Bolster Academy

Getting Started

New to Bolster? Start here! Gain an entire overview of the platform, build your first estimate, and explore project management tools in 7 minutes.

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Platform Basics

Get familiar with the basics of the platform. This category covers account setup, key features, navigation tips, and first steps to streamline.

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Dashboard

Get insights and manage projects with ease. Tracking performance, organizing data, and boosting efficiency.

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Estimating & Proposals

Guidance on managing and customizing line items and assemblies within your projects.

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Pipeline CRM

Manage customer relationships in Bolster: explore lead forms, change order tracking, client info, and CRM tools to enhance engagement.

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Line Items & Assemblies

Learn to manage line items and assemblies in Bolster.

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Presentations

Get the most out of your presentations and Bolster proposals, to ensure you win more jobs.

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Payments

Learn how to use Bolster payments & invocing to ensure you get paid faster.

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Company Preferences & Settings

Provides users with essential tools to manage their account preferences and configurations.

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Integrations

Get a guide on all integrations that the Bolster platform has to offer.

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