Getting started
Everything you need to get going
11 articles
- Accessing Duranta web appHow to access the Duranta web application on your desktop computer
- Downloading the Duranta appHow to download the Duranta app on your IPhone or IPad, Android Phone or Tablet
- Using the Home screenLearn how to use the Duranta Home screen to start new work, track proposal progress, return to recent activity, complete setup steps, and schedule onboarding.
- Creating your first residential lead or client in the web appLearn how to create a residential lead or client in the Duranta web app, add contact and billing details, assign an account owner, and add the first property.
- Creating your first lead or client in the mobile appLearn how to create a residential or commercial lead or client in the Duranta mobile app, add contact and property details, assign an account owner, and convert a lead to…
- Creating your first maintenance proposal in the web appLearn how to create a maintenance proposal in the Duranta web app, add measured services, set recurring work, customize the proposal layout, and send it to your customer.
- Creating your first install proposal in the web appLearn how to create an install proposal in the Duranta web app, draw the installation area, add materials and pricing details, review the subtotal, and send the proposal.
- Creating your first maintenance proposal in the mobile appLearn how to create a maintenance proposal in the Duranta mobile app, add services, choose measured service areas, and send it to your customer.
- Creating your first install proposal in the mobile appThis article will show you how to create hardscape and softscape proposals in Duranta.
- Creating your first invoice in the mobile appLearn how to create your first invoice in the Duranta mobile app, add line items and due dates, send it to your customer, and track when it is opened and…
- How to invite a team member to DurantaLearn how to invite a team member to your Duranta workspace, manage their access, and get them set up to start working with your team.