Duranta

How to download the Duranta app on your IPhone or IPad.

Download the Duranta App on iOS (App Store)

How to download the Duranta app on your Android device

Download the Duranta App on Android (Google Play)

How to access the Duranta web application on your desktop computer or mobile browser

Accessing Duranta (desktop web app)

How to create a new customer in your Duranta CRM

Creating your first lead or client (mobile app)

How to create a new customer in your Duranta CRM web app

Creating your first lead or client (desktop web app)

How to create a proposal in Duranta for maintenance services like mowing or pruning

Creating your first maintenance proposal (mobile app)

This article will show you how to create hardscape and softscape proposals in Duranta.

Creating your first install (build) proposal (mobile app)

Creating your first invoice (mobile app)

A residential lead/client is a homeowner or residential property owner you are creating work for (for example: a house, townhouse, or residential rental property). You can create estimates, proposals, and…

Creating a residential lead or client in the web app

With an active Professional Plan, you can invite users to collaborate on the same account.

How to invite a team member to Duranta

The new Home screen helps both new and existing users quickly access important tools, track activity, and get started with Duranta.

New Home Screen

Getting started

Homepage

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.