estimate, choose the customer and property, name the estimate and select Start. See Creating your first maintenance estimate in the web app.

Then select + Install.

Choose a category on the left of the form:

Installs are drawn on the property map, because the price depends on the size and shape of what you build. Use the tools on the left of the map:

Duranta measures what you draw and shows it as the Area. Select the ? button above the tools for tips on drawing.

Type a name your customer will recognize, such as Front bed planting. Duranta suggests saved installs from your Favorites. Choose one to bring in its materials, or select Create new install to set it up yourself.

Under Components, select + Material. Search your saved materials, or type a new name, such as Bark mulch, and select Create. For a new material, enter the price and the depth. Duranta works out the volume from the area you drew and shows the cost. Select Save.

Add charges, such as labor or delivery, with + Charge. The install shows its components and the subtotal. Select Add.

The install appears in the estimate with its subtotal. Select Generate proposal to create the proposal your customer will see, preview it and send it, just like a maintenance estimate.

The Estimate pipeline on Home tracks the estimate through Draft, Sent, Opened and Approved.